How to import data from AD to InfoPath 2007 Form Template (code free)

Excellent how to guide written by Petel, KWizCom's VP R&D, explaining step by step how to How to import data from AD to InfoPath 2007 Form Template (code free)

How to import data from AD to InfoPath 2007 Form Template (code free)

By Shai Petel, VP R&D, KWizCom Corporation

 

Summary:

Want to fill in forms without having to use InfoPath or code?

In this article KWizCom's Shai Petel will teach you how you can maximize the out of the box features of Microsoft products to create excellent customer-specific solutions.

 

 

 

MOSS has a great new feature that allows (among other things) the publication of InfoPath forms to the server and thus enabling users that do not have InfoPath installed to fill in forms without having to distribute or purchase InfoPath for each client.

One of the things everyone who has asked me about this have in common is that they all work in a Microsoft Active Directory environment and they all want their form to load Meta data from the current user and populate their form with that data.

Now, InfoPath and AD do not have a method for creating a direct connection, but since all of our users also utilize the Microsoft Office SharePoint Server (MOSS) forms server they can take advantage of other features and capabilities of MOSS to solve this problem.

MOSS connects to your AD easily and builds a user profile based on the data stored in AD for each user. This part is easy enough to perform so I will not elaborate further on that here.


Once your MOSS “recognizes” your users, you can make use of its web services to retrieve all users list, a specific user profile and also the current user profile.


Here I will demonstrate how to create a form that loads current user profile data as stored in AD without writing a bit of code.

The only thing that needs to be done is to define a connection to a certain web service that already exists in your SharePoint site out-of-the-box (OOTB).





Step 1: Create a blank form template

1. Click file->design a form template


2. Select “Blank”


3. Click OK




Step 2: Setting up the web service connection

 

1. Create a new data source connection.

 

Go to tools –>Data connection



2. In the "Data connections” dialog Click on Add



3. Select create a new connection to - Receive data Click next



4. Select Web service as the source type



5. Insert the Following web service name: http://<servername>/_vti_bin/userprofileservice.asmx?wsdl


6. Replace <servername> with your SharePoint server name and click next


7. From the operations drop down list select GetUserProfileByName



8. In MOSS, calling this operation without sending a user name will return current user’s profile.

 

9. Click "next" keeping the defaults in every screen until you can hit Finish





10. Close the Data connection window.




Step 3: Viewing and choosing the AD details we wish to import:

 

Now, we need to insert the AD information to the correct fields. To do so, we first need to see what kind of data we can use.


Since the users profile may include different properties according to your organizations' software and other dependencies, the web service results returns a set of “name-value” collection that we can use in order to get the results we need.
So – first, we have to find the “name” of the property and then we'll use it to get its value from the web service.

Here is how it is done:

 

1. To see all the available fields click on View -> Data source


2. In the Data source drop-down select the one we just created.

 


3. Expand the DataFields container node and select the following fields in the results:


4. In the drop-down menu on the selected nodes select "repeating table" and place it in the form.

 

5. You now have a repeating table with all data returned by the web service. To see all the AD fields available to you, Click "preview" in the tool bar.


6. Now, locate the property you need and copy its name


7. Return to the design mode by clicking "close preview".

 

 

Step 4: placing the AD details in the controls:

Now the only thing left for us to do is place the field we chose earlier (in step 3) and define the control to show that field’s info.

 


1. In the form, double-click the control you wish to fill

 

2. In the control properties click on to open the function editor

 


 


3. Then click on "Insert Field or Group".

 


4. In the next window, select the data source you created


5. Expand all the folders under "DataFields" until you can see and then select the "Value" node.

 

6. This inserts one of the “values” we got in the web service response. Now we need to enable it to “filter” the values by the property name we want. To do so:


7. Click on "Filter Data" button. In the pop up window click "Add"


8. In the next window select the following options


9. And select the “Name” node from our service data source:



10. Click "Ok". Then Select "Type Text" and enter the property you copied in the previous section as the value


11.Click "Ok" to confirm and close all the pop-ups.


12. Click "Preview" in the tool bar to see the results.



 

Now your form displays the user preferred name as it was entered in the AD and all that without writing a single line of code!

Important:
Your document must be fully trusted in order to execute the web service correctly. To do make sure they are, please check the "Tools-Forms Options" form security options.

 

This is a great demonstration how you can combine several Microsoft products to create excellent customer-specific solutions utilizing the out of the box features and capabilities, with no need for any extras!

 

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For more helpful tips and "how to" guidelines feel free to visit the KWizCom blog: http://kwizcom.blogspot.com/

 

 

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Biography - Forest Marcia
KWizCom is a leading developer of software components that enable Microsoft SharePoint and Dynamics CRM customers to maximize productivity and minimize development risk. Our solutions and service allow IT professionals and information workers to fully realize the potential of a world-class infrastructure. KWizCom, a Gold Certified Microsoft Partner, is a global company with headquarters in Toronto, Canada. The company is dedicated to developing innovative solutions, building beneficial partnerships and offering exceptional services.