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:
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.
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
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