infopath task list , custom list and workflows
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22 มิถุนายน 2555 15:05I have infopath with multiple views. i submit to form library in sharepoint site. NOw i want to create a section containing fields same as the initiation and association forms. If i do action infopath form itself it should trigger workflows. Is there a way to do it
SPDEV2010
ตอบทั้งหมด
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22 มิถุนายน 2555 16:30You have to promote the InfoPath fields to the SharePoint Form Library so you can use them in your workflows.
Manaz Mohideen - MCPD, MCITP, MCTS
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22 มิถุนายน 2555 19:01I promoted the fields but i am not sure how to use it in my workflow can u elaborate. Since i am not sure about how to use these Promotion fields to workflow
SPDEV2010
- แก้ไขโดย SPDEV2010 22 มิถุนายน 2555 19:10 modify
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22 มิถุนายน 2555 19:23Using promoted fields in an SPD workflow is the same as using any SharePoint list field. For an example, lets say you promoted a field called Status (New, In Process, Completed, Cancelled). You then create a workflow, set automatic triggers to start workflow when an item is created or modified or both. In your workflow, you can lookup Status field and add logic based on the value of it (i.e. If Status equal New, do something or If Status equal Completed do something else etc). If you can explain in a little more detail what exactly you are trying to accomplish, we may be able to help you further.
Manaz Mohideen - MCPD, MCITP, MCTS
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22 มิถุนายน 2555 19:54
I have infopath form with multiple views. Say view 1 ,view2, view3 , view 4 . View 2 and view 4 are read only values from view 1 and view 3 . I have written condtion to each n every field to make it read only (did not used infopath read only form option as i need to add some fields editable). I used tabs for view1 and view 3 and when submit on view1 goes to view2 and submit on view 3 goes to view 4. so view 3 cannot be accessed by user untill view1 is approved . so in view1 there are 2 groups of people .Say for view1 Group1 belongs to admin and group 2 belongs to reviewer. When user submits view1 then view1 admin should get notfication that user submitted the form and another email to user saying that notfication sent. Earlier i said view2 and view 4 written specific conditions for every field to make read only the reason behind it is we are placing admin and reviewer sections here below the read only fields and these will show/hide based on who logged in (if admin he can see his actions and not visible to user and reviewer similar way for reviewer).Now once user submits the form as i said earlier admin gets notification so he opens the form and he write commnts , place due date and action which he asks for feedback from reviewers where reviewers already displayed in listbox in his admin section so he choose to whom he need to sent and submit.The selected reviewer gets notified asking for feedback on user submitted form. he take his action and place comments and sent it back to admin. Then Admin takes final decision once he recieved feedback from reviewers and send it back to user say taking actions approved/rejected/need more info etc . Then user gets notfied and based on admin decision he takes next steps(if he got approved go to next view)
Regards,
SPDEV
SPDEV2010
- แก้ไขโดย SPDEV2010 22 มิถุนายน 2555 19:58
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22 มิถุนายน 2555 20:15 Ok, so as I mentioned earlier, you will have to create a new field (or multiple fields) to track the status/stage of the work process in InfoPath and promote these fields to SharePoint. Let's say you created a field call Status (default value New). When the form is first submitted, in your workflow you will check the value for the Status field. If it's New, you will send the notification to your admin and the user who created the form. The next the time the admin submits the form, you can change the Status to Review. In the workflow, you will have another condition (If Status equals Review). Here you will send your notification to the reviewer specified by the admin and so on. You will need to get familiar with SharePoint Designer workflows a little bit in order to apply all the logic correctly. Here's a great step-by-step guide that might help you get started. Good luck and let us know if you have more questions!
Manaz Mohideen - MCPD, MCITP, MCTS
- ทำเครื่องหมายเป็นคำตอบโดย Entan MingMicrosoft, Moderator 28 มิถุนายน 2555 2:30
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22 มิถุนายน 2555 21:23
I have seen it Manaz but havent tried but now i will try if it is related to my applications and let u know if there are any issues.
Regards,
SPDEV
SPDEV2010 - MCTS
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