Monday 26 November 2012

Check that Form Out (or in) Automatically! in Infopath 2010 using Web Services

Following are the steps to create Check-in and Check-out Infopath form:

1. Create one Infopath Form.
2. Add Data Connection, select "Recevice Data" then next.
3. Select "SOAP  Web Service", next,
4. Enter the location like (http://server-name/_vti_bin/Lists.asmx ), next,
5. Select "CheckIn", next. ok ( Same steps for "CheckOut").
6. Add Form Library Data Connection, select "Recevice Data" then next,
7. Select "SharePoint Library or List", next,
8. Enter the location like ("http://server-name/CheckInOutLib/Forms/AllItems.aspx"), next
9. Select the check box of "Check_Out_To" and "Include data for the active form only", next
10. then Ok.

Add some controls in infopath form:-
1. Two buttons for event fire( Check-in and Check-out)
2. Two Text for message (MessageCheckin and MessageCheckout)

Process of Call or Use for web service:

1. Right click, CheckOut  Buttton and add Rule "Action" equal
       Conditions:               
                          AccountID is blank ( CheckOutFile )
                          Title is not blank ( CheckInOutLib )
       Rule Action:
                        PageUrl is concat("http://server-name/CheckInOutLib/", Title, ".xml")     
                        checkoutToLocal is true()
                        Query for data (CheckOutFile)
                        Query for data (CheckInOutLib)
                         MessageCheckOut is concat(DisplayName, "is check out the form")

2. Right click, Check-In Button and add Rule "Action" equal
                        PageUrl is concat("http://server-name/CheckInOutLib/", Title, ".xml")     
                        comment is "Form is check In"
                        CheckinType is 2
                        Query for data (CheckInFile)
                        Query for data (CheckInOutLib)
                         MessageCheckOut is concat( "the form is Check In")

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