Book infopath and sharepoint 2010 get current user

Auto populate person field with current user infopath. So, the goal of this is learn how to get the current sharepoint user s information through a data connection to the getuserprofilebyname service. The first link explains how to use javascript to get sharepoint security groups, but doesnt mention how to use them in terms of infopath. Im using user information list data connection to get user s data. Querying security groups in infopath with sharepoint online. Using microsoft infopath 2010 with microsoft sharepoint 2010. Here we will retrieve manager preferred name instead of just a manager account name in infopath 20.

The problem we are running into is that if the user has never logged in to use the form then. Environment sharepoint 2010 with infopath forms services, using proxy settings and data connection files for the ups service. The second link explains how to use javascript to get current user information and use it within the context of infopath. You can also use it to pull back more data about the user from a membership provider or sharepoint itself. Every time am trying to retrieve current user name, its giving system account. Create new sharepoint form library and set the target sharepoint site. Although not much has changed, but i thought i could keep the information updated. I am working on an infopath 2010 form which will be submitted to a sp2010 instance and filled out via a web browser. When infopath request the data from this webservice, the code successfully return spuser.

To get other details such as display name, email id, manager, phone number, etc. This form template is not enabled for viewing in the browser. Stepbystep build advanced infopath form and sharepoint designer workflow. By using the soap web service there are many user properties that we can retrieve and automatically populate onto fields in the sharepoint list form. Currentuser so, in order to assign it to a variable in your code, you would do something similar to this. Retrieve the current user name in sharepoint using webservices. Open infopath and add a text field you would like to display the user s name. Based on the user, i would like to retrieve the current user s project manager.

Infopath get the current user without writing code sam. Im using the information on chapter 9 of your book stepbystep using microsoft infopath 2010 with microsoft sharepoint 2010 to create forms that provide our users with a prepopulated form. Infopath and sharepoint designer are the two primary products that for many years supported the citizen developer movement in sharepoint. How to get current user in sharepoint site workflow 2010. As the link is now broken, you need to add a new connection to the list and select the fields you want to query. In your infopath form, select the data tab and then click data connections button. To be able to grab the current user in sharepoint, you would use. Displaying the current user in an infopath 2010 form is not that tough, but how about the manager of the current user. Get current user for infopath and set file name today well look at retrieving current users information as well as naming the infopath files using the fields on the form.

Code to get sharepoint current user name programatically. Since the above mentioned post was made for infopath 2007, i have decided to do this for 2010. Task assigned to user or current user groups in sharepoint 2010 using caml query. Sharepoint 2010 with exchange 2010 3 responses to getting current user name in infopath kmtaotao march 21, 2012 at 1. But im afraid this code may return null from infopath. To get the current users display name, assuming you have the user information data connection already set up, i create a rule that runs when the form loads.

Username if you want to capture user name from sharepoint try this. The death of infopath and sharepoint designer rencore. One of the most required issues, is retrieving current user info within a form request, either this request is normal sharepoint list form item or even infopath form, one may say why each time filling my personal data in such request today i have a good solution using infopath forms, and. I am working with infopath 20 in a sharepoint online environment. Checking if a user is a member in a sharepoint group within web infopath 2010 forms. Here we can auto populate sharepoint group name in second people or. Get manager information for current user in infopath 2010. All of our users have office 2010 professional plus. Some of my friends encounter issues while come across though this requirement. The other way to get user s information is through the userprofile services built in sharepoint. We want to receive data from the ws about the current user, so choose receive data and click next. Add two person or group field a and field bfields in infopath form.

Infopath and sharepoints getuserprofilebyname web service. Blog4sharepoint infopath 2010 get manager of current user. This infopath sharepoint 20 tutorial explains, how to get manager details of the loggedin user in infopath 20 in sharepoint 202016 or sharepoint online. When viewing form from infopath 20 to sharepoint 2010. How do i hide a textbox, if user is not on the sharepoint.

If you have assigned roles to users that are based on any combination of user names, groups, or values from a field, when a user opens a form that is based on your form template, infopath determines the role to assign to that user by using the following order. As with many ip forms, there is a need to detect the current user of the form for various types of functionality i. Getting the current user s sharepoint group name sharepoint 2010, infopath 2010 since i did not write a post about sharepoint 2010 for some time, thought to write a pretty interesting post about how to get the logged in user s sharepoint group name using infopath functionalities. The system will now query the user information list based on the current user name account to make the first name, last name and any other user attribute available to the infopath form. With infopath opened go to tools data connections, and click add to add a new data connection to the form. How to add users to sharepoint group using infopath form. Maybe theres another way to get user s information, with azure active directory or something else. Pdf using microsoft infopath 2010 with microsoft sharepoint 2010 step by step by darvish shadravan, laura rogers free downlaod publisher. This method will grant webservice access to spcontext. How to check if the current user belongs to a sharepoint group from within web based infopath 2010 form without writing any dotnet custom coding or deploy a custom sharepoint feature.

Field a is to select user name and the field b to select sharepoint group name. Put the two concepts together and you have the title of this blog post. This web service provides us with all of the information that was imported into the user s sharepoint profile so it is important that the information is kept up to date in ad. Infopath 20 form for sharepoint online in office 365. Infopath get the current user without writing code. Sharepoint, sharepoint 2003, sharepoint 2007, moss, moss 2007, sharepoint server, infopath 2007, infopath, infopath 2003, sharepoint 2010.

Autopopulate current logged in username in sharepoint 2010 people picker control. We want users to open up a form and see that their first and last names are already included, along with their profile picture and email address. There is a built in infopath field property called username which can be used to return the user id account id. Auto filling infopath forms with current sharepoint user. Once the web part added, go to format text and then markup and then edit source as. Sharepoint enterprise edition only by using the soap web service there are many user properties that we can retrieve and automatically populate onto fields in the sharepoint list form. Infopath form that switches views based on the current user. Different ways to retrieve logged in user details in. In the example below, i added 2 fields, for both the first name and last name. Infopath s formatting capabilities and user interface are similar to microsoft word 2003 and 2010, depending on version. Recently i needed to get the current user and their managers active directory profile to autopopulate a form. End user guide to practical usage, collaboration, and governance. Retrieve all users from all groups using jsom in sharepoint.

In the data connections dialog window click add which displays the data connection wizard. I have a form that we are using a people picker to query for user details. Autopopulate current logged in user name in sharepoint. Below are some steps about extracting user group of current login user in infopath 2010 text field. Itay shakury wrote a great blog post titled get the current user without writing code that covers the first need current user by reading userprofileservice. That information will allow you to continue populating your form with relevant data. On form load i want to check a form status field and check to see if the current user belongs to an approval group.

How to automatically retrieve current username in an. Now lets set a fields value to the name of the user. How to set current user name to infopath persongroup picker. Well in this post i will show you how you can do that with rules and a sharepoint web service. Getting the current users sharepoint group name sharepoint 2010, infopath 2010 since i did not write a post about sharepoint 2010 for some time, thought to write a pretty interesting post about how to get the logged in users sharepoint group name using infopath functionalities. So there you have a way to get the current user s login information in infopath that will work in infopath forms services on sharepoint. Itay shakury wrote a great blog post titled get the current user without writing. Anyway you can create webservice file with this code and place webservice to the layouts folder in sharepoint. If you are looking for a way to capture the login user name in infopath try this.

Here you click on add a web part and then add a content editor web part. When the form is deployed to and opened from an appropriately configured document library in microsoft sharepoint server 2010 running infopath forms services. Apply the rules to the views based on the current user permission. Sharepoint 2010 and the getgroupcollectionfromuser. The username is an infopath function that binds user data to the infopath form. Infopath and user profile service in sharepoint 2010. Our data source is a ws so choose web service and next. In this article, im going to demonstrate how to get the current user s managers information. I have always used sharepoints getuserprofilebyname web service to automatically retrieve the current user s information from active directory. To do this, click data from the ribbon, then add data connection to userprofileservice. This jsom sharepoint tutorial explains how to retrieve all users from a sharepoint group and also this tutorial explains how to retrieve all users in all groups using jsom in sharepoint online.

Checking if a user is a member in a sharepoint group. And pick the users from sharepoint groups or single. Sharepoint stack exchange is a question and answer site for sharepoint enthusiasts. Get manager details for logged in user in infopath in. Auto populate person field with current user infopath ive seen this done, so i know its possible, but i just wasted an hour searching on the internet, hoping to figure out how to do it. Bring a sharepoint 2010 visual studio project into a sharepoint 20 solution. Turns out the issue was with the netbios configuration.

I want the current user to be automatically added to the people field in my infopath form, so users dont have to look themselves up. Stepbystep build advanced infopath form and sharepoint. Infopath user information list codeless sharepoint and. Am trying to find the current logged user in sharepoint site workflow 2010 while creating a project. I want the current user to be automatically added to the people field in my infopath form, so users dont have to. Here in this sharepoint 20 tutorial, we have discussed different ways to get the current logged in user details on the sharepoint site. Usage edit infopath is used to create forms to capture information and save the contents as a file on a pc or on a web server when hosted on sharepoint. Both products helped expand the platform within many organizations by providing power users and it pros the ability to create electronic forms infopath and. Create a text field on your form that has its default value set to username. Sharepoint 2010 using sharepoint designer, infopath and other customizations s. Getting current user name in infopath sharepoint group. I want to pen down my experiance with the above objective.