InfoPath Dev

I'm trying to figure our User Roles in InfoPath.  I see a lot of information online basically saying that they don't work, and I'm beginning to believe that.

Anyway, I can assign a user to a group using the "User name from the form" option in the "Add User Role" dialog.  What I haven't been able to do is add a second user to the Role.

The option seems to take a text field.  I give it a text field containing a domain\username string.  But I'm not sure how to add 2 users.  I tried separating them by semicolon, space, and comma, and none of these work. 

Has anyone successfully used User Roles in InfoPath?   There's very little documentation on how to set up the Roles.

Dave

Hi Dave,

I have used user roles in InfoPath successfully.  They don't work with browser forms though but they do work with Client forms.

Have you seen this Office article on them?  They do work in both 2003 & 2007: http://office.microsoft.com/en-us/infopath/HP101651191033.aspx

You do use the semi colon to seperate users or groups although I think you need to use the people/group picker and add them that way instead of manually typing the information into the text box in the dialog in InfoPath.

Hope that helps

Ted

Hi Ted, If I use the picker and add them using the first checkbox in the "Add User Roles" dialog, then it works.  For example, when I pick 2 people and put them in a role it looks like this:

 domain12\fingerhut; domain12\davis

If I then copy/paste the above text, put it in an InfoPath text field, and then select the 3rd checkbox (User names from the form) and select the text field, that's what doesn't work.

 See below.

Dave

When you are setting roles based on form fields, and you want to include more than one alias, you will need to have repeating fields. Just separating by a semi-colon won't work as the role evaluator will look at the whole string as a single alias (yeah, it could be fixed, but let's work with what we got).

To correct this you would need to make my:Users repeating. Then you can place a different domain12\user in each @PowerUsers field. Roles will correctly work then.

If you don't need these role users to be in the main DOM, I would suggest setting up a secondary DOM just for that purpose.

Greg,

Thanks.  That worked. 

Yes, I am going to bring them in from a secondary data source.  I was just using Main now while trying to figure out how it works.

Dave

Great! Glad to have helped.

Can you explain hwo to construct a secondary data source to hold those Users...I have a field containing "\todd\mheggie\johnp\bsmith"...I need to get them into a role

You need repeating nodes:

<Users>
    <User>domain\alias1</User>
    <User>domain\alias2</User>
    <User>domain\alias3</User>
    <User>domain\alias4</User>
    <User>domain\alias5</User>
</Users>

 
Thanks you for the post.
Hi guys, Im a newbie. Nice to join this forum.

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