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STOP USING INFOPATH In business forms, a common requirement is to pre-populate a people picker control, such as to default to the name of the currently logged in user, which would then allow them to pick someone else if needed. For example, a secretary could fill out a travel request for her boss, and in the “Traveler” people picker, she
In SharePoint Designer workflows that are manually started, the initiation form is the page that has the “Start” button to kick off the workflow. In this 11 minute video, I show how to create an approval workflow that can be manually triggered. I walk you through: Setting up the workflow so that after the approval process, the content approval status
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STOP USING INFOPATH In InfoPath, when using certain controls such as the Drop-Down List Box, Combo Box, List Box, or Multiple Selection List box, there are several different ways that you can obtain the list of choices that are available to people filling out the form. Enter choices manually – This option allows you to simply click the Add… button
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Have you ever published changes in a workflow in SharePoint Designer and wish you hadn’t? There is a little known way to go in and restore a previous version of your workflow. This uses the same versioning capability that lists and libraries have. By default, every time you publish changes to a workflow, they are saved as a new version.
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STOP USING INFOPATH There is a quick and easy way that information about the logged in user can be obtained from within an InfoPath form. You may have read my blog and other blogs before, with the user profile service web service instructions. In this post, I’m not going to be using the user profile service. This means that what
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In this second post of the three part blog series, I will show how you can show or hide fields according to whether or not the currently logged in person is part of a certain SharePoint group. This is a three part blog: Part 1: Using an ASPX form, with a SharePoint list of certain people who will be allowed
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STOP USING INFOPATH Three years ago, I wrote a blog post called Displaying SharePoint Fields by Permission Level. This one has the highest amount of hits, but it is an imperfect solution. One of the most common questions that was asked was to see if there’s a way to show or hide fields in an ASPX form based on who
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