Displaying the Workflow Tasks and Status in infopath form - InfoPath Dev
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Displaying the Workflow Tasks and Status in infopath form

Last post 08-29-2012 10:11 AM by Anson Hidajat. 1 replies.
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  • 08-22-2012 06:40 AM

    Displaying the Workflow Tasks and Status in infopath form

    We had an Infopath form which needs to display all the workflow history on the Infopath form. There will be more than one approvers and all the tasks assigned to the approvers should get displayed and also the status of the individual tasks should get displayed.
  • 08-29-2012 10:11 AM In reply to

    Re: Displaying the Workflow Tasks and Status in infopath form

    There are a few ways you can accomplish this.  If you are using SharePoint workflows, you can have the workflow update a secondary list which will write the info you need such as date, name, status, etc.  Also be sure to include some sort of ID so you can link it back to the original list item.  In the form itself, create a data connection to the list and display the entries that match the items id.

    An easier approach in my opinion would be to use forms based workflow.  That is, to keep and maintain all of the workflow logic in the form itself.  This way you would have access to all the form history in a repeating table and it would be much easier to display the information that you want.

    Here is a link to a webinar on forms based workflows:

    http://www.youtube.com/watch?v=Qlu7S5FHGQQ

    Here is also another link to a different technique that uses a secondary workflow which I personally haven't tried myself yet, but may be worth a quick look:

    http://office.microsoft.com/en-us/sharepoint-designer-help/create-a-secondary-workflow-HA010237656.aspx

    Anson Hidajat
    Qdabra® Software/ InfoPathDev.com
    The InfoPath Experts – Streamline data gathering to turn process into knowledge.™

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