"Infopath 2003 + Sharepoint 2003 Only" Workflow (without BizTalk and no Active Directory Services)

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gaga - 23 Oct 2006 14:29 GMT

Guys, I'm running out of ideas here. Any comment would be appreciated.
We're trying to develop an "able-to-be-customized" workflow route using
Infopath which is hosted inside sharepoint form library. After
googling, I'm now aware of the possibility of using BizTalk or
User-Role Based for such task.

The problem for BizTalk is we can not use them (due to some
non-technical reason).

I've been trying to utilize the user-role based to figure this out:
assign some roles and users, add some logic (hidden section/different
view) but it turns out that if we open the infopath form from a non
DOMAIN registered computer, infopath can't recognize the user-role, and
it get back to default user-role. I might did something wrong here,
but is it true that user-role only works in a fully DOMAIN network?

I'm a experienced programmer but newbie to infopath, so still a little
bit confused of the concept. Is there any way to build a workflow
engine? since the flow needs to be able to support route
(serial/paralel and level) customization. Thanx a lot guys

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Ameet Phadnis(e Tek Global Inc.) - 23 Oct 2006 19:00 GMT

I believe for user Roles you can have multiple users under roles. Some can be
Domain Users while some can be entered with just the user Names. You can also
specify if the user does not fall in the specified roles then just display
some other view.

I hope this helps.

Signature

Ameet Phadnis
Sr. Technical Consultant
e Tek Global Inc.
ASP Alliance Author Page: http://aspalliance.com/author.aspx?uId=44260

> Guys, I'm running out of ideas here. Any comment would be appreciated.
> We're trying to develop an "able-to-be-customized" workflow route using
[quoted text clipped - 16 lines]
> engine? since the flow needs to be able to support route
> (serial/paralel and level) customization. Thanx a lot guys

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gaga - 23 Oct 2006 19:59 GMT

Thank you for the reply, however, now my question has become a real
newbie question :)

When I entered click Tools - User Roles, "Manage User Roles" dialog
pops up, then I click "Add" and "Add USer Role" dialog pops up,and in
that dialog I can't enter a "without-domain" name into the user
assignment (or group name) assignment. It is said that I must follow
the format domain\username?

Any idea what I could've been done wrong?

On Oct 24, 1:00 am, Ameet Phadnis(e Tek Global Inc.)
<AmeetPhadniseTekGlobal...@discussions.microsoft.com> wrote:

> I believe for user Roles you can have multiple users under roles. Some can be
> Domain Users while some can be entered with just the user Names. You can also
[quoted text clipped - 29 lines]
> > engine? since the flow needs to be able to support route
> > (serial/paralel and level) customization. Thanx a lot guys

Reply to this Message

Ameet Phadnis(e Tek Global Inc.) - 23 Oct 2006 23:00 GMT

Actually, I meant Users from Forms option. Sorry, I wrote it wrong.

You will have to come up with some logic with form views to display when the
user does not fall in any of the roles. If the user does not fall in any of
the roles then display a section which will ask them for their user name and
then display appropriate sections.

Signature

Ameet Phadnis
Sr. Technical Consultant
e Tek Global Inc.
ASP Alliance Author Page: http://aspalliance.com/author.aspx?uId=44260

> Thank you for the reply, however, now my question has become a real
> newbie question :)
[quoted text clipped - 42 lines]
> > > engine? since the flow needs to be able to support route
> > > (serial/paralel and level) customization. Thanx a lot guys

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gaga - 24 Oct 2006 04:46 GMT

Ameet, I did a quick look on the Form options, but I couldn't find any
Users options.
Form options has 6 tabs (General, Form Library Columns, Digital
Signatures, Advanced, Open & Save, Security). However I also found
Rules button at Open & Save tab, but it still revers to User Role.

Back to my previous question about Users in User Role, I can't seem to
do the same thing as this screen shot does:

http://dotnetguru.org/articles/us/InfoPath2003/img/addUserRole.gif

at this article:

http://dotnetguru.org/articles/us/InfoPath2003/InfoPath2003_SP1_and_.NET.htm

When I enter the user without the domain name, InfoPath will pop up an
error message saying that it's should follow the Domain\Username
format.

Above my question before, my real problem was to implement a workflow
without a Domain network and no BizTalk also. Any idea how I can
accomplish this?

Thank you for you patience.

On Oct 24, 5:00 am, Ameet Phadnis(e Tek Global Inc.)
<AmeetPhadniseTekGlobal...@discussions.microsoft.com> wrote:

> Actually, I meant Users from Forms option. Sorry, I wrote it wrong.
>
[quoted text clipped - 55 lines]
> > > > engine? since the flow needs to be able to support route
> > > > (serial/paralel and level) customization. Thanx a lot guys

Reply to this Message

Ameet Phadnis(e Tek Global Inc.) - 24 Oct 2006 12:53 GMT

Actually the users from form options is the third option in adding users. It
is titled User names from the form.

On the image you have posted out there. The reason it works is that it is
able to resolve the UserName in AD. For some reason on your form, it is not
able to resolve the username with domain hence you are getting that error. I
have seen that happening when you are disconnected from the network.

Here is a link to my article which uses Users from Form option
http://aspalliance.com/1036_Simple_Workflow_Process_Using_Microsoft_InfoPath_2003

For complex business workflow process check whether you can use Visual
Studio .NET for InfoPath and Windows Workflow Foundation.

Signature

Ameet Phadnis
Sr. Technical Consultant
e Tek Global Inc.
ASP Alliance Author Page: http://aspalliance.com/author.aspx?uId=44260

> Ameet, I did a quick look on the Form options, but I couldn't find any
> Users options.
[quoted text clipped - 82 lines]
> > > > > engine? since the flow needs to be able to support route
> > > > > (serial/paralel and level) customization. Thanx a lot guys

Reply to this Message

gaga - 24 Oct 2006 14:24 GMT

Yup, my form can not resolve the username and domain lookup. Cuz my
condition force me not to use AD.
Anyway I did try your article, and had questions to ask. When user fill
the form, what value should they fill on "Employee Network User Name"
and "Manager Network User Name" ?

On Oct 24, 6:53 pm, Ameet Phadnis(e Tek Global Inc.)
<AmeetPhadniseTekGlobal...@discussions.microsoft.com> wrote:

> Actually the users from form options is the third option in adding users. It
> is titled User names from the form.
[quoted text clipped - 101 lines]
> > > > > > engine? since the flow needs to be able to support route
> > > > > > (serial/paralel and level) customization. Thanx a lot guys

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