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Just finished off doing a migration from a physical to virtualised 2007 environment. Most of the migration processes went according to plan, however there were some gotcha’s post migration especially with InfoPath 2003.
The migration moved the InfoPath form libraries easily enough but the template each form referenced was still linked to the old server. Here is the process to re-associate it with the new server;
- Edit all your InfoPath templates in form libraries on the new server, changing any data connections in each template that pull data from the old server and re-publish.
- Go into each form library > settings > advanced settings. Change ‘Allow management of content types?’ to Yes then OK. Go and open the ‘Form’ as shown below.
- Select Advanced settings and then change the location of your template (if it references the old server).
- Go back to the the form library normal view and select the ‘Relink Forms’ view. Select all the completed forms and then Relink. Sadly you will only be able to do 100 at a time. This will then relink all the forms with the correct template.
- If you want to be able to select all 100 with one click see here.
Issue
I needed to create an InfoPath 2003 form that pulled in AD user information (without code). This form was then to be published to a SharePoint 2007 library where a view was required that only displayed forms for the direct reports of line managers.
Resolution
I created the InfoPath form to pull in AD user information such as username, department and manager using this article. This works fine but the manager field is populated with DOMAIN\Username.
To strip out the “DOMAIN\” bit before the username use the substring-after command as detailed here. This gets the form looking neater, but when it is saved to the document library, the Manager field is created as ‘single line of text’.
I was going to use the filter [Me] on the manager field to show forms only where I was the manager. Thus showing me all forms relating to my direct reports. However you cannot filter using [Me] on this field type.
The workaround involves 2 steps;
1. create a new field in the library (call it say ‘line manager’) of the person or group type.
2. create a workflow in SharePoint designer to fire when a form is created to set ‘field’ [line manager] to ‘value’ [manager in the current item]. This is also described in greater depth in this article.
Now when a new InfoPath form is created, it is populated with the correct looking AD user information. This information is then used to populate an additional column in the list (this could also be hidden) which can be filtered using the [Me] switch.
Although this information is written elsewhere, it is in different places and this article pulls it together. Hope it helps…
Recent testing has shown a couple of querky things when attempting to setup an Infopath form to recieve data from a SharePoint 2007 list. It took a little working out but the following apply;
- SharePoint list items formatted as ‘Multiple lines of text’ with the column setting set to either Rich text or Enhanced Rich text, are not available in Infopath when pulled through a data connection. I only resolved this by setting the item column to Plain text.
- Data pulled through the data connection is related only to the SharePoint list default view. I was pulling information across from a calendar view and only a month’s worth of data was available. You’ll have to set the default view to an ‘All items’ view to pull across all the data.
