locked
Workflow to Track Activities/Tasks RRS feed

 > 

  • Question

  • Question
    Sign in to vote
    0
    Sign in to vote

    Hello-

    I am looking to create a New Hires area on our intranet.  The intent of this area is for it to be a one-stop-shop for new hires to find all the information they need upon hire.  One thing we would really like to do is automate all of the forms they need to complete upon hire.  We have a number of these created using InfoPath already, but it's a pain to track them because we have to go into each individual form library to see what has been completed and what hasn't.  Is there a way, potentially through a workflow, that we are able to easily assign tasks to the new hires to do these 10 things, and then we would be able to see what has not been completed via the Tasks List?  One big roadblock is that the forms are spread out on different pages/subsites throughout our intranet.

    If that is not possible, does anyone have any thoughts on another way to do this?

    Thanks in advance.

    Wednesday, September 14, 2016 1:07 PM

Answers

  • Question
    Sign in to vote
    0
    Sign in to vote
    

    Hi,

    I recommend you display the fields values of these InfoPath forms in the library fields.

    For example, an InfoPath form with a Number field, you can add the field in library view page. When users complete the form and publish it, the value will update in the column in library automatically.


    The benefit of the solution is: You don’t need to open the forms one by one. When you access the library, you’ll figure out who has completed and who hasn’t clearly.

    How to update Form column to library:

    Open the InfoPath form > FILE > Form Options > Property Promotion > add InfoPath form fields in Column Name.

    Thanks,

    Dean Wang

    Please remember to mark the replies as answers if they help and unmark them if they provide no help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    • Proposed as answer by KRISHANA KUMAR Thursday, September 22, 2016 5:16 AM
    • Marked as answer by Victoria Xia Tuesday, October 11, 2016 8:11 AM
    Friday, September 16, 2016 9:55 AM

All replies

  • Question
    Sign in to vote
    0
    Sign in to vote
    

    Hi,

    I recommend you display the fields values of these InfoPath forms in the library fields.

    For example, an InfoPath form with a Number field, you can add the field in library view page. When users complete the form and publish it, the value will update in the column in library automatically.


    The benefit of the solution is: You don’t need to open the forms one by one. When you access the library, you’ll figure out who has completed and who hasn’t clearly.

    How to update Form column to library:

    Open the InfoPath form > FILE > Form Options > Property Promotion > add InfoPath form fields in Column Name.

    Thanks,

    Dean Wang

    Please remember to mark the replies as answers if they help and unmark them if they provide no help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    • Proposed as answer by KRISHANA KUMAR Thursday, September 22, 2016 5:16 AM
    • Marked as answer by Victoria Xia Tuesday, October 11, 2016 8:11 AM
    Friday, September 16, 2016 9:55 AM
  • Question
    Sign in to vote
    0
    Sign in to vote

    Hi,

    Is there any update?

    If my reply is helpful to you, you can mark as answer.

    Thanks,

    Dean Wang

    Please remember to mark the replies as answers if they help and unmark them if they provide no help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    Tuesday, September 27, 2016 12:25 PM