Linking workflow to different form views - InfoPath Dev
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Linking workflow to different form views

Last post 09-19-2014 02:33 PM by Bre Huston. 1 replies.
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  • 08-07-2014 08:50 AM

    Linking workflow to different form views

    Folks,

    I have a form that has 4 views:

    • Create(edit) - fires workflow on creation to Manager for approval
    • Manager Approval - fires workflow to notify secondary team of approval
    • Secondary Team approval - fires workflow to tech team & user that item has been approved
    • Tech team complete - sends instructions to user

    I've set the form load to set each view after each approval button has been clicked.  In the workflow emails, I'm linking back to that item in display mode for each view, is there a way to link to the edit form for each view?

     

  • 09-19-2014 02:33 PM In reply to

    Re: Linking workflow to different form views

    Hello bphall74,

    Is there an edit segment in each view you are trying to link to, or the main edit view? It sounds like you may need an additional helper field to determine whether the view is editable or not? I would set this based on the view and what has been approved.

    If you need more help please attach your form with more details of your process and I can take a look.

    Hope that helps!

    Bre

    Bre Huston | Form Designer

    Qdabra® Software / InfoPathDev.com / FormsQuo /  877.544.2389 main / 425.318.7843 direct

    Business Process Automation for Everyone – Streamline data gathering to turn process into knowledge.™

     

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