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Adding a field to the calendar approve/reject page & getting its value through a workflow?
Adding a field to the calendar approve/reject page & getting its value through a workflow?
- Hi,
I have a SharePoint calendar which users can contribute to. Before items can become viewable they have to be approved. One of the approvers has now requested that while approving items she also wants to select an option to copy the item being approved to another calendar on the site.
I'm thinking the way to do this is to put a checkbox on the approve/reject page called 'Copy to school calendar'. How would I add this field to the page?
Also would I be able to get the value of that field through the list workflow or would I need an event handler on that page that would copy the item to the other calendar?- Moved byMike Walsh MVPMVP, ModeratorWednesday, October 28, 2009 6:23 PMwf q (From:SharePoint - Development and Programming)
Answers
- Then you would set a workflow to be run manually. In the workflow, create an initiation form. On this form, give them radio buttons with the various options as to where to copy the calendar to, like a field called "Copy To".
Then, the first step of the workflow will be for "location 1" whatever that is.
1. Condition: If "Copy To" is equal to "Location 1"
2. Action: Copy item to another list
2. Action: Set content approval status to "approved"
Then, the next step of the workflow would be the same, except for "location 2".
Laura Rogers, MCSE, MCTS
SharePoint911
http://www.sharepoint911.com/blogs/laura- Marked As Answer bynab89 Tuesday, November 03, 2009 1:26 PM
All Replies
- You can create a sharepoint designer workflow. You can put a Yes/No field in the calendar, that asks whether to copy it to the other calendar.
Create a workflow that runs each time an item is modified. The condition is if the field is equal to Yes.
The actions would be:
copy to another list, and pick the destination list
then change the check box back to NO, so that the workflow doesn't run in a loop.
If there are multiple other calendars you'll be copying to, then you can create multiple of these yes/no fields.
Then, you'd have to create a new step in the workflow for each of these different calendars to copy to.
Laura Rogers, MCSE, MCTS
SharePoint911
http://www.sharepoint911.com/blogs/laura Hi Laura, this is a good solution but unfortunately the calendar approvers don't like the idea of having to edit the item then approve it as well. They want the ability to copy the calendar item to other calendars and approve it in the same step.
However, if it isn't possible to add a checkbox to the approve/reject page I will use your solution and try to convince the admins to do the small extra step!- Then you would set a workflow to be run manually. In the workflow, create an initiation form. On this form, give them radio buttons with the various options as to where to copy the calendar to, like a field called "Copy To".
Then, the first step of the workflow will be for "location 1" whatever that is.
1. Condition: If "Copy To" is equal to "Location 1"
2. Action: Copy item to another list
2. Action: Set content approval status to "approved"
Then, the next step of the workflow would be the same, except for "location 2".
Laura Rogers, MCSE, MCTS
SharePoint911
http://www.sharepoint911.com/blogs/laura- Marked As Answer bynab89 Tuesday, November 03, 2009 1:26 PM
- That solution seems ideal. I see that initiation forms are configured through Designer. Can I create an initiation form for a workflow I've created in Visual Studio?
Thanks. - Sorry, I don't know anything about Visual Studio, as I'm not a programmer.
Laura Rogers, MCSE, MCTS
SharePoint911
http://www.sharepoint911.com/blogs/laura - I found a way to create initiation forms for VS Workflows. You can use InfoPath forms but I cannot use this because I have the standard SharePoint license and cannot render those forms in the browser.
I came across Robert Shelton's blog which has a workshop for creating a workflow in VS which includes creating an initiation, association and task edit form for the workflow.
SharePoint Document Workflow with Visual Studio Workshop
Thank you Laura for suggesting the initiation form.
