13: Workflow in .NET

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13: Workflow
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Next we add a lter by clicking on the Filter Data button in the Select a Field or Group dialog This lter will specify that we want to select the TeamName eld from the secondary data source where the value of the corresponding UserRole eld matches the user s current role To do so, after clicking the Add button, we rst select User s current role from the quali er drop-down list box in the Specify Filter Conditions dialog Then, in the value drop-down list box, choose Select a eld This opens the Select a Field or Group dialog as usual, from which we choose the UserRole eld that corresponds to the TeamName eld in the secondary data source, as shown in Figure 1311
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Figure 1311: Selecting the UserRole field that corresponds to the TeamName field in the secondary data source
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After we set the lter to the UserRole eld in the secondary data source and close the Filter Data dialog, the Insert Formula dialog looks like that shown in Figure 1312 Now when you preview the form using different
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Figure 1312: Insert Formula dialog after adding a calculated default value
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User Role s
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user roles as we talked about earlier, you will see that the team name is automatically set for you
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Setting a Default Value to a User Role
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You may have noticed in Figure 1312 that the calculated default value contains a function call: get-Role() This is an extension function that InfoPath uses to get the user s current role Instead of using a secondary data source with a lter, you can simply use this function call to set the value of the eld to the user s current role To do so, simply open the Insert Formula dialog as usual and then add get-Role() to the Formula edit box However, using a secondary data source that contains user role mappings allows you to change assigned user roles without having to update all the form templates that use them
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Data Validation with User Roles
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As we mentioned, even though we are setting the team name when the form is opened, the user can still change it We could prevent the user from changing it by making the Team Text Box control read-only However, you may want to allow the user to change it in the off chance that the user has switched teams or the team name is otherwise set incorrectly Remember, though, that if the user sets the team name to Sales , he or she will be able to enter sales information Obviously, we want to prevent any employee who is not a member of the sales team from submitting sales data Therefore, if the user sets the team name to Sales , we want to ag the control with a data validation error and prevent the form from being submitted (The user will still be able to save the form, so he or she won t lose any data, but you don t want to allow the form to be submitted until this problem is corrected) Using data validation, we can easily show users a warning and prevent them from submitting the form if the team name is Sales but their current user role is not in the sales team Just as with rules and lters, we can specify a user role in the condition for data validation Figure 1313 shows the Data Validation dialog for the Team eld after specifying a user role in the condition Here, if the current user entered Sales for the team name but is not a member of the sales team, a data validation error will be displayed along with a warning message
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13: Workflow
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Figure 1313: Specifying a user role in the condition for data validation
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When this happens, the user will be able to save the form to his or her local machine but will not be able to submit it
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Conditional Formatting with User Roles
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As you can see, by using data validation with user roles, you can prevent the user from entering sales information if that user is not a member of the sales team That s very useful, but why show the sales data section of the form at all if the user is not a member of the sales team Remember from 12, when we rst designed the weekly status report form template, that when a user is lling out a status report, we use conditional formatting to hide the section of the form that contains the sales data when the value of the Team eld is not "Sales" However, users are free to enter Sales for the team name and then ll out sales information as they wish Using conditional formatting with user roles, we can show the sales data section of the form only when the user is actually a member of the sales team, whether or not the team name is set to Sales Hiding the sales data section based on the user s current role is very simple First, we must open the properties dialog for the Section control that is bound to the SalesData group node in the form template Then switch to the Display tab and click on the Conditional Formatting button to open the Conditional Formatting dialog Since this control already uses conditional formatting, we simply need to modify the condition to use user roles
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