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
Related
We have a travel request application. where a user submit a request which should go into 2 stages of approval process before it gets Final Approval.
Now we did the following:-
Create a SharePoint list which contain those fields; Title, Description, StareDate, EndDate, FirstApproval (the requestor direct manager), SecondApproval (the requester regional approval), Statues (system-generated with those options; open, first-approved, second-approved, Final-Approved).
Power Apps, which send emails to the first-approval and the second-approval users , and show-hide the Approved & Reject buttons based on the item status.
Power Automate,to set item-level permissions, so for example when the item needs first-approval only the approval's direct manager can edit the item, while all stakeholders can read-only.
now the process is not 100% secure, as a requestor using API call or using SharePoint built-in forms, can easily create a new request and define its status as Final-Approved. so in other words the requestor can bypass the Power Apps business logic. so how we can secure our process? so if an item has a status = "Final-Approved", then we can 100% sure that it actually went through the 2 approvals users?
One Approach i am thinking of, is as follow:-
To create additional SharePoint list >> which stores the ItemID + ItemStatus.
Grant all users Read-Only on this new list while grant the service account Contribute.
Update this new list from Power automate Only. so for example only if the submitter's direct manager did the approval, to change the status inside the new list to First-Approved, and so on.. Also only if the submitter's regional manager approve the request + there is already an approval from the direct manager to change the status from First-Approved to Second-Approval.. so what ever the status is inside the new lit i can be sure that it has not been hacked, as end-user will have read-only on this new list.. can anyone advice please?
Thanks
I believe this question is not unique to you, many SharePoint developers need to make specific configurations or use some artifices to ensure a certain process developed in SharePoint.
Using exclusive/custom permission control into List and uses the PowerAutomate layer to conntrol List Item permission only to approver will secures some update from Rest API, for example.
If you want to block New Insert items and/or block Update items by PowerApps, you can substitute the instruction into "OnEdit" and/or "OnNew" events using ResetForm(SharePointForm1);; RequestHide();; with this instructions in these events block some user to create or update SharePoint Items.
Into SharePoint list settings, in advanced settings, you can disable attachments, disable comments in list item, disable search, disable quick edit, disable launch form in dialog.
I think that's all.
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:
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.
I have created one custom list.
whenever user add entry to it then email should be triggerd to the manager and the user who has added new entry.
I am using Sharepoint 2007.
Please help.How to do this?
There is more than one way to send that email.
I'd recommend to create a EventReceiver or a workflow.
See How to: Create an Event Handler Feature, Sharepoint Workflow Development (2 part question) and Good online sources to learn Sharepoint Development?
You can override the item added event to capture the information about the item being added and use SMTP mail to send the mail to multiple users.Also, you can use the SPUtility.SendEmail function provided by Sharepoint.
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.