InfoPath People Picker - Auto Fill WorkPhone and WorkEmail

Question

I've been searching all these forum to be able to use a people picker field and then populate the WorkPhone and WorkEmail from UserProfileServices based on the person in the people picker field.  When I preview it will populate the Phone number, but when I publish it to the server it populates with the username.

I've read Clayton's blog (http://claytoncobb.wordpress.com/2009/06/21/userprofileservice-extended/), but I do not want a button to populate the fields, I want it to populate when I select the person from the people picker.

One site suggested using the Contact Selector, but I don't see that is available in InfoPath 2010.

Any suggestions would be greatly appreciated.

Thanks

Kim

Answer 1

I've been searching all these forum to be able to use a people picker field and then populate the WorkPhone and WorkEmail from UserProfileServices based on the person in the people picker field.  When I preview it will populate the Phone number, but when I publish it to the server it populates with the username.

I've read Clayton's blog (http://claytoncobb.wordpress.com/2009/06/21/userprofileservice-extended/), but I do not want a button to populate the fields, I want it to populate when I select the person from the people picker.

One site suggested using the Contact Selector, but I don't see that is available in InfoPath 2010.

Any suggestions would be greatly appreciated.

Thanks

Kim

Answer 2

Clayton references another site by Itay. There it explains how to reference the data from the user profile service and set a field in the main.

Set a rule on the people picker field to run when ever the value changes. In the rule, follow the steps Clayton (i.e. figure 10) and Itay outlined.

Another trick is to use Fiddler to see the response from the user profile service to make sure you use the correct value for the Name filter explained by Itay.

Itay blog

Answer 3

When I create a new form on the site, I get an error query the data source - "A query to retrieve form data cannot be completed because this action would violate cross-domain restrictions"  and if I click OK, the Phone field populates the username.

If this form template is published to a SharePoint document library, cross-domain access for user form templates must be enabled under InfoPath Forms Services in SharePoint Central Administration, and the data connection settings must be stored in a UDC file in a data connection library in the same site collection. If this is an administrator-approved form template, the security level of the form must be set to full trust, or the data connection settings must be stored in a UDC file by using the Manage data connection files option under InfoPath Forms Services in SharePoint Central Administration. An entry has been added to the Windows event log of the server. Log ID:6932 Correlation ID:37370071-5dc9-47b2-9ea3-a6931cc5ba3a <input autocomplete="off" style="border-bottom:0px;border-padding-bottom:0px;padding-width:0px;padding-right:0px;height:0px;border-border-right:0px;padding-" tabIndex="-1" type="text" />

Answer 4

I got it to work, except when i create a new form, I get an error that says:

An error occurred querying a data source.  click OK to resume filling out the form.

I click ok and the Phone field is populated.

this is where i'm stuck.

Answer 5

My team member figured out a solution by adding a hidden field that would run the rules to populate the Phone and the Email of the person selected in the people picker.