InfoPath Dev

PROBLEM:

You have installed the AD Web Service and would like to set a value in your form to equal a value returned by the Web service, specifically, you'd like to pre-populate the user name or user info.

SOLUTION:

(In the InfoPath Designer )
After you add a data connection for the GetMyInfo method of the AD Web Service and specify to retrieve data on load of the form... take the following steps to set the data:

1. Double click on the field in the view that you want to set
2. In the Default Value section, click on the fx button to the left.
3. Click Insert Field or Group
4. Select the Get My Info (Secondary) data source from the dropdown
5. Expand dataFields->tns:GetMyInfoResponse->GetMyInfoResult->ADProp
6. Select Value
7. Click Filter Value
8. Click Add
9. Select Key in the first drop down
10. Leave the second dropdown as "is equal to"
11. In the third dropdown, type text "sAMAccountName" (or whatever key you want to set) without the double quotes. Notice that InfoPath adds double quotes after you type and tab out.
12. Click OK 5 times to close the dialogs
13. Preview your form

Voila!


Patrick Halstead [InfoPath MVP]
InfoPathDev

I don't want to set the default value on the field, but rather set the field value based on rules. I can't seem to get this to work though. Anyone have any ideas?

Hi Scott and welcome to the forum,
To set the value based on rules, create the rule to set a value in your form based on a value in the secondary data source. You can have the first action in your rule be to query the AD Web service to get the default user, or to get another user based on some information in the form. We do this all the time and it is pretty straight forward. Please describe your scenario in more detail and we can provide detailed steps to implement.
Regards,

Some more playing around and found that rules work, but I can seem to get it to fire when opening a form. If I put the rule on a button and press the button once the form is open, the rule fires just fine. If I put the rule under "Form Options"..."Open and save" it wont fire. If I put the rule on a text box and open the form it still doesn't fire. The only way I can seem to get the rule to fire, is via a button once the form is opened.

Also, a little side question. How do I get a particular value (AD value) using code? I can't seem to get the syntax right.

There's an open rule. Go to Tools->Form Options->Advanced.

Patrick,

Similar to the side question that scottr had...how can I assign the username(GetUserInfo) field using jscript? I want to have one field that collects the username, assigns the username to the GetUserInfo username field and then queries AD. I can't seem to get it to work using jscript. Is it possible?

Thanks for any assistance!

Hi again,

For the rule issue,
Scott, sorry but I think I didn't respond to your first issue. Not sure why open rules don't work, but the data connection has a setting that determines whether it is called on load of the form. I think it's the last page of the wizard.

For the code sample,
We will post a HowTo on how to add an open rule do this in the next day or so. Thanks for your patience!

Patrick,

Do you have the code sample since I can not seem to find it?

The Active Directory Web Service is included with our Database Accelerator Product.  Not sure if you have tried DBXL, but it really makes deploying and utilizing your InfoPath forms across the enterprise much easier and gives you as an admin much more ocntrol and security.

The AD Service is pretty slick too.

 Here is the link. http://www.qdabra.com/proddetail.asp?prod=QDBXL1

Please contact me if you have any questions.

Clay thanks but not ready to implement that much yet.  Just looking to use your AD Service better than I am right now.  The user has to type in their managers email address to get the forms to go and this should be filled in for them.

 

Chris

So you already have it.

I will check on the status of the documentation for the AD Service.

Yes I have it.  I am playing around with GetUserInfo but still need to type something it and hit the button.  Should be able to use GetUserInfo some way in code to get the mangers email address.

Patrick

I realize your post is old, but very relavant to me. I have an issue where I am designing a form that will be published on our SharePoint site. The form is currently set to bring in upon page load, my name (FirstName), my email (WorkEmail) address and my (Manager) in the form of DOMAIN\username. I accomplished this using a data connection called GetUserProfileByUsername which is calling the SharePoint webservice with the same name. What I need is to bring in my managers email address into a hidden field in the form upon form load. The form would be filled out and upon submit, the form would be emailed to the appropriate supervisors email.

Any hints or help would be greatly appreciated.

Kyle

Hi Kyle, you'd have to call GetUserInfo using the manager's alias as the input parameter. When the form opens and calls GetManagerAlias, the next action (perhaps thru rules) that executes is using that manager's alias to call GetUserInfo. Do you think that would work?

Kyle

I had this trouble at first.  I have Windows 2003 server with sharepoint services v3 with a Infopath 2007 form.  I thought I needed the email address and actually you do not.  Outlook handled the porcess with just Manager name in a field.  Then in the submitting of the form I put the manager field in the to.  Then once approved the form then goes onto the next person.

 Chris