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InfoPath & Sharepoint User Name

Last post 09-01-2010 07:44 AM by ErnestoM. 1 replies.
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  • 08-31-2010 10:48 AM

    • Mgauf
    • Top 500 Contributor
    • Joined on 07-28-2009
    • Posts 29

    InfoPath & Sharepoint User Name

    Hi. I have an InfoPath form that needs to recognize who is accessing it through a 3-part aprroval process. When the form is initiated, the text ID field which I have set to the username value correctly pulls the username from Sharepoint. But when the initiator submits the form for the first approval (which sends it to an approval library), the xsn file becomes an xml file and the ID field no longer picks up the username of the approver. Is there a way to code that text ID field so that it looks for and registers (in the ID field) who is accessing/looking at the form when it is an xml document?

    Thanks

  • 09-01-2010 07:44 AM In reply to

    Re: InfoPath & Sharepoint User Name

    I would recommend having three xpaths in your form, one for each of the steps of the process. So let's assume the process roles are: submitter, approver and reviewer. You'll have rules to store the appropriate username in each of those fields. If a form is new, the currently logged in user becomes the submitter. If the form already has a submitter, then your rule should not try to overwrite that field. It sounds like perhaps your rule is not executing correctly, but there's not enough information above to troubleshoot.

    You should consider using InfoPath user's role. Here is a link about InfoPath user roles (also read this). Maybe this will help.

    Good luck!

    Ernesto Machado
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™


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