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Re: Changing views of Form in workflow?

shniggens — Sat, 14 Aug 2010 14:13:52 GMT

Alright, I figured it out.

I created a column in my document library called "approval status", and then I used "set field in current item" action in my workflow to adjust that column to whatever values I wanted for different stages of my workflow. Then I created rules in my form to switch views depending on what those values were.

It works like a charm. Plus my users can see the current approval status, along with the workflow status. For instance, it will say "In Progress", and "Approved by HR". Or "Completed", and "Rejected by HR".

Re: Changing views of Form in workflow?

shniggens — Thu, 12 Aug 2010 15:14:36 GMT

Or is there a way to add custom statuses to a workflow?

Changing views of Form in workflow?

shniggens — Thu, 12 Aug 2010 15:12:44 GMT

OK, so I've read the instructions from Microsoft, the only problem is . . . I need more options.

To sum up, I've created a multiple step sequential approval process. Each reviewer either reject/approves it (using the custom task form created in SPD). Once it's approved, I would like the form to be closed in Read Only view, if rejected, the workflow stops, and the form should be available for editing by the user.

The problem I'm having is - Microsoft suggests using the workflow status to set the form view. But the only statuses I have are In Progress and Completed. OK, fine, Read Only can be set by In Progress, I'm cool with that. And Read Only can be set by Completed if the form was approved, sure. But what if what rejected? It's still "Completed", right?

I tried messing around with the content approval, but if the form is rejected, it creates a new, identical task for some reason. This can't happen.

Any suggestions on how to switch views?

(I posted in the workflow forum, too, but not much going on in there)