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Re: InfoPath/SharePoint Approval Workflow

Erica — Wed, 20 Nov 2013 21:48:43 GMT

Thanks so much! Worked great.

Re: InfoPath/SharePoint Approval Workflow

brunettej — Tue, 19 Nov 2013 22:19:39 GMT

http://www.wonderlaura.com/Lists/Posts/Post.aspx?ID=176

Re: InfoPath/SharePoint Approval Workflow

brunettej — Tue, 19 Nov 2013 22:17:16 GMT

my response got cut off: so basically your flow looks like if state = VA start approval process process on current items with [these users]

Re: InfoPath/SharePoint Approval Workflow

brunettej — Tue, 19 Nov 2013 22:13:49 GMT

Hi Erica, This is a big one. I actually am in the process of creating the same type of workflow. I am working on a three stage approval process where the user filling the form out chooses the stage 1 approver from a person/group picker, the stage 2 approver is sent to our admin personnel group, and stage 3 is whatever department is selected on the form (I have 7 departments total,and also 7 SharePoint groups (one for each department)). In all I have a ton of approval workflows depending on who the user selects and what department is select. Here what I have learned, and I hop this helps so what: ON THE FORM ----------------- 1) set up property promotions so the state selected (DE, PA, or VA) is selected will be a column in the forms library SPD -------- 1) use SharePoint Designer 2) Create a reusable workflow, but list workflow may work best if its for that form only 3) edit the workflow create a LOCAL VARIABLE to store the value that's in the forms library for the state select create three "if " statements *basically once the form is submitted, the state selected value, say VA, your workflow will look at that column grab the VA and use it as a local variable, now called State and choose the correct approval to do. Now your workflow will do this: so basically your flow looks like if state = VA start approval process process on current items with [these users]

InfoPath/SharePoint Approval Workflow

Erica — Tue, 19 Nov 2013 20:28:58 GMT

I created a form in InfoPath and then published it to SharePoint. I am now attempting to create a workflow so that the form can get approved once it is submitted. This is where I’m having problems…. I need to create a workflow so that depending on what it says in the form, it will get submitted to different people. So the form has a section to choose a state (DE, PA, or VA). I want the form to be submitted to Person 1 if the filler chose DE, Person 2 if the filler chose PA, and Person 3 if the filler chose VA. From what I gather I can’t do this in InfoPath or SharePoint but need to use SharePoint designer. Is this right and how do I do it? Thanks!