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Infopath Form, push and Pull list data based on Acc.ID ?

Posted on 2013-11-03
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Last Modified: 2014-01-20
Hi,
Q-1 :From a Infopath Form,
how can I add items(text data) into a list and associate with Account ID of Employee present on the form.
Q-2:On the same form,
how can I display data of same account (whether employee or manager opens, shows employee data only )
 
I am nearby, but when manager opens form,his data is displayed not employees.
Rgds/-
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Question by:sharepointDepot
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clayfox earned 250 total points
ID: 39621334
For Q1, typically nothing since SharePoint saves the created by field. When IP queries a list it always returns the default list view, so you probably need to customize the default view and add the fields you need.

For Q2, the submitter would need to select the manager or you could use the get user web service in SP and access the AD information. Then save the full name, not the account name in a field in the list. That way your records have both.
You will need another view for managers which only shows records where they are listed as the manager.

you will need some rules on load of the form
when a user opens a blank form you would treat it like a new submission from an employee. If a user opens an existing record, then check if they are listed in the created by, if yes it is a edit, if no then they are the manager.
I always have a status field as well to track the stage and use that to determine logic in the form, which view, what to hide, what to validate, etc.
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Author Comment

by:sharepointDepot
ID: 39660020
Hi,
For Q1, regarding view , let say...there is filter  [Me]  is applied on some field.
Now, the real problem is that, If manager(other than employee) opens the form, he sees all data filtered be [Me],
means,  he is going to see his own data values, not employees data.
i.e.; I don't want [Me] data for Manager1,Manager2, etc .
I want  all of these users Manager1,Manager2,Manager3, everybody should see only employees's data values, not their own data.
Pls suggest.
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Author Comment

by:sharepointDepot
ID: 39796187
Hi,
I was looking for query data for initiator of form, i was able to show this particulat users data on forms previously also.
Now, I used set Field value in the Query part-and this I used for my all Form Load queries.

So at all views,I am able to show the initiators data.
Rgds/-
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