Kellna żviluppat formola InfoPath bl-opinjonijiet multipli biex tappoġġja kiri ġdida / on-boarding process. When the company hires a new person, IT dipartiment u gruppi oħra jeħtieġu li jieħdu azzjoni (stabbilit payroll, jippermettu aċċess għall-applikazzjonijiet xierqa, jillokalizza desk, eċċ). We use on form but a different view of the form for each of those functions.

Fuq din il-kumpanija, maġġoranza tal-persuni involuti fil-proċess tan-negozju IT-sofistikati, hekk meta jaċċessaw il-formola, their default view is a "menu" view with buttons that direct them to their specific function. Madankollu, we needed to simplify things for the new hire’s direct manager. This person should not see any of the IT related stuff. Fil-fatt, hi għandha tara wieħed biss minħabba l-forma u lanqas l-għażla li tara l-opinjonijiet l-oħra.

Fil-każ tagħna, dak il-kont manager dirett huwa direttament marbut ma l-forma korteżija ta ' kuntatt selettur (which I am always wanting to call a "people picker" għal xi raġuni).

Il-passi huma li ġejjin:

1. Fil-modalità disinn, mur Tools -> Formola Għażliet -> Open u Save.

2. Select "rules".

3. Create a new rule whose action is "switch to view" u li l-kondizzjoni tiggwida l-Username() funzjoni.

Username() returns the "simple" user name without the domain. If I log into SharePoint with credentials "domain\pagalvin", Username() returns "pagalvin".

The contact selector provides three bits of information for a contact. The "AccountID" portion is most useful for this scenario. The only thing that makes this even a little bit of challenge is that the contact selector (fl-ambjent tiegħi xorta) jirritorna l-dominju u user ID, as in "domain\pagalvin". This prevents us from doing a straight-forward equality condition since AccountID ("domain\pagalvin") qatt se ugwali username() ("pagalvin").

We can get around this using the "contains" operatur: AccountID fih Username().

Aħna tista 'tieħu aktar u pre-pend domain hard-kodifikati quddiem il-username() jiffunzjonaw biex tikseb l-ugwaljanza tagħna kontroll u jeliminaw ir-riskju ta 'pożittiv falz fuq l-operatur fih.

We would have REALLY like to automatically switch view for other users based on their AD security group membership. Per eżempju, when a member of the "IT Analytics" grupp aċċessi l-forma, automatically switch to the IT Analytics view. We didn’t have time to implement it, but my first thought is to create a web service that would have a method like "IsMemberOfActiveDirectorySecurityGroup", tgħaddiha l-Username() and return back true or false. Does anyone have any other, aktar idea għaqlija? Is there any SharePoint function we can leverage from InfoPath to make that determination?

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