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InfoPath/SharePoint Online Leave Request for Dummies RRS feed

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    I am a InfoPath/SharePoint newbie and need help with a few things.

    My company has asked me to create an Online Leave Request System and I am a little stuck doing so. I have played around with a number of InfoPath forms but have been unable to get a working system in place.

    I want to start from scratch.

    I need a system where a user fills out a form then submits that completed form to his direct manager (using person picker within the InfoPath form). From there I want the Manager to have the ability to approve or decline the request. If approved the form needs to be sent on to HR, if declined back to the original user. 

    I have seen posts on this subject but have been unsuccessful in following the instructions. I am not a computer whizz so need simplified step by step instructions.

    Any help with this matter will be highly appreciated.

    Sunday, June 10, 2012 6:57 AM

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    Hi Halfar,

    For this issue, we suggest you to use a custom workflow through SharePoint Designer to achieve your requirement.

    I create a leave list to store the details of the leave, add one column, daysofleave. Then create a custom workflow attached to the leave list and set it to allow this workflow to be manually started through SharePoint designer 2007.

    Here are the steps:

    Step1:

              Action: Collect leave task from manager(Output to Variable: ID of Task)  (in the data parameter, create a field AppStatus with type Choice( approve and reject)            

                         Then Set Variable:ReStatus to Task:AppStatus (set the workflow variable ReStatus to the Task field AppStatus)

    Step2: Condition: If Variable:ReStatus to equal approve (Compare any data source)

              Action: Email HR’s email address (set the email’s body to the leave list’s column, title and daysofleave)

              Condition: Else if Variable:ReStatus equals reject (Compare any data source)

              Action:  Email: user’s email address (set the email’s body to reject)

    More information: http://office.microsoft.com/en-us/sharepoint-designer-help/collect-data-from-a-user-in-a-workflow-HA010209808.aspx#BM7

    Please check it, if there is any problem, please feel free to let me know.

    Best Regards.

    Qiao Wei

    TechNet Community Support

    Monday, June 11, 2012 9:25 AM
    Moderator