hackman122
asked on
How do I add workflows on a form?
Hi,
I created a form for SharePoint 2013 with InfoPath 2013 and now I need to add workflows. The form has 3 parts. Basically once the originator submits his part it has to go to the supervisor. The supervisor will either approve or decline it. If it gets declined it will go back to the originator otherwise it will go to the director. Then the director either approves it and the form gets archived or he declines it and it returns to the supervisor.
I have never worked with SharePoint workflows before but I think this is what I need for my form.
Can someone help please?
Thanks!
I created a form for SharePoint 2013 with InfoPath 2013 and now I need to add workflows. The form has 3 parts. Basically once the originator submits his part it has to go to the supervisor. The supervisor will either approve or decline it. If it gets declined it will go back to the originator otherwise it will go to the director. Then the director either approves it and the form gets archived or he declines it and it returns to the supervisor.
I have never worked with SharePoint workflows before but I think this is what I need for my form.
Can someone help please?
Thanks!
ASKER
Hi and thanks for your reply.
One question I have is about the approver. The approver will be one per step but not always the same person. The originator will select a supervisor from a drop-down and that will be the approver for that specific form. Then the supervisor will select a director from a drop-down and that will be the approver for that step. Is that possible to do?
Thanks!
One question I have is about the approver. The approver will be one per step but not always the same person. The originator will select a supervisor from a drop-down and that will be the approver for that specific form. Then the supervisor will select a director from a drop-down and that will be the approver for that step. Is that possible to do?
Thanks!
Dear hackman122,
Your scenario can't be done using the out-of the box features in document library and approval workflow.
Let us start with your scenario roles, you have the bellow roles:
1- Originator.
2- Supervisor.
3- Director.
Now questions will popup to your mind, how to define the Supervisor of Originator? How to define the Director of Supervisor ?
You suggested drop down list which can solve your problem but not that easy, because you need to have the list of supervisors and directors as well, and from business perspective this is not good solution because originator might select wrong supervisor by mistake (it depends on how many supervisors in your targeted organization). Same for supervisor when selecting Director.
If your organization chart like this :
Staff (Originator) > Supervisor > Director
Then you can automatically assign the approval to the right person based on active directory, you get the direct manager of current logged in user using out-of the box action in SharePoint 2010 workflow.
But in all cases, you need to play with info path and SharePoint Designer as well.
Good Luck
Your scenario can't be done using the out-of the box features in document library and approval workflow.
Let us start with your scenario roles, you have the bellow roles:
1- Originator.
2- Supervisor.
3- Director.
Now questions will popup to your mind, how to define the Supervisor of Originator? How to define the Director of Supervisor ?
You suggested drop down list which can solve your problem but not that easy, because you need to have the list of supervisors and directors as well, and from business perspective this is not good solution because originator might select wrong supervisor by mistake (it depends on how many supervisors in your targeted organization). Same for supervisor when selecting Director.
If your organization chart like this :
Staff (Originator) > Supervisor > Director
Then you can automatically assign the approval to the right person based on active directory, you get the direct manager of current logged in user using out-of the box action in SharePoint 2010 workflow.
But in all cases, you need to play with info path and SharePoint Designer as well.
Good Luck
ASKER
I am still trying to set the workflows for my form and this is what I get:
Workflow Started:
Retrying last request. Next attempt scheduled in less than one minute. Details of last request: HTTP InternalServerError to https://mysharepoint.hopealaska.org/_vti_bin/client.svc/sp.utilities.utility.SendEmail Correlation Id: fcffa6e7-2b82-6d42-b5c3-9c 48ed6e01d3 Instance Id: e52dfea8-6d53-45ea-93c0-57 db855a5e44
Workflow Suspended:
RequestorId: fcffa6e7-2b82-6d42-0000-00 0000000000 . Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.ApplicationExceptio n: HTTP 500 {"Transfer-Encoding":["chu nked"],"X- SharePoint HealthScor e":["0"]," SPClientSe rviceReque stDuration ":["1045"] ,"SPReques tGuid":["f cffa6e7-2b 82-6d42-b3 b0-44bd4d8 d52d9"],"r equest-id" :["fcffa6e 7-2b82-6d4 2-b3b0-44b d4d8d52d9" ],"X-FRAME -OPTIONS": ["SAMEORIG IN"],"Micr osoftShare PointTeamS ervices":[ "15.0.0.45 51"],"X-Co ntent-Type -Options": ["nosniff" ],"X-MS-In vokeApp":[ "1; RequireReadOnly"],"Cache-C ontrol":[" max-age=0, private"],"Date":["Sat, 30 Aug 2014 00:52:41 GMT"],"Server":["Microsoft -IIS\/7.5" ],"X-AspNe t-Version" :["4.0.303 19"],"X-Po wered-By": ["ASP.NET" ]} at Microsoft.Activities.Hosti ng.Runtime .Subroutin e.Subrouti neChild.Ex ecute(Code ActivityCo ntext context) at System.Activities.CodeActi vity.Inter nalExecute (ActivityI nstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager) at System.Activities.Runtime. ActivityEx ecutor.Exe cuteActivi tyWorkItem .ExecuteBo dy(Activit yExecutor executor, BookmarkManager bookmarkManager, Location resultLocation)
I made the workflow as simple as possible just to test but it still doesn’t work.
Help please!
Thanks
Workflow Started:
Retrying last request. Next attempt scheduled in less than one minute. Details of last request: HTTP InternalServerError to https://mysharepoint.hopealaska.org/_vti_bin/client.svc/sp.utilities.utility.SendEmail Correlation Id: fcffa6e7-2b82-6d42-b5c3-9c
Workflow Suspended:
RequestorId: fcffa6e7-2b82-6d42-0000-00
I made the workflow as simple as possible just to test but it still doesn’t work.
Help please!
Thanks
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The MS link below tells you everything you need to know about approval workflows in SP.
In a nutshell, add 1 or more people to the "approvers" permission group for the site in question.
Then turn on approval in the library settings.
When a person wants to publish a document an approval request will be sent to the people in the approvers group.
They can then approve, decline or send the request back with comments.
You can set it so that only 1 of the approvers needs to appprove or all of the approvers approve before the document reaches the published state.
http://office.microsoft.com/en-nz/sharepoint-help/all-about-approval-workflows-HA102771433.aspx