Set process folio using InfoPath in Web Designer


Badge +1

For those of you that, like me, "grew up" with blackpearl and the InfoPath integration wizard, you would know that you can set the folio of the process instance based on a value in the InfoPath Form. This however is somewhat missing in the Web Designer when designing a process for a Form Libary, but its not impossible.


 Here is what you need to do:


1) Design your InfoPath form and publish it to the Form Library using InfoPath Client


2) Open your Web Designer in the Form Library, build and deploy your process (matching up the regular stuff like Views, Action controls, etc)


3) Go back to the Form Library, click on Settings > Form Library Settings > Advanced Settings


4) Click on the (Edit template) hyperlink to open the template in InfoPath Client


5) Click on Tools > Submit Options > Rules


6) Click on the "Add..." button and specify the condition as follows:



  • In the left-hand drop down field, select teh "Select field or group..." option
  • Select the "Main" data source and then select the myFields > _K2 > DocumentView field and click OK
  • In the middle dropdown box, select the "is equal to" and in the right-hand dropdown box select the "Type text.." option and type in the name of the default view and click on OK

7) Now add a action by clicking on the "Add action..." button and configure the action as follows:



  • In the Action dropdown, select the "Set a field's value" option
  • In the Field dropdown, select  "Select field or group..." optionSelect the "Main" data source and then select the myFields > _K2 > FolioField field and click OK
  • In the Value dropdown, select the "Select field or group..." option
  • Select the "Main" data source and then select the field that should be used to set the process' folio and click on OK * 4

8) Save the template and re-publish to the Form Library


 


When you start an new process from the Form Library, you field that you selected in Step 7 above will be used to set the process folio - TRY IT OUT!


 


regards,


[eugenej]




 


0 replies

Be the first to reply!

Reply