InfoPath Status Report Form for SharePoint

Managers need to know what their employees are working on each week, any road blocks they are facing, and which tasks were completed. The best way to collect this information is through a Status Report. The following template is a simple Status Report form that is browser compatible.

Below is a preview image of the form. The company I work for requested that the First Name, Last Name, Title, Phone Number and Week Ending fields be pre-populated when the user opens the form in their browser. I thought this was not possible with browser compatible forms (because of the receiving Data connection from MOSS) and I had briefly attempted to automatically populate fields in a past project which eventually lead to more headache than production (I remember being frustrated that the form had to be administrator approved). Until I stumbled onto a very valuable blog posting.

The first post I found that related to finding User Information through a Microsoft Office Sharepoint Services web service uses a coded approach, which you should always be careful when any form needs custom code. There most likely is a better way… The second post uses a No-Code approach that grabs the information by filtering the GetUserProfileByName within the http://ServerName/_vti_bin/UserProfileService.asmx web service. Please read the second post to achieve the same results for this template.

Preview:

Download: Weekly Status Report Template

Please Note: After you download the file and open it in Design mode you may receive the following popup message:

This is because the fields are already setup to use the MOSS web service data connection to pre-populate the fields.

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