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Infopath + Sharepoint - Approval Workflow

Last post 06-14-2010 07:42 AM by dschnitzer. 6 replies.
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  • 05-18-2010 08:02 AM

    Infopath + Sharepoint - Approval Workflow

    Hello!

    Haven't find this specific scenario, so that's why the new post:

    I have created a form with Infopath 2010 that is publish to Sharepoint 2007. - No problems here.
    I'm trying to have an approval workflow started for this form after it's revised.

    My questions are basically these:

    1) How can I make an specific field in the form editable by a specific user and/or sharepoint group?

    2) If this form requires 3 different approvals (from 3 different persons) after is revised, can these approvals be concurrent, or should I create the WF to be a step-by-step approval process?

     

    Many thanks,


    Alex

  • 05-19-2010 02:18 AM In reply to

    Re: Infopath + Sharepoint - Approval Workflow

    you can use conditional formatting to make fields readonly if you dont want a particular user/group not to be able to edit it.

    i would suggest a step by tep approval.. not the concurrent one, bcoz in the concurrent one there are chances are user overwriting other users changes

    Qazi Anis
    System Analyst
    Bitwise Solutions
  • 05-19-2010 07:04 AM In reply to

    Re: Infopath + Sharepoint - Approval Workflow

     

    Qazi Anis:

    you can use conditional formatting to make fields readonly if you dont want a particular user/group not to be able to edit it.

     

     

    Thanks!

    Can you send me information about the steps required?


    Alex

  • 05-19-2010 07:21 AM In reply to

    Re: Infopath + Sharepoint - Approval Workflow

     to use conditional formatting on a field section

    right click the field -> conditional formatting 

    set the condition on which you want the field to be read only.. 

     

    Qazi Anis
    System Analyst
    Bitwise Solutions
  • 06-10-2010 08:27 AM In reply to

    Re: Infopath + Sharepoint - Approval Workflow

    please correct me if I'm wrong, but a user who's able to change a form should also be able to change the underlying xml (download xml, open in editor, change the approval state value)?

    Is there a way to prevent infopath-fields to be changed by editing the xml?

    Best regards,

    Daniel

     

  • 06-10-2010 10:35 PM In reply to

    Re: Infopath + Sharepoint - Approval Workflow

    well there is a way, but for that you will need to use custom coding, you can store the value of the fields in encoded format, that way the user who opens the form in xml editor  wont be able to know what is in the form and wont be able to edit it properly.

    to add the security you can use the concept of parity bits.

    it basically depends on your expertise and the time avaiable to you.

    Qazi Anis
    System Analyst
    Bitwise Solutions
  • 06-14-2010 07:42 AM In reply to

    Re: Infopath + Sharepoint - Approval Workflow

    Hey,

    thank you for this hint. I solved it using a hash-key.

    Daniel

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