Solved

MS SharePoint WorkFlow

Posted on 2010-09-21
2
364 Views
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.

0
Comment
Question by:Saichand
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
2 Comments
 
LVL 15

Accepted Solution

by:
melli111 earned 500 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.
0
 

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.
0

Featured Post

Office 365 Training for IT Pros

Learn how to provision tenants, synchronize on-premise Active Directory, implement Single Sign-On, customize Office deployment, and protect your organization with eDiscovery and DLP policies.  Only from Platform Scholar.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Access developers frequently have requirements to interact with Excel (import from or output to) in their applications.  You might be able to accomplish this with the TransferSpreadsheet and OutputTo methods, but in this series of articles I will di…
This article shows how to get a list of available printers for display in a drop-down list, and then to use the selected printer to print an Access report or a Word document filled with Access data, using different syntax as needed for working with …
Familiarize people with the process of retrieving data from SQL Server using an Access pass-thru query. Microsoft Access is a very powerful client/server development tool. One of the ways that you can retrieve data from a SQL Server is by using a pa…
What’s inside an Access Desktop Database. Will look at the basic interface, Navigation Pane (Database Container), Tables, Queries, Forms, Report, Macro’s, and VBA code.
Suggested Courses

624 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question