Thursday, March 11, 2010

03/11: SP Workflow With Infopath Form

Scenario : during a workflow process, when a user is assigned a task to approve or reject request, he will see a infopath form like the following :

image

Then this user will send response back to workflow

 

Step 1 :  Create a info path form from infopath 2007 of office

  • Create form, data connection, add status field of connection
  • Add following actions for rules of both “Accept” and “Reject” btton
    • set status field
    • submit data to data connection
    • close a form
  • Set the Security Level of the form to Domain (menu Tools-Forms Option-Security and Trust) :
  • publish form ( copy *.xsn file to %programfiles%\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\FEATURES\project file \ . So the first folder put something like “%programfiles%\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\FEATURES\project file \*.xsn”. The second folder make is empty. Might see some warning message. After publishing, *.xsn will be copied to system folder.
  • get form ID property value and copy to workflow .xml

      <Elements xmlns="http://schemas.microsoft.com/sharepoint/">
        <Workflow
        …
           TaskListContentTypeId="0x01080100C9C9515DE4E24001905074F980F93160"
           >
          <Categories/>
          <MetaData>
            …      
            <Task0_FormURN>urn:schemas-microsoft-com:office:infopath:ApproveReject:-myXSD-2007-07-06T16-16-03</Task0_FormURN>
          </MetaData>
        </Workflow>
      </Elements>

  • deploy workflow.

 

Can see detail from following link :

 

http://sergeluca.spaces.live.com/blog/cns!E8A06D5F2F585013!936.entry

       

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