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MS SharePoint WorkFlow

Posted on 2010-09-21
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Last Modified: 2012-05-10
Hello Everyone,

I'm trying to create a calendar list (Leave Scheduler) which should used to update individuals leave plans.I need to create a workflow using SharePoint designer to address the below requirement.
Business Unit, Department & Platform are the extra fields I have added to the default list, as I wanted to create views specific to see the leave plans of a group of people. "Would this be possible'?

When ever someone updates/creates their leave plan, two to three individuals need to be notified,however there would be one individual who needs to approve the plan, these individuals would depend on the Department & Platform that they belong to.

Any guidance would be greatly appreciated.

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Question by:Saichand
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melli111 earned 2000 total points
ID: 33726140
Just to make sure I have it right.....  Your Business Unit would determine who gets to see what in the view, correct?  And the Department & Platform determines who needs to approve the plan, correct?
If so, you could make both of those fields people fields (allow it to be people and groups).  You can then make a view that filters the Business Unit field = [Me].
Then make and approval views, where you would filter Department & Platform = [Me]   AND approval status = pending.
You need to make sharepoint groups for these, or use AD ones if you already have these groups in place there.
Then in your workflow you would send out two emails in the same workflow.  One would be the notification to the Business Unit, and the other would be an approval request to the Department & Platform.  Set your condition on this action to Approval Status = Pending.
Then make another branch (in the same workflow) if the approval status = approved, then email the requestor, and whoever else you would like to notify.
Same with rejection... add another branch of approval status = rejected, then email requestor, etc.
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Author Closing Comment

by:Saichand
ID: 33769619
Thank you very much melli111, I would try working on this and let you know if I have any questions.
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