Eu teño un proceso de aprobación de gastos que eu teño para implantar o uso do InfoPath nunha autenticación baseada en formularios (FBA) ambiente, utilizando servizos de formas (InfoPath baseado na web).

Existen dous grupos de aprobación eo proceso funciona así:

• Usuario encher un informe de gastos e enviá-lo para aprobación.
• That triggers an email to first level approver group.
• First level approver reviews and approves or denies the report.
• If first level person approves it, system notifies second level approver.

On the InfoPath side of things, I have different sections that hide/appear based on whether the user is a member of one of those approval groups.

In an FBA environment the username() function always returns blank, tristemente. What I’ve done is set up a a custom list called “Approval Groups”.

I don’t add any additional columns to the list.

When the form opens up, it has a rule like this:

The “set a field’s value” is here:

This is basically saying: Query the approval group custom list and filter that query by looking for any row where Title’s value = “NORDIC”.

If that returns any value, then the current user is a member of that group. I know it contains that value because the string length is greater than zero.

Close the loop by securing the individual items in the Approval Group list. At run-time, O usuario actual non ten acceso de seguranza adecuado para este elemento, a continuación, a consulta non pode devolve-lo, string-length will be zero and now you know the current user is not part of that group. You can use that fact as needed in the form.

This is a super brief write-up. I’m pressed for time or I’d provide more detail.

I don’t know how relevant it is that I’m in an FBA environment. This would probably work well in a non-FBA environment but I can imagine cases where this would be useful.

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