Check that Form Out (or in) Automatically!

re: Check that Form Out (or in) Automatically!

Yugeswaran Vasudevon — Mon, 18 Jul 2016 02:02:19 GMT

Hi Hillary.. Please guide me on this.. need urgent help..

re: Check that Form Out (or in) Automatically!

Yugeswaran Vasudevon — Fri, 08 Jul 2016 00:42:49 GMT

Hi Hillary

I'm using IP 2013 & SP 2013. I've done until the data connection.

But I couldn't find "Checked_Out_To" to add in Form Load Rules. Please guide me what will be the next step?

re: Check that Form Out (or in) Automatically!

TOE_CHEESE — Mon, 13 Jun 2016 22:11:25 GMT

Thanks Hilary. I got it working in the browser form. I think my problem was I didn't have the full path to the form library.

re: Check that Form Out (or in) Automatically!

Hilary Stoupa — Fri, 10 Jun 2016 21:07:03 GMT

Well, I'm sure you noticed my note about the issues with this approach in filler, so I won't reiterate that - but you may just want to drag the query fields for the data connection onto your form & add a button to execute it to test it.

As to your issue in the browser, you will likely need to talk to your SharePoint admins about getting the error from the logs and resolving it. On our test servers, we disable loopback check, but there are other, less insecure approaches your admins may prefer.

re: Check that Form Out (or in) Automatically!

TOE_CHEESE — Fri, 10 Jun 2016 19:07:33 GMT

Hi Hilary,

I now realize I am getting different errors for filler and browser forms. For the browser for I am getting the can't connect to web service error. However, when I switch to using the filler, I get the following error:

The query cannot be run for the following DataObject: CheckOutFile

InfoPath cannot run the specified query.

The SOAP response indicates that an error occurred on the server:

Exception of type 'Microsoft.SharePoint.SoapServer.SoapServerException' was thrown.

<detail><errorstring xmlns="schemas.microsoft.com/.../">Parameter pageUrl is missing or invalid.</errorstring><errorcode xmlns="schemas.microsoft.com/.../detail>

Here is the formula I am assigning to the pageurl from the CheckOutFile data connection: concat("http://server.com/site/", my:WR/my:EventTitle, ".xml")

I have added a pageurl field to my form and it is not being pulled in from the secondary CheckOutFile data connection

re: Check that Form Out (or in) Automatically!

Hilary Stoupa — Fri, 10 Jun 2016 18:05:15 GMT

So - even in filler you get an error about connection to the web service? I wouldn't be surprised if this was just happening in the browser - because there are some server settings that sometimes need to be adjusted to allow a browser form to use some of these web services.

I guess I'd grab the correlation ID from the browser form error & ask the SharePoint Admin to check it - unless maybe in filler there is a Details button on the error you can click that would give us some information on the error?

re: Check that Form Out (or in) Automatically!

TOE_CHEESE — Fri, 10 Jun 2016 17:58:57 GMT

We are using SharePoint 2010 deployed at another office and managed by a server admin group. We are not using Office 365.

re: Check that Form Out (or in) Automatically!

Hilary Stoupa — Fri, 10 Jun 2016 17:51:26 GMT

So, you are using an on-premises server? Not Office 365?

re: Check that Form Out (or in) Automatically!

TOE_CHEESE — Fri, 10 Jun 2016 16:19:27 GMT

I am using IP2010. I constructed my form exactly as directed in Hilary's thread. With my browser form I am getting "An error occurred while trying to connect to a Web Service. My form is published and I get this error using filler or browser form. I get the same error when I preview as well. Using the URL in IE, server/.../Lists.asmx, I can open the Lists page as shown at the beginning of this thread. I am a site owner but I do not have server admin rights.

Any ideas?

Thanks,

re: Check that Form Out (or in) Automatically!

ask.shruts2007 — Wed, 18 May 2016 20:49:09 GMT

Thank you Hilary for your valuable feedback. Actually I do have it all on my form. Please see the link to the new forum for details -

www.infopathdev.com/.../EditPost.aspx

re: Check that Form Out (or in) Automatically!

Hilary Stoupa — Wed, 18 May 2016 17:46:46 GMT

Shruti - I'd put the data connection query & data fields onto the form and add a button that executes the query to troubleshoot. You may want to start a new forum thread and attach your form to make it easier for someone to help you.

re: Check that Form Out (or in) Automatically!

ask.shruts2007 — Wed, 18 May 2016 16:31:40 GMT

I have followed everything. I don't get any error while checkout but I don't see the document checked out as well. Could you please help me here to figure out how can I debug the issue.

Shruti

re: Check that Form Out (or in) Automatically!

Laurie Wheeler — Thu, 03 Mar 2016 18:57:24 GMT

SharePoint 2013 and InfoPath browser forms require UDCX file to use secure store.. secure store using system credentials. Is there any way to transfer the control back to the user who opened the form after it has been automatically checked out?

re: Check that Form Out (or in) Automatically!

Hilary Stoupa — Mon, 26 Oct 2015 15:14:36 GMT

Oh, interesting - I've not run into that. I'll be interested to learn if anyone else has had that issue. What happens if you use receive data connections?

re: Check that Form Out (or in) Automatically!

reqlow — Sun, 25 Oct 2015 10:46:35 GMT

Hi Hilary!

Thanks this very good solution! It helped me a lot!

I have some strange things:

My Environment is SP 2013 and IP 2013

Your method is working only if i created send (checkout and chekin) data connections not recieve, and i dont understand why...

Is there anyone who experienced similar problem?

Many thanks!