How to develop role based workflow with InfoPath form in SharePoint Server 2010?
There are three roles:
user1 - this user creates request form
user2 - this user verifies and Approve/Reject form if user Approves mail will sent to user3.
user3
How to develop this type of workflow?
Please explain sharepoint designer workflow actions?
The exact steps, of course, will depend on what precisely you're trying to accomplish. Based on what I've read, and the tags on the question, it would appear that you want:
An InfoPath request form (created by a certain kind of user)
An approval process for that form
Someone to be notified when the approval is completed
Your exact needs could considerably change how this works; for example, do you need the approval to happen on the form itself? e.g. I can click the filled in Request form as an approver and then click Approve or Deny
Or do you need the basic SharePoint approval? I'm operating under this assumption.
To accomplish this you can have your InfoPath form submit to a library and have a workflow run when an item is created. This workflow then starts an approval process. When complete, use the send email action to notify the group that needs to be notified.
Again, more information can net a more complete solution, but this should get you started down the right track.
Related
I am using power automate to create a document approval workflow, and would like the user to be prompted/asked to select the people reviewing the document. The point is that we have many approvers in our team and I do not want to hardcode the e-mail address of one user only.
You could use the trigger as shown below:
I am using SharePoint Designer (SPD) 2010 Approval Workflow. I have a Lib with two people fields. Approver 1 and Approver 2. I want to pass these values to SPD 2010 Approval Workflow (Instead of doing hardcoded on Approval Stages in browser) so that I can assign approver dynamically. my SPD 2010 OOTB WF is not receiving the approvers from the form. Email is always sent to person who initiate the request and gets the message that "Instead of xxx person assiggning the Task to "originator"
Can you please provide me the solution on this
I can't see any easy way you will be able to do this. I would advise you rethink your workflow?
Perhaps you could just use the standard approval workflow (library settings -> workflow settings -> create new workflow (approval)) - there is an option when setting this up to allow users to specify who they want the approvers to be. So when the user starts the workflow manually, they can choose who the approvers are. This might fit your needs?
I have a scenario where I want a user when viewing a list item to be presented with a custom action to create a site. This is pretty similar to the scenario provided in the MOSS 2007 SharePoint Guidance. What makes it different is that I want the site created with the url and name taken from the list item, and then a web propertybag value set. The only user task after the site is created is for the site collection administrator to add some specific user rights to it.
I can do everything apart from prompting the user to set the site rights via the object model so should I use a workflow or just code it straight?
The benefits of a workflow would be the ability to track the task and whether it has been completed or needs escalation etc.
The answer to this question is going to be found from your own staff on how they want to manage the tasks. An email notification may suite them better. Check with them on whether the benefits of a workflow are going to be worth the development cost.
I am new to sharepoint. I am using sharepoint 2007. I have a following requirement.
1) Custom list has various fields ... Requestor, Application Name, Reason, etc..
2) When person fill out the form (custom list). It will send a notification to Approvers for review and based on Request action : Approved --> It will send an e-mail notification to specific group.
I have a setup a document approval workflow on custom list. Workflow works fine but I don't know how to send an e-mail notification based on workflow status : Approved. I have tried to create a another workflow using Sharepoint Designer 2007 but didn't work.
I would like to know whether it is possible without doing any programmatic way ? I would appreciate your reply.
Thanks in advance.
This is more like a SharePoint Designer Workflow, which responds to actions and rules.
You can get an introduction here
follow the steps ,these are the main steps you can have a try:
Create workflow attach to the list and start it manually & auto
start it when a new item is created & auto start it when an item is
modified.
Add Collect data from a User action. Click data and add a choice field (named it approval, give two choices: approve, reject)
in the custom task wizard. Output to Variable:collect
Add a new step, Conditions: if Variable:collect equals to Approve Actions: Send email to Created by
Collect (main manager) data from a user. Output to Variable:collect1(similar with step 2) Conditions: if
Variable:collect1 equals to Reject Actions: Send email to
Created By.
Add new step similar with step 3. Send approve email to Created By when Variable:collect1 equals to Approve or send reject
email when Varible:collect1 equals to Reject.
here is one of bolg which also you can refer
http://www.gandhipritesh.com/2009/07/create-custom-approval-workflow-using.html
I created a basic registration form using a SharePoint 2007 custom list where users complete fields on the form. I created an 'Approver' field that I'm trying to hide from customers so that only the form's approver will edit that field (approve the request - Customers tend to approve their own request). How can I hide this approval field so it can be edited by the approver only?
Attempted Solutions:
1. I set the content type for that approval column to 'hidden'. How would I access the URL to the hidden approval field so the approver can access the field and update it for that specific item? The hidden field is not visible if I click 'Edit Item'. Did I miss something with the hidden content type so that I would see the column on the edit page?
2. I customized newform.aspx in designer by removing the hidden approval field and it worked. But 'Attach File' doesn't work when the new form is customized. It spews out an errors.
Any suggestions?
Have a look at the SPListDisplaySettings component from codeplex. Adding this solution will allow you to specify how to show the fields in display, new and edit mode based on SharePoint users and groups.
May be create a custom field control (how?) that will check the current users role agains the site before choosing to display the field.
This is pretty hard core customisation compared to creating lists though.
Why not just use the Approval workflow with this list? Users would be able to create approval requests, which would automatically trigger the Approval workflow, which would create a task and send an e-mail for the approver to approve the request. Once it's approved - the status of the request would change to approved. The approver can also add a comment on the approval form, if needed.