Promoting Fields from a people picker in InfoPath to become a metadata column in SharePoint is easy. Just promote the field and you’re done. So why this blogpost? Because the promoted field is as sexy as hell being a column of text. Yeah, you got that right, it ain’t a person column. It is just plain text. Whoa. Great. But I really want it to be a person column, because I need to use it in a workflow or a filter or whatever.
There is a workaround, which might just save the day. It is not elegant but it does work. Kind of. Here is how you do it:
- Create your form library
- Create your form
- Be sure to include your people picker control in your form
- Publish your form to your form library
- Go to your form library settings
- Add another column to your library, choose “person or group” as your column type and choose a nice name for it
- Blow the dust off of your good old friend, the SharePoint designer
- Create a new list workflow for your form library
- Add the “Update List Item”-Action from the “List Item Actions” group to your workflow
- A dialog appears. Choose “Current Item” in the dropdown-box at the top
- Click the “Add” button and in the upper dropdown box choose your newly (you remember step 6, don’t you?) created column
- In the lower field choose the name of the promoted InfoPath field by clicking that tiny “fx” button, choosing “Current Item” and then the name of the promoted field
- You might wanna configure your workflow to run automatically every time a new item is created in your form library or every time an existing item is changed, or both.
Thats it. It ain’t beautiful. But it works. I promise. It works in SharePoint 2010 & 2013 with InfoPath 2010 & 2013.
Thanks man
thank you but it didn’t work!!!!
I’m sorry for my late response. Did you manage to get it to work? If not, could you explain what is going wrong?
Works beautifully. Thank you!
Thank you for the post!
What can you do if there are multiple people selected from the people picker? How can I promote multiple users using this method? I got it to work with 1 person but not with multiple people :(
Hi Calvin, I never tried to use this with multiple persons and I am not using much InfoPath at the moment, so I don’t a have a environment to check it at hand, but I’ll try to get a look into it, if I have a spare moment.
Did anyone every get this to work for selecting multiple users?
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How can you do this without SharePoint Designer?
You could probably use Nintex Workflow as well.
Thanks for the easy to follow instructions. Worked like a charm. Any way to reduce the workflow time? I know that there’s always some delay on the servers side
You’ve probably encountered a feature called safe looping, which protects your farm from negative effects due to a high cpu usage because of an infinite loop. Vadim Tabakman wrote a nice blog post about safe looping: http://www.vadimtabakman.com/nintex-workflow-safe-looping.aspx
Thank you for this post. I used the concept to create a Nintex workflow and it is beautiful. I am not savvy with Nintex so if I can do it anyone can.
Hi Mollie, thank you for your comment. I’m glad you found this post useful.
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Very intelligent workaround man. Thanks :)
Glad you like it.