Using SmartObject to Store InfoPath Data

I believe that you should also be able to use code in a server event to store the info path data using the SmartObject API.

SmartObject smartObject = serverName.GetSmartObject("Requisition")

smartObject.Properties["PropertyName"].Value = "Value to assign"

see "How to add data to a SmartObject" in the K2 [blackpearl] developer reference

If you are using the Create method, that should be correct.

Once you integrate the SO Create Method, you should see it in your data sources.  If you drag the node containing the input params to your form layout.  It should automatically create the input fields for you.

 Maybe you can include some screenshots to show us what you are doing.  Otherwise, it's a bit hard to tell what is going wrong.

You will need to add an action when the IP form is submitted, else the IP form wont know when to call your "Create" method. If you use a button to submit:

1. 
   
2. Right-click on the button and select "Button properties".
   
3. Click "Rules".
   
4. In the "Rules" modal, click "Add".
   
5. Give it a name and click "Add action".
   
6. Select "Query using a data connection" in the action dropdown and then select your Create data connection.
   
7. Click "OK" all the back to your form.

If you are using the default "Submit" option of the form:

1. 
   
2. Click "Tools" --> "Submit Options...".
   
3. Check "Allow users to submit this form" and select "Perform custom action using Rules...".
   
4. Click on the "Rules" button.
   
5. Follow from step 3 above.

You can directly bind your form controls to the input fields of the SmartObject method data connection.  Alternatively, you can create your own rules to set the data into the input params.

 Either way, you can execute a custom action in your Submit Options to submit the data.  To do this, configure the rule rule to "Query using a data connection" (note do not use "submit using a data connection") on the SmartObject method.  This causes the web service call to execute.

One way is to go to code and loop through and execute the SmartObject methods for each line item upon the form submission.

There two places where you can do this.

1. 
   
2. InfoPath form code behind.
   
3. Submit the line item data as XML with the InfoPath document.  Once inside the process, you can then do a server event to loop through to insert each line item.

The is another cool codeless way from InfoPath (idea was provided courtesy of Jason Kleban).

1. 
   
2. Put your line items as local fields in the main datasource in a repeating node.
   
3. Create an additional dummy field and give it a value.  e.g. I create a field called "trigger" and give it a value of 0.  So all my line items will get created with this invisible field with value 0.
   
4. In the Submit rules, create a rule to set this field to 1.
   
5. In the data source browser, right click on the "trigger" field and select properties and then "Rules and Merge".
   
6. Add a rule here on the condition that "trigger" field = 1.  Add an action to populate the other fields into the SmartObject method's input params and then call the "Query using a data connection" action to execute the SmartObject call.

You will notice that by setting the trigger field value upon clicking the submit, each line item will fire an individual action for each line item's data.

I was trying to follow your steps, but could not find the option in dropdown to 'Create data connection'

Am I doing something wrong here? 

Did I miss any step while creating the workflow or designing the infopath form.

Thanks in advance.

dc:

1. 
   
2. Right-click on the button and select "Button properties".
   
3. Click "Rules".
   
4. In the "Rules" modal, click "Add".
   
5. Give it a name and click "Add action".
   
6. Select "Query using a data connection" in the action dropdown and then select your Create data connection.
   
7. Click "OK" all the back to your form.

If you are using the default "Submit" option of the form:

1. 
   
2. Click "Tools" --> "Submit Options...".
   
3. Check "Allow users to submit this form" and select "Perform custom action using Rules...".
   
4. Click on the "Rules" button.
   
5. Follow from step 3 above.

Thank for your help Jason.

You are right. I missed the important step of integrating infopath form with SmartObject while creating my workflow.

Too bad I could not find this relevant information in K2 documentation. I had to find out from the K2101 training course material, which my colleauge had.

I tried Your solution and its works great. Thanks for your solution.

Hi,

I know this an old thread but hopefully someone can help me, I am using the codeless method above but the problem I have is how can I get / pass the Sharepoint List ID that gets created for each repeating table into Smartobject Load methods in my process so I can use specific line item values in my line rules ?

On form submit the line items are being written to the Smartobject (Sharepoint List SO in my case) & then the process begins, but I need to reference specific values from the repeating table within my process which requires me to pass each line item ID to the SO Load object in a IPC process so each line get processed through an approval system.  Any ideas how I can get each line item ID so I can process each one in my IPC ?

Thanks

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