I created an InfoPath for that submits to a SharePoint Form Library. I created a SharePoint workflow (through SharePoint Workflow Designer) in the library that creates a task for an individual to approve the form. The individual opens the form and clicks the "Edit this task..." button when the form opens up and chooses the option to reassign the approval to the Legal department and clicks "Complete Task" button.
However, the workflow does not move on to create the task for Legal. It appears it errors out because the form is still open and the Approval Status column in the form library can't be updated due to this. This isn't a field in the form itself - this is a column I created in the form library to let viewers know what status the approval process is in. Nevertheless when I look at the columns setting, it still says it's used in the form. I need to be able for the approvers to complete their tasks without having to close the form first - they're never going to remember to do that...
Besides, the document is not being checked out. The "Require documents to be checked out before they can be edited" option is set to "No". However, the workflow still errors out. I can stop the error if I removed the "Set field in current item" line out of the workflow, but then the Approval Status column in the library will not contain the update data I would like it to have.
Bruce Burns
Sr. SharePoint Developer