https://www.infopathdev.com:443/forums/41.aspxIf you're not sure where to ask your question, ask it here. If necessary, our moderators will make sure it gets classified in the correct board.enCommunityServer 2007 SP3 (Build: 31118.962)https://www.infopathdev.com:443/forums/thread/95754.aspxSun, 09 Feb 2014 23:21:21 GMT033a2e2d-04e2-4a9d-be01-a4634161eefd:95754Patrick Halstead0https://www.infopathdev.com:443/forums/thread/95754.aspxhttps://www.infopathdev.com:443/forums/commentrss.aspx?SectionID=41&PostID=95754<p>Hi Sanchez,</p><p>Thanks for the detailed post.</p><p>You want to store values for FinanceRequired, CurrentStatus, and&nbsp;AssignedTo in your form&#39;s main data source as fields&nbsp;and make sure that those fields are promoted to SharePoint (File -&gt; Form Options&nbsp;-&gt; Property Promotion). Your workflow can then use those fields in conditions to determine when to send to finance or skip it.</p><p>Good luck!&nbsp;</p>https://www.infopathdev.com:443/forums/thread/95699.aspxThu, 06 Feb 2014 03:50:32 GMT033a2e2d-04e2-4a9d-be01-a4634161eefd:95699dsanchez0https://www.infopathdev.com:443/forums/thread/95699.aspxhttps://www.infopathdev.com:443/forums/commentrss.aspx?SectionID=41&PostID=95699<p>Hi guys, I have a situation that I need some assistance with and I will try my best to explain it.</p><p>Currently I have an infopath form with custom workflows that completes an approval process. Everything works fine in this regard but I have received a request change to the form and workflow that I cant quite get my head around and was hoping someone could point me in the right direction.</p><p>The current form works like this:</p><ul><li>User submits a form via SharePoint</li><li>The workflow sends notification to the users manager requiring approval<br /></li><li>If approved the form then gets sent to HR to the final sign off</li><li>HR sign off the form and its completed</li></ul><p>The change requested throws a variable in the mix now. The users have requested an additional approval step based off what department they are in.</p><ul><li>User submits a form via SharePoint - If user selects department = &quot;Finance&quot;<br /></li><li>The workflow sends notification to the users manager requiring approval</li><li><i><b>If approved, the form is required to be sent to the Finance manager for approval</b></i><br /></li><li>If approved the form then gets sent to HR to the final sign off</li><li>HR sign off the form and its completed <br /></li></ul><p>So for example if a user is part of &quot;Finance&quot; and selects it on the form, then they require an additional approval for that department only. I need this step to come before the final sign off but cant quite figure out how to implement this new change without affecting the previous method.</p><p>e.g; if user does not select Finance, complete the 1st approval process, but if they select Finance, kick off the new approval process</p><p>Just to give you an indication, each approval step is a new view. Once a user clicks on the button, it changes the views until completed. Here are the rules for the form for each view<br /></p><ul><li>Button rule: If a field is equal to completed, set currentview field value =&quot;x&quot;<br /></li><li>Form load: If currentview field = &quot;x&quot;, then switch to view &quot;x&quot;<br /></li></ul><p>So that&#39;s it really, I hope I&#39;ve been able to explain it properly without it sounding a bit French! I am sure there is an easy way to do it, but for the life of me I cant get my head around it.</p><p>Many thanks</p><p>Sanchez <br /></p>