Sharepoint

2 userName() method of Info Path form returns the user id/ account id. To get other details such as display name, email id, manager, phone number, etc., we can use the web service “UserProfileService.asmx” Lets say we want to get the display name, email and accound id for the currently logged in user. Below steps are used to configure the User Profile Service and get details out of it. Step 1 –  Add a data connection, select  Receive Data  and  Soap Web Service  Option and enter the url for web service in this format “ http://sever/sites/site/_vti_bin/UserProfileService.asmx&#8221 ; Step 2 –  Select the method  GetUserProfileByName . Click next next and finish the wizard with the checkbox for “Automatically retrieve data when form is opened” checked. Step 3 –  In your form, goto the properties of your name textbox. In the ‘Default Value’ part, click the ‘ fx ‘ button next to the ‘Value’ field. Step 4 –  Click  Insert Field or Group Step 5 –  I

Background A common requirement among form designers is the ability to surface SharePoint data from another list and optionally process that data. Displaying an entire list item or a list view is possible with the List Item and List View controls respectively, however the aforementioned controls render html as their output which cannot be processed in a Nintex formula. In scenarios where you want to obtain a value from a list column, for display or processing in a formula, the lookup function is a viable approach. An example would be a purchase order form whose list of purchasable items is maintained in a central list within SharePoint. Henceforth is an example of how to use the Lookup function. A Purchase Order utilizing the Lookup function Given a Products list containing the following purchasable items: We want to create a Nintex form allowing a user to purchase items from a centralized list. The first step is to create our Nintex Form with a Lookup control that is c

DECEMBER 19, 2017  ~  NICOLE PRESTBY I had a requirement from a client recently to show all list item attachments on the various task forms in an approval process – which, if you think about it, makes total sense. With any project, we always have a common goal of making the user experience as seamless as possible for our users and approvers. So, why wouldn’t we provide all pertinent information needed (including related documents) to complete the requested review and approval, right there on the task form? I found  a post  on Nintex Connect which walks through meeting this requirement by leveraging  a custom action  created by Nintex Technical Evangelist,  Vadim Tabakman . But, what if you don’t have access to deploy a custom action to your SharePoint environment? In this case, I actually didn’t have access to the client’s server. So, I decided to come up with a solution that would produce a similar outcome, without the need for any custom actions. The Workflow Get Att