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Blog Listing
I don't really like how hard it is to find a specific blog entry even when you search, because the search results don't show abstracts, and the categories don't either, so I'm making this landing page for people to quickly find what they're interested in…
**Speaking at the Document Strategy Forum Conference in Chicago on Nov. 1st**
SharePoint 2010:
- Presentations:
- Building Codeless Solutions with SharePoint and Office 2010 (PowerPoint Slides)
- Building Codeless Solutions with SharePoint and Office 2010 (5-min quick webcast)
- Solving Business Problems with SharePoint and InfoPath (PowerPoint slides)
- All SharePoint 2010 Blog Entries
- Business Connectivity Services (BCS) – Creating an External Content Type (ECT) based on a SQL 2008 Table
- Business Connectivity Services (BCS) – Creating an External List from an ECT
- InfoPath 2010 – Designing External List Forms
- How to open files that prompt for Save or Cancel
- SharePoint Designer 2010 Workflow Actions and Results
- InfoPath – Allowing Anonymous users to Submit Forms in SharePoint 2010
- InfoPath – Get user information without writing code (extended)
- InfoPath – Auto-Numbering Forms
- InfoPath – User Roles in Browser-Enabled Forms Using AD Groups
- InfoPath – User Roles in Browser-Enabled Forms Using Contacts List
- InfoPath – Using [ME] to Filter Form Library Views Based on Form Metadata
- InfoPath 2010 Rules!
- InfoPath – Auto-Generating Filenames
- New Features that Increase Productivity when building forms in InfoPath 2010
qRules Series:
- Copy Table – Copy SharePoint List Data to Main Data Source
562 Responses to "Blog Listing"
August 20, 2009 at 4:38 PM
Clayton, are you aware of any 'open behavior' rule limits in IP2007?
(Tools->Open and Save->Rules)
I have 8 rules, most are simple conditions (if a=y) and 1 action (set var) each.
I introduced a web service lookup in the first rule (set three query fields, get 4 data fields) similar to queries I use elsewhere in the form (which work). The form, web-browser enabled, works as expected in the preview mode, but fails to 'execute all rules' when opening from SP (after publishing). By simply removing the query action and 'hardcoding' the field values that would have been read from the query data fields, the form works from SP. It's like some limit has been encountered.
I appreciate any insight you might have.
August 20, 2009 at 5:14 PM
Yes, there are other fields on this form that use this web service, same query (different field passing in lookup value though) and similar data fields.
1 – done. works
2,3 – be nice to have IP2010 copy/paste 🙂 Yes, I'll try that approach.
August 21, 2009 at 5:56 AM
I just wanted to say thank you for putting all this great information out there for all us non-programmers to use. Also, thanks for your quick responses to my many emails and for calling me! Your help saved me hours (if not days) of work. My form is doing things I never thought it would be able to do. So thanks and keep the blogs coming!
September 5, 2009 at 4:17 AM
Hi clayton
Can you please suggest me a planning how can i install moss sp2 in production server.
Currently using moss sp1.
I have never gone through this kind of request,So i need your help in this regard.
Please do the needful.
+91 9035434396.
September 27, 2009 at 9:21 PM
Clayton a quick query regarding Digital Signatures and Browser-based forms. There's a message that pops up stating "Parts of this form are digitally signed and cannot be modified" etc etc. Are you aware of any way to remove this warning message? Just annoying is all 🙂
September 30, 2009 at 11:05 PM
i want to create leave approval workflow in sharepoint. when ever ake a leave an employee the immediate head of employee is approved automatically.it is routed for repotingmanager for approval.and employee also notify about approval
October 5, 2009 at 1:13 PM
Hello Everyone,
I am running SharePoint 2003 and I have one sub-site that will not come up when you click on the link. All the other sub-sites come up with out issue. I am able to access the content of the site when I go to "Manage Content and Structure" but I cannot open default.aspx. I do have a backup that I could restore from but I wanted to try and figure this out before I did that. I am not confident that a restore would even fix the problem.
Thank you in advance for any assistance.
October 5, 2009 at 1:58 PM
Thank you for the great suggestion. Upon opening the page in SPD I realized that I had a third party utility installed on the site for making charts out of lists. The evaluation period has expired which was causing the issue.
November 26, 2009 at 11:13 AM
I have an requirment to design asp.net form (form should appeare on default.aspx of site)with validations in sharepoint.And on button click data should get submit to database and workflow (multilevel approval workflow)should also start in parallel.
Can u suggest me how to do that using sharepoint designer?
Thanks …..
December 10, 2009 at 12:56 AM
thanks for your quick response..after struggling with VS and asp.net forms finally I switched to Infopath for simplicity.
I want to create Multilevel Expense report approval workflow.
Task I completed:
1.Designed Infopath form as per my requirement.
2.Published in my form library.
3.Forms are browser enabled and working fine.
Now I want to create workflow using SPD.
Approval Levels
1.Approval by Team Lead
2.Approval by Accounts.
3.Approval by Dir.
1. If my expense is lessthan or equal to 500
teamlead can approve directly and notify accounts.
2.If my expense is greater than 500 than teamlead will keep it pending , ask reason from the employee of such high expense and assign it to Accounts for review.Accounts after reviewing will say it approved or reject.
It approved then final approval from Dir and if reject notify creator and stop workflow.
I my not getting how to write these conditions in SPD, I mean how to create Assign to do item etc..
Can u please help me out in writing these condition in SPD ?
February 4, 2010 at 3:06 AM
I have an requirement in sharepoint that there is an document library where word documents are uploaded.User wants to show short description of each documents in pop-up kind of box on mouse hover of documents in the library.
How should i proceed?
I have created one description column in library which is currently hidden.What changes i need to do in xslt to show pop-up window having description of documents?
Any help will be appreciated….
February 23, 2010 at 9:48 AM
While I'm not a Dot Net jockey, I'm rather proud of what I've been able to do with SPD workflows and custom New & EditForms to create an Earned Time Requests system that emails Supervisors links back to the list item when a request has been made, and emails the Requester when a request has been approved or declined. As it stands now everyone can submit a request and they can use a People Picker to select their supervisor by way of placing supervisors into a SharePoint group and limiting the Choose From: option to that group. Rather than maintaining this Supervisor SharePoint Group, I'd like to use methods that you described in your InfoPath – Get user information without writing code (extended) . I was hoping there was a way to setup similar data connections with a regular custom SharePoint NewFrom. Currently the NewFrom I'm using has no masterpage elements which makes for a clean easy to use no distractions form. It is fine for the limited testers as a proof of concept, yet we are a company of 800 with a very high management ratio. It would be nice to be able to auto populate the request form with the Requester's Department, Supervisor's PreferredName (for the requesters' convenience) yet populate the list with the Supervisor's WorkEmail so that the workflow would work properly.
Question to you; is there a way to auto populate a few fields in a Custom SharePoint NewFrom by way of the UserProfileService?
February 26, 2010 at 10:05 AM
Hi Clayton,
I might be asking about a simple or complex thing regarding a experiment I'd like to do on SharePoint. I would like to create a 'Thank You' form where user selects the name of the person he would like to thanks, selects his email ID and select some picture (Thanks You cards) and write some text in notes section on why he his showing his gratitude and submit the form. The form then attach the image selected and sends an email to the intended person with notes etc.
Could you please let me know, is it possible in SharePoint and if yes, kindly provide a high level view on how to do this. If No, please provide any idea on which application we can try this experiment.
Any help will be appreciated….
Gaurav R
March 17, 2010 at 7:39 AM
Hello Clayton,
First ..thanks for your great contribution on Infopath.
I have gone through your posts i has been a great help while developing similar solution for my site.I am using SharePoint2007 and Infopath2007…no 2010 component. I have couple of question on Leave Applications system.
1.I am submitting my leave applications to Infoform library.Everything works well. But number of employee is >600 at my site so if i assume 10 application per year from each employee i would certainly cross limit of number of documents in one infoform library which is 2000.
Suggested Solution : I predict one solution for this ..not sure about its technical difficulties…Submit leave application details to SQL server as well as Infoform library.After 1 month of submitting to library we can delete document from library.When ever we need data we can get from SQL Database.
Problem : Is it possible to create/update a new entry in a table (in db) with all relevant information while submit/update leave application.Please help.
2. I have seen in your 5 mins video, mails that flows as notification for leave application to employee/leader has two good thigs
a. Dynamic subject line : containing text + Employee name …how is it possible in 2007 components?
b. Direct link to leave application in mail body. Could you please help on this.
Any help would be appreciated.
March 25, 2010 at 8:48 AM
Hi Clayton,
I have a infopath initiation form with a textbox. I have to do something on the Changed event of this textbox. So i wrote the following code:
public void InternalStartup()
EventManager.FormEvents.Loading += new LoadingEventHandler(FormEvents_Loading);
EventManager.XmlEvents["/my:myFields/my:toolName"].Changed += new XmlChangedEventHandler(toolName_Changed);
public void toolName_Changed(object sender, XmlEventArgs e)
// XPathNavigator myNav = this.MainDataSource.CreateNavigator();
// myNav.SelectSingleNode("//my:keyword", this.NamespaceManager).SetValue("Keyword");
when i deploy this xsn file for workflow. I always get the following error on the load of this form.
System.InvalidOperationException, mscorlib
System.InvalidOperationException: Invalid Context: /my:myFields/my:toolName event must be registered before this form is deployed.
Could you please figure out the solution?
Thanks for your help,
April 2, 2010 at 8:30 PM
Congratulations to become as an MVP !!!
April 19, 2010 at 9:05 AM
Hi Clayton,
I wanted to calculate the difference between 2 date picker controls for use in a leave request form that I am creating. First, I created a blank form and copied and pasted the Value fields that were posted in the article by S.Y.M. Wong-A-Ton. My Practice form does not work and returns a value of zero in my difference field. Were any other changes suppose to be made to instructions? http://www.bizsupportonline.net/infopath2007/calculate-date-difference-infopath-rules-formulas.htm
Thank you for your help,
April 19, 2010 at 9:47 AM
Thank you!
I will search for Alec Pojidaev and try his method.
April 19, 2010 at 12:54 PM
I found the blog you suggested and was able to download the form because I could not follow his steps. His form worked fine but gave me 4 days instead of 5 when I clicked on a Monday and then an End date of Friday. I read in his blog someone else asking the question. His answer was to modify finalize rule as following: substring-after(., ";")+1
I tried but I must be modifying the incorrect rule because my answer is coming back as 3 now.
Can you tell me where to modify?
Thank you,
April 26, 2010 at 11:23 AM
Is there a way to get the AccountName from GetUserProfileByName by using the preferredname?
I have an Infopath textbox that has an Approver's lastname, firstname and I would like to get the Approver's Accountname.I've seen your blog about getting the current user's information. I need to get someone other than the current user's information. The Approver's name comes from a people picker column on a sharepoint list. Is there a way to put the accountname in a hidden field on sharepoint when the name is entered.
April 27, 2010 at 9:00 AM
I've tried to pass everything under the sun to the getuserprofilebyname parm AccountName but it appears it only accepts the AccountName. I've seen examples (nothing that worked) where people were saying you could pass the perferred name. I found a work around. On the sharepoint site, I changed the name to be displayed by account. On the infopath form, I query the getuserprofilebyname using the Account and display the PerferredName.
- April 27, 2010 at 9:00 AM
May 17, 2010 at 10:57 AM
Hello Clayton,
Your blog has lots of useful information for Infopath novice like me. I am now getting comfortable with the software. I wanted to know if there is a way in 2010 version to create a workflow without using Sharepoint server. I am creating a form where Supervisor has to sign before Manager and so on. We do not have Sharepoint Server. Let me know if you have any ideas regarding the same.
May 24, 2010 at 9:26 AM
I feel like I know you as I have read so many of your posts.
I would like to be able to add both both a repeating table and another field (i.e. textbox) to a SP List.
For example, repeating table has fields ONE, TWO, THREE and I have a field on my form titled FOUR and want to submit a single row including ONE, TWO, THREE, and FOUR. Submiting the repeating table works. I thought of using a rule (repeating table: NAME contains "FieldName", THREE = Textbox: FOUR). Or trying to modify my XML to include the name of the xpath textbox (i.e. field name= "").
May 26, 2010 at 7:59 PM
I need to find a specific job title in the AD (User profile db) Title Field (SharePoint 2007)
I'm in InfoPath (2007), and trying my best to stay away from code.
I need to create (seemingly) iterative loop that loops up through the food chain until Title = "EVP"
I've been manipulating the rules under a button, and am trying to figure out how to do a loop.
Am I moving in the right direction here? Any suggestions??
May 27, 2010 at 1:21 PM
This looks great Clayton! A lot of great resources.
June 2, 2010 at 4:00 PM
I have a Sharepoint 2007 library setup called New Course Requests which contains a Infopath template I have created. Attached to this library I have a Workflow called Form Submission which is attached to the New Course Requests Library. When the form is saved and manually submitted the workflow runs and indicates it has completed, but none of the actions in the workflow are run? Below is the logic in the workflow:
The Check Workflow does not find any errors. Can anyone see a reason why this workflow is not running although it has been attached to the New Course Requests library?
June 11, 2010 at 1:53 PM
Hi Clayton
I've created a workflow in SPD for sending an email when a specific condition is true, and I specify that this workflow should automatically run when a new item is created or when I start it manually . But it only works when I manually start it. May I ask you help me to solve this simple problem?!
June 13, 2010 at 9:53 PM
Hello Clayton,
Your posts regarding infopath is very helpful.But i am in trouble implementing a form which will be developed run time from sharepoint site.Its like, the form contains user name and Email but my enduser will be able to add 2 more fields according to his/her needs and they can also name the filed as per their requirement. Those fileds will get data connection with sharepoint list or other data source after creation.
In a word, i would like to give endusers a choice to add fileds according to their choice.
Please let me know whether it is possible in infopath form or not?? If yes, please help me out.
June 14, 2010 at 6:44 AM
I've a "Cost Request" process.It should collect data from 4 people in an order that specifies in process, each one should review data entered by previous people and then decides about approval or rejection. And no one should change previous data.
I've created a workflow in SPD with "Collect data from a user" action, but people can change other's data.How can I solve it?
June 14, 2010 at 9:22 AM
I'm trying to allow a user filling out an InfoPath form to select documents from a SharePoint library in a multiple selection list box, but need those documents to be links to the documents on the form (not attachments and not just a text list of the documents). I've successfully created a data connection to the SharePoint library and connected it to a multiple selection list box, but cannot select a column other than static text columns (e.g. Title, etc.). Would love to pull the Name column since it is a hyperlinked column, but it isn't listed as an option when I create the data connection. Is there a way to create a new hyperlinked column in the SharePoint library that I can use in the data connection or to code the InfoPath form so that the SharePoint library items are listed as hyperlinks?
June 16, 2010 at 4:27 PM
We have a business need to retain workflow history for auditing purposes (I work for a bank). We expect to need to retain AT LEAST 2 years worth of history (probably more). I understand the "log to history" is just a new list that has the standard recommended limit of 2k items. I've also seen that MS isn't really supporting use of the list for auditing purposes.
We will be moving to SP 2010 Enterprise sometime this year. Are you are aware of any improvements in this area with 2010 (or best practices we should look at)? Thx.
June 17, 2010 at 9:40 AM
Do you knopw of any third party tool for configuing FBA in SP 2010?
I am looking for one, as ihave to set up on various servers in various locations which are not on farm nor will be in future
July 5, 2010 at 8:30 AM
I have an InfoPath 2010 form created that has a rule set up to populate a field with the Document name from a SharePoint Document Library (MOSS 2007). I want that to be a hyperlink directly to the document. I've tried a million different things but to no avail.
I can get it to put the name of the document in there – no problem. I converted the Control to a hyperlink but it comes up with an XVIEW link. I also tried converting the Data Type of the populated field to HyperLink (anyURI), but that doesn't work either.
Any tips? 🙂
July 6, 2010 at 8:32 PM
How do I get the SNMP Comm String in my SharePoint form to only be visible by me? I've been trying to find a solution for weeks. Any ideas?
July 9, 2010 at 9:15 AM
Hi Clayton,
I have an Infopath for I have created that includes views and user roles assigned to those views, which I have published to a Sharepoint server. Thus, this means that the form should open in the Sharepoint library it resides in using Infopath since it cannot be browser enabled due to the assigned user roles. When I try to open the form in the Sharepoint Library, it tells me "This form template is not currently browser-enabled. It must either be republished as a browser-enabled form, or opened using Microsoft Office InfoPath"
I have checked in the Advanced settings of the library under browser enabled documents to 'Open in the client application' even though it is not browser enabled when I publish it. Still, it will not launch Infopath and open the form in it so the user can fill it out. Any ideas on why it is not opening the form since it is not designated as browser enabled?
July 22, 2010 at 10:13 AM
I am stuck in an issue here, wherein I have an AdminApproved form template in Infopath 2010. The template has a "GetUserProfileByName" dataconnection, that pulls in attributes from the UserProfile, everytime the form loads.
I am going through a load – balanced environment, with 2 WFE's. The strange thing is, I am pointing to one of the WFE and on trying to open a new document of the same template, the webservice query returns the data. But when I get off the form and reload it again, I get "An error occurred while trying to connect to a Web service."
Am I sure you must have an idea whats going on here. Any help would greatly be appreciated.
July 22, 2010 at 12:30 PM
This off topic,
Can you please let meknow how to place abanner image on top of the ribbon using css or v4 master page in sharepoint 2010
July 23, 2010 at 7:04 AM
Could you plz. refer my problem to one who can do this?
Here is my post on MSDN Forum: http://social.technet.microsoft.com/Forums/en-US/sharepoint2010programming/thread/e341f6cb-3d11-4d1e-ac34-d4df340a2aa7
I have one another problem:
In the newer version of SharePoint 2010, we are using federated search feature to list custom open search service results in SharePoint. This works fine, but we are unable to customize the original sharepoint search result page to host federated search result web part in it. This page just doesn't show up in SharePoint Designer. While working in SharePoint 2007, we had a result.aspx page when we type something in search text box, it lands to this page and we were able to edit this page and put our own web part to customize the search by giving .FLD file (Federated Search Results web part), we have our own open search service running so we used it. Likewise this when we are upgrading to SharePoint 2010, it lands our search to site/layouts/OSSSearchResults.aspx page which is basically in "_layout" folder and its template file. so we are unable to integrate our Federated search results with SharePoint 2010 default search results. Could you plz. help me in this regards? How this would be done?
Post on MSDN forum: http://social.msdn.microsoft.com/Forums/en-US/sharepoint2010general/thread/bbba21a4-078a-4076-bfcc-d68bf50cd718
Please help.
Shamshad Ali.
July 29, 2010 at 7:25 AM
How can I prevent editing of an approved document in Sharepoint. I am using an out of the box approval workflow. What is the simplest way to achieve this requirement?
July 29, 2010 at 3:12 PM
Is it that we cannot use Infopath services (customise form in infopath etc) , import from visio etc under a Standard Sharepoint 201 license rather thatn a Enterprise license ???
July 31, 2010 at 11:19 PM
Hi clayton,
I've created a workflow in SPD that should start when an item is created or changed, but it doesn't work. when I create anotherr workflow with the same conditions and actions that should work when an item is created, it works well. both WF have one simple step with a "compare … field " condition and "set field in current item" action.
I cann't find the reason, do you have any idea?
August 2, 2010 at 5:55 AM
Thanks Clayton,
I see the value of field that checked in WF, so I'm sure it's not the reason,and I logged in with regular user. I create another WF whit same conditions,actions,and …,and now that is working.I could not find the reason of this problem some times happens!!!
There is another problem, I changed a SPD workflow but it runs previous version of that,I delete previous versions but this problem persists. what can I do?
September 11, 2010 at 1:57 PM
I have a dropdown list that should be fill with users in a certain group in a sharepoint site.
I think it should be possible but I couldn't find any solution.
Do you have any suggestion?
September 15, 2010 at 3:25 PM
I'm working on a custom SharePoint workflow which instructs Sharepoint to send a custom email to a contact which includes a link to a list item attachment. I can use the "Add to body" to insert a variable value to the list item, however, I want the a link that will bring the user directly to the attachment uploaded to the list item. Is there an out of the box "add to body" which will enable this to work?
October 27, 2010 at 9:32 AM
I am rolling out SP 2010 and along with it, browser based froms.
I am looking for code to put behind my IP forms to
1. Print the form either be for or after(can leave form open) the user submits
2. The ability to save a form that may require more data input befor submitting to the form library. Preferably save it to their mysite content library. I think this would help eliminate the need for the IP filler software.
Both of these are indeoendent and should have seperate controls.
I have tried the "this.print()" but got errors
Would like to have C# code, using IP 2010 as well
Hope you can help me,
October 28, 2010 at 8:03 PM
First off, I want to say thanks for your blog and knowledge. I have read many of your posts on several sites and appreciate your guidance. Since you have posted about this I want to ask if this is possible, or if I am going crazy for trying it.
I am running Office 2010, MOSS 2010, and SQL Server 2008.
It seems that it is easy to create a filler form for a connection to a SQL Database, and easy to create a external type connection from SP to SQL. But how about a form that will allow Infopath to send and receive info from both SP and SQL server? It looks like this has to be done as a full trust form, but that does not seem to be the easiest thing to publish to make work. I pull much of the SQL data into SP and use that list as a datasource in Infopath, but I need to create a button to perform an SQL Command but it is fails. (I think because of the trust) I want to do this in a single form, does it sound possible?
November 8, 2010 at 6:02 PM
Hi Clayton,
I'm getting server error (Server Error in '/' Application.) after creating a new BDC service. I know the services are running. Don't have any other service problems
BDC errors in Log File, but still hasn't helped me yet.
Critical The BDC Service application BDC is not accessible. The full exception text is: Access is denied.
Exception LoadController::RefreshThrottlingRules failed: System.ServiceModel.Security.SecurityAccessDeniedException: Access is denied. Server stack trace: at System.ServiceModel.Channels.ServiceChannel.ThrowIfFaultUnderstood(Message reply, MessageFault fault, String action, MessageVersion version, FaultConverter faultConverter) at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout) at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage methodCall, ProxyOperationRuntime operation) at System.ServiceModel.Channels.ServiceChannelProxy.Invo…
Exception …ke(IMessage message) Exception rethrown at [0]: at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg) at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type) at Microsoft.SharePoint.BusinessData.SharedService.IBdcServiceApplication.GetThrottlingRules() at Microsoft.SharePoint.BusinessData.SharedService.BdcServiceApplicationProxy.b__14d(IBdcServiceApplication serviceApplication) at Microsoft.SharePoint.BusinessData.SharedService.BdcServiceApplicationProxy.Execute[T](String operationName, UInt32 maxRunningTime, ExecuteDelegate`1 operation, Boolean performCanaryCheck, Boolean isChannelThatDelegatesIdentity) at Microsoft.SharePoint.BusinessData.SharedService.BdcServ…
Exception …iceApplicationProxy.GetThrottlingRules() at Microsoft.SharePoint.BusinessData.SystemSpecific.LoadController.RefreshThrottlingRules(Object stateInfo) System.ServiceModel.Security.SecurityAccessDeniedException: Access is denied. Server stack trace: at System.ServiceModel.Channels.ServiceChannel.ThrowIfFaultUnderstood(Message reply, MessageFault fault, String action, MessageVersion version, FaultConverter faultConverter) at System.ServiceModel.Channels.ServiceChannel.HandleReply(ProxyOperationRuntime operation, ProxyRpc& rpc) at System.ServiceModel.Channels.ServiceChannel.Call(String action, Boolean oneway, ProxyOperationRuntime operation, Object[] ins, Object[] outs, TimeSpan timeout) at System.ServiceModel.Channels.ServiceChannelProxy.InvokeService(IMethodCallMessage…
Exception … methodCall, ProxyOperationRuntime operation) at System.ServiceModel.Channels.ServiceChannelProxy.Invoke(IMessage message) Exception rethrown at [0]: at System.Runtime.Remoting.Proxies.RealProxy.HandleReturnMessage(IMessage reqMsg, IMessage retMsg) at System.Runtime.Remoting.Proxies.RealProxy.PrivateInvoke(MessageData& msgData, Int32 type) at Microsoft.SharePoint.BusinessData.SharedService.IBdcServiceApplication.GetThrottlingRules() at Microsoft.SharePoint.BusinessData.SharedService.BdcServiceApplicationProxy.b__14d(IBdcServiceApplication serviceApplication) at Microsoft.SharePoint.BusinessData.SharedService.BdcServiceApplicationProxy.Execute[T](String operationName, UInt32 maxRunningTime, ExecuteDelegate`1 operation, Boolean performCanaryChe…
Exception …ck, Boolean isChannelThatDelegatesIdentity) at Microsoft.SharePoint.BusinessData.SharedService.BdcServiceApplicationProxy.GetThrottlingRules() at Microsoft.SharePoint.BusinessData.SystemSpecific.LoadController.RefreshThrottlingRules(Object stateInfo)
Monitorable Watson bucket parameters: Microsoft SharePoint Foundation 4, ULSException14, b01ba824 "business connectivity services", 0e00129b "14.0.4763.0", c180aef3 "mscorlib", 0200c627 "2.0.50727.0", 4bebe8e2 "thu may 13 04:56:18 2010", 0000420f "0000420f", 00000051 "00000051", 39c114b2 "securityaccessdeniedexception", 66366464 "f6dd"
November 19, 2010 at 12:56 PM
Hi Clayton,
As a little background my clients group has an array of forms, they want each form to populate with default data about the user, so I am hitting against the Profile Service. However they also will be using approval for these forms and will need to select the approvers in some circumstances whereas other times it would be automatically derived based on their manager and that managers manager. However it doesn't always follow that path for approval which is where the people pickers come in. So typically there are three approvers on a form, in some situations as many as six. In some instances I was using the people picker for the first approver, and then their manager would automatically populate as the second approver.
What seems weird to me is how the people picker processes information when input.
Here are the results I can get back when using the picker. The scenario does vary from person to person, probably legacy domain users vs. new domain.
1. Click on the search and search for Virginia Hall
Result Virginia K Hall with no Manager
2. Enter in Virginia Hall and check the name
Result Virginia Hall with Manger
3. Enter in Hall, Virginia (prompts to confirm name)
Result Hall, Virginia K no Manager
I can use another person and get a manager all three times, with only the last item showing different. I have no real way to see the data as it exsists behind the scenes so right now I am grasping at straws.
As another note this is a "no code" environment, using only Form Services in MOSS.
November 22, 2010 at 8:40 PM
Hi Clayton,
Can we use query, queryoptions while creating a SOAP Service connection data source to get the list items ? We can use the filter on dataview webpart, but I want to get the filtered items from the SOAP service to avoid performance issue.My list contains 50000 list items.So I have to apply the filter while getting the items from the SOAP service. Please help me. Thanks in advance.
November 22, 2010 at 10:49 PM
Our requirement is like the filter should be taken from query string. So If I use REST in SPD, I have to hard code the filter URL. To avoid this I am trying to use SOAP service.
December 3, 2010 at 4:17 PM
Hi Clayton,
I had a questions regarding InfoPath 2007 "Option buttons" and I wasn't sure which blog to attach it to? Anyway, I am making a grade sheet InfoPath form where each task has 3 option buttons "Go", "No Go" and "N/A". What I need to do is count how many are "GO", "No Go" and "N/A" for grading. For example, anything that was N/A would not be figured into the final score, so if there were 50 tasks and 10 were N/A, then 40 would be 100% and the value of "No Go" would be subtracted from that. I tried using rules and the count function, but could not figure out how to make it look at all of the tasks instead of one field?
Again thank you!
December 15, 2010 at 5:21 AM
i understood the concept of sharepoint workflow but in my organization i need to create a Leave Form based on INOFPATH,So Manager has to Approve for leave and then Leave form must go to HR
But in my Organization There r many teams and for different teams there are different Managers,so how Will Workflow automatically take Managers for Different Teams
December 15, 2010 at 5:33 AM
Hi Clayton,
I have infopath forms saved in to library out of which there are some forms which is having problem.
1) After saving form it is showing xml icon insted of Infopath Icon (Note: all the other forms are showing Infopath Icon except the few forms)
2) Infopath fields data is not able to pull in to columns (Other forms field date are able to see in columns but only few forms data is not getting displayed in columns)
3) Opening infopath form in Read Only mode is good but when it opening in Edit Mode it gives error (A device attached to this system is not functioning) and when i click on Ok button it opens a plain notepad
Please help me
Thanks in advance
December 17, 2010 at 9:56 AM
Clayton: I really do hate to bother you with questions; however, I have reached the end of the internet and have not found an answer to my delemma. I have a (SP2010) dataview web part diplaying help desk tickets. I have it connected to an infopath form displaying the information, but the only way to select and display the information in the infopath form is by clicking on the small double arrows next to the item in the dataview list. Is there a way to make it so another item, say ticket number, is clicked and the information is then passed to the infopath web part form. I greatly appreciate your knowledge and experience. Thank you.
Kevin Hinderleider
December 21, 2010 at 6:09 PM
Hi Clayton,
My name is Jim and I am looking for some reasonable training in SharePoint Devolopment. Can you tell me the names of any place in the Metro Area where I might be able to check out. I know of AmeriTeach but they are a little out of our budget at the moment.
Thank You
December 31, 2010 at 11:59 AM
Please help, I am unable to track down the source of my 5566 error, Microsoft has so far been of very little assistance and I am absolutely just stuck.
Form works fine from the inside the network using http: calling the web service, as soon as I try to use it from the outside using https: (through TMG) the web service call errors out with the dreaded 5566 error. The event log is not much help. I have tried several of the solutions on the web, Anonymous access is not on and I have edited the registry to disable loopback. Any help would be appreciated.
(I have changed server names and domain.)
The following query failed: GetUserProfileByName 2 (User: OurDomain\spadmin, Form Name: Template, IP: , Connection Target: https://servername.servername.com/hr/InfoPathDataConnections/GetUserProfileByName.udcx, Request: https://servername.servername.com/hr/Lists/HRoutsideTest/Item/newifs.aspx?List=4ef2a891-5184-4dd4-a7e0-f2bc0cb51d08&Source=https://servername.servername.com/hr/Lists/HRoutsideTest/AllItems.aspx&RootFolder=&Web=38c38d23-8dfb-4076-b40c-80fa59795cc0, Form ID: urn:schemas-microsoft-com:office:infopath:list:-AutoGen-2010-12-31T02:07:49:296Z Type: DataAdapterException, Exception Message: Unable to connect to the remote server
Unable to connect to the remote server)
January 5, 2011 at 3:47 PM
Clayton, Just watched your hour video on the leave form. I am struggling a bit with the same thing. I am using the OOTB Approval workflow which I am not sure I should do but it seems I am having some problems with it.
The views – I have various views and I am hoping to do it like you did – manager view as the approver, submit view etc… Also, to be able to reject an approval and have it be able to re-submit by the initial requestor.
I open the form and I have tried this two ways – if I have the username, manager name and manager email prefill from the user profile service on form load – that works but if I then go in as someone else it auto fills in the new users info on the form so the previous info is overwritten with the new users info.
So then I created a rule to change the employee details and had a "switch view" rule run before it. The condition being that a cell in the form was filled already so that if that was the case that they got the approvers view. This only works until the initial user goes back in to resubmit and they get no submit button cause the view is the approvers.
My links in the emails that get generated by the workflow open infopath in the thick client, I would prefer that they open in the web browser. I know that is alot but I have been trying various things and although your works great in the video, I did not really get to see the details of the view switching.
January 6, 2011 at 1:34 PM
I am trying to create an invoice template in Infopath, the request was made to have a static border and also place a staic filed at the bottom of the page. The information that fills the invoice is pulled from a different view and is placed in a repeating table. (both views are using the same data source binding) I am really stuck on how to hold a text box to the bottom of the page because as more data is entered it pushed the remaining filed/border down. Any thoughts on this?
January 6, 2011 at 4:03 PM
Have you every heard of a way to date/time stamp an entry into a notes filed that is inside an InfoPath 2010 form. Such that when a new note is entered either in the rich text notes field or by adding a new entry in a repeating section? Thanks for the reply in advance.
January 10, 2011 at 11:33 AM
On your absence form do you have another view with the "stamp approve" pictures at the bottom or did you create 2 more sections that can be hidden/shown that have the pictures of the approval stamp?
January 12, 2011 at 11:07 AM
Could you shed some light on an efficient way of deploying InfoPath forms, in the following scenario?
Consider a situation, where I have admin approved approved form templates, with data connections to a WCF WebService and the User Profile Service.
I develop the form templates and in the process use 'DEV' data connections. As I move to another environment say Production, I need to change the 'DEV' data connections to 'PROD'.
Is there a better way of going through this deployment process, assuming that I do not want to manage data connections 'hard-coded' on the form template, rather have a config file which I would edit when I am moving between environments?
Thanks for your help.
January 13, 2011 at 4:25 PM
Hi Clayton,
I've created a request form library that has a workflow to Create a List Item in a task list with certain information from the form. I have had to create custom workflows because of requirements that did not fit the Assign a To-Do Item workflow.
The problem I have encountered is in updating the due date in the task list item when the due date is changed in the InfoPath form; while I can use the due date field to perform a look up if needed, it is not accessible in the Current Item (popular thinking is because it is actually a value from the InfoPath form) for comparison so I can't access the field to set a condition to test the two date values.
How can I update the task list item when an edit is made to a field on the form?
January 13, 2011 at 5:52 PM
Hi Clayton, and thank you for the reply, I didn't expect to hear from you so soon.
I didn't promote the date field from the form, it is a column in the library that is assigned the date value from the form and I do have a taskID field for each form library item (This field is also in the library, not promoted from the form. I changed its type from single line to Number when it didn't display in the lookup). Apologies though, for not being clear on what exactly isn't accessible.
What I should have said was that I can't perform a lookup on the task because the task ID field does not show up as a field in the Lookup Details. To make it more clear, this is what happens when I try to set the condition (the same thing happens no matter which of the two conditions I use, or whether the current item is the first or second value):
1. Set first value to the Date Due field of the Current Item
2. Set second value's Source to the task library (which displays the Find List Item section)
3. Set second value's Field to the Date Due field of the task library
In the Find the List Item section:
1. Set Field to the task library's ID field
2. Clicked fx to open Lookup Details
3. Kept default Source: Current Item
At this point the TaskID field of the form library does not show up in the Field list so that I can look up the task item using this value.
I hope this gives you a clear idea of what my problem is.
Thanks again.
January 13, 2011 at 6:44 PM
I'm actually storing both IDs. ParentID in task, TaskID in form, since there are updates in both directions that we want to occur.
I have related things by ID as well in another project I completed recently. That's why I'm finding this so perplexing. I compared the two and can't see where this one is different from the other but obviously something must be.
I'll tackle it again next week. Hopefully my next post on here will be a hooray that I've figured it out and not that I'm still stumped!
January 17, 2011 at 8:33 AM
I have a library that I created an Approval workflow in. The WF runs 2 seperate approval processes and I set variables to capture the "comments" from each approver and write them back to the library into a site column, I would like this data to be in the infopath form but I am unable to figure this out.
If I tell the workflow to update fields in the form, I get blank fields. If I try to use a data connection to the library and pull the column data into the form, I seem to get blank values as well. I do not seem to be able to create a filter that will pull data. If I publish a repeating field from the secondary connection I can get all the data that is in the coulmn. I even did this with the ID field to see if they lined up, then tried to filter by ID but still get nothing.
Is there a way to publish the WF variable back into the InfoPath form?
February 7, 2011 at 6:54 PM
MOSS document library views of 2007 InfoPath form-created XML files do not display column content for all XML files (all XML files have text in the fields). I noticed there are some duplicate column names listed when modifying the MOSS views. After adding the duplicate columns to a view, the view shows text in both columns for some XML files, and text in one or the other duplicate column for other XML files in the library.
The XML files were created by a 2007 InfoPath form template published many times as the same site content type. The duplicate columns are coming from form template fields that have not been modified in InfoPath since being added to the form template. (the same template fields are published as columns everytime the form is republished)
How can these duplicate columns be removed from the MOSS document library such that all XML files will display column text in the MOSS views?
February 22, 2011 at 5:17 PM
Hi Clayton, first thank you for tons of great info…
I am reading about IP 2010 and workflows and I cannot figure out one thing. All examples I've seen use one infopath form and one workflow. Is it possible to create more complicated list with multiple forms and workflows?
for example, the list can store job requests and depending on the request type (defect, change, new project etc.) different IP forms will be shown with some fields used across all the forms (like "job number" or "due date"). When to design different workflows depending on request type, so projects will go through approval process for example while defects will go through a fast path
February 23, 2011 at 6:27 PM
Thanks for sharing your skills!
I've been stumped on something and thought I'd run it past you. It has to do with setting item level permissions using a multi-user column in SP2010. I have an infopath form with a multi-people picker field that we eval to another field which is promoted and works fine for the approval part of the workflow. Tried SPDActivities grant permissions on items as well as impersonation 'add list item permissions' and it seems neither can handle multi-user fields or person or group fields. The closest viable option I've been able to find so far is here…
…but I don't know the first thing about coding.
Do you have any ideas on how I could accomplish this without code?
thanks again for all your efforts,
February 25, 2011 at 4:05 PM
Hi Clayton,
I put my question regarding SharePoint list on
Can you PLEASE have a look at my question? I hope you can give me a good workaround as you gave me one last week.
I want to be redirected to the HOME page after I clicked SAVE button in Add new/Edit item mode.
March 2, 2011 at 2:48 AM
Hi All,
Thanks for all and specially Clayton Cobb..
I am a new developer in (sharepoint-infopath) and i hope to find the solution to my problem.
I have need to create form library and change some items in it's list according to data in it's infopath form when the current date is changed(Daily).
It is easy to do it manually, but my question is: if it is be able to do it automaticly ???
i have used MOSS 2007 and infopath 2007
March 2, 2011 at 7:48 AM
Hi Clayton,
I have a problem. I was trying to put a hyperlink field pointing to current form. For this I used a field with below default value:
concat(SharePointSiteCollectionUrl(), "_layouts/FormServeraspx?XMLLocation=/SIP Support Forms/SIP Support -", Customer, ".xml&DefaultItemOpen=1")
Its working fine but I think there should be a more cleaner way. Please suggest.
March 2, 2011 at 8:14 AM
A friend was using your autonumbering on a library. The library has over 2000 items and IE choked when the datasource retrieved all the IDs. Apparently IE doesn't parse the long list(?) They used code behind to solve their problem. I am looking for non code behind solution. How would you do it? I ran a test on two Libraries. One with Items and one without. When selecting the ID, it is displayed differently. w/Itms ows_id, w/oItms ID. I created an XML connection to the libraries with a view that shows a limited list, sorted by create date. I can retrieve the maxID, (if there are items). On an empty library the ID is not prefaced with ows(does it matter). I retrieve the maxid and set the numID to it, I then check if numID is blank and if so, I set it to 1, otherwise add 1. before I go further, thought I would check to see if there was a better way. Thanks once again for your help.
March 2, 2011 at 9:31 AM
I create a limited item view showing most recent items and use the XML data connection method to connect to that view, so you're already using the same trick.
March 6, 2011 at 9:20 PM
When using the xml data source, I can not get the rules to set up on a new library. When trying to select the ID from a secondary source, the ID appears under schema. ows_ID does not exist until a row is added. I ran a test and whether a row exists in the library or not, the ID under the schema contains the value "RowsetSchema" . Therefore, I can not check if ID contains this value. I tried counting the other fields. But, they do not contain valid info "Row". Nothing to distinguish between a new library or one with items. Do you have any idea how to check if this is the first time a form is being added to a library using the xml data source.
March 6, 2011 at 9:37 PM
thank you for your reply. wanted to make sure I wasn't missing something. I'll try using xpath. If I find a way, I'll let you know.
- March 6, 2011 at 9:20 PM
- March 2, 2011 at 9:31 AM
March 9, 2011 at 1:28 AM
Dear Mr.Clayton Cobb
I am a new SPD and I would like to make a leave permit form, I have designed it but InfoPath and published it, when I set workflow at SharePoint desinger2007, that have 1 step and in its action I used Assign a to do item which send request to the manger but manager can only complete the task or cancel. I like he can approve or reject it, how I can design it?
March 9, 2011 at 10:03 AM
I've read a lot of your posts recently and figured I'd try hitting you with this issue, see if you've come across it and have a fix.
I'm working on a Sharepoint 2010 implementation. We have the site and subsites created, tons of lists and data setup already. But, workflows are giving us real trouble. Any workflow with a pause in it simply doesn't work correctly. They will periodically work, but most of the time, when the pause is reached, it just hangs there and will not restart.
This issue is WIDELY known and posted about, but to date, I've been unable to find a true fix for it.
Any help is appreciated.
James Hess
March 9, 2011 at 2:58 PM
Yeah, we've been there too today, just driving me nuts trying to track this one down. Also found we are running the workflow timers at 1 minute intervals, might be too often so we're bumping up to 5 and then working backwards if that helps.
Just one of those issues that is driving me crazy trying to resolve and I can't stand not being able to fix something.
Thanks for the help
March 10, 2011 at 12:38 AM
i designed a sequential approval infopath form. It consists of multiple approvers.In that form it consists of approve and review buttons.actually my question is If first approver approved the form then he signed with his digital signature in a section then he submitt it the mail goes to second approver ,If he clicks review button the form should goes to edit mode.then i want to clear all digital signatures before edit mode.
March 10, 2011 at 12:52 AM
how to remove digital signature based on rules in infopath?
March 10, 2011 at 1:42 AM
When a digitally signed web-based form is rejected and send back the
applicant, the signature must be removed to let the fields fill out again.
How can I remove the Signature node in between the group?
March 10, 2011 at 2:33 AM
how to hide or remove a remove link in a digital signature based user
March 10, 2011 at 3:07 AM
how to hide or remove a remove link in a digital signature based on user?
March 10, 2011 at 10:57 AM
I have a forms library that admin puts jobs (as InfoPath form in browser) once he submit the form, it appears on the home page as a web part showing the jobs, then users get in and click on the job name and view a browser enabled infopath form where a section appears to fill there data in and then a submit button that submits forms to another library called submitted jobs. My problem is that the form is browser form where I want anonymous users to use. But when anonymous users click the form name they have error that they don't have access to the form template. What's the best practice to make this job application thing using browser InfoPath.
March 10, 2011 at 11:49 AM
I am using SP2010 workflow and was wondering if there is a way to save a draft of a task instead of submitting it. I am using the "Start Approval Process" action in the workflow. The approval form is pretty long so I want the user to be able to save (not submit) the form and come back to it later. How do I accomplish this?
March 11, 2011 at 12:01 AM
I am getting alert message "Parts of this form are digitally signed and cannot be modified. To modify those parts of the form, remove the associated signatures. Click on the signature to view its details."
how to resolve this issue.
March 11, 2011 at 1:06 AM
how to hide or remove a remove link in a digital signature based user?
March 11, 2011 at 4:44 AM
Thanks For the reply.but i don't want to display that alert message.
March 14, 2011 at 8:43 AM
An SSO entity needs to connect to a WCF Web Svc hosted in the same SP farm, which goes out to a SQL DB.
I have configured the SSO. I see that the SSO Admin A/C created a DB and added the Ent. App Def with the Credentials specified in the DB. SO I believe the setup is right.
However, when I use this in a UDCX file's authentication node, to be consumed by an IP 2007 Form Template, I get "Error accessing the Data Source".
I am trying to deploy IP Form templates with Domain Security, rather than Full Trust (Admin Approved). And this template uses WCF Web Svc to receive and submit data to a SQL DB, whose credentials are specified in the conn string of the Web Svc.
Here is the Auth Node, from the UDCX file:
Am I missing something here.
Any pointers would be very helpful and will be greatly appreciated.
March 14, 2011 at 8:47 AM
I dont think the UDC tag is recognized by the Blog Posts text format.
Here it is again:
–udc:SSO AppId="wcfsvc" CredentialType="NTLM"–
March 14, 2011 at 2:14 PM
Yes. I have tried 'Sql' too (In reference to this MSDN article – http://msdn.microsoft.com/en-us/library/ms772017.aspx).
- March 14, 2011 at 2:14 PM
- March 14, 2011 at 8:47 AM
March 15, 2011 at 5:11 AM
Is it possible to sign the form using digital signatures from others system with my credentials?
March 15, 2011 at 10:26 PM
"InfoPath trusts self-signed certificates only on the computer that created the certificate, unless the private key is shared with other computers".so,how can i share my private key with other computers to attach my digital certificate to form? and how to know my private key of self -signed certificate?
March 15, 2011 at 11:20 PM
can u tell me, how to use digital signatures in browser enabled infopath form? and what is the difference between signed and self signed certs?how to use self-signed certs properly in browser enabled infopath form?
March 18, 2011 at 9:04 AM
Hello –
I have a site where anonymous users can add contact information and questions via a "Contact Us" list. This works well but the owners do not want anonymous users to view the questions or comments others have added.
Is it possible for setting permissions where anonymous users can add new contact us information but not see the other comments?
Thanks in advance and appreciate your site!
Ken Hines
March 21, 2011 at 11:14 AM
Hi Clayton,
I have a form built in InfoPath 2010 that has multiple check box fields, with rules, that set the value of a query field. Currently this works with 1 value at a time, but it needs to be able to query one field with multiple values at once (or something that looks like it is querying multiple values at once)
I'd like to query for String 1 and String 2 against Field 1.
My understanding of SQL is that it would simply be written as:
WHERE Field_1 = 'String 1' OR Field_1 = 'String 2'
Is there a way to reproduce this in a query field?
I've tried S1 + S2, S1 %OR% S2, brackets, parens, single and double quotes. I must be missing something, right?
If you need any additional information, please let me know. Thanks in advance!
March 22, 2011 at 2:42 PM
Opening a new, MOSS-published Infopath form (browser-based) causes an error – 'some rules not run'. I'm looking for an efficient/effective way to find the offending rule(s) as the error message does not list any details about the rule(s).
I've tried opening a new form through Infopath Preview, and changing the MOSS site to open the new form using Infopath instead of a browser. Neither way shows the error. I looked through Tools->Logic Inspector, where I found/fixed some other issues but that didn't cure the 'some rules not run' error.
Aside from adding a new field and concat the rule number of each rule that runs, to see which rule didn't concat the string, is there a more direct way to find the offending rule(s)?
March 24, 2011 at 2:29 PM
Hi Clayton,
Thanks for your contribution to understand the InfoPath.
I have one question, actully I stuck some where @ decision point.
I have one InfoPath form with Number of views deployed on SharePoint, actully we dont want to use SharePoint any more as of some issues, but wants to use existing InfoPath on ASP.NET site.
My Question is Can it be possible? means ASP.NET site with InfoPath and Data will go in SQL server?
Please give your suggestion.
March 28, 2011 at 11:19 AM
Hi Clayton,
Is there a way to have a file attachment control on InfoPath work flow task form (Start Approval Process)? One of the requirements is to have the approver be able to upload a file attachment.
Could you please give me some suggestions?
March 29, 2011 at 9:07 AM
Hell Clayton, how do i submit a list form built using infopath to another list, i made a submit dataconnection to another list, but when i press the submit button it gives error, it doesn't submit unless i use the default dataconnection came with the form. any thoughts
March 30, 2011 at 1:45 PM
Any experience creating pop out window from within Infopath when using browser forms?
Such as when a list form pops out in 2010. I would like that in an browser form for some generic data(table) the user will need. But is more than a control screentip can do.
March 31, 2011 at 8:52 AM
Clayton can you tell me if it is posible to use a people/group picker with a database form template? and if not is there a work a round? I have a form that pulls quoting information from sql. A person puts in a quote number into the form and the rest of the form is filled out with the details of that quote. Works greate, but…
I want the form to populate a field with the name of the person originating the form. This will then be used as part of the workflow, but I cannot seem to get the people picker to work inside a database form template.
April 3, 2011 at 8:02 AM
Can't you use the getusername with the usrprofile web service? Pulls the users name into the field. You can use a text box for this then just set the value to the getusername "value = preferredname".
I personally do not use people pickers. But Clayton may have a better idea.
April 7, 2011 at 9:23 AM
Are you saying to use Contact selector in conjunction with GetUserByName.
If so, are you filtering "Display Name" with "PreferredName" from the service.
April 7, 2011 at 12:54 PM
I am confused then.
I use the userprofile service to get the user of the form.
1. I use a text box(txt1) as the control, set to read only.
2. I create a data connection to the userprofileservice.asmx
a) Select GetUserProfileByName
3. Set the value of txt1 to-
a) GetUserProfileName Data Connection
1) Field = "Value"
2) Filtered by "Name" (field) = "PreferredName" (value)
As you know this returns the logged in users name into txt1.
I guess I need a better explanation of how you use the Contact Selector in this case. And why would you use it? It cannot be set to read only, so that removes a level of security.
April 7, 2011 at 1:14 PM
I was under the impression from the way you stated your replies you were using it as the current user. Thats where I was confused.
I totaly get the concept of wich you just explained. In my organization I have not needed that as a solution yet, but totally understand it.
Sorry for the mix up.
Some times thougts in text are not conveyed well…
April 7, 2011 at 1:16 PM
I wouldn't set it to read only….
But if it was querying the current user I would want it secure. Hence a text box > read only
- April 7, 2011 at 9:23 AM
- April 3, 2011 at 8:02 AM
April 2, 2011 at 12:11 PM
Hey Clayton –
I just wanted to say WOW. I just got through reading through all these comments and your knowledgeable replies, patience and assistance. I definitely see why you were granted the MVP title. Back in my day (Sharepoint MVP from 2002-2004… there were only 18 of us worldwide!), we just had newsgroups and a few forums to help define us as MVPs.
You're doing a great job and a fantastic service to the user community.
April 5, 2011 at 2:38 AM
Hi Clayton,
Would you be able to help me out again by any chance. I have created a data connection (not cached) returning the users SharePoint group and a rule to compare it to a column on another list (group does not contain list_column) so if it is a part of the list of groups that the user is a member of then that field will be hidden. But instead of hide the field it shows it, I have checked all the groups just incase they are named similar, but this seems not to be the case. My question is would you know any reason why this won't hide the fields in the correct manner? Any help would be greatly appreciated.
April 6, 2011 at 9:48 PM
Hi Clayton,
I am designing a browser enabled infopath form with several sections on it. Each section has the User Name and Submit button. Each section is filled out by different group of people. I am using GetUserProfileByName to retrieve user name(Value=[Name="PreferredName"]) and displaying it in the User Name field on each section. The issue is the same name is getting displayed on each section. What it needs to happen is if User A filled out section 1 then his name used to display it and when User B filled out section 2 then his name used to display and so on. Can you suggest how can I achieve this functionality?
Thanks for your help in advance.
April 7, 2011 at 9:30 AM
Morning Clayton,
I am having a problem trying to figure out a seemingly easy thing. I have two lists one has a workflow on it that "writes to a log" and then "creates an items in a list" so every time there is a status change on a form – it creates an item on a list that I am using as an audit log.
So what I have at the end is a list called 'Log' that has, for each form, a number of items like "workflow started", "approved by whomever" etc..
What I am trying to do now is to have that information pulled into the original form so when the compliance group prints the form, they can see that "audit log" for only the items related to that particular form.
I have tried adding the repeating table from the log list and as you can imagine I get back all items on the list – I need to somehow filter it but I am at a loss as to how.
Thanks in advance,
April 7, 2011 at 11:09 AM
The format is just fine, I just was not sure that was what I needed to do – so I have taken the repeating field of the secondary list and I have dragged it onto the form. I have set the data connection to not auto retrieve but I am having some trouble figuring out the query. I am creating it under form load – I see the ID that is in my second list but I am not sure what to do after that. I do not see where I would conpare it to the current list item id (or where I would even find that).
April 7, 2011 at 11:20 AM
Thanks for the prompt reply Clayton. I am aware of the fact that there is no logic associated with the field at this point. I was under impression that every time user would fill out the section and submit the form then their name would get captured. One solution I thought of is to store the user name value into a variable when the form is opened and in the code behind assign it to the value of User Name field for the section that is active. I am not sure if this would work.
April 10, 2011 at 10:00 AM
Dear Cobb ,
i have an infopath form , by which the user can select the approvers from the form.
the selected approvers will be save on a field called FormApprover
after that i have associated the infopath form with a approval workflow that will start the approval process on the form with FormApprover as the Participants.
on the workflow , i have checked the
start workflow automatically when an item is created
start workflow automatically when an item is changed
i opened a new form and have selected the approvers , saved the form, and the workflow has started with the selected approvers,
My problem is : when i opened the form using the first approver account , and in side the form i have changed the order of the approvers and added a new approver.
the workflow did not restart.
does the option "start workflow automatically when an item is changed" related to this case.
in fact i did change the form.
Your help is appreciated.
April 13, 2011 at 3:40 PM
I know you would know how to do this if anyone..
Infopath 2010 connected to a Sharepoint List
I need to make a field required based on the answer of another field.
If answer to question 1 is Yes, then question 1a is required
Not too difficult I thought, but I am not finding the answer and hope it doesn't require coding 🙂
April 14, 2011 at 11:45 AM
You were so helpful the with the last question I have another.
I have a tabbed IP2010 form with a continue button at the bottom. Is there a way to force all required fields to be filled out before going to next form? I see the Validation rule is not an option for buttons. What about a Hide Control Formatting rule until all required fields are answered??
April 14, 2011 at 3:01 PM
I am having an issue with a Zip Code field in my InfoPath 2010 form. It is a text field with a validation rule Field does not match pattern of Zip Code. The issue that I am having is the in the form itself the Zip Code is displaying as a number (81002 is looking like 81,002). It displays find in the SharePoint List. But if you edit the item it displays with the comma.
Any help will be greatly appreciated.
April 14, 2011 at 3:53 PM
It was originally a number field so something must have stuck in the settings. It is working correctly now. Thanks for your help.
- April 14, 2011 at 3:53 PM
April 15, 2011 at 1:44 PM
Clayton! I'mmmm back 🙂
Need your help in figuring how to create a button at end of the form to submit data to SP (easy enough) AND open a new form (the new form is connected to a different list).
Thanks again!
April 19, 2011 at 2:58 AM
Hi clayton,
I have a quick question I have been looking for the answer to but not found yet, I am looking for option to "Send email when ownership is changed" per a custom list item in SharePoint 2010, as I have seen this option in the "List options, Advanced options" of lists in previous versions of SharePoint and in task lists in SP 2010, but I wanted to know if it is possible to use this feature in a custom list?
April 19, 2011 at 7:31 AM
"Data connection to a database"
I am designing a list that needs to capture data from a database(SQL 2008 Express) for one of the fields in the Infopath List form.
I created the connection in the form template and it pulls the data when I preview the form. I publish the form back to the list
and the data connection is refused when I open a form to fill out the information.
On the list form there is no setting for trust level, I have tried to open the form with user credentials and domain admin/DB owner credentials and it just wont retrieve the data.
I could probably get this to work in a form library but this really should be a list.
Any Suggestions?
April 25, 2011 at 6:26 PM
Hi Clayton,
I've watched your vedio posted on yotube "InfoPath Competiton – Leave request form" and want to implement it on my test environment.
I am new to Sharepoint 2010 and really want to test this scenario so could yopu please send me a step by step docs?
Mohamed Khairy
April 28, 2011 at 2:50 AM
I have designed seqential approval form in infopath 2007.In that i'm having requirement like this.
Requester should select an approver who is having nearest value of approval amount for his/her CAPEX.
Step 1: Approver A's approval limit is` 1, 00,000
Step 2:Approver B's approval limit is ` 5, 00,000
Step 3: If requester wants to raise a CAPEX for` 80, 000 then he/she should select approver "A" only.
Step 4: If requester wants to raise a CAPEX for more than` 1, 00,000 then he/she should select approver "B".
Please tell me how to solve this using infopath rules not coding?
April 30, 2011 at 12:57 PM
hi clayton, i need a tip, i want to design web parts and make really fancy things in SharePoint without using any code, are there any resources to read or books?
April 30, 2011 at 2:00 PM
i mean by fancy things, big solutions that can be done by SharePoint alone, things like custom development but surprise you how it's done in SP alone. what do you suggest?
April 30, 2011 at 2:57 PM
Hi Clayton, isn't the Pro SharePoint 2010 Business Intelligence Solutions a Coding book, i had taken a look at this one before?
May 1, 2011 at 12:18 PM
Clayton as to your previous post, you dont have to write code to be named as you develop for sharepoint, you DEVELOP which means you make new things on sharepoint, you dont have to write code to be named you are making a developing. another question is about sahi question, do u have resources about the swiss army knife, Data View Web Part ?
May 3, 2011 at 10:25 AM
Clayton, want to ask you, how do you respond to people telling you that Microsoft's Sharepoint designer and Infopath are not useful and the code they generate is slow, and custom coding is faster than them? and that what we do (me and you) and the no programming development is useless? it's just annoying how some people think about what we do.
May 5, 2011 at 4:24 AM
When I click on your "Building Codeless Solutions with SharePoint and Office 2010 (full, one-hour video)" link at the top of this page I get a "The webpage cannot be found" error – is this video still available to watch?
May 5, 2011 at 12:32 PM
Clayton a quick question, i have infopath 2010 and people picker field which i want to publish to a forms library and want this field to be people picker, but it only lets me to view the column text only, how do i achieve this
May 8, 2011 at 1:59 PM
clayton any idea about this?
May 8, 2011 at 2:49 PM
no that wasnt me 🙂 ok i will search for another approach thanx
- May 8, 2011 at 2:49 PM
- May 8, 2011 at 1:59 PM
May 6, 2011 at 2:04 PM
hi clayton, i am having trouble with sharepoint designer. i click on the list in lists and libraries section, it opens the administration page for the list. i choose the check box to hide from the browser, so it will not appear in the all site content page. now when i return to sharepoint designer to edit the page, it doesn't appear in the lists and libraries. it only appears under all files category. and when opening the list, it doesnt open the administration page, it opens the list of forms for that list. how do u solve it?
May 8, 2011 at 12:54 AM
Hi Clayton,
I have published a plain infopath form to a form library. Now, when i want to create a new form or open an existing from, i receive "system.outofmemoryexception".
Do you have any idea to solve this and do you know what is the reason?
May 10, 2011 at 3:36 AM
when i clicked on the link Mysite on right corner of the site,got an error like below:
Server Error in '/' Application.
The resource cannot be found.
Description: HTTP 404. The resource you are looking for (or one of its dependencies) could have been removed, had its name changed, or is temporarily unavailable. Please review the following URL and make sure that it is spelled correctly.
Requested URL: /MySite/_layouts/MySite.aspx
May 11, 2011 at 1:07 PM
Hi clayton,
how can i add a link to personalize the page of sharepoint, the link in the drop down is not shown, isnt there a way to personalize it? or show it
May 12, 2011 at 7:25 AM
How well versed are you on Digital signatures in 2010 Browser forms.
If I am using a Filler form the person can create thier own self signed certificate, but in browserr forms it seems to be giving me a problem. I have some users that have certificates available and some that don't.
I have 1 form that requires several people(>5) and they are unable to sign the browser form due to no certificate available. However the person who submitted the form has a certificate available, as do a few other individuals I tested with but they are not in the chain of Signers that need to be active on this form.
Can I create a certificate in the domain, and if so how does the form service( or the user find it)?
Pretty much a severe novice with CA.
May 12, 2011 at 8:28 AM
Team work!It's all about team work.
But yes he is.
We have been discussing it(CA) but we are unsure if it will interfere with some other stuff on the network! We have some pretty unique things going on here, and those are more critical at this point.
May 16, 2011 at 11:26 AM
I am trying to create an InfoPath form that submits several rows of data in a SharePoint List or Library. e.g. I would like to allow a person to submit a request for up to 5 apartments. Each request would be entered in as a distinct row. My form might have several fields that are the same for each row of data (Name, current address, current phone) while it may allow the requestor to add up to 5 distinct requests. Is it possible to do this with InfoPath 2010 and SharePoint 2010?
May 19, 2011 at 6:15 AM
I am a Business Analyst seeking to understand Sharepoint. Unfortunately I do not have access to a program so I have to learn online. Specifically, I want to find best practices for effectively tracking migrating data. Do you have any suggestions?
Thanks for your great contribution to all of us!
Thea Rasins
Kansas City
May 23, 2011 at 11:52 PM
In mysite i'am using approval -2010 workflow .But after docuemnt got approval then only it should be visible for all the user's.how to do this in sharepoint 2010?
May 25, 2011 at 5:18 PM
Hi clayton, I need to ask you smthin quick, i have an InfoPath form that has data published to sharepoint forms library as columns, i need to show graphical summary of these columns, these columns are like voting, which user enters a vote for each column, and i need to show how many users voted 1 for this column, and how many users voted 2 for the other column, how can i create a chart or graphical summary report on infopath form?
May 30, 2011 at 3:27 PM
hi clayton, i have this question and i dont know what to do about it, i made infopath form and published it to sharepoint form library directly, not as a content type, and i put it on a page as a form webpart, the form has fields that the admin submits, once submitted other fields are shown and admin fields are disabled so that users can comment and submit there comments. i want to list these forms submitted by the admin in a list view web part and when the user clicks edit, it takes him to the page where i put the form webpart so they would add their comments, how can i do this? i want the user when he clicks the edit icon, it redirects him to the page of the form webpart.
June 1, 2011 at 6:44 AM
I am trying to setup a workflow that will email a list(Names of submitted forms) that is older than a specific date. I set the variables and conditions, but I am unable to get the items in the library to populate the email.
I would like the email to show all items that were created > 60 days. Even if the workflow is run only on 1 specific item in the library.
Here is what I have
Set Variable1 to [Today]
then Add -60 days to Variable1 (output: Variable2)
if CurrentItem: Created is less than Variable2
email user
—- in the email LookUp —- Find data to retieve (Data Source: Current List, Field from Source: Created); Find the list Item (Field: Created, Value: Workflow Variable: Variable2
I do not seem to get any data returned back in the email body.
I tried it a few different ways. and still nothing.
Is this even possible?
June 1, 2011 at 8:11 AM
No thats not what I am trying to do, not just current item.
I want to get a list in the email body of all items in the library that meet the condition "older than 60 days"
June 1, 2011 at 9:18 AM
I figured as much, thanks for the help!
June 1, 2011 at 9:32 AM
Another way to look through a list in workflow without using visual studio is to execute Powershell scripts: http://www.ilovesharepoint.com/2008/07/sharepoint-designer-powershell-activity.html
That is a real powerful solution.
Let me know if you need help on that.
June 1, 2011 at 9:48 AM
hehe, you are right. You just do not need to create that activity by yourself in VS! Thanks for pointing that out.
- June 1, 2011 at 9:48 AM
- June 1, 2011 at 9:32 AM
June 2, 2011 at 8:55 AM
I am trying to move an SPD(2010) workflow from one list to another in the same site.
I read a post that said to change the ListId in the %Workflow%.xoml.wfconfig.xml file.
I did that. (Did not work as of yet)
It also said to change the ListID in the %Workflow%.xoml file
There seems to be an issue here, ListId{GUID}is non existant in this file,
What could I be missing or is there a better way?
This is a huge WF and I am not looking forward to recreating it.
June 2, 2011 at 1:50 PM
Did that too.
June 4, 2011 at 6:45 AM
My case is to have dropdown fields for date selection in a SharePoint 2010 List form and I would prefer to have only one date field in SharePoint. Now when I create the year dropdown the same field gets added to the SharePoint list as columns which I do not want. (instead I would like the year field to only be there for assistance, auto-populating when the list loads and making year selection faster).
Question 1: Is there a way to have fields in InfoPath List Forms without saving the fields to the SharePoint list as columns?
Another question: Is it possible to store temporary values in InfoPath List Forms without creating additional columns in the SharePoint list?
June 6, 2011 at 1:31 PM
Hiiii Clayton, how are you? I have a question and want your advice 🙂 i am assigned to a project where i have to create lists and workflows on form libraries, and create groups and other lists for lookup in my forms, how do I give all this solution as a package so other people can deploy it in another site which is already running? i have about 3 lists and 2 form libraries, and 3 workflows on these libraries. is there a way? whats the best practice?
June 6, 2011 at 11:12 PM
I have designed infopath browser enabled form.In that ,it is having some check boxes, i had selected some check boxes. but when ever taking print out of the form all the boxes displaying with black coolour,it is not showing checked boxes with right mark.Is there printer settings required for this?
June 7, 2011 at 11:37 PM
thanks for the replly.
I am displaying my infopath form link browser .but through search result , when i clicked on the link it is opening in infopath.how to open the form in browser through search result also?
June 8, 2011 at 1:14 AM
In infopath form is it possible to skip or hide some controls while taking the print out?
June 8, 2011 at 2:40 PM
Hi Clayton, I need to ask you a question that's annoying me and can't find a solution. I have a site, English, and Spanish, I need to make InfoPath form for making leave requests, the user can go to the english site and submit this leave request, the form should appear in the spanish library also, if the user submits in the spanish library, it should appear in the english library. How would this be done? I need to make approval workflow on these libraries (same workflow). Please advice me.
June 8, 2011 at 9:14 PM
Yes, that idea is to have an interface for each language, if you speak spanish you could go to the spanish site and submit your leave, but the people responsible for the solution want the same leave to appear in the english document library (synchronization purposes), what do you propose?
June 10, 2011 at 12:33 AM
Hi clayton, thanks for your help with my variation case, i have a question, the english site is the root variation, and the spanish site is the other one, i made subsites under each one MANUALLY, i didnt use the timer job to create sites under english site to spanish site, so if i have a site with pages library under english site and create a page it will not be copied to the same site under spanish site's pages library, is it because i haven't run the variation timer job to create the sites? how can i fix it? they have the same urls, when i click the english label it moves to the english site and when clicking on spanish label it moves to spanish site (i made these labels using javascript). i did something wrong, right?
June 13, 2011 at 12:00 PM
Clayton, I wish you could help me out here
Here's my situation.
I have two groups of approvers, GroupA and GroupB
(a) GroupA has 2 approvers and GroupB has 3 approvers.
(b) In GroupB the 2nd and 3rd approvers are assigned, only if a condition is true (for example if amount is greater than 1000$ include approver 2 and 3 else skip).
So I tried using two parallel steps (SP Designer steps) with one approval process and two approval process respectively.
In Step2 the first approval process is for 1st user of GroupB and the other approval process starts on a condition.
Since this approach has two or more parallel approval process I keep getting the message "Due to heavy load, the latest workflow operation has been queued. It will attempt to resume at a later time". and the workflow sits there for ever.
Am i on the right track or am I making things difficult. This is my first project on SPDesigner Wrkflow 😦
Any help would be greatly appreciated.
June 13, 2011 at 11:18 PM
How to get the infopath 2007 search results to be opened in browser only,not in infopath form services?
June 15, 2011 at 5:37 AM
Thanks for a good blog!
However, the main page https://claytoncobb.wordpress.com/ starts scrolling up automatically when reading the blog.
June 15, 2011 at 3:49 PM
Concerning this Blog, is there a way to break out all the initial comments into a more searchable pattern, possibly by pages or directories?
I am sure you are working on some of the issues this page has, I just wish it was easier to find things here.
Is there a possibility of going to a SharePoint 2010 site and using the OOB Blog site? Then items could be tagged by the person commenting, making it easier to find information for others.
June 16, 2011 at 4:49 AM
I totally agree that free is better.
I have used the tag cloud in the past, but maybe what I was looking for was never posted.
Don't get me wrong, I think you are doing a wonderful service here, and it is greatly appreciated.
- June 16, 2011 at 4:49 AM
- June 15, 2011 at 3:49 PM
June 17, 2011 at 8:30 AM
Is it possible to localize InfoPath list forms or are there add-ons or 3rd party commercial tools available? It should be very easy to define localized terms (ie click field, click to localize)
June 17, 2011 at 2:24 PM
What is the best practise of designing the forms for printing?
I have text boxes showing within the left edge and the right edge. However, in print preview, it goes out of the right side of the page.
Seems the form does not go with the rule What You see is What you get?
Some general rules to ease the layout of controls on forms would be cool!
June 20, 2011 at 9:20 AM
I have a data connection (Pointing to a URL which returns XML), used by a dropdown list control. On the form, the dropdown list control is repeatable for a row in a table.
I would like to change the parameter of the data connection for each instance of the dropdown list control dynamically. So I have another dropdown list with a static set of options. When users select a different option, I have C# code to set the Data Connection's parameter and call the Execute method to retrieve. However, the return data will be applied to every instance of the first dropdown list control.
Any ideas to handle this situation? does each dropdow list control have its own copy of data connection, which I can access in the C# code?
June 23, 2011 at 3:31 AM
How to hide the text box control when taking the print out of the form,after that it has to visible as usual.
June 23, 2011 at 5:21 AM
Is it possible to render checkboxes for viewers as text (while as checkboxes for editors)?
June 23, 2011 at 6:26 PM
Clayton, I have a SharePoint 2007 site. The top navigation tabs are used to display certain key pages within the site. However, when a user clicks on a tab, the tab doesn't highlight like it does when the tab is linked to a sub-site. Is there a way to make tab highlight (change color) when its page is displayed? Thanks in advance for you help!
June 29, 2011 at 4:46 AM
I'm simply trying to use the standard SharePoint 2010 Content Query web part to show the 10 most recently updated wiki pages on a site. On the CQWP properties I've picked "List Type" as "Wiki Page Library", "Content Type" as "Wiki Page" and set my Grouping & Sorting. The web part is displaying the pages I want, but it's annoying including the ".aspx" file extension for each item in the list.
How do I stop the .aspx file extension being displayed within the CQWP?
July 1, 2011 at 3:30 AM
RPC server unavailable in windows 2008 when installing digital certificate
July 1, 2011 at 8:03 AM
I thought of creating a custom wizard of a couple of pages for managing a single SharePoint list item, one of which with an InfoPath form and another concentrated on managed metadata and other special functionality. Do you think this would be a reasonable solution?
In general, what approach would you recommend for using both InfoPath list forms AND managed metadata for a specific list?
July 12, 2011 at 11:18 AM
I want to ask a question, how do we display excel sheet as a web part on webpart page? i have a requirement to display excel sheet with its sheets i mean the tabs below, in a webpart how?
July 13, 2011 at 7:26 AM
There is a built-in web part called Excel Web Access. You can just add it to your web part page and configure the web part accordingly.
- July 13, 2011 at 7:26 AM
July 13, 2011 at 7:45 AM
I got a weird issue in a browser-enabled form:
I have a table A with one column so that end user can add a list of values.
I have a table B with two columns. Column C is a dropdown list with options from Table A.
In the design mode, it seems working: you can add rows to Table B and select a value for Column C without affecting the previous added rows.
However, in browser mode, anytime when I added a new row, Column C in all previous added rows were changed to the first option from Table A after a post request ("Sending data to the server") was made.
Note that Table B is in a Repeating section, and Table A is outside of the section. When a new repeating section is inserted, a set of rules are applied to copy certain values from previous section to the new section. I also have another dropdown list in the section where I have C# codes to handle selection change event.
Not sure how the things got messed up. Any other repeating tables I have on the form did not trigger the post request… when that happened it also cleared up some values the rules copied.
I feel it is somehow related to use the repeating table in the form as drowdown list option source. Anyone has such experience?
July 15, 2011 at 7:18 AM
I found a way to set a control never to post back – Control Properties – Browser Forms.
July 17, 2011 at 5:40 AM
I have an sql table S with 2 columns: Id and Title. S is joined to another table T by its Id.
What is the easiest/best way to update rows in T using SharePoint 2010 external lists and InfoPath list forms so that users would see S/Title instead of S/Id?
July 19, 2011 at 1:31 AM
How to get publishing image column ( Image with formatting and constraints for publishing)
in infoath form 2007 data connections?
July 19, 2011 at 2:32 PM
First, thank you for all of the info you have provided to the community. I am a SharePoint novice, currently focused on learning workflows + InfoPath, and in my daily net searches on these topics, your blog articles, presentations, and MSDN answers keep popping up, providing the insights that I needed to keep moving forward on my projects. So: a big THANKS!
One of the revelations that I've had recently was studying your Leave Form example. Up to that point it was my assumption that best practice for handing out work assignments to people during a workflow was to assign a task. After seeing how well your Leave Form functions without using tasks, I realized that how to handle work assignments seems to be more of a design choice than a set in stone best practice.
This leads to my novice question: in designing a workflow, what are the tradeoffs you've found between handling work assignments by assigning tasks vs. not assigning tasks (the approach you take in your leave form)? It seems to me this is a fundamental workflow design decision but in my reading (many books and blogs!) I have never seen this topic explicitly discussed.
With my limited experience, here are my initial thoughts re: some possible considerations of each approach:
– Interface with users from multiple places (main form and tasks)
– One iteration – workflow pauses and waits for tasks to complete
– Supports sequential and parallel work assignments
– Inherently more complex
– Interface with users from one place (main form only)
– Multiple iterations – workflow runs to completion for each work assignment.
– Only supports sequential work assignments
– Inherently simpler
I am curious, what would you change/add to the list above? What is your thought process when deciding how to handle work assignments, and is there a key factor for you in determining whether to go with tasks or not?
Any thoughts you have are greatly appreciated. Thanks again Clayton!
August 10, 2011 at 1:43 AM
Is there any way to show long texts in single line of text fields in infopath forms without scrolling.
August 14, 2011 at 1:14 AM
can show me
1. User chooses to create a new leave request.
2. Once the request form link is clicked, leave request form has been automatically opened for the employee to fill, this form must show the employee available leave balance from the backend.
3. The form should show additional information like the employee name,
department and approvers (in some case more than one approvers For ex: Team leaders may vary for each employee).
4. Employee fills in leave duration, leave reason etc.
5. The user submits the form. While clicking the submit button, the leave details will be created as a new list item with approval status 'pending'.
6. Also send the leave request to the approvers specified (Team leaders, head of department) for approval.
7. If the approvers approved the leave request, then the leave request will be forwarded to HR department for final approval.
8. If the approvers rejected the leave request, then the request will not be forwarded to HR department and the requests send to the respected employee.
9. If the leave request has been approved by HR, then the leave request list item approval status will be changed as 'Approved'.
August 18, 2011 at 3:16 PM
Thank You your time during SPSTC. I enjoyed both of your classes. ANd I look forward to learning more about Infopath and SharePoint Thank You Clayton.
August 22, 2011 at 11:24 AM
Hi Clayton,
Thanks for the stockpile of information on SharePoint and related products… well done!
I've check thru the questions and blogs and don't see a question or comment that address an issue I've been facing for a couple of weeks with InfoPath 2010. I have a Full Trust form (cuz I need it to pass parameters) that I've publish to SharePoint and activated to a site collection. However, I don't see those forms in the dropdown list to select list or libraries in the InfoPath Form Web Part configuration!
When I create a sandbox form that doesn't require approval and load it to a form library, I can select it and display it in the Form Web Part. However, I can't get it to work with administrator-approved forms.
Is this by design? Is there something special I need to do with administrator-approved forms to get it to display in an InfoPath Form Web Part?
August 22, 2011 at 3:30 PM
Hey Clayton
I found a blog that described how to add my form template as a content type by enabling "Allow management of content types?" under the Form Library Settings option of the form library. Once enabled, I was able to add my form template as a content type which, as you said, made the form template available to select when configuring the InfoPath Form Web Part…
Thanks for you help…
On another note, have you noticed that IE9 is very memory intensive when running SharePoint? I didn't notice such memory consumption while using IE8 but since upgrading IE9 x86, memory usage keeps rising until I restart. Could be cuz I'm running in debug mode but…
August 26, 2011 at 3:43 PM
Clayton, I'm hoping you might have a 'no code' solution for a requirement for validation on a SharePoint 2010 list column. To keep it simple I'll narrow down my example to two columns – Description and Status. Description is a text field and Status is a drop down. Status contains three possible options: New, Active, Completed). There is no validation on the first two Status options (New, Active). However, I have a requirement that in order for the user to change the value of Status to the third option, "Completed", the value of "Description" column must NOT be blank. I tried using the validation formula option for the column but it keeps giving the error that I can't reference another column. I do have full Enterprise and have the option of customizing the input form if that helps. Developers are happy to jump in with some C# but I'm curious if I could do this without it. Thanks!
August 26, 2011 at 4:07 PM
Scratch that…figured it out. Had to use List Validation instead of Column Validation. I knew it was in there somewhere 🙂
- August 26, 2011 at 4:07 PM
August 29, 2011 at 5:42 AM
Hi Clayton,
I have a Info Path 2010 form published to a SharePoint Library. Now users can click on Add a document / New to add a new document to the library having the same info path form template. But the problem is that when users click on Upload Button, they can upload any document of any template type. But in that case my workflow (which is based on values of the fields in info path form) fails, since the document is of a completely different type. How can I disable users from uploading a document to a Info path Form Library?
How can I disable New button in the Task List?
September 1, 2011 at 12:02 AM
Hi Clayton
Thank you for your help
i have been using your slides for making a code less solution
now i did it with a better solution it was all made with your guidance and it worked very well but after sometimes i had an issue.
now i am having a major issue with the UPS
as i updated the server machine which is a standalone machine(SQL server R2,MOSS 2010 ) installed in the same machine also i have put the SP1 and the June CU
but now i am not able to synchronize the User Profile plz help me as sometime i am getting unexpected error
yesterday i got the same error (an unexpected error when trying to access the port 80 site) and i checked the ULS log
i then deleted the user profile service and also disabled the synchronization service using the power shell command
and then i was able to get my port 80 site
could you guide me as i am not able to start the USP
September 20, 2011 at 12:47 PM
What is the easiest way to add an attachment to a list item using an InfoPath form if the attachment is a document in SharePoint and contains empty spaces in its file name?
October 12, 2011 at 6:12 AM
I have devloped custom master page for sharepoint 2010 site through designer.Master page successfully applied to the site with the system account credentials.but when we logged in as other user it is shoeing "file not found error".
October 31, 2011 at 7:48 AM
Hi Clayton,
I have a question that I am hoping you can help me with. We are rolling out forms for things like travel approval, POs, and check requests. We are running SPP 2007, SPD 2007, and InfoPath 2010. The forms and workflows work great as along as the approver is in the building and on the network. The email from the workflow contains a link to the form on our SP server and the they just click on the appropriate dropdown to approve or reject..
Our issue is traveling staff that need to approve requests. We would like to create an input on the email from SPD to allow them to click right in the email and not have to open the form from their mobile device. I have tried using the html tags, but that isn't working in the email. Is this possible? Is my question clear?
January 15, 2012 at 8:50 AM
Composites: Master/Detail Web Part page using Web Part Connections
I am trying to create a Master / Detail page using two web parts:
web part 1) A view of a Library that has numerous InfoPath forms in it
web part 2) A form web part that is showing the contents of one of the entries in web part #1.
So, I know how to do just about everything here: The key issue that I am having is: When the user clicks on a particular item in web part #1, I want web part #2 to display the details of that entry. I can pass the ID of the form from web part 1 to web part 2, but how can I force the InfoPath web part to load the data of that particular item?
January 17, 2012 at 3:11 PM
Hi Clayton, I have an infopath form where I used sharepoint designer 2010 to send an email to a group. once a particular user submits the form then an email should be triggered to a group along with the active view of the infopath form should appear in the body of the email message. so how to display the infopath form in the body of the email message through sharepoint designer 2010 ?
January 18, 2012 at 7:27 AM
Thank you very much Clayton
January 31, 2012 at 10:53 AM
Hi Clayton,
as per your advice, I used a webservice (which is used to catch the manager's email Id as soon as an user enters the managers field while filling the form) but the problem is Instead of getting the managers id the webservice is displaying the user id and sending mail to user rather than sending to manager.
February 1, 2012 at 3:53 PM
Hi clayton, I have an Infopath form and there is a button called 'print' on that form and when the 'print' button is pressed it should print the Infopath form. so do you have any suggestions to implement print functionality with out code ?
February 15, 2012 at 2:31 PM
Hi Clayton,
I published an Infopath 2007 form with custom code(which have no errors) on central admin like one day back and till now it shows its status as "upgrading" on central admin.
1. I don't know like why it's taking so long time ?
2. Although its status is Upgrading on central admin but I found that form on production site but when you open it, its giving some error like
There has been an error while processing the form.
Click Continue to resume filling out the form. You may want to check your form data for errors.
Click Start Over to load a new copy of the form.
Error Details :
"An entry has been added to the Windows event log of the server. Log ID:5337 "
when I enter into the Event log on that server I was not able to find an event with id 5337.
can you please suggest me what to do to remove the error .
February 16, 2012 at 10:25 AM
Hi Clayton,
In Infopath designer 2007, where do I find "Form Load" Options (like the one which is present in Data connections in infopath designer 2010). please Indicate the location.
February 17, 2012 at 1:14 PM
Hi Clayton,
I was using a data connection called GetProfile to get some users data. From yesterday I am getting a below error
"The settings for one or more data connections in your form are defined in a data connection library on a microsoft sharepoint server to retrieve this settings the form must be published to the server that contains the data connection library and form must be opened from the published location"
The GetProfile webservice is not displaying any user information on the form. what is the solution for this ? please suggest
March 9, 2012 at 1:54 PM
hi Clayton,
I have created an alert called Alert in a library in a sharepoint site and when ever i create a new form or modify an existing one, a message will be sent to two email id's , now the problem is one email id is getting the alerts but other email id is not getting the alerts although it gets an initial message telling you have subscibed for alerts "Alert" and no other further alert will be received. so where is the problem ?
March 10, 2012 at 3:42 AM
Hi Clayton,
I have a People Selector control on a 2007 browser form. If I enter an incorrect user name and hit 'Check name' the page hangs over 5 minutes, then the control shows the "user not found" message. Is it possible to set some kind of time out to display the "user not found" message quicker?
Appreciate your help my project is overdue already.
Thank you
March 27, 2012 at 9:39 AM
Hi Clayton,
I was trying to use my powershell code to access one of my service's outlook Inbox, manually when I was running the powershell code the service's outlook ask's me whether to allow the access for outlook or not if so how long (like 1 min to 10 min's). The problem is I need to run the powershell code automatically using task scheduler, while running automatically the outlook is not giving Inbox access to my code which is running through task scheduler. so how can I give my powershell code full access to my service's Inbox ? please suggest me.
April 26, 2012 at 12:56 PM
Hi Clayton, I have an IP2010 form that has several sections that are hidden until certain selections are made and/or unless the person accessing the form is the initiator, manager or I.T. person. Thanks to several of your posts, I have done some nifty things here. I am hoping that you will have a positive answer to this question.
This is a 'Mobile Device Request form'. The initiator enters basic information in the beginning. They can choose new device/service or upgrade and select what device they want from the list. If they select 'upgrade' a new section appears asking for information such as Phone number and model of their current device.
Is there anyway to require the 'Phone Number' and 'Current Model' fields to not be blank ONLY if 'Upgrade' was selected in the main portion of the form?
I have played around some with the validation rules but they don't seem to accomplish this.
June 4, 2012 at 4:13 AM
Hi Juli, in IP2010, you can put multiple conditions on a particular field while validating. In your case the conditions will be:
If PhoneNumber is Blank & ServiceType is "Upgrade",
then throw a validation message
- June 4, 2012 at 4:13 AM
June 4, 2012 at 4:09 AM
Hi Clayton, I have a requirement regarding task delegation in SharePoint 2010. I have SPD workflow tasks for different modules.
Requirement Summary: When a user U1 goes on leave, they want to delegate all their existing tasks as well as new tasks (which might be assigned to them during this time) to some other user U2. U2 can approve / reject any task. When the delegation period is over all the pending tasks (which were delegated to U2 and still pending approval) should get delegated back to him.
Any ideas as to how this can be achieved. Any 3rd party solution is also acceptable.
Thanks a ton in advance.
June 28, 2012 at 8:36 AM
I have an issue with permissions that I have been living with for a long time, and I am wondering if there is a way around this that I do not know. It seems like there are two worlds of permissions in the InfoPath vs SharePoint world. I often have the requirement that some people should be able to see certain objects in a form, but not the entire form, while other people can see other objects, or possibly all objects. In the same way, I often have a requirement that some people should be able to see WebParts, thus I can use Audiences that reference SharePoint groups, but *NOT* SharePoint lists of people.
I know that I can use SharePoint groups to implement this distinction in InfoPath permissions. BUT the only way I have seen to do this is to take an InfoPath form and write it out as source code and then to hand craft the connection information. Then I need to recompile these source files back in to the xsn file.
Now I hate this! It causes issues in the future for people who have to come back and work on the form and it is cumbersome to document what I have done. Instead, I have found a technique where I can keep a regular SharePoint list of peoples' IDs and the InfoPath form can easily access this list and thereby provide users with visibility to Form Objects according to these SharePoint list entries.
So…. I don't love this solution, because when I try to hide and show things in SharePoint (Non-Infopath pages) I can't seem to find a way to show or hide things based on a list of peoples' IDs.
Thus I am stuck with two distinct ways of controlling visibility: 1) SharePoint Groups and 2) SharePoint lists.
Is there a better way?
June 29, 2012 at 11:48 AM
Hi Clayton,
I have an issue with infopath form. I have created one choice column (name: update status) with 5 choices inside the form library in sharepoint 2007. In Infopath 2007, in dropdrop list box (list box entries) I entered "Look up values from an external data source". Data Source > Add > Receive data > SharePoint Library or List > Inserted Form library name > checked on "update status"
Entries: Select a Field or Group > Selected "update status".
I enabled the form to open in browser (display as a web page). I published the form in form library in sharepoint.
Now, the problem is the the drop down list in the form shows only one option (It does not show all 5 choices). I need your suggestion.
August 27, 2012 at 2:47 PM
Hi Clayton,
I have a SharePoint 2010 Infopath List form. In this form I have a people picker field and a Date picker field. Now I need to make people picker field Mandatory only when Date picker field is not blank. How can I do this as Action, validation are not available for People Picker and we cannot use custom code for an Infopath List form ? Please suggest.
August 27, 2012 at 3:38 PM
Hi Clayton,
but the problem is people picker field should become mandatory only when date picker is not blank and remaining time it should not be mandatory.
August 27, 2012 at 4:10 PM
I created a section but not able to add any rules to it for hiding it (may be as it is List form).
August 28, 2012 at 11:56 AM
Thanks a lot Clayton, It works Now !!!!!!!!!!!
- August 28, 2012 at 11:56 AM
August 28, 2012 at 12:03 PM
Have you had the chance to play with InfoPath in SP 2013? ANy pearls of wisdom you care to share?
October 18, 2012 at 12:21 PM
Hi Clayton,
My content database is growing too large day by day and I heard that if content database size is greater than 100gb then I may get performance issues with SharePoint 2010, so as a solution I thought to limit mdf file to a particular size say 80 gb and create a new mdf file
for further content. so my question is are there any concerns/issues I may face during taking backups from that server as my content db will have multiple mdf files ?
October 19, 2012 at 1:35 PM
Please Suggest
- October 19, 2012 at 1:35 PM
October 25, 2012 at 1:23 PM
Hi Clayton,
were can I find my Business Intelligence centre page(for creating Dashboards) ? after Performance Point services got installed on my central admin
January 4, 2013 at 8:56 AM
Happy New Year! I have 2 questions for you.
1. I know you can link SharePoint lists with lookup fields etc. What I would like to know is if it is possible to link 2 lists, so when an item is created in one, it creates a duplicate items in the other and then when the first item is updated it automatically updates the other list. I know it's crazy but it's a permissions issue. I have a situation where I need to be able to display the status of selected projects to the owners or other respective persons but I can't give them access (even read) to the main projects list. So rather than having to update lists in 2 places or give individual rights to the items themselves (what a pain!) I thought this might be a possibility.
2. What do you think of using an actual form library as the main data source for a form and creating all the columns in the library and then adding them to the form that way?