Using the Contact Selector Control in InfoPath Workflow Forms (ECM)

Last modified: May 07, 2010

Applies to: SharePoint Server 2010

Microsoft SharePoint Server 2010 includes the Contact Selector control, an ActiveX control that can be used on your Microsoft InfoPath 2010 workflow forms. The Contact Selector control enables users to specify contacts, either users or groups, and have that contact information validated.

When a user enters a contact, the Contact Selector control attempts to validate the contact against the server. The set of users that the Contact Selector control can resolve is the same as the set that the server can resolve. This includes:

  • Local Microsoft SharePoint Foundation 2010 users

  • SharePoint Foundation 2010 groups and users

  • Groups in the SharePoint Foundation 2010 directory, which can include Active Directory or other LDAP servers

You can use the Contact Selector control on your InfoPath 2010 workflow forms to enable users to specify contacts for workflow processes, such as assigning tasks or sending e-mail notifications.

Including a Contact Selector control in your workflow form requires several basic steps:

  1. Add the Contact Selector control to the Designer Control pane in InfoPath 2010, so it is available for use on your workflow forms.

    For more information, see How to: Add the Contact Selector to InfoPath (ECM).

  2. Insert the Contact Selector control onto your workflow form, and configure the control schema. You must also add the workflow context schema to the form as a secondary data source.

    For more information, see How to: Configure a Contact Selector Control on Your InfoPath Workflow Form (ECM).

  3. Add code to your workflow that accesses the form data sent to the workflow instance by SharePoint Foundation 2010.

    For more information on accessing contact data from workflow initiation or modification forms, see How to: Access Contact Data in Workflow Initiation and Modification Forms in SharePoint Server 2010 (ECM).

    For more information on accessing contact data from workflow task forms, see How to: Access Contact Data in Workflow Edit Task Forms.