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Automatically Populate InfoPath Form Fields with Data Item Values

To allow the Process Engine to automatically populate InfoPath form fields with data item 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 Populate InfoPath Form activity into the process.

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

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

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

  7. Click the Input File Location 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 enter the domain name, if selected.


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

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

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


  12. Click the Output Destination tab. The corresponding screen is displayed.

  13. In the Output File Name field, select the appropriate input field editor and set the field to a value that is a file name.

  14. From the If the file already exists section, select Overwrite the file or Increment the file name.

    Note:
    Select Overwrite the file to replace the existing file. Select Increment the file name to append a _1, for example, to the file name the first time the process runs and sees that a file already exists. The number will increment each time the process runs and finds a file with the same name.
     

  15. In the Output File Location field, select the appropriate input field editor and set the field to a value that is a network file location where you want to store the populated InfoPath file. The location must be accessible by the Process Engine.

  16. 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 enter the domain name, if selected.


  17. Click OK. You configured the activity to allow the Process Engine to automatically populate InfoPath form fields with data item values.
Related Topics
Manually Determine which InfoPath Form Fields to Populate with Data Item Values, Expression Results, and Literal Values

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