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  • Workflow approval based on user select sharepoint user

    Hello Everybody, I am trying to create a custom approval workflow in SharePoint 2010 Designer. My issue that I am having a hard time trying to find an answer for is how to set the first person in the approval process based of a SharePoint user that the person filling the form out designates. I hope this...
    Posted to SharePoint Integration (Forum) by brunettej on 09-06-2013
  • How Should I approach this?

    Hi, I’m new to InfoPath and SharePoint and want to achieve the following: I need a form that is to be filled out by 4 different people Parts 1,2,3,4 I currently have an InfoPath Form with 4 views one for each part. The flow I want to achieve is the requestor fills out part one, this generates an email...
    Posted to Newbie Questions (Forum) by I_Need_Help on 03-27-2013
  • Iterate through an InfoPath Multi-Selection box and write to SP List

    Hello, I'm relatively new to InfoPath development but at a reasonable level. What I have is an InfoPath form that allows users to submit up to 4 items from the same SP lookup list. The fields are name1, name2, name3 and name4. Each field also has a category which states what part of the business...
    Posted to SharePoint Integration (Forum) by paulct on 01-30-2013
  • Re: Item Restores Kick off Workflow

    Here's an idea: Add a hidden field to your form called Count (or whatever you want), make it a promoted property so it appears in the library columns, and when you submit a new form to the library make sure the value for Count is set to 0. Next, add a step to the very top of your workflow to increment...
    Posted to Newbie Questions (Forum) by JenniferLindsay on 01-22-2013
  • Re: Restart Workflow

    Wondering if you ever figured this out. I also have a scenario where I need to restart the workflow (or simulate a restart!) as well. I am using SP, SharePoint Designer, and Infopath 2010. In my scenario, if someone rejects the form, it needs to be sent back to the original User for changes and then...
    Posted to SharePoint Integration (Forum) by MeganG on 09-20-2012
  • InfoPath Data disappears after clicking the submit button!

    I have an InfoPath generated from a state machine workflow, the InfoPath is linked to a SharePoint list. The problem is: When I fill the fields of the InfoPath and click the Submit button (which submits the form and closes it), when I re-open the form I find all the data that I have just filled...
    Posted to InfoPath 2010 (Forum) by WessamFawzy on 02-29-2012
  • Why won't workflows edit some of my InfoPath fields?

    I have made an InfoPath form which I've published to a SharePoint site. The fields in the form will have to be reviewed/changed slightly in the future and so my client would like to know that we have an automated way of translating the info in the current form to whatever the changed form will be...
    Posted to Workflow (Forum) by ChrisR on 02-06-2012
  • Workflow to create and populate excel sheet from sharepoint list

    Hello, I have a complex infopath form for claiming payments. The claims are in a repeating table. What is needed: Once the claim has been submitted, I need workflow to run weekly and monthly on every submitted submitted form, collect the payment information, compile to an excel sheet and email it to...
    Posted to Workflow (Forum) by stephAlphs on 01-17-2012
  • How can I switch and/or assign a view based on a field value?

    Hi, I have a browser form with two views. The first one is for the “initiator”; the person who fills the form and the second one is for the approver. The form has mechanism to determine who is the filler and who is the approver (his manager). What I want to do? I want to assign the second...
    Posted to Views (Forum) by Ramon84 on 11-24-2011
  • How to enable SharePoint workflow for DBXL forms

    When using SharePoint workflow on a DBXL Document Type that is mapped to SharePoint, some changes are needed in DBXL’s web.config file. Please follow the steps in this document. This document applies to the Integrated scenario, common in DBXL v2.7 and previous versions. Please refer to the DBXL v2.8...
    Posted to SharePoint Integration (FileGallery) by ErnestoM on 06-30-2011
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