Solved

Prefile SharePoint Forms

Posted on 2014-07-24
2
195 Views
Last Modified: 2014-09-21
I’m working on an employee lifecycle workflow.  On hire the form/list item in the workflow is blank and this is fine.  However, in the case where there is a promotion/transfer workflow intiated, the form that circulates for that employee should present to the task worker with the employee’s current status from their list item.  Currently it presents to the task worker as blank.  This makes it nearly impossible for the task worker to know what rights/access needs to be modified. Using InfoPath ’13, how can I do this?  SharePoint is 2013 Enterprise.
0
Comment
Question by:whoam
2 Comments
 
LVL 31

Accepted Solution

by:
Jamie McAllister MVP earned 500 total points
ID: 40218773
It's possible to call web services from Infopath forms, and that's your key to this problem. Assuming your workflow stores the relevent data in a list somewhere you can configure your Infopath form to call the Lists.asmx web service on SharePoint to check if there is prefill information.

There are many examples of doing this sort of thing, I posted some examples below;

http://blogs.msdn.com/b/jannemattila/archive/2007/01/21/infopath-and-web-service-data-connection.aspx

http://blogs.msdn.com/b/infopath/archive/2010/05/06/sharepoint-list-data-connections-in-infopath-2010.aspx

http://wmostafaw.wordpress.com/2012/08/07/calling-web-service-from-infopath-2010-with-parameters/
0
 

Author Comment

by:whoam
ID: 40221274
Thanks so much!  I'm PTO for a week, but will pick this up when I'm back.
0

Featured Post

PRTG Network Monitor: Intuitive Network Monitoring

Network Monitoring is essential to ensure that computer systems and network devices are running. Use PRTG to monitor LANs, servers, websites, applications and devices, bandwidth, virtual environments, remote systems, IoT, and many more. PRTG is easy to set up & use.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Suggested Solutions

This article will show you how to use shortcut menus in the Access run-time environment.
Entering a date in Microsoft Access can be tricky. A typo can cause month and day to be shuffled, entering the day only causes an error, as does entering, say, day 31 in June. This article shows how an inputmask supported by code can help the user a…
This video shows where to find templates, what they are used for, and how to create and save a custom template using Microsoft Word.
The viewer will learn how to simulate a series of sales calls dependent on a single skill level and learn how to simulate a series of sales calls dependent on two skill levels. Simulating Independent Sales Calls: Enter .75 into cell C2 – “skill leve…

895 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question

Need Help in Real-Time?

Connect with top rated Experts

12 Experts available now in Live!

Get 1:1 Help Now