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.
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 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.
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.
I need to get an appointment into someone's Outlook calendar based on requests from their employees. The application runs in SharePoint (WSS 3.0). My first impressions are to use iCal or send meeting requests, but I haven't done either before & I'm looking for a very quick & easy way to get it done. Any ideas?
Sorry, there's no easy answer that I know of or can find. I'm sure you can do via code but not easily within the SharePoint point-and-click interface.
From this thread it seems writing an event handler on a Calendar list would be the most effective way.
So from a 10,000 ft perspective, you'd build a system or workflow in Sharepoint that results in creating calendar entries in a SharePoint calendar. Then have an event listener whose job it is to create iCal emails when new items are created in that SP calendar.
Brian Wilson (not the Beach Boy) has a few blog posts on getting started with event handlers in SP
actually, you can do it. using sharepoint designer, set up a workflow to add item to list (calendar) based upon entries to a list (either new or edit). then, you'll need to sync outlook with the sharepoint calendar.
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.