This method is also used for getting User Profile Information such as First Name, Last Name, Office, etc.
Generally, we cannot set a default value to InfoPath Person/Group Picker. On the other hand, we cannot get Current Username in the InfoPath. (Yeh, it is true that we can use
userName() function. But this will return the Current User Account ID, not the name).
So we want to use SharePoint user profile services to do this.
- First, we need to create a user profile connection.
- Thus first go to manage connection and click add connection.
- Then go to receive data option and SOAP Web service and specify the User Profile Service URL. The URL will be something like (http://sever/sites/site/_vti_bin/UserProfileService.asmx). This depends on your site or site collection. If it is a site collection, you can omit /sites/site/ part from your URL.
Then proceed to next, select UserProfileByName and unselect the Automatically load. Now you have created the connection.
- Now you have User Profile connection to receive profile data.
- For an example, we will design a form like below. You need to set the current user automatically when the form loads.
- Then go to the Form Load Rules.
Note: If we Query the data source without parsing any parameters, it will load the current user detail.
- Thus now we are going to query the data connection (
GetUserProfileByName) in the form load. thus Go to Form Load rules and then set a Action as Query for data and select the UserProfile Data Connection.
Then click Ok. Now you have configured the data connection. Now you have Form Load rule for query user profile service.
For InfoPath person picker to identify the user, we need to set DisplayName as well as AccountID.
Now we are going to set the display name for the control. So Add a new Action Set a Field’s Value in the form load and Click the DisplayName in the date picker control field in the Main Data Connection. You can follow the below steps to do that:
Then we need to assign the value for displayname. Thus we need to get that value form the data connection “
GetUserProfileByName” that we already queried in the form load. Thus now it contains user profile data for the current user. Only we need to fetch the value related to Display name.
User profile data comes as key value pairs. Example:
value[“PreferredName”] = Some Name
value[“AccountName”] = Some Value
value[“FirstName”] = Some Name
Thus we need to pick the correct data from the
Value. Thus we need a filter Display Name from the
After that, click Ok. After several clicks, you can see the below dialog:
Now you have two actions (one for query and other for Set PreferredName to DisplayName field in the person/group picker control):
Now you are done with setting the
DisplayName of the Person/Group Picker Control. Then we need to assign the
AccountID, so go to the very first step. and then add a new action to assign the value for
AccountID. So select the AccountID (Very first step, we selected DisplayName earlier):
Then proceed with the same method and finally give filter as
AccountName, which we assigned
Now you have three actions in the Form Load and now you are done.
Now if you preview the form, you can see values coming. You can also use the following name parameters to load other user profile data (
LastName) to controls (Example -
Combo) as well.