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.
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.
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
I have created a simple workflow with an approval process. After creating a new custom list item, the workflow assigns a task for a specified user for accepting or rejecting this new item.
By default, the approver can click Approve or Reject button.
How to add a textbox, so the approver can write a reason for approving/rejecting the entry? And how to insert this reason to a proper column in this new item?
It is Sharepoint 2013 workflow model.
you can use the description field of the task form , asking approvers to write his comments there and then set the list item column i.e "approver comments" with the value of the task description field
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.
How does one verify a text field with another list's column? I am currently populating a Drop down list with a datasource and then comparing the text field with items in the dropdown using javascript. Is there a better way?
The second problem I am having is how to trigger the Validate Function.
I am aware of two custom forms for adding data to a sharepoint list. One is created using The Dataview Webpart in Sharepoint Designer and the other is created using the List Form Webpart in Sharepoint Designer.
I have a DataFormWebPart I created using Sharepoint Designer Insert Dataview ->Insert Selected Fields as New Item Form. This gives Save and Cancel buttons at the end of the form. How do I intercept the Save button event?
I found one solution but it only works with the NewForm page that has OK Cancel Buttons. http://www.codeproject.com/KB/sharepoint/Control_validation.aspx
You'll have to use an event handler if you want to validate the state of multiple fields. You can use the ItemAdding/ItemUpdating events if you want to cancel an item which is being added/updated.
properties.Cancle = true;
properties.ErrorMessage = "Your validation message.";
http://msdn.microsoft.com/en-us/magazine/cc163318.aspx
http://blogs.msdn.com/brianwilson/archive/2007/03/05/part-1-event-handlers-everything-you-need-to-know-about-microsoft-office-sharepoint-portal-server-moss-event-handlers.aspx
can you add query strings into the formula box for validation?
e.g. like this:
^[a-zA-Z]{2}[0-9]{6}[A-Za-z]{1}$
which validates against a national insurance number.
sharepoint says the column must = true,
so could I enter something like
[column name] = ^[a-zA-Z]{2}[0-9]{6}[A-Za-z]{1}$
I think you are trying to build a tool like this one called SharePoint Form Validation.
If so, take a look at this blog: http://office.microsoft.com/en-us/sharepointtechnology/HA101054791033.aspx?pid=CH100650061033
Hope this helps!