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Web-based approval workflow in SP13

Posted on 2014-03-19
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Last Modified: 2014-04-16
My set-up: SharePoint 2013, SPD2013, Infopath Designer 2013.  I also have Visio 2013 but haven't used it that much.  I have only been working with these programs for about 5 months, and teaching myself.

I am creating an approval workflow for a basic form in order to understand how workflows operate and the best way to set up workflows for my company.  Basically, what I want to be able to do is set up a form to be approved by a manager and then alert a different individual that the form has been approved and is ready to be processed.  I have the workflow set up and it is working correctly inside of SharePoint.  

What I want to be able to do is have an email sent to the approver alerting them there is a document ready to be approved.  Inside the email body would be a link to go view the form.  When the link is selected the form with the approve/reject options are available.  

However, when the user clicks on the link to the form they are shown the actual form that was submitted with only a submit button.  If the submit button is pressed at this level a new document is submitted to the form library.  Is this possible?

I do not want my company employees to have to go to the background of our SharePoint website to approve our forms.  I want them to be able to get to it through their email in order to be more user-friendly.  But I do want the forms to be able to be stored in the background of our SharePoint website.

I am getting really frustrated with this.  Is it as simple as creating different views of the form in Infopath and setting up rules for which view is shown?  If so, I can't get that to work either.  I am setting up rules that seem like they should work for this approval process but the views are not changing.
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Question by:reedcp
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Schuyler Dorsey earned 500 total points
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The EASIEST way for this to be done is to have SharePoint Server as oppose to SharePoint Foundation. Then in SharePoint server, you can activate the feature, Approval Workflows. SP has a built in approval workflow that does just this.

It presents the task to the EE all in email, with the options to accept or deny.
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by:reedcp
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We do have SharePoint Server but we are unable to find this feature, Approval Workflows, to turn it on.
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