Validation in InfoPath

If you are using a web based InfoPath form and on a submit, want to write to a database after validation. You may have a problem.

With the submit/save process, the validation is done at the very end, therefore if there’s a problem, such as a missing field, the form will have been saved with the data already written to a db.

To avoid this problem, in the submit process have a Rule to check fields and if they all meet a set criteria, then set a field to SubmitReady to True,
then in other Rules, only run them if SubmitReady is True.

Pretty simple ready

K2 BlackPoint -Meta data issue

Scenario: Upload a document, attach meta data and kick off a workflow…Simple Eh!!

Well not quite. The workflow kicks off, but the xml data structure is blank.

Well finally we figured it out. This is a known issue, the workaround is involving these steps:

If the SharePoint Workflow Integration process is associated with a document library: -Add the ’SharePoint Documents’ event to the desired activity.
-At the ’Event Name and Action’ screen of the wizard select the ’Get Document’s Metadata’.
-At the ’Get Document Metadata’ screen enter the SharePoint Site URL etc. and for the ’File Name’ map it to the SPIntegrationData -> SPData -> ItemName field.
-Then at the ’Document Metadata’ screen you can map the document library columns to process data fields or a process xml field.