Project Approval using InfoPath form and workflows

mouche
  • Project Approval using InfoPath form and workflows mouche

    I have an InfoPath form embedded in a MOSS 2007 page. The form is for requesting approval for a project. The submit button submits the form data to a form library. That triggers a workflow to get approval for the request.

    So far, my workflow uses the "Collect Data From User" action and the "Send and email" action. I configured data collection option so that there are two inputs: two radio buttons for approve/reject and a comment field. I built the email body and subject using dynamic strings and variables from the form data.

    I would like this approval process to be simple for the person that does the approval. Ideally, they could see the information in one webpage, approve or reject it, write a comment explaining why it was approved or rejected and then click some sort of submit button.

    I haven't found an easy solution like that, so I went with sending an email and creating a task.

    There are a few problems with this method:

    • The email that is sent when the task is assigned to the approver doesn't seem to be editable or have the option of being disabled (I don't want them to have a link to the XML for simplicity sake)
    • The link from the "You have been assigned as task" email is small and does not take you directly to the page where you can click "Complete Task" (you have to click Edit Item from the linked page)
    • The data and approval form are separated

    Simplicity is key here. Thanks for any advice you can give.

  • I have found it best to include the approval process as a section within the form. You can create views that make the form read only once it has been submitted for approval and send an email to the approver with a link to the form where they will have radio buttons and text fields as well for approval. I have tried different ways to approach this and this has always worked the best and kept all of the information efficiently within the same form library.

Tags
2007 workflow
Related questions and answers
  • where the following happens: Using email, I want to send the details of the room booking (fields in the list), to an approver Ideally, I want the approver to be able to approve the booking right there in Outlook (using an InfoPath form?) If thats not possible, I could include a link to the content approval page I'm really not sure where to start here. I have had a look at the OOTB approval... around Sharepoint Designer 2007, but I can't figure out how to email an InfoPath form with the event details and an 'apprve/reject' button. Grateful for any advice. Thanks!

  • Within my workflow I am using the 'Collect Data from user'. I want to send a custom email (by turning of alerts on the Task list) and using the Send Email action. My problem is I want to send a link with the task to approve in an email to the user the task has been assigned to (approver). But the action ''Collect Data from user' pauses until the task is edited which won't happen because I haven't sent the details to the approver via an email! Is there any way to get around this? Or get a reference from a newly created task back to item that created it from the 'Collect Data from user

  • Hello I really need help with this... , I am using Sharepoint 2007. I have the 'collect data from user' action in a workflow - which generates a custom form within the workflow folder. The form...:EcmaScriptEncode($ListName),'};'))}"></input></td> I need to add javascript within the DataFormWebPart so I can update another form field when the user clicks the 'Complete Task' button. I...']").click(function(){ $("input[type=checkbox]").attr("checked", true); }); This changes the form field succesfully but does not save to the list when the form submits. I have also tried to call

  • practise solution. This is the requested flow: A user can make a request with a title and a description. A mail gets sent to the representative with a link to a form. A representative can approve... form? What kind of workflow do I use? When do I start the workflow(s)? What do I use to develop the workflow(s)? How do I handle rights when showing the listview with all requests? How can I build... by the representative, the board can approve or reject the request. A mail gets sent to the user and the representative with the descision of the board. So the list has the following fields: Request

  • SharePoint workflow by nature is document centric in that you have to have a 'thing'; A object for the workflow to run on. This object can be a document, form or simple list item but this thing has... nature. Typical workflows are about the document, like getting it approved or reviewed or some such. In this case the workflow needs to create new documents, InfoPath forms perhaps. Using task forms... but I can't find anything ideal, or even just something I'm semi happy with. I'm hoping that people could answer with ways they can think of for using a workflow to drive further document creation

  • Using WSS 3.0 running on SBS2008. I have an Infopath form library, to which I have used SharePoint Designer 2007 to attach a custom workflow. It's a pretty normal workflow which updates a property.../. I have contradictory observations: When John adds an item to the library while working from W2, the workflow is initiated but goes to Stopped status, and the other list is not updated. When John..., it can't be John's permissions, because John is able to fire the workflow successfully (when working from some workstations). And Jane can do the workflow from anywhere, so the W2 workstation itself

  • I have an InfoPath form that starts a workflow (on item created). The business requirement is that after submission form must be read-only (no changes to the initial request can be made). However workflow must change certain properties of the form (e.g. approval time, approval phase etc.). By default SharePoint workflows run under initiator account, however I am wondering would you recommend creating an event handler that is going to kick start a workflow under system account. Workflow would than be able to revoke all the contribute privileges but still be able to update the form during

  • of departments is not possible since they can't be expected to know the appointed representatives of every department. I can create a task through the "Create List Item" action, but the workflow is marked...I am trying to create a workflow on SharePoint 2007 that should go like so: User adds a new item in the "Faults" list. When creating it, he ticks the boxes for whatever departments needs to address... the first department marks their task as complete before it assigns a task to the next department. I need all departments to be assigned the task at the same time. Other options I have considered

  • mean is that the link will carry you to the newform.aspx page and it will load the listform webpart as I can see it when I view source. It is just not loading the template I asked it to load just like I...This is mainly a verification question as I have been fighting with an issue for a couple of days now. I have two lists derived from 2 custom content types. Both content types used the task base content type. Each of the derived content types have custom form rendering templates. I am using a custom usercontrol with codebehind added to the .ascx page as a control to redraw the forms differently

Data information