Hi, this is Frank Mueller again and this is the second of two posts that I’ve written about the InfoPath 2010 Person / Group picker control. InfoPath 2007 form templates containing the Person/Group Picker control (formerly named Contact Selector) will continue to work in InfoPath 2010 the same way they used to as long as the form template remains in the InfoPath 2007 Form Template format. However, if you wish to upgrade your form template to InfoPath 2010 to take advantage of newly added functionality for the control (see this blog post for more details) or other exciting new features, you will have to perform the steps outlined in this post in order to use the Person/Group Picker.
After the form template is saved in the new format, you will notice that each Person/Group Picker in your view will show the following error message when you hover your mouse cursor over it.
Also the Design Checker task pane appears, indicating that the version of the Person/Group Pickers in the view is not compatible with InfoPath 2010. For each Person/Group Picker in all views, do the following:
Preview the form in InfoPath Designer or publish the form to a SharePoint site (be sure to publish to a different location in order to be able to view previously filled out forms) and view the form, enter a name or logon alias, click the “Check Names” button and resolve the name! Alternatively you can click the “Address book” button to perform a search if you do not know the complete name of the user.
To configure advanced control properties that are new in InfoPath 2010, such as limiting the entities the control can pick, as well as requiring the control to contain data before the form can be submitted, follow the steps in this blog post.
If you added the control to your InfoPath 2007 form template following the steps outlined in this blog post, you will have created a data connection called Context, which specifies the SharePoint site the Person/Group Picker should connect to. Follow these steps to recover the data connection XML file and obtain the URL of SharePoint site:
As soon as I select the picker control, it prompts me to bind it to data in a form I am trying to upgrade. If I create a new form, I can add the control, and it creates the group for me automatically. Is there something else I need to be aware of? My Main data connection group is not labeled myFields. I have tested to see if modifying that has any effect but it did not.
We are having a similar problem to Tom. We have an InfoPath form created from a Word form. It never had any people pickers. When we try to add one, instead of the above dialogs, we get a Person/Group Picker Binding dialog, but cannot bind to anything. New forms create the people picker fine. Is there a settint that we are missing?
I'm having the same problem as these other two gentlemen. I've chosen "Save As" from the File tab and saved the template as an InfoPath Web Browser Form Template in the hopes that this would nudge any meta-data to let InfoPath know that this is a form designed for 2010. No joy.
i got a scenario to get desktop items and share point items (May be library/List items) into Info path2010 form? How can i do it?
Thanks in advance.
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I've already tried this change from Infopath 2007 forms to Infopath 2010 but in the options menu in Save As, obviouly it only supports 2007 or less versions. There's no choice for InfoPath 2010 template.
We tried to upgrde/migrate InfoPath 2007 Form Template to InfoPath 2010 Form Template (maybe later to 2013 version).
One problem we encountered for the People/Group Picker Control (original Contact Selector control in InfoPath 2007) is when we working n InfoPath 2007 version, we could set Rule onto the fields included in the Contact Selector control group like the "AccountId" or "DisplayName" there. But when we upgrade to InfoPath 2010 or InfoPath 2013, we could not keep or set Rules onto the fields included in the new People/Group Picker Control group field at all.
By following this blog steps, the Rules set on the orignal Contact Selector control field will be deleted with the XML root node together. But after insterting/adding the new People/Group Picker Control there, I could not find any entry to set a Rule on the field like "AccountId" or "DisplayName" bind to the control again. The only rule we could set is on the group level formatting rule.
Is this a product compatibility/upgrade bug? Do you have any other suggested workaround/solution to keep original Rule settings on the control fields when upgrading/migrating from InfoPath 2007 Form Template to InfoPath 2010/2013 Form Template there? I think we could not juse keep the InfoPath Form Template as the InfoPath 2007 Form always.
Thanks for your suggestion and any information on this.