Check who has opened the form - InfoPath Dev

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Check who has opened the form

Last post 07-24-2007 03:51 PM by erugalatha. 5 replies.
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  • 07-20-2007 03:20 AM

    Check who has opened the form

    I have written a web service that gets a users credentials from Active Directory and puts them into fields on the form.

    That works fine but I want to check when the form is opened again if that user who originally submitted the form is the current opener of the form.

    I also then want to check who is that users manager in AD.  If the manager is the current opener of the form (in sharepoint 2007) then I want to display an approval view for the manager.

    How to do this?

  • 07-20-2007 05:38 AM In reply to

    Re: Check who has opened the form

    I have done this exact thing before for HR forms.

    You need an originating user field.  if it is blank then set it with the current user. (new form Scenario)

    I usually put a version field in somewhere so I know how many times a form has been modified too. (have it incremented each submit)

    Put in a rule on open that checks the originating user field, if not blank, does current AD user name = originating user name if not true does AD username = manager user name? if yes switch views to approver if not exit form (security).

    I had a table of manager/department relationships but if you have AD implemented well and the reports to complete you can use that.

    This security is not perfect hawever since someone could hack the form and bypass your open rules check. 

    You may want to look at the Database Accelerator Web Services Suite, it includes a full Active Directory web service too and Database enumeration to query any table.  It then allows your forms to be stored and secured with SQL server to provide much better security and control. This is critical for most enterprise solutions that deal with employee data.  We also have mechanisms for approvals, work flows, text search, etc.

    Qdabra Database Accelerator Suite Version 2.0 - Developer

    Contact me and I could show you a demo if you would like.

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  • 07-24-2007 03:27 PM In reply to

    Re: Check who has opened the form

    Thanks for your help.  AD is very clean so I can use the Reports property on each user.

    How did you increment your version on each submit?  I have tried the functions in "Set a fields value" on a submit buttons actions but I'm having trouble adding 1 to the version (type=integer).


  • 07-24-2007 03:35 PM In reply to

    Re: Check who has opened the form

    Typically I just have an integer field called Version and Set the field's value. my:Version | my:Version + 1

    You have to use rules on submit. the default does not allow you this flexibility or option. At the end just use the submit action.

  • 07-24-2007 03:36 PM In reply to

    Re: Check who has opened the form

    Are you submitting through our DBXL Web service or directly from InfoPath?

    Patrick Halstead
    Project Manager at Qdabra
  • 07-24-2007 03:51 PM In reply to

    Re: Check who has opened the form

    Patrick, I am submitting directly from InfoPath to a Sharepoint Form Library.

    Clay, I now know where I was going wrong - I had sum(version I 1) but your way works.

    Thanks a lot. 

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