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Showing posts from 2018

How to set current user details in an InfoPath form

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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

Lookup data from another list inside a Nintex Form

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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

Add List Item Attachments to Task Form using Nintex Workflow and Forms

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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

SharePoint 2013: Excel web access web part Errors and Resolutions

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If you have recently migrated from SharePoint 2010 to SharePoint 2013 or if you are configuring excel web access web part for SharePoint 2013 with named component, you might notice that you Excel web access web parts are showing some error or not showing any data even after you add your excel file location to Trusted locations in excel service application. There are multiple reasons behind this behavior of excel web access web part. If you are getting error "Workbook cannot be opened" as shown in below image, It is related to permissions to the service account used for Excel services. As all your excel files are stored in Content DB, service account used for Excel service should be having access to all respective web applications. You can use following cmdlets to get this issue resolved $webApplication = Get-SPWebApplication –Identity <URL of the Web application> $webApplication.GrantAccessToProcessIdentity("<insert service account&

How to get items from a specific SharePoint List View using client object model

Below code describes how to retrieve items from sharepoint list by specific view using client side object model Add reference “Microsoft.sharepoint.client.dll” and “Microsoft.sharepoint.client.Runtime.dll”. Write Below Code. using  Microsoft.SharePoint.Client; namespace  ConsoleApplication {        class   Program     {          static   void  main( string [] args)         {              using  ( ClientContext  ctx= new   ClientContext ( “http://siteurl” ))             {                  //Apply Credential                 ctx.Credentials =  new  System.Net. NetworkCredential ( “UserName” ,  “Password” );                  Web  web = ctx.Web;                 ctx.Load(web,w=>w.Lists);                  List  list = web.Lists.GetByTitle( “New List” );//Load list                 ctx.Load(list, l => l.Views);                 ctx.ExecuteQuery();                  CamlQuery  query =  new   CamlQuery ();                 ListItemCollection itemCo