I am inexperienced with the Sharepoint.
Is it possible in Sharepoint to create a workflow that sends an email out for approval to only the manager of that user that added something to the custom list form.
For example, if A (regular employee) added something to list, B (manager) should get the email for approval. If B added something list, C (director) should get the email for approval and so on. But here is the thing, there are hundreds of A's, B's or C's. Like A1, B1, C1 or A2, B2, C2.
Right now, we can add people who approves, in serial or parallel form, that means either they all get the email at once or one after another. Which means when A7 submits something to the list - B1, B2.......Bn will get the email.
How will it know who is the mananger of A7.
Please let me know if it's achievable or it is out of the bounds of Sharepoint.
Any sought of help is appreciated. Thanks in advance
This is certainly possible with the the built-in workflow mechanics of SharePoint.
This is the so-called approval workflow. Microsoft has excellent documentation for this workflow and its implementation. See:
https://support.office.com/en-us/article/Understand-approval-workflows-in-SharePoint-2010-a24bcd14-0e3c-4449-b936-267d6c478579?ui=en-US&rs=en-US&ad=US#__toc220831190
for more info.
Related
I'm trying to learn how to use Excel/VBA to automate as much of the below workflow as I can:
I receive an email from a manager notifying me that an employee has Covid. This initial notification is not standardized
I manually enter the information (employee name, their state, company, test date, test results, etc) into a spreadsheet. Sometimes certain cells information are left blank if they are not provided in #1
I REPLY ALL to original email. I use a template and edit based on the information I've entered into the spreadsheet (for instance, certain states have different guidelines) and attach PDFs depending on the company. I may also ask for missing information
My goal is to:
Be able to press a button in excel to draft an email body with information I've entered into spreadsheet. A combination of "mad lib" and "if this then that". If specific cells are blank, Id want the email to include what information i still need. I only send this specific email once, but I have to do it again every time there is a new Covid case.
My restrictions are:
Multiple people use this same workflow and spreadsheet, so ideally it would be simple for coworkers. I do not want excel to automatically send the email without the user reviewing it first.
I am very new to VBA, but am learning Python.
I cannot download anything on my work computer.
Thank you so much!
Is it possible to hide others details in Google Spread Sheet?
I've a Google Sheet, which I want to share to others. Whoever has the link to access can enter data into it.
Users A, B, C are supposed to enter the data.
But whatever user A entered should not be visible to users B, C and vice versa.
Only the owner can view the details entered by users A, B, C.
Is it possible, if so how?
This is not possible using only Google sheets.
However, you can create a Google form. Add questions using their interface, and get an url to a online form. Data entered into this form is inserted into a spreadsheet.
I have created a workflow that allows for staff to fill in an empty field in a list item through a Workflow initiation form.
There's a good chance that multiple staff may try and enter information in the same list item at the same time, so I'd like to use my workflow to try and catch that, so people aren't overwriting each other. However, I'm not sure how to do the last portion....
If field is blank, do the workflow and continue to the SourceURL (a thank you page); [got it]
Else (if field isn't blank), advise that this item has already been filled out, and to choose another.
Any advice?
SharePoint automatically does concurrency checking and will prevent someone from updating a list item if it has since been updated by someone else. This has nothing to do with workflows.
We've created a pretty standard issue tracking system based off of SharePoint's template with just a few extra columns. On the list view (AllItems.aspx), the first column is called "Issue ID" and has a number. Our developers and QC use that number in discussions. However, that number doesn't seem to want to show up on the detail form (DispForm.aspx) nor in the alert email.
Can this field be included in at least one of these communication methods? If so, how?
Thank you.
We did something similar and used workflow via SharePoint Designer to copy the ID field into a field called "Issue Number". The workflow gets triggered automatically on Create / Edit (we included edit because the field can be modified by the user on the edit form and if that happens we want the number refreshed with the actual ID).
Before you create the workflow in SharePoint Designer, you need to add a column called "Issue Number" to the list you want to tweak.
List item
Open Sharepoint Designer
List item
Click File New -> Workflow
Give a name for the workflow
a. select the list from the dropdown
b. Uncheck Allow this workflow to be manually started and check automatically start on new and change then press Next
Give the step a name like "Assign Issue Number"
Create a Condition
If Compare a field -> If Issue Number not equals Current_Item:ID
Create an Action
Update List Item -> Set Issue Number to Current_Item:ID
Press Finished and test out by creating a new issue.
*The Issue Number will appear on the form and if you have emails setup to notify on assignment it will appear in the reassigned template.
*It will not appear in the created email confirmation because the workflow gets triggered after that email was executed.
I just added the issue ID using a total of 4 characters. Create a new column, set it to a Calculated column, in the formula type [ID]. Voila! The ID is now in your detail view.
The ID link returned the for me, however, the work around which sufficed for me was to enter 'Created' in the Calculated Column formula and ensure it is set at date and time. That then creates a unique idenity (unless you receive more than 1 list update per minute) than can be viewed in the email alert message
Good Morning,
I have a Form Library on my SharePoint site. On my form I have a calculated string field that does basic math (field1 x 3). I'm looking to have some way for the form to recognize that the field was changed (when saved) and somehow set off a SharePoint alert.
I'm completely baffled as how to go about this, if anyone could help that would be awesome! Thanks!
Shannon
Couple ways of doing this.
If you don't have programming access.
Create a new column, hidden if you want. In SPD create a workflow to run when a change is made. In that workflow compare the current value to the the that new column and if different then sent out email and copy the current value to this new column.
Or do the same thing in Infopath, if you have programming access, where when the form is opened you store the current value and when they save the form compare values and send out email as needed or set another column to sent out email and have a workflow do the mailing out.
If you have programming access to Sharepoint you could write your own handler to duplicate it, little more control.