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We are currently are selecting  Sharepoint Groups in a drop down list within infopath, which then creates a task for the selected group. We want to be able to use Roles instead of Sharepoint Groups or AD groups. Is this possible, if so .. how? Also we would like to limit the list of roles displayed to only certain departments, not the entire list of roles.


Thank you! 

Hi,

 Are you using K2 blackpoint or blackpearl?

Off the top of my head, neither product surfaces a method for pulling a list of the configured roles. With K2 blackpearl, you would have APIs that you could use to write a simple web service or a K2 Service to display roles via a Smart Object.

In K2 blackpoint, there are not any API options for this sort solution. What you might try is you would create a Sharepoint list that you could enter the names of the roles you have defined. I know this adds another maintenance step to the process, but hopefully one the process design is finalized this shouldn't change much going forward. Next, you can create a SmartObject for the SharePoint list. Then, integrate the getlist method for that SmartObject into your InfoPath from to populate your list with your available roles. Finally, in the K2 process, drag the InfoPath field that contains the role name that was selected in the IP form into the Destination Users page of the Destination Rule wizard. Be sure to set the drop down to the right to "role".

Hope this helps. 


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