General

Re: User roles do not appear to be working

adamrharding — Tue, 23 Oct 2007 10:01:51 GMT

As far as I understand it it stops regardless of the outcome. If you wanted to stop conditionally then make it conditional on another field, that should do it.

Cheers

Re: User roles do not appear to be working

caw01 — Tue, 23 Oct 2007 06:45:39 GMT

One question though.

The stop processing box... Is that stop processing if that rule was true, or just when it finishes that rule regardless of the outcome?

Re: User roles do not appear to be working

caw01 — Tue, 23 Oct 2007 06:44:52 GMT

Ok, in typing that previous message I started to get to where I needed to be. I changed my default initiator rule so that it was not associated with a group.. That wasnt the fix, but seems to be working ok now.

The actual fix was a rule that had the stop processing box checked. So it was changing a field value and then stopping. So it did end up having an effect on my roles after all.

Re: User roles do not appear to be working

caw01 — Tue, 23 Oct 2007 05:31:06 GMT

caw01:
I created a rule

Sorry, late night... That is ROLE...

Re: User roles do not appear to be working

caw01 — Tue, 23 Oct 2007 05:21:07 GMT

caw01:
Did you set the default user as initiator?

Just making sure I didnt miss something in the terminology.... "default user"? Here's what I did. I created a rule that is associated with an AD group and made it the default/initiator rule. The AD group is kind of like an all users group.

Then I have a view that is specified as the default view.

I have a second rule that is associated with the nt\administrators group. Then on the Form properties I have an Open and Save rule that says if the "users role" = "nt administrators role" ACTION switch views to Admin View.

when I open a new form it opens to the new entry view user role. After I save it, and then reopen it, it is still opening it up to the same view. I am an admin, so it should open to the admin view.

Re: User roles do not appear to be working

caw01 — Tue, 23 Oct 2007 04:42:50 GMT

Patrick Halstead:

Did you set the default user as initiator? If you did, new forms will get that role. Have you tried opening existing forms - do they get set to other user roles (note: you probably already know to look in lower right corner of status bar for the role info)

Actually, I did not know that. I have basically removed all of my opening rules except for 2 that should not have any effect on the views and added only one to change views if you are in the admin group. No matter what, my form is opening with the initiator view using that role.

Patrick Halstead:
Did you make sure that the open rules stopped being applied after the first user role match? If you have several rules, it's possible that a user belongs to multiple groups, or it's possible that the last rule always succeeds. You should check the box to stop processing rules when one of the rules succeeds since that will switch to the correct view.

Yes, I did have them set to stop processing which is why I figured it was not reading my group memberships.

On the other note. I did try out the example button in the download documentation. It did return a lot of information, but I'm not sure what to do with it. I must have been using the wrong webservice, but I have not yet figure out how to make it determine my group membership.

I'm working both fronts at this point...

Re: User roles do not appear to be working

Patrick Halstead — Sun, 21 Oct 2007 02:21:08 GMT

Hi Chris,

The AD Web service functionality will provide more information from Active Directory, but you don't need the AD Web service to switch views based on AD group. Here are a couple ideas for why you might have experienced the problem mentioned in your first few posts:

Did you set the default user as initiator? If you did, new forms will get that role. Have you tried opening existing forms - do they get set to other user roles (note: you probably already know to look in lower right corner of status bar for the role info)
Did you make sure that the open rules stopped being applied after the first user role match? If you have several rules, it's possible that a user belongs to multiple groups, or it's possible that the last rule always succeeds. You should check the box to stop processing rules when one of the rules succeeds since that will switch to the correct view.

Good luck!

Re: User roles do not appear to be working

caw01 — Sat, 20 Oct 2007 09:29:08 GMT

I found the docs. Thank you. I will be testing it this weekend. Thanks again!

Re: User roles do not appear to be working

Clay Fox — Fri, 19 Oct 2007 22:50:30 GMT

Ok well I would look at these tutorials.

AD Service: How-To Set Field to GetMyInfo Result

AD Service: How-To Query GetUserInfo

I think the best method is take a blank form. Add the web service three times for each of the methods. Then drag the repeating groups and fields on to your form and some buttons to query each and then play with it in preview.

Test putting in different query values and seeing what is returned.

Then you should be able to figure out exactly what you need for your form solution.

You could either create a data connection for each group you need to check or run the query, process the result and then change the group query parameter and run it again.

Re: User roles do not appear to be working

caw01 — Fri, 19 Oct 2007 22:23:55 GMT

Ok, Installed, the demo. I'm just not sure how to setup the data connection to read it...

Re: User roles do not appear to be working

Clay Fox — Fri, 19 Oct 2007 16:46:24 GMT

Yes I think the best explanation is that you are not getting any role information.

That was where I was thinking you could try and prove this by displaying the information.

The AD webservice is pretty simple. Install it on a box with IIS. Then you just setup a receive web service data connection which will give you either the username or you can get a true false on membership to a specific group. Which is probably what you are looking for. Then you can just use the logic off of the true or false value.

Qdabra Database Accelerator Suite Version 2.1.2815 - Developer with this you get the webservice plus a bunch of other web services.

You can purchase the AD webservice by itself here. http://www.qdabra.com/en/products/ADWebService.aspx

Re: User roles do not appear to be working

caw01 — Fri, 19 Oct 2007 16:35:38 GMT

I am using instructions provided by MSDN, and the open form rules says to check the users role and switch views based on that criteria.

http://msdn2.microsoft.com/en-us/library/ms788207.aspx

Ok, I will keep playing with it. I can't see why it is not working at this point.

How would I use the AD Web service to identify a form user? I've tried doing this with control sections as well but I have the same problem, which makes me think it is not reading the users roles at all.

Thansk for the assistance by the way, I do appreciate it. I'm just baffled, not arguing...

- chris

Re: User roles do not appear to be working

Clay Fox — Fri, 19 Oct 2007 16:04:44 GMT

Hey Chris.

Expression boxes are an action type where you can pop an alert box with a value or formula. This is often nice for debuging if you are only developing in InfoPath since you can order them to see the values before and after the actions you are trying to implement.

I am not real familiar with roles but they may not get checked before the open rules are fired. They may get checked next. They are typically used to filter content and not to show different views. I think the standard design is you have one view and then use roles to specify what each role sees from the view.

I have used both SharePoint and the Active Directory web service to identify a form user by a data connection, which complete before the Open Rules. Then based on the form user or their group membership I can put in the logic to route them to specific views. That was what I was referring to.

Re: User roles do not appear to be working

caw01 — Fri, 19 Oct 2007 15:49:27 GMT

And if it didnt check the roles when you opened the form, what would be the purpose of the roles?

Re: User roles do not appear to be working

caw01 — Fri, 19 Oct 2007 15:41:18 GMT

Ok, forgive me, I'm not very advance with this... What type of expression boxes and what would they do?

- Chris