Dynamic Approval Workflow
Hi,
I have designed a LEAVE application using INFOPATH form where user needs to input the domain user id. It using custom control (contact selector). Once the user inputs the name; the associated details are fetched from active directory (For example, user email id, user department, his manager name, manager department and manager email). Once the user fills the form, what I am looking for is an approval workflow should be generated and assigned to the manager and HR (please note that manager is depended on the username input). This means either Manager or HR has right to approve the leave.
The sharepoint workflow is limited and the only tool based on my study is sharepoint designer which is capable.
NOTE: I DO NOT WANT TO USE CODING
I have designed a LEAVE application using INFOPATH form where user needs to input the domain user id. It using custom control (contact selector). Once the user inputs the name; the associated details are fetched from active directory (For example, user email id, user department, his manager name, manager department and manager email). Once the user fills the form, what I am looking for is an approval workflow should be generated and assigned to the manager and HR (please note that manager is depended on the username input). This means either Manager or HR has right to approve the leave.
The sharepoint workflow is limited and the only tool based on my study is sharepoint designer which is capable.
NOTE: I DO NOT WANT TO USE CODING
Another option is to create a sharepoint designer approval workflow, for reference,
http://office.microsoft.com/en-us/sharepointdesigner/HA101005871033.aspx
You need to add your manager field to the under the property promotion section.
http://office.microsoft.com/en-us/sharepointdesigner/HA101005871033.aspx
You need to add your manager field to the under the property promotion section.
ASKER
I have managed to use sharepoint desinger and use initiation variable for the user inputs (Approve / Reject & comments).
Now the issue is (My requirement in brackets):
1. Any user can approve or reject (Only manager shoudl have rights)
2. Any user can multiple time approve or reject (Once approved or reject, the form should get into read only mode).
Now the issue is (My requirement in brackets):
1. Any user can approve or reject (Only manager shoudl have rights)
2. Any user can multiple time approve or reject (Once approved or reject, the form should get into read only mode).
ASKER CERTIFIED SOLUTION
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Use rules, various form views for each stage, and email submit data connections to perform the routing, etc.
I have done it before since I did not want the complexity of SP workflows.
SO new form uses default view. Once complete form status field is updated to submitted and email data connection sends to manager or whatever. When form opens rules check the status and the username opening the form and routes to approver view or submitter view. On approve the form routes again to the next person selected or whatever.