InfoPath Dev

Hi All I want to automate an appraisal process using InfoPath forms and SharePoint. No database available. I have two different views for the manager and Employee. Now i want to display the manager's form when the manager logs in...and the Employee form to be displayed when the employee logs in. I want to do it without using any database. Please Help.. Regards.

To automate the switching views you need to write a code in the form loading event.

In the loading event we have an argument called "LoadingEventArgs e", on e we have a method called SetDefaultView(), it takes the view name as input parameter.

Ex code :-    string strDefaultView = GetDefaultViewName(LoggedInUser);
                    e.SetDefaultView(strDefaultView);

 

 

 

 

How to put this code in the form loading event ??? can you please elaborate it please.

Hi Anshu 

Before you submit the form store the folloing information in the hidden fields

• who is the submitter
• who is the manager ...

in the load event take the logged in user and compare it with the hidden field values and based on it decide the view name and then use the above code.

Look at the sample code below to get the default view name:

private string GetDefaultViewName(string strLoggedInUser, XPathNavigator myRoot)
        {
            try
            {
                // XPathNavigator myRoot = MainDataSource.CreateNavigator();
                string strFormStatus = myRoot.SelectSingleNode("/my:myFields/my:Status", NamespaceManager).Value;
                string strManagerSubmitStatus = myRoot.SelectSingleNode("/my:myFields/my:ValidationFields/my:ManagerSubmitStatus", NamespaceManager).Value;
                string strApproverDenyStatus = myRoot.SelectSingleNode("/my:myFields/my:ValidationFields/my:SMDDenyStatus", NamespaceManager).Value;
                string strSubmitter = myRoot.SelectSingleNode("/my:myFields/my:ManagerSection/my:SubmitterAccountID", NamespaceManager).Value;
                string strReportsTo = myRoot.SelectSingleNode("/my:myFields/my:ManagerSection/my:ReportsToAccountID", NamespaceManager).Value;
                string strDefaultView = string.Empty;

                string strAllHRs = myRoot.SelectSingleNode("/my:myFields/my:AllHRContacts", NamespaceManager).Value;
                bool boolIsHR = false;
                strFormStatus = strFormStatus.Trim();
                if (strAllHRs.Trim().Length > 0)
                {
                    boolIsHR = IsLoggedInUserHRorPayroll(strAllHRs, strLoggedInUser, ',', myRoot);
                }
                string strApprover = myRoot.SelectSingleNode("/my:myFields/my:HRSection/my:SMDPicker/my:Person/my:AccountId", NamespaceManager).Value;

                bool boolIsApprover = false;
                if (strApprover.Trim().Length > 0)
                {
                    boolIsApprover = IsLoggedInUserApprover(strApprover, strLoggedInUser, myRoot);
                }
                //_ExceptionMessage = (string)_ExceptionMessage + "Submitter:::"+strSubmitter+ "  Repoo rts T:::::"+strReportsTo+"   Form Status:::::"+strFormStatus+ "   Logged in User "+strLoggedInUser;
                //myRoot.SelectSingleNode("/my:myFields/my:ValidationFields/my:ExceptionMessage", NamespaceManager).SetValue((string)_ExceptionMessage);

                //If logged in user is submitter or Reports To Manager
                if (strSubmitter.Trim().ToLower() == strLoggedInUser || strReportsTo.Trim().ToLower() == strLoggedInUser)
                {
                    if ((strFormStatus.Trim() == "Draft" || strManagerSubmitStatus == "1") && (strFormStatus.Trim() != "Complete" && strApproverDenyStatus != "1"))
                    {
                        strDefaultView = "Manager View";
                    }
                    //If logged in user is submitter or reports manager as well as HR
                    if (strManagerSubmitStatus == "1" && boolIsHR)
                    {
                        strDefaultView = "HR View";
                    }
                    //If logged in user is submitter or reports manager as well as HR as well as Approver
                    if ((strApprover.Trim().Length > 0 && boolIsApprover) && (strFormStatus != "Complete" && strFormStatus != "Denied" && strFormStatus != "Approved" && strFormStatus != "Pushed Back" && strFormStatus != "Submitted to Payroll"))
                    {
                        strDefaultView = "SMD View";
                    }
                    if (strDefaultView.Trim().Length > 0)
                    {
                        return strDefaultView;
                    }
                }
                //If logged in user is HR as well as Approver
                if (boolIsHR && strManagerSubmitStatus == "1")
                {
                    strDefaultView = "HR View";
                    if ((strApprover.Trim().Length > 0 && boolIsApprover) && (strFormStatus != "Complete" && strFormStatus != "Denied" && strFormStatus != "Approved" && strFormStatus != "Pushed Back" && strFormStatus != "Submitted to Payroll"))
                    {
                        strDefaultView = "SMD View";
                    }
                    return strDefaultView;
                }
                //If logged in user is only approver
                string strHRSubmitStatus = myRoot.SelectSingleNode("/my:myFields/my:ValidationFields/my:HRSubmitStauts", NamespaceManager).Value;
                if ((strHRSubmitStatus == "1" && boolIsApprover) && (strFormStatus != "Complete" && strFormStatus != "Denied" && strFormStatus != "Approved" && strFormStatus != "Pushed Back" && strFormStatus != "Submitted to Payroll"))
                {
                    return "SMD View";
                }
                //If logged in user is only Payroll
                string strPayroll = myRoot.SelectSingleNode("/my:myFields/my:PayrollSection/my:PayrollLanID", NamespaceManager).Value;
                bool boolIsPayroll = IsLoggedInUserHRorPayroll(strPayroll, strLoggedInUser, ';', myRoot);
                string strHRSubmitToPayroll = myRoot.SelectSingleNode("/my:myFields/my:ValidationFields/my:HRSubmitToPayroll", NamespaceManager).Value;
                if (boolIsPayroll && strHRSubmitToPayroll == "1")
                {
                   return "Payroll View";
                }
               

                return "Blank View";
            }
            catch (Exception ex)
            {
                _ExceptionMessage = (string)_ExceptionMessage + "Finding the Default View Method: " + ex.Message + "   ";
                myRoot.SelectSingleNode("/my:myFields/my:ValidationFields/my:ExceptionMessage", NamespaceManager).SetValue((string)_ExceptionMessage);
                return string.Empty;
            }

        }