GetFromUserProfile

The Participant Resolver GetFromUserProfile assigns users to a task within a Workflow. Using GetFromUserProfile you can assign a user based off of a provided column that exists within the users SharePoint User Profile Settings.

Argument

Description

column

Name of the column in the SPS or MOSS user profile to retrieve, which should contain the login name of the participant.


In the following example, the Manager column is selected for routing within a SharePoint User Profile.

To configure GetFromUserProfile:

  1. In Designer, create a Swimlane to be used as a Manager swimlane.
  2. Select a SharePoint Group. This SharePoint Group should be a group in which the manager is a member. In most cases, GetFromUserProfile will work without having to add the manager as a member as long as they have permissions to the FormEx Site.
  3. Select the Type of PersonFromRole.
  4. Under UI Support, select the option GetFromUserProfile in the ParticipantResolver property.

  5. In the ParticipantResolverArguments property, open the Collection Editor.


  6. Click Add to add in an argument.


  7. In the Arguments section, set the Name property to Column.
  8. Select the Value Collection Editor to edit the Value


  9. In the Edit Value dialog box, type the word Manager to get the user's Manager.


  10. Click OK
  11. Add another Argument for the Portal Root and open the Value Collection Editor.


  12. Enter the Portal Root to your site into the Edit Value window.
  13. The Portal Root link is the very first portion of your link. The easiest way to obtain this link is to look at the link to your FormEx Site, and remove /Sites and everything after it. For example, if your formEx site is http://wss-sea-dev09/sites/marcwcentral/SVExLib/myexlib/default.aspx (as in the example), the portal root site is http://wss-sea-dev09/


  14. Click OK.

In this example, after the form and workflow are published to the FormEx site, when the form is run the next task will be automatically assigned to the manager for the person that submitted the form.