I am very new to Sharepoint world, and learning online and from some books to get as much as possible.
I am making this demo to understand workflow better, but can't progress much.
My situation is, lets say I request to buy some product, my manager sees it and can reject or approves it. If he approves, my request should go to finance team, and they can proceed it onwards, from finance team to logistics team and I get my product.
Till now, using Approval Workflow, I am able to send request from me till my manager, but I don't how can he now forward it to Finance team ? Do I need to design another workflow for this ? Or should I program Workflow for this purpose ?
I also have got an option to see what is the status of the request ? When I first start this request, it is Open. When manager approves it is Approved. Now when he change Open to Approved, I want to trigger workflow from Manager to Finance, how can this be done ?
A little tip that can help me get going with this Workflow would be very useful.
Or if you have some suggestions for nice workflow tutorial for beginners, that would be very helpful too.
Thanks.
Do I need to design another workflow for this
Sorry, but yes, absolutely.
You can try first with SharePoint Designer. From your description it sounds feasible.
If not, you will end up coding it with visual Studio. In this case, good luck, it can be a bit difficult to construct your first workflow.
You can definitely construct such a workflow using SharePoint Designer 2007, which is a free download from Microsoft's web site. In particular, you can pause the workflow until the approving manager approves or disapproves the request. Then depending on the manager's response, you can have the workflow "send" your request on to the next department.
Related
Let me start off by saying that I am not a SharePoint guru, nor an administrator for this site. I have enough rights to build my site. I have taken on the task of creating a site at work to make things better since it has gone through several people's hands and I take it as a challenge that I can do it.
So I have a workflow I created in SPD 2010 to send an email out based on an kickoff action in List A that references email addresses in List B since I am sending this email to people outside the organization. I have even tried to make a simple workflow to send an email to my name in the To: field and TEST in the Subject and Body. No Luck.
The issue lies in the fact that when I try to publish the workflow to the site, after checking for any errors (none I might add), I get back a "Workflow Error" that says "Errors were found when compiling the workflow. The workflow files were saved but cannot be run" and if I hit the Advanced button it says "Unexpected error on server associating the workflow."
I am looking to this forum to determine if this error is related in some way to an incorrect setting in the SharePoint Server that I don't know about, if it has anything to do with a lack of permissions from the overall SharePoint Server administrator to upload workflows or something else that I know nothing about.
I have asked the SharePoint administrator and he won't be able to get back to me until next week as he is at a conference, but I would like to try the workflow out and see if it works or I need to go back and work on it more.
If the consensus is I need more rights and I will have to wait until next week, is there a way to run the workflow in SPD or can I download my site as a sandbox and just play with it there?
Any and all help is gratefully appreciated.
For others who have this issue, it was a rights issue. The company did not install SPD as an admin, hence I could not create work flows.
I have already create my workflow on SharePoint designer and publish it to my SharePoint library so the Column which has the workflow name was added but the link to start my workflow(has the name of my first step) doesn't appear.
You question is a bit vague but the column in the list simply shows the status of the workflow. To kick off the workflow manually, you need to go to the library and select the item you want to kick the workflow off for. In the ribbon, there is an option to go to workflow settings and in that page you will have the option to start the workflow. If you have correctly built the workflow this should run it. You left important information out of your request such as what version of SharePoint, what triggers your workflow, etc.. so this is the best I can do with that. If that does not solve the issue, I would suggest providing more information. Not many people will take any time to do guess work.
Has anyone implemented a holiday workflow approval / tracking list in MOSS Sharepoint 2007?
Can anyone suggests other solutions? The solution below works fine but I am specifically looking for a way to lookup manager of the user who created the holiday request list item in the workflow.
I have followed this link http://www.u2u.info/Blogs/Kevin/Lists/Posts/Post.aspx?ID=39
which shows you how to create a custom workflow approval. Below are the steps outlined by the link.
User add new holiday item to list
Workflow kicks off
Wf has the manager hardcoded (need a way to look this up, maybe from AD??) and creates a Task for them to review the request. If desired, this can include an email notification of the task
Manager reviews, adds comments and approves/denies request
User is notified of completed request
Many Thanks,
Naveen
We have used a custom developed InfoPath form and a simple Approval workflow to tackle this task.
I have document library where I am using the Out-Of-the box document approval workflow.
I need to allow users to delegate their tasks to another person during a certain period. This delegation is on workflow level not on item level. something that can be used for example where someone will be out of the office for a long period and needs to assign a delegate to approve documents.
I was thinking of changing the list of approvers programatically to allow someone to use a custom form to enable that delegation.
Can this be done? is there a better way?
My suggestion would be to actually create your own workflow. Much better than trying to hack the OOB workflow. In my experience messing with a running workflow is never good and prone to complications / failures.
If you are wary of/restricted building workflows with VS then using a tool such as Nintex (Nintex.com) is a great option, I haved used it a few projects now.
Sorry I could'nt be more use.
Good Morning,
I'm using SharePoint Designer 2007 to create a workflow for a MOSS site I have created.
What I'm looking to do is have the workflow send out an email if a document in the library hasn't been modified for the past 30 days (and it's Status field is not set as "Closed"), but I'm stumped as to how I can do this.
Any help would be greatly appreciated!
Thanks!
You could try using the "Pause for duration" action (under "Core Actions" when you are adding an action to your SPD workflow).
However, I've worked on something that had a similar requirement and we decided that workflow was not the best option. We have a console application that is scheduled to run everyday and queries the list for "old" items. If it finds any old items, then it sends out an email to the user.