This is a follow-up question to this question.
This is what I expect to happen:
User navigates to Document Library
User clicks New
InfoPath form opens
User fills in data
User clicks Submit
Form submitted to Document Library
Workflow triggered by New Item sends stripped-down form data as e-mail
Everyone is happy
The problem is, I never reach Step #8 because the Workflow does not trigger. I have all three options selected for triggering the Workflow - Manual, New Item, Updated Item. The Manual trigger works great on items in the Document Library and the Workflow does exactly what it needs to do, but the other two triggers never seem to fire.
Any advice would be greatly appreciated...
Are you by any chance running as the system account? Have a look at this question and answer on sharepoint.stackexchange.com (where you really want to move all your SharePoint questions to)
Related
I want to make the approval process easier. For this I have thought of adding a button to a column of a sharepoint list.
The user would see the list of tasks pending approval and clicking on the task button would automatically be approved.
How can i do this (workflow,javascript...)? Is that possible?
Thanks for your answers.
Using the sharepoint workflow system, the user can approve from the task detail form already.
If you want to make it more user friendly as you suggested, you may program an extra field, using JSLink technology to customize the task list rendering or to add this approval button from an other list (I assume you are using sharepoint 2013 on premise) from which you call javascript API to trigger the approval.
Read more :
JSOM Api to approve a task
JSLINK
Yes, a workflow would work. I would have a separate "Approved" column that defaults to "No" (don't show it on the form). And run a workflow (upon form submit?) that changes the value of Approved to "Yes".
I have a big Infopath form which is part of a complex workflow that involves collecting input and signatures from various users, as well as approvals.
Currently, that same workflow is being done manually — the Infopath form is actually a PDF form and the workflow steps are performed by the actual users who fill out the form, emailing it afterwards to whoever they think it may concern.
I'm on the process of automatizing this using our Sharepoint Server infrastructure, so the first thing was translating the PDF form to an Infopath one. The second would be to produce a Sharepoint workflow that would implement the business process of getting that form properly filled.
So my question is: is it possible to implement a Sharepoint Workflow that sends the full form to the correct users based on the information gathered by the form itself? Ideally, the form would be passed around using the rules defined in the workflow process, users would fill whatever necessary, submit the form and the workflow would continue based on whatever is filled. This form would not only be the initiator form, but the form to be handled in all the workflow tasks.
Breaking the form apart is not desirable as this would confuse our users, and some of them need the overview provided by the full form view. Also, I'd like to use Sharepoint as the form distributor, instead of the email service, if possible.
Any pointers in how to do this would be greatly appreciated.
This is possible.
Here are the pointers in brief:
Create a content type with your infopath form as item form
Create a visual studio workflow that is associated to your content
type
In the code of the workflow you can implement any rules of
processing the form. you're able to get the form data from the list
item you workflow runs in context of.
We are trying to achieve the following using Sharepoint:
The user is presented with a form, which they fill out. Upon clicking 'submit', Sharepoint runs a workflow using the inputted information that copies documents to lists, generates reports etc.
We were thinking of achieving this by getting the user to run a site workflow, and presenting the form as a workflow initiation form. The problem we have, however, is that there doesn't seem to be an easy way for getting the user to run the workflow, and be presented with the form.
Is there an easy way to run a specific workflow? I'm aware that the user can view all the site workflows and run them using Site Actions -> view all site content -> site workflows, but this isn't ideal for our user, who only wants to fill out the form and click submit.
Any suggestions would be appreciated, I've spent hours googling and searching this site for info, and this does seem like something that should be easy to do.
So you could catch the event when the user submits the form and then start your workflow from code. To start a workflow, follow this blog article: Starting SharePoint 2010 Site Workflows from code.
I am trying to implement a Workflow, where the user needs to select a destination document library.
I could figure out two possible ways:
Once the user manually starts the workflow, we would display a webpage where he would select the destination document library.
we would initially display a webpage. where User would select the destination.
After clicking a button the workflow would kick start.
Now for possibility "1":
How to redirect from a worlflow to a webpage. [tried Server.Transfer, but failed].
for Possibility "2":
How to start a workflow on button click.
Please also suggest which among the above 2 possibilities is a better solution.
What you need is a workflow initiation form. Exactly how you implement it and how much functionality can get will depend on the type of workflow you are working on, but you should be able to set up something to choose the destination.
I am assuming that you are talking about writing a workflow using Visual Studio. Personally, I would try creating a SharePoint designer workflow first to see if that meets your requirements.
In SharePoint Designer you can create an initiation form that accepts data from a user when they manually start the workflow. If the out of the box actions don't quite do what you need them to, you can create your own reusable custom workflow actions.
How can I Submit an InfoPath form to a SharePoint library AND to an email box at the same time when the user hits SUBMIT?
I need my form to be approved by several users in a particular order; then re-submitted to the SharePoint site, and to another email box so that the next approver can see the approvals, and approve their own, then submit it and have it drop onto Sharepoint again, etc.
The email chain works (the form as an attachment), and the approvals show, but the form doesn't get updated on the SharePoint Form library.
You can add an additional DataSource for submission (send to SharePoint library) and add a rule to your submit button before the save&close rules.
BUT - I would suggest a method that is based on workflows and a form that is held on a SharePoint site. I had a very similar task, where approvals were needed in a staged manner.
If there is a fixed number of approvers, create fields for each one - if the number is not fixed you will need some replacing rules that change the current approver with the next one. Then you will need one (or more) workflows that are triggered by a flag field (or more) that you promoted before. (Make them writable from the outside during publication - the workflow will need that) This field (or fields) trigger the workflow that sends the email. After sending it should clear that flag to avoid infinite looping.
The mail should contain a link to the SharePoint library. And the approver should work on that library rather than sending the XML file through the network.
Hint: Enable versioning on that libary - and you (or the approvers) can keep track of the changes.
Hint 2: If this process will be part of the daily work, maybe a custom view and alerts will help the approvers keep track of the form's status.
Sorry for asking but have you considered using a workflow rather then emails? I'm not sure whether the basic workflows in WSS 3.0 will cater for your senario but the MOSS workflow should be more than adequate.