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Infopath 2013 and SharePoint Online (User Information)

Anonymous
2013-10-09T13:54:06+00:00

Hi All,

I am trying to create an InfoPath 2013 form in SharePoint online that does the following:

  1. Populates a field with the form submitter's name
  2. Hide certain sections in the form based on the current user

I am currently having issues accessing user information via SharePoint web services (GetUserProfile) because Microsoft does not allow Infopath to access any SharePoint web services!  There is a "loopback" restriction that hinders InfoPathif: http://support.microsoft.com/kb/2674193/en-us

Without this functionality is what I am trying to do not possible?  If not can anyone please suggest a workaround?  Thanks

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  1. Anonymous
    2016-04-13T20:58:59+00:00

    Thank you!!

    1 person found this answer helpful.
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  2. Anonymous
    2016-04-13T15:36:10+00:00

    Step 1: Create data connection to receive data from 'User Information List'. Select the required fields like Name, Account, Work_email..

    Be sure to uncheck the check boxes 'Store a copy of the data in the form template' and 'Automatically retrieve data when form is opened'. 

    Step 2: Create Rules on form load

    a. Create a rule to set the Account field to userName()

    Select account from user information list data connection query section. Be sure to select from query section and not from data section and click ok. In value insert function userName()

    Rule looks like this

    Set a field's value= userName()

    b. Create a rule to Query using a data connection and select 'User Information List' data connection

    Step 3: Drag and the drop the required field on to the screen. Be sure to drag data fields from User Information List(Secondary)

    Publish the form.

    When the form is opened, details of the logged in user are pre-populated.

    1 person found this answer helpful.
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  3. Anonymous
    2014-01-16T20:50:41+00:00

    You can use the userinformation list on your SharePoint site.

    1. Add it as a data connection to receive data. Make sure bring in the fields Name and account. You can disable automatically retrieve data when form is open for better performance
    2. Create a Text field for CurrentUser
    3. Add onload rule
    • Action Set account field in query section of the userinformation list data connection
    • Action query userinformation list data connection
    • Action Set current user and the value will be Name field from the userinformation list data section.

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  4. Anonymous
    2016-04-13T23:27:09+00:00

    Hi,

    Thank you for posting your query in Microsoft Office Community.

    As the query is related to SharePoint you may post your query in TechNet Forum for better suggestion from the following link.

    http://social.technet.microsoft.com/Forums/sharepoint/enUS/home?category=sharepoint

    If you have further questions related to this, please let us know.  

    Thank you.

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  5. Anonymous
    2015-10-05T17:56:33+00:00

    Under bullet point 3, I don't understand what you mean by the first entry "Action Set account field in query section of the userinformation list data connection." Could you explain?

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