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.
Related
i'm working in a SharePoint consultant company and one of our customers wants their employees can see all tasks in a single page.
i know there is a web part for get list of all Nintex tasks. but they don't want seeing just link of tasks and click on them and task form get opened. they want a page of all opened task forms.
is a there any way to doing this?
I think you cannot open many tasks forms from a single page. Since you already know about the web part, we don't need talk about it.
You can create a new form which contain all the variable (data) needed for every task you want to update and see, then distribute the data to the other list using Nintex Workflow, you can add web part from the other list at that new form list, so you can update data and see it in one page.
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.
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 am new this sharepoint development and i have task in hand to do the following.
1.When a new document added to the library, the system will prompt for approvers & audience from a database table. this will be stored for future revisions for the document.
2. Upon successful completion of assigning approvers, audience the system will initiate the workflow to complete the approval process.
It would be great if anyone can point the direction to do the following:
1.is it possible to call a aspx page/form from document library insert/update event?
2.How to assign approvers to a workflow programmatically?
Thanks in Advance!
Alex
I'm not sure it is possible to explicitly call another page but you can use the "Source" url parameter to specify the page they are directed to after they press OK. Obviously, you will have to change "www.google.com" to be your new URL.
/Lists/Announcements/NewForm.aspx?Source=www.google.com
You can probably do all of this using custom workflow. With custom workflow you have two options: creating the entire workflow in visual studio or create custom workflow actions and using SharePoint Designer to build the workflow.
Building custom Workflow Actions.