How would I go about creating a workflow in SPD (to work also with a form in Infopath) that would allow me to make a selection from a drop down menu, prepare an email to be sent and CC additional email addresses that have been selected from a list box within infopath?
I'm quite new to this and would greatly appreciate some guidance. Thanks!
SharePoint workflow is designed for list item. So you could customize your list in Infopath form.
Make sure you have columns created for the list because sharepoint worfklow can only get infomation from colums
Related
I have taken over a project from someone who has left the business.
It is a Microsoft PowerApp which provides users with a form interface to upload items into a SharePoint list.
The submit button in the app works and the function is "SubmitForm(formName)"
My question is how does it know which fields to submit into which column in SharePoint?
for instance if I wanted to create a textbox in the form for "First Name" how would I make the powerapp submit the contents of that textbox into firstname field?
--edit removed screenshot--
I think you lack knowledge of powerapps w.r.t sharepoint.
Go through one of the example mentioned in docs of micro soft and you will get idea of how mapping of fields are done.
Your main concern is mapping fields.
https://learn.microsoft.com/en-us/powerapps/maker/canvas-apps/app-from-sharepoint
If you check your edit form, and click on any of your field/data card you will find settings as below. Here I have created custom column as "NumberColumn" and you can find Data properties same for your field as well.
I've created several custom columns in the Tasks list named NotifyUser and IsUserNotified. These columns are not supposed to be changed by user. I change them programmatically only. Is there any mechanism to:
Hide those columns from the NewForm, EditForm (I wanna use
existent Forms).
Skip executing workflows when any of those two columns been changed.
Exclude columns from the notification mails (as long as user doesn't know anything about these columns, there is no need to show them).
You only can control these things if you are creating your field programmatically or via a field schema definition (deployment via WSP Solution and a feature):
Set the property Hidden to true in order to hide the field in user forms and views.
Refer to: SharePoint Workflow: how to update the item without triggering the workflow again
Should be done by 1.
You can edit your view by going in List Tools->List->List Settings->Views.
Then click on the name of your List from where you can uncheck the column that u dont want to show to the user and click ok.
I have designed an InfoPath 2007 form and in the form there is a drop down list box with 5 names of ICT Focal Point persons. I want to design nintex workflow that is based on who ever is selected from my list, he/she will get a notification to approve the form NOT everyone in the list. In this case only selected person should get the request for approval message and then should approve or reject the request.
I now have some small idea on designing Approval workflow but i have no idea to accomplish this very task in my form.How can i do this. Any help?
Thanks
What you can do is just fill up the combobox with de display names of the users.
This way it's easier for nintex to get the right user.
Also make sure you allow users to edit the data of the combobox field or else the field won't be visible in your nintex designer.
In the approval action you only have to select the right item property.
In your case this will be the name of your combobox field.
Now publish the workflow to the library where you use the infopath form.
Make sure you use the right workflow settings. (when the workflow has to start)
The most efficient way to accomplish this is to use a variable in your workflow that represents the person that you want to assign the approval to. Assuming this workflow is activated when a form is submitted you would initialize this variable using a Build Dynamic String shape.
If the value of drop down is a promoted field you could read it as a list item. If it is not a promoted field you can read the value using XPATH.
You would then use a Request Approval shape setting the approver to the workflow variable.
Currently working with dropdown column in the moss 2007.
my question is
I created dropdown column in a list, it has 3 options. Suppose if option1 is selected then the new field (let say a text box) should pop up, if option2 is selected the another new field (say a dropdown should pop up) and similarly for option3. How to make these things show up when certain option in drop down selected? should I need to code for it? Educate me! Article would be a great help.
P.S->> Our organisation isn't so keen in working with infopath, infopath is out of option. Can I code in sharepoint designer itself???
This isn't possible using only SharePoint out-of-the-box (OOTB). It would require building a custom solution. You would need to create a custom field for each option, that checks the value of the choice field and determines whether to hide itself based on that.
Can any one tell me that, Is is possible in wss to have our custom column in a view of list. The way how we are adding edit and delete column in asp.net grid by setting autogenerateedit button property to true. I have to write my custom login on click event of that button. This action is going to be common for all list items.
Thanks
Sachin K
I am afraid that it is not possible out of the Box in SharePoint (WSS / MOSS). If you want to have such an option, you might need to create a Separate page that will have code to do the opertion. Try out the SPGridView and SPDataSource.
Else I would suggest (Recommend) you to have a look at the DataSheetView option provided by the List, it will list List item details as all editable format, like Excel sheet.