User Roles and Multiple User Groups

[davas100]

We are developing a form that will allow us to automate travel expenses
claims in our company. The Infopath solution will replace an excel document
that is currently used.

We intend to have a number of active directory groups set up to populate the
user roles i.e. Traveller, Authorizer etc. However, due to the nature of the
workflow these groups will overlap as an Authorizer can will also be a
Traveller.

My initial tests with Infopath suggest that when the form is opened by a
user the role assigned to that user is the first one found sequentially in
the user roles list. Is there any way to manipulate this logic?

I would like the role to be determined based on a few fields within a
previously saved form.

Anybody think this is possible or have any suggestions about the approach in
general?

Thanks in advance for your replies

 

[Greg Collins [InfoPath MVP]]

Yes, roles are assigned in a top-down fashion as you found.

If you need more complex role assignments, consider using code in the OnLoad event handler to assign the role.

--
Greg Collins [InfoPath MVP]
Visit http://www.InfoPathDev.com


We are developing a form that will allow us to automate travel expenses
claims in our company. The Infopath solution will replace an excel document
that is currently used.

We intend to have a number of active directory groups set up to populate the
user roles i.e. Traveller, Authorizer etc. However, due to the nature of the
workflow these groups will overlap as an Authorizer can will also be a
Traveller.

My initial tests with Infopath suggest that when the form is opened by a
user the role assigned to that user is the first one found sequentially in
the user roles list. Is there any way to manipulate this logic?

I would like the role to be determined based on a few fields within a
previously saved form.

Anybody think this is possible or have any suggestions about the approach in
general?

Thanks in advance for your replies

 

[davas100]

What methods etc would i need to change role assignment. I can't see anything
in the DOM. Any chance of an example?

Many thanks

 

[Greg Collins [InfoPath MVP]]

It is as simple as XDocument.Role = "Role Name";

--
Greg Collins [InfoPath MVP]
Visit http://www.InfoPathDev.com


What methods etc would i need to change role assignment. I can't see anything
in the DOM. Any chance of an example?

Many thanks