WORKFLOW FORMS in Office Word

Painting DataMatrix in Office Word WORKFLOW FORMS

CHAPTER 7 WORKFLOW FORMS
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Note While task forms can be shared across tasks, there is nothing that requires this. You can have
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unique task forms for each task in your workflow. You just need to specify the correct information for each task in your deployment files.
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The mechanism for receiving this information is an XML file named ItemMetadata.xml, which provides the schema for our received data. If any of you worked with workflows during the beta cycle, you know that this file was required. Without it, SharePoint would crash whenever you tried to load task forms. In the final release, this problem was fixed. The file is no longer required, though it makes for a pretty boring task form without it, so in all likelihood, you will be using it.
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Caution The filename ItemMetadata.xml is case sensitive. You must match the case as shown here
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or you will still get an error, even if the file is otherwise configured and bound correctly.
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To configure this correctly, you must create the ItemMetadata.xml file and then bind that file to your form as a secondary data source by following these steps: 1. In your solution folder, create a text file named ItemMetadata.xml remember about the case-sensitive filename! 2. Add the following line to the top of the file: <z:row xmlns:z="#RowsetSchema" />. If there are no data elements that you need in your task form, you are finished with this file you can save and close it. If there are some fields that you need to have available to your form, add them to the file. To do this, for each field that you need available, add the field name as an attribute to the z:row tag and set it equal to an empty string. There is one important point to remember for this you must prefix each field name with ows_. For our scenario, we need the taskinstructions and taskcomments fields available, so we will add an attribute of ows_ taskinstructions and an attribute of ows_taskcomments. Our finished ItemMetadata.xml will look like this: <z:row xmlns:z="#RowsetSchema" ows_taskinstructions="" ows_taskcomments= "" />. After adding an attribute for each field (in our case, just the two) you can save and close the file. If we re using the ItemMetadata.xml file, we need to add the schema to our task form as a secondary data source: 1. From the InfoPath Data Source task pane, click Manage Data Connections. 2. Click Add. 3. Configure the options to create a new connection to receive data. 4. Click Next.
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CHAPTER 7 WORKFLOW FORMS
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5. Click the option to receive data from an XML document. 6. Browse to your ItemMetadata.xml file and select it. 7. Click the Resource Files button. 8. Click Add. 9. Browse to your ItemMetadata.xml file and select it. 10. Click OK and then Next. 11. Make sure the option is selected to automatically retrieve data. 12. Click Finish. Once the data source is created, if you need to retrieve any of the task data for your form, you can bind the specific fields to the new data source. In our case, we need to retrieve the taskinstructions and taskcomments fields, so we ll bind those to our new data source: 1. Double-click on the taskinstructions textbox to bring up the Properties window. 2. Click the function button to the right of the Value textbox. 3. Click the Insert Field or Group button. 4. Select the ItemMetadata (Secondary) data source from the drop-down list. 5. Choose the ows_taskinstructions field. 6. Click OK a few times to exit all of the dialog boxes. Repeat the steps for the taskcomments field. That s all we need to do as a special step for our task form. We can now go back to finishing the task form just as we did earlier with the association form. Repeat the same process from before: 1. Make the form browser-compatible (in the Design Checker). 2. Rename the top-level element of your data source (to TaskForm). 3. Change the security setting on the form. 4. Save the form to a folder other than your solution folder. 5. Publish the form to your solution folder. Be sure to name the form TaskForm and to clear out completely the alternate access textbox. 6. Save the source files for this form and rename the XSD file to TaskFormSchema.xsd. When prompted about overwriting files, you can click OK. The only file we really need is the XSD, and that one won t be overwritten because we renamed it in our first goaround. Both of our forms are now complete. We can close InfoPath and return to Visual Studio to write our code, compile, and deploy.
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