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Thursday, July 10, 2008

SP2007 - Getting cozy with InfoPath Workflow Task Edit Forms and ItemMetadata.xml

The relationship between a workflow task and the InfoPath task edit form is a confusing one at first. To pass information from the workflow task to the InfoPath task edit form, use ItemMetadata.xml as a secondary datasource in InfoPath. Great, but how do you pass information from the InfoPath task edit form back to the workflow task?

Turns out this is handled automatically. For example, if you add a column to the workflow task list with the same name as the ExtendedProperty, you get to see the values in the list view. Make sure to create the column with the exact name of the ExtendedProperty. You may immediately change the name to a friendly name after creating the column since the actual field name that matches the ExtendedProperty remains intact.

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