Menaxhimi grupet aprovues me InfoPath në një mjedis FBA

Unë kam një procesi të miratimit shpenzim që kam nevojë për të zbatuar duke përdorur InfoPath në një format të bazuar authentication (FBA) Mjedisi përdorur forma shërbime (InfoPath web bazuar).

Ka dy grupe miratimit dhe procesi works like this:

  • User mbush nga një raport shpenzim dhe ia paraqet atë për miratim.
  • 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, trishtim. 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:

image

The “set a field’s value” is here:

image

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, if the current user doesn’t have appropriate security access to that item then the query won’t return it, 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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  1. Juan Morató Moscardó

    Hi Pali,
    I have a similar problem and I will be very glad if you can explain how you created the "Approval Control" data connection in an FBA environment, because as far as I know InfoPath does not support creation of data connections to lists in sites using FBA authentication.

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