INFOPATH FORM HIDE/DISABLE FIELDS BASED ON SHAREPOINT GROUP MEMBERSHIP

Hi guys in this tutorial you will get to know how to identify whether a user is part of a Share point group in InfoPath form.

NOTE:

This will work only for WINDOWS AUTHENTICATED SP sites

In this example we will use the logged in persons user name is in IT SP group.

If he is in the IT SP group we will enable Submit Button and

If he is not in the IT SP group we will enable Submit to IT button.

STEP 1:

Go to the SP site.

Go to People and groups and create a group IT.

And Add users to the group.

Added test user 1 in the SP group.

STEP 2:

Open the InfoPath 2010.

Created 3 fields Name, Emp ID, Department and 2 Buttons Submit to IT and Submit

STEP 3:

Go to the Data tab and select Data Connections

Add a Data Connection

 












STEP 4:

A data connection wizard box opens.

Select create a new connection and Select Receive data

And Click Next

Select SOAP web service and click next

 


Type the server url/ _vti_bin/userprofileservice.asmx and click next

For example http://spsite:2222/ _vti_bin/userprofileservice.asmx

 Select the GetUserProfileByName web service and click next

Click next and once again click next

Finally click Finish.

We use this web service to get the current user name

STEP 5:

Again add a another data connection as SOAP web service (Follow the above steps in step 4)

Type the server url/ _vti_bin/usergroup.asmx and click next

For example http://spsite:2222/ _vti_bin/usergroup.asmx

Select the GetGroupCollectionFromUser web service and click next

Click Set Sample Value button

In Parameter Details add the domainname\user (SPSITE\prem) and click OK

Then click Next.

Again do the above step

Click Set Sample Value button

In Parameter Details add the domainname\user (SPSITE\prem) and click OK

Then click Next.

Once again click Next

Finally Click Finish

We use this web service to get SP group.

STEP 6:

Out of the box the GetGroupCollectionFromUser do not support our need.

So we need to do some changes in the xml make it work for our needs.

Go to File > Publish and Export Source Files

In the Exported files open the GetGroupcollectionFromUser with large size file. In above selected us GetGroupCollectionFromUser File in wordpad to edit.

Find this code

<s:import namespace="http://www.w3.org/2001/XMLSchema"></s:import>

It will be in 3^rd line. Add the following code below it.

<s:complexType name="GetGroupCollectionFromUserType">

<s:sequence>

<s:element minOccurs="0" maxOccurs="1" name="userLoginName" type="s:string"/>

<s:element minOccurs="0" maxOccurs="1" name="Groups">

<s:complexType>

<s:sequence>

<s:element maxOccurs="unbounded" name="Group" >

<s:complexType>

<s:attribute name="ID" type="s:unsignedShort"></s:attribute>

<s:attribute name="Name" type="s:string"></s:attribute>

<s:attribute name="Description" type="s:string"></s:attribute>

<s:attribute name="OwnerID" type="s:unsignedByte"></s:attribute>

<s:attribute name="OwnerIsUser" type="s:string"></s:attribute>

</s:complexType>

</s:element>

</s:sequence>

</s:complexType>

</s:element>

</s:sequence>

</s:complexType>

STEP 7:

Find this code

<s:element name="GetGroupCollectionFromUser">

                        <s:complexType>

                                    <s:sequence>

                                                <s:element minOccurs="0" maxOccurs="1" name="userLoginName" type="s:string"></s:element>

                                    </s:sequence>

                        </s:complexType>

            </s:element>

And replace the above with this

<s:element name="GetGroupCollectionFromUser" type="tns:GetGroupCollectionFromUserType" />

Save the file.

STEP 8:

                      

Open the Manifest.xsn file in the Exported files.

NOTE: If the Manifest file is not opening (Showing error means, The Changes did in GetGroupCollectionFromUser is wrong, verify it once more)

Now the Schema of the GetGroupCollectionFromUser looks like this.

STEP 9:

 Go to Data >  Form Load.

Add a new action without any connection

Click Add >  Set a Field’s value.

Click the fields and select the GetGroupCollectionFromUser Data Source

Select the userloginName field and click OK

Now for the value click the fx button and click

Click the Insert field or Group and select the GetUserProfileName Secondary data connection from the dropdown.

Select the Value and click Filter data.

And click Add new Filter

In the Specify Filter Conditions Select the first dropdown box which will have Value by default and then click Select the field or Group a window opens.

Select the GetuserProfilebyName data source and Select Name and click OK

And in Specify Filter Conditions for the third dropdown box type text as

AccountName

First rule looks at the end.

STEP 10:

Add second rule in form load and click query for data and select the Getgroupcollectionfromuser in data connection and click OK

STEP 11:

Add final 3^rd rule in form load. Click and add to set a fields value in action.

For the field to set the value select the main data source

Select the field Department and click OK

For the value for department goto the GetGroupCollectionFromUser

Select the name field and click Filter Data…

Add the filter for Name is equal to IT (The SP Group which I used)

Click OK

Third rule looks at the end.

STEP 12:

Write the rule for Submit button to disable when department is equal to IT

STEP 13:

Finally everything is done.

When the user is in IT department the Submit to IT button is disabled.

For other users the button will be enabled.

Also clear the Department field in the Submit button to make it work for all times 

For any doubts do post the comments below