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Automatically Populate Data Item Values with InfoPath Form Field Values

Important StatusThe current page has been customized from its template.
To automatically populate data item values with InfoPath form field values, complete the following steps:
  1. Check out and open the process you want to edit.

  2. In the Toolbox pane, click Microsoft Office. A list of activities is displayed.

  3. Double-click or drag the Read InfoPath Form activity into the process.

  4. Link the activity appropriately with other activities in the process. 

  5. Right-click the Read InfoPath Form activity. A shortcut menu is displayed.

  6. Select View Properties. The Read InfoPath Form window is displayed.

  7. Click the Input File tab. The corresponding screen is displayed.

  8. In the Input File Location field, select the appropriate input field editor and set the field to a value that is a location where the input template is stored.

    Note:
    If your input template is referenced by a data item, click Design-time file and credentials and enter the valid credentials for design-time, configuration purposes.


  9. In the Authentication section, select Run as BPM Server or Specify credentials.

    Note:
    If you select Run as BPM Server, access will be granted or rejected based on the BPM Server credentials.
    If you select Specify credentials, complete the Username, Password, and Include domain fields using the appropriate input field editors. The Include domain check box is optional and requires you to select the domain name, if selected.


  10. Click the Form Contents tab.  The corresponding screen is displayed.

  11. Select the Automatically Map Form Control Values to Data Items check box.

    Note:
     If the Manually Map Form Control Values to Data Items check box is also selected, then those mappings will override any automatic mappings that the Process Engine finds.


  12. Click OK. You configured the activity to allow the Process Engine to automatically populate data item values with InfoPath form field values.
Related Topics
Populate a Data Item with InfoPath Form Date Modified Value
Populate a Data Item with InfoPath Form Date Created Value
Manually Determine which Data Items to Populate with InfoPath Form Field Values

Source
BPM Designer Topics > Overview of Activities and Activity Topics > Microsoft Office Activities > Read InfoPath Form
Last modified at 7/31/2020 11:12 AM