Infopath In Sharepoint Online - Get User's Manager

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Introduction

In this article, we will explore how to retrieve a user's manager data in Infopath 2013 forms for Sharepoint Online in Office 365. We will focus on using the User Information List data connection to achieve this goal. This is a crucial aspect of creating effective and efficient Infopath forms that can be used in a Sharepoint Online environment.

Understanding the User Information List Data Connection

The User Information List data connection is a powerful tool in Infopath that allows you to connect to the User Information List in Sharepoint. This list contains information about all users in the Sharepoint site, including their name, email address, and other relevant details. By using this data connection, you can retrieve user data and perform various operations, such as creating forms, sending emails, and more.

Retrieving User's Manager Data

To retrieve a user's manager data, you need to use the User Information List data connection and perform a lookup on the manager's email address. Here's a step-by-step guide on how to do this:

Step 1: Create a New Data Connection

To start, you need to create a new data connection in Infopath. To do this, follow these steps:

  1. Open your Infopath form and click on the "Data" tab in the ribbon.
  2. Click on "Connections" and then select "Add Connection".
  3. In the "Add Connection" dialog box, select "User Information List" as the connection type.
  4. Click "OK" to create the connection.

Step 2: Configure the Data Connection

Once you have created the data connection, you need to configure it to retrieve the user's manager data. To do this, follow these steps:

  1. In the "Data" tab, click on "Connections" and then select "User Information List".
  2. In the "User Information List" dialog box, select the "Manager" field as the field to retrieve.
  3. Click "OK" to save the changes.

Step 3: Create a Lookup Field

To retrieve the user's manager data, you need to create a lookup field in your Infopath form. To do this, follow these steps:

  1. In the "Design" tab, click on "Controls" and then select "Lookup".
  2. In the "Lookup" dialog box, select the "User Information List" data connection as the data source.
  3. Select the "Manager" field as the field to retrieve.
  4. Click "OK" to create the lookup field.

Step 4: Bind the Lookup Field to the User's Email Address

To bind the lookup field to the user's email address, you need to use the "Bind" feature in Infopath. To do this, follow these steps:

  1. In the "Design" tab, click on "Controls" and then select "Lookup".
  2. In the "Lookup" dialog box, select the "User Information List" data connection as the data source.
  3. Select the "Manager" field as the field to retrieve.
  4. Click on the "Bind" button to bind the lookup field to the user's email address.

Example Code

Here's an example code snippet that demonstrates how to retrieve a user's manager data using the User Information List data connection:

<my:LookupField Name="Manager" DataConnection="UserInformationList" Field="Manager" />

Tips and Tricks

Here are some tips and tricks to help you retrieve a user's manager data using the User Information List data connection:

  • Make sure to configure the data connection correctly to retrieve the user's manager data.
  • Use the "Bind" feature to bind the lookup field to the user's email address.
  • Use the "Lookup" dialog box to select the "Manager" field as the field to retrieve.
  • Use the "User Information List" data connection to retrieve the user's manager data.

Conclusion

In this article, we explored how to retrieve a user's manager data in Infopath 2013 forms for Sharepoint Online in Office 365. We used the User Information List data connection to achieve this goal and provided a step-by-step guide on how to do this. We also provided an example code snippet and some tips and tricks to help you retrieve a user's manager data using the User Information List data connection.

Common Issues and Solutions

Here are some common issues and solutions that you may encounter when retrieving a user's manager data using the User Information List data connection:

  • Issue: The lookup field is not retrieving the user's manager data.
  • Solution: Check the data connection configuration to ensure that it is correctly set up to retrieve the user's manager data.
  • Issue: The lookup field is retrieving the wrong manager data.
  • Solution: Check the lookup field configuration to ensure that it is correctly set up to retrieve the user's manager data.
  • Issue: The User Information List data connection is not available.
  • Solution: Check the Sharepoint site configuration to ensure that the User Information List data connection is enabled.

Related Articles

Here are some related articles that you may find useful:

  • Infopath in Sharepoint Online: Get User's Data
  • Infopath in Sharepoint Online: Create a New Form
  • Infopath in Sharepoint Online: Send Emails

References

Here are some references that you may find useful:

  • Microsoft Infopath 2013 Documentation
  • Sharepoint Online Documentation
  • Office 365 Documentation
    Infopath in Sharepoint Online: Get User's Manager - Q&A =====================================================

Introduction

In our previous article, we explored how to retrieve a user's manager data in Infopath 2013 forms for Sharepoint Online in Office 365. We used the User Information List data connection to achieve this goal and provided a step-by-step guide on how to do this. In this article, we will answer some frequently asked questions (FAQs) related to retrieving a user's manager data using the User Information List data connection.

Q&A

Q: What is the User Information List data connection?

A: The User Information List data connection is a powerful tool in Infopath that allows you to connect to the User Information List in Sharepoint. This list contains information about all users in the Sharepoint site, including their name, email address, and other relevant details.

Q: How do I configure the User Information List data connection?

A: To configure the User Information List data connection, follow these steps:

  1. Open your Infopath form and click on the "Data" tab in the ribbon.
  2. Click on "Connections" and then select "Add Connection".
  3. In the "Add Connection" dialog box, select "User Information List" as the connection type.
  4. Click "OK" to create the connection.

Q: How do I retrieve a user's manager data using the User Information List data connection?

A: To retrieve a user's manager data using the User Information List data connection, follow these steps:

  1. Create a new data connection in Infopath.
  2. Configure the data connection to retrieve the user's manager data.
  3. Create a lookup field in your Infopath form.
  4. Bind the lookup field to the user's email address.

Q: What are some common issues that I may encounter when retrieving a user's manager data using the User Information List data connection?

A: Some common issues that you may encounter when retrieving a user's manager data using the User Information List data connection include:

  • The lookup field is not retrieving the user's manager data.
  • The lookup field is retrieving the wrong manager data.
  • The User Information List data connection is not available.

Q: How do I troubleshoot issues with the User Information List data connection?

A: To troubleshoot issues with the User Information List data connection, follow these steps:

  1. Check the data connection configuration to ensure that it is correctly set up to retrieve the user's manager data.
  2. Check the lookup field configuration to ensure that it is correctly set up to retrieve the user's manager data.
  3. Check the Sharepoint site configuration to ensure that the User Information List data connection is enabled.

Q: Can I use the User Information List data connection to retrieve other user data?

A: Yes, you can use the User Information List data connection to retrieve other user data, such as the user's name, email address, and other relevant details.

Q: Are there any limitations to using the User Information List data connection?

A: Yes, there are some limitations to using the User Information List data connection, including:

  • The User Information List data connection is only available in Sharepoint Online.
  • The User Information List data connection is only available for users who have permission to access the User Information List.

Conclusion

In this article, we answered some frequently asked questions (FAQs) related to retrieving a user's manager data using the User Information List data connection. We provided step-by-step instructions on how to configure the User Information List data connection and retrieve a user's manager data. We also discussed some common issues that you may encounter when using the User Information List data connection and provided troubleshooting tips.

Related Articles

Here are some related articles that you may find useful:

  • Infopath in Sharepoint Online: Get User's Data
  • Infopath in Sharepoint Online: Create a New Form
  • Infopath in Sharepoint Online: Send Emails

References

Here are some references that you may find useful:

  • Microsoft Infopath 2013 Documentation
  • Sharepoint Online Documentation
  • Office 365 Documentation