Automate

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

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Paul Volkert | IT ERP Developer

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Hi Paul,

I would love this to be a feature in Composer. The closest we've got is to use SharePoint's User Profile Service. Using this, you can have a field where a user fills in a first name, last name, or other synced Active Directory property and get a result. It's also useful in cases of pulling back chained direct reports (user -> manager -> manager's manager).

The only other way is use an LDAP query in the participant resolver, but you'll need an LDAP wizard, an Active Directory structure that supports this, and that wizard would have to be involved anytime the LDAP query needs to be modified. Plus, you get the same behavior as the UPS, with a field on the form you can make queries against.

Other than that, I'm not aware of a way to get the type-ahead, suggestions, and multi-property searching the people picker provides.

------------------------------
Joshua Whitener | Winshuttle Evangelist
Exxon Mobil Corporation | 8326258441
------------------------------

Original Message:
Sent: 03-08-2019 13:28
From: Paul Volkert
Subject: Form People Picker Names

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

------------------------------
Paul Volkert | IT ERP Developer

------------------------------

Hi Joshua
We did just implement SP UPS recently on our SP servers for Winshuttle to use the AD functionality on our current solutions for direct reports workflow so originator submits a request and will use the AD to route to the Manager successfully from HR orgchart AD structure. This is where the question is coming in that another group would like to see the originator route to a person in the organization but be able to pick from the organization picker for there solution rather then from managed groups or lists they have to maintain..

I think using our LDAP and AD resources internally sounds like there might be a way to do that functionality but comes with a support tie as well long term. It seems would be a nice enhancement request to have in Winshuttle for this functionality long term..

Thanks Paul.....


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Paul Volkert | IT ERP Developer
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Original Message:
Sent: 03-11-2019 09:23
From: Joshua Whitener
Subject: Form People Picker Names

Hi Paul,

I would love this to be a feature in Composer. The closest we've got is to use SharePoint's User Profile Service. Using this, you can have a field where a user fills in a first name, last name, or other synced Active Directory property and get a result. It's also useful in cases of pulling back chained direct reports (user -> manager -> manager's manager).

The only other way is use an LDAP query in the participant resolver, but you'll need an LDAP wizard, an Active Directory structure that supports this, and that wizard would have to be involved anytime the LDAP query needs to be modified. Plus, you get the same behavior as the UPS, with a field on the form you can make queries against.

Other than that, I'm not aware of a way to get the type-ahead, suggestions, and multi-property searching the people picker provides.

------------------------------
Joshua Whitener | Winshuttle Evangelist
Exxon Mobil Corporation | 8326258441

Original Message:
Sent: 03-08-2019 13:28
From: Paul Volkert
Subject: Form People Picker Names

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

------------------------------
Paul Volkert | IT ERP Developer

------------------------------

Josh when you connect the SharePoint's User Profile are you adding it as a standard connection in Composer?

I keep on having a "There is en error in XML document (0, 0)." error when I enter my "http://url/_vti_bin/UserProfileService.asmx?WSDL" string in the WSDL URL field

------------------------------
P-Y | Senior Collaboration Applications Analyst

------------------------------

Original Message:
Sent: 03-11-2019 09:23
From: Joshua Whitener
Subject: Form People Picker Names

Hi Paul,

I would love this to be a feature in Composer. The closest we've got is to use SharePoint's User Profile Service. Using this, you can have a field where a user fills in a first name, last name, or other synced Active Directory property and get a result. It's also useful in cases of pulling back chained direct reports (user -> manager -> manager's manager).

The only other way is use an LDAP query in the participant resolver, but you'll need an LDAP wizard, an Active Directory structure that supports this, and that wizard would have to be involved anytime the LDAP query needs to be modified. Plus, you get the same behavior as the UPS, with a field on the form you can make queries against.

Other than that, I'm not aware of a way to get the type-ahead, suggestions, and multi-property searching the people picker provides.

------------------------------
Joshua Whitener | Winshuttle Evangelist
Exxon Mobil Corporation | 8326258441

Original Message:
Sent: 03-08-2019 13:28
From: Paul Volkert
Subject: Form People Picker Names

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

------------------------------
Paul Volkert | IT ERP Developer

------------------------------

Original Message------

Josh when you connect the SharePoint's User Profile are you adding it as a standard connection in Composer?

I keep on having a "There is en error in XML document (0, 0)." error when I enter my "http://url/_vti_bin/UserProfileService.asmx?WSDL" string in the WSDL URL field

------------------------------
P-Y | Senior Collaboration Applications Analyst

------------------------------

Original Message:
Sent: 03-11-2019 09:23
From: Joshua Whitener
Subject: Form People Picker Names

Hi Paul,

I would love this to be a feature in Composer. The closest we've got is to use SharePoint's User Profile Service. Using this, you can have a field where a user fills in a first name, last name, or other synced Active Directory property and get a result. It's also useful in cases of pulling back chained direct reports (user -> manager -> manager's manager).

The only other way is use an LDAP query in the participant resolver, but you'll need an LDAP wizard, an Active Directory structure that supports this, and that wizard would have to be involved anytime the LDAP query needs to be modified. Plus, you get the same behavior as the UPS, with a field on the form you can make queries against.

Other than that, I'm not aware of a way to get the type-ahead, suggestions, and multi-property searching the people picker provides.

------------------------------
Joshua Whitener | Winshuttle Evangelist
Exxon Mobil Corporation | 8326258441

Original Message:
Sent: 03-08-2019 13:28
From: Paul Volkert
Subject: Form People Picker Names

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

------------------------------
Paul Volkert | IT ERP Developer

------------------------------

Hi

Just wanted to see if anyone else on the community has had any luck trying to have a feature like SP People Picker on there solution as we are struggling to come up with a solution to be able to not have a dropdown of 200+ names in a assignment field.

thanks​

------------------------------
Paul Volkert | IT SAP Developer

------------------------------

Original Message:
Sent: 03-08-2019 13:28
From: Paul Volkert
Subject: Form People Picker Names

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

------------------------------
Paul Volkert | IT ERP Developer

------------------------------

We decided to work our participant selection as follows :

Anyone can start a workflow, so no restrictions there.
​All other action/task participants are selected via an SQL query, we have a manually updated table of users and acceptable roles to be selected for - usually one task is sent to the entire group that would be selected from this table.

Its a bit more effort, but instead of multiple sharepoint groups, everything is in one place - You could probably achieve the same thing via a sharepoint list with a bit of forethought.

------------------------------
Stephen Butler | Systems Analyst
RSA Insurance Group Plc
------------------------------

Original Message:
Sent: 05-28-2019 16:06
From: Paul Volkert
Subject: Form People Picker Names

Hi

Just wanted to see if anyone else on the community has had any luck trying to have a feature like SP People Picker on there solution as we are struggling to come up with a solution to be able to not have a dropdown of 200+ names in a assignment field.

thanks​

------------------------------
Paul Volkert | IT SAP Developer


Original Message:
Sent: 03-08-2019 13:28
From: Paul Volkert
Subject: Form People Picker Names

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

------------------------------
Paul Volkert | IT ERP Developer

------------------------------

We use Sharepoint List Queries to determine workflow participants for the approval steps in our workflows--changes need to come through our team to verify before they are entered.

We also have a list that should be everyone in the company and would definitely like to use People Picker for that one since we do not have a good process for keeping that list updated.

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Sue Jarvis | Data Analyst
Valvoline LLC | 6147902475
------------------------------

Original Message:
Sent: 05-29-2019 04:53
From: Stephen Butler
Subject: Form People Picker Names

We decided to work our participant selection as follows :

Anyone can start a workflow, so no restrictions there.
​All other action/task participants are selected via an SQL query, we have a manually updated table of users and acceptable roles to be selected for - usually one task is sent to the entire group that would be selected from this table.

Its a bit more effort, but instead of multiple sharepoint groups, everything is in one place - You could probably achieve the same thing via a sharepoint list with a bit of forethought.

------------------------------
Stephen Butler | Systems Analyst
RSA Insurance Group Plc

Original Message:
Sent: 05-28-2019 16:06
From: Paul Volkert
Subject: Form People Picker Names

Hi

Just wanted to see if anyone else on the community has had any luck trying to have a feature like SP People Picker on there solution as we are struggling to come up with a solution to be able to not have a dropdown of 200+ names in a assignment field.

thanks​

------------------------------
Paul Volkert | IT SAP Developer


Original Message:
Sent: 03-08-2019 13:28
From: Paul Volkert
Subject: Form People Picker Names

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

------------------------------
Paul Volkert | IT ERP Developer

------------------------------

Hi Paul,

We experimented with some options to replicate the people picker functionality. Essentially, you need AD information somewhere other than AD. If you have the User Profile service activated, there are tables in that database SharePoint creates that serve as fairly decent lookup targets.

I am developing a custom function that executes different lookups based on the type of information entered into a textbox. If you have someone familiar with JavaScript, they could build similar functionality.

------------------------------
Joshua Whitener | Technical Advisor
Exxon Mobil Corporation | 8326258441
------------------------------

Original Message:
Sent: 03-08-2019 13:28
From: Paul Volkert
Subject: Form People Picker Names

​Hi
We are looking to add the people picker into our solution so users can forward and route the request form to users without having to maintain sharepoint groups? Is there any way or some coding we can do to use the address book to be able to select people over a list or group? Has anyone done this and can give some example or sode they used to accomplish this request?
thanks
Paul

------------------------------
Paul Volkert | IT ERP Developer

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