How to: Display a Custom Bulk Edit Task Form View in SharePoint Server 2010 (ECM)

Last modified: May 30, 2008

Applies to: SharePoint Server 2010

Using Microsoft Office InfoPath 2007 forms, you can provide a custom form view to enable users to edit workflow tasks as a group. When the user selects the task type he or she wants to bulk edit, Microsoft Office SharePoint Server 2007 displays the task edit form for that workflow task type, passing context data to the form. This context data includes an attribute, isBulkMode, which designates whether the task form is being called for bulk edit operations. Developers can include logic in their forms to specify different views based on whether the isBulkMode attribute is set to TRUE or FALSE.

We recommend that the task edit form for each workflow task type you define as bulk editable contain two views:

  • One for individual task editing

  • One for bulk editing of tasks

The bulk edit view should not load data from any particular task by default, because Office SharePoint Server 2007 applies the data the user submits to every task of that type for the selected workflow association.

To display a custom bulk edit view of the workflow task form

  • Include logic in the form that parses the context data passed to the form on load. This logic should include having the form display the bulk edit view if the isBulkMode attribute of the context data is set to TRUE.

    Note Note

    To add the workflow context data to the form, you must first create an XML file that represents the context schema, and then import that file into the form as a secondary data source. For more information, see the Adding Workflow Context Data as a Secondary Data Source section of How to: Configure a Contact Selector Control on Your InfoPath Workflow Form (ECM).