by spjeff

InfoPath tip – detect Security Group with List Item permissions

September 25, 2014 by spjeff

Yes, everyone says InfoPath is dead … but we’re all still supporting it for a while so I wanted to share one of my favorite tips.  Forms often need role based security at the field level.  Table below with example security matrix.

How can InfoPath detect that?   Don’t some people query SOAP ASMX?   Or even a custom WSP with a custom ASMX?   There is a simpler way with List Item permission.  

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  1. Create a new Custom List named “SecurityLevel” with only the default “Title” column.  
  2. Go create the needed SharePoint Groups under Site Permissions.  
  3. Back in “SecurityLevel” add one new item for each SharePoint Group with an identical name.   Hover that item, pull down the menu, and set Item Level Permissions for that group ONLY to have “Read” on that item only.  
  4. With InfoPath Designer edit the XSN Form Template and create a new Data Connection to the list “SecurityLevel” with auto refresh.  
  5. Under Form Load create a rule … if count(SecurityLevel [“Analyst”]) > 0 then set field “SecurityLevel=Analyst”.   
  6. With that in place you are ready to apply formatting rules anywhere needed that use “SecurityLevel” to determine hide/show or read/write.

 

Voila!

Now when a user open the InfoPath form, the data connection “SecurityLevel” will only show the items they have access to (which is the same as the SharePoint Group membership!).    Works on MOSS 2007, SharePoint 2010, SharePoint 2013, and Office 365.

Hope this helps.  Please leave a comment if it did.  shades_smile

 

DOWNLOAD  InfoPath Form – SecurityLevel.xsn >>

 

 

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by spjeff

FIXED – UPS missing Edit Connection LDAP filter menu

September 18, 2014 by spjeff

Recently while working on SharePoint 2013 I wasn’t able to edit the LDAP filters of the User Profile Service connection.   The hover menu wasn’t even visible.

 

Enabling Compatibility View for the Central Admin URL fixed it.   This page has older HTML which doesn’t work well in the IE 11 modern render engine.   Once Compatibility View was enabled everything worked as expected.     shades_smile

 

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by spjeff

List all ASPX pages in a Site Collection

September 10, 2014 by spjeff

SharePoint Explorer View can be used for great client side file management.  Recently someone asked me if it was possible to list all the ASPX pages in a given site collection.   Normally I’d run over to server side PowerShell for this.  However, we can use Explorer View to map a drive letter too.   Steps and screenshots below.   Enjoy!   shades_smile

 

Steps

  1. Navigate to site homepage
  2. Open Site Assets
  3. Open Explorer View
  4. Navigate “up” one level to site root folder
  5. Copy URL address
  6. Open CMD window
  7. NET USE * {{URL HERE}}
  8. Z:\
  9. DIR *.ASPX /S /A /B > FILES.CSV
  10. Open FILES.CSV with Excel

 

NOTE – Step #7 above can accept multiple URL formats like:

 

Screenshots

 

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9-10-2014 2-22-47 PM

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