Approval Workflow in SharePoint 2007

Approval Workflow in SharePoint 2007

• Mystagogue

  I am also working on this same problem. I want our workflow to email the manager as defined within the form, and have that manager fill out an additional section within that form. Once the manager has filled out thier portion of the form, I want the workflow to notify the IT department that the form is ready for their approval.

  If anyone has built a workflow like this, please let me know.

  Thanks.

  
  

• TigerPhoenix

  Hi,

  If is not too late...sorry I didn't check this post since months...

  I don't understand what do you mean by swithcing between form and sharepoint task...for example in the standard approval workflow both forms : the one where the workflow initiator fills the approvers and the one where an approver reject or approves a task are InfoPath forms. If you want to use the same form for the workflow initiation and for the task then you can do it from the workflow.xml :

  <MetaData>

  <Instantiation_FormURN>urnchemas-microsoft-comffice:infopath:InitApproval:-myXSD-2007-02-16T13-26-27</Instantiation_FormURN>

  <Task0_FormURN>urnchemas-microsoft-comffice:infopath:ApproveRejectForm:-myXSD-2007-02-06T11-51-46</Task0_FormURN>

  <StatusPageUrl>_layouts/WrkStat.aspx</StatusPageUrl>

  <InitiationType>Manual;#OnNewItem;#OnItemUpdate;#OnMajorCheckIn</InitiationType>

  </MetaData>

  In my case I use 2 forms: InitApproval.xsn for initiation and ApproveRejectForm.xsn for workflow task.

  Pamy

  
  

• Josh Smith

  Totally agree. In a REAL project, out-of-the-box workflow in SharePoint cannot be accepted by the customer. This is not what they want. So, custom workflow is always needed when selling the WORKFLOW solution to customer.
  
  

• Lucas Cond&amp;#233;

  If you get an answer, please let me know as I am working on the same exact problem.

  
  

• cmarshall26

  We are running MOSS

  But I still don't understand how I can make multiple approvers. We havea a form that will have a anagers name on th bottom when it is submited it send's a email to the manager and creates a task for the manager. I jut don't know how I can set it up so that the anager can approve it and then right away be taken out of the approver group.

  I would like to create this work flow in SPD

  End User puts in a doc and asignes the new hires manager to aprove it. Once the manager approves it the form should go into a completed state.

  -Rene

  
  
  

• dagjo

  HI,

  I am looking for a infopath form which has multiple approvers.

  How can your solution help me.

  Can you be a little elaborate on the solution you provided above. I am new to Infopath development.

  Thanks,

  Kesari.

  
  
  

• minority80

  I just want to ask if the Recipients of the tasks can recieve notification mail or not when they recieve a task in the task list

  The notification is sent only to the workflow initiator twice, When the tasks assigened to the task's recipient and also when the workflow has been finished.

  Could anyone explicitly clarify for me this point

  
  

• DigitalPenguin

  I just want to ask if the Recipients of the tasks can recieve notification mail or not when they recieve a task in the task list

  The notification is sent only to the workflow initiator twice, When the tasks assigened to the task's recipient and also when the workflow has been finished.

  Could anyone explicitly clarify for me this point if this exists in the workflow Out of the box template in MOSS 2007

  
  

• wyktor

  Hi Pamy,

  I have the following scenario I want to build. I hope you can help me.

  What I have done so far : I created an Infopath form. In this infopath form I am looking up the current user that is filling out the form. From another datasource I am looking up the manager's username of this user.

  What I want to do : Now I need an approval process where the approver is the manager, that I lookup in the form. I want the manager to approve/reject directly in the infopath form and not to switch between form and sharepoint task to approve or reject.

  Is there any way I can accomplish this with a minimum of coding :-)

  Thanks already for your help.

  Bjoern

  
  

• lintman

  To enable content approval:
  You have enable content approval in versioning settings. Its under general settings in List setting.
  
  For approval WF add a WF and select approval WF then add the approvers.
  This is not available in free version i.e 3.0
  -PG
  
  

• bessermt

  Hi,

  You can try to use a replicatorActivity where to include the CreateTask, OnTaskChanged, CompleteTask. To ChildInitialized you can set a name for a method to invoke let's say: InitChildActivityInstance where you set:

  Person person = (Person)e.InstanceData;

  activity.person = person;

  activity.taskID = Guid.NewGuid();

  activity.docName = workflowProperties.Item.DisplayName;

  activity.workflowProperties = this.workflowProperties;

  In this way for each person from approvers will be created a new ActivityInstance and also as you can see a new task : activity.taskID = Guid.NewGuid();

  What do you mean by "the form should go into a completed state." You can set in InfoPath rules : for example if the user approved a task, then the infopath form which corespond to that task can for example have reject button and approve button hidden just like in the standard approval workflow.

  For passing data from workflow to infopath forms you can make a new Data Connection of type "Receive data" in infopath. Form the workflow you can set this data and then the infopath form will know about those data. If you have more questions about this, i will help you.

  Anyway if this topic was already solved, maybe my post will help somebody else.

  Pamy.

  
  
  

• cullener

  Does any one have any information on how to create an aproval workflow in SPD

  Thanks

  Rene

  
  
  

• BigTimeHacker

  The task assignment emails don't seem to be customizable (from what I've seen). They are simply a notification that the task has been created, with the link to open/edit it.
  
  A method I've used when trying out various experiments with workflows has been to disable the alert emails for the Tasks list in Sharepoint, and customize or make a separate workflow to send an email message when the right conditions are met. The "Send an email" action in Sharepoint Designer lets you use item lookups to add content from lists (like the approver comments) to the body of the email.
  
  
• Approval Workflow in SharePoint 2007