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Showing posts from October, 2012

Saving a Sharepoint site as a template when the "Save as template" option is hidden

Saving a site or subsite as template allows you to save an existing site and use it as a template for new SharePoint sites or subsites with the same structure of your existing site, the site template can be saved with or without the content. Note that some customizations, such a custom workflows, will be present in your template only if you choose to include the content, but the size of your template will increase considerably. Take into account that saving site as template will not save the subsites under your site, if any, in the template. This option is usually available in the site settings page under “Site Actions” section, but this option will be hidden if the Publishing features  is turned on, as SharePoint does not support  Save Site as Template  option with this feature turned on. If the "Save site as template"option is not under Site Settings -> Site Actions, you just need to append _layouts/savetmpl.aspx to your subsites and you will be redirected to the

Auto-populate the person/Group picker from the current user on InfoPath 2007/2010/2013

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If you need to fill the default value of the person/group picker with the current logged user when the form is loading, there is an easy way to do it. The following steps will show you how to do it: Create a web service connection to get the user profile information from the current user: Manage Data Connections -> Add -> Receive Data -> SOAP Web Service: Include the location of the SOAP Web service definition: http:// YourServer /_vti_bin/UserProfileService.asmx?WSDL Select GetUserProfileByName Make sure the "Automatically retrieve data when form is opened" option is ticked.   2. Add a Person/Group picker field to your info path form  3. Create a new action rule in the "Form Load" to run under a condition, if needed, i.e: Add the current user into the Person/Group picker field when the Person/Group picker field is blank:  DisplayName is blank 4. Set the Person/group picker DisplayName to PreferredName 5. Set the P