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  4. How to create a workflow to submit an infopath form to a specific approver

How to create a workflow to submit an infopath form to a specific approver

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  • D Offline
    D Offline
    D2010
    wrote on last edited by
    #1

    hello, i'm using wss 3.0 and infopath 2007. i have a form that need to be approved by a specific approver. first when the user submit the form it send an email to the specific approver and the form is also submitted to a library. so the approver gets an email and the approver need to get the form submitted to his library. the email part is working fine. now i miss the library part. i think i need to use a workflow. but how can i create a workflow that assinged a to-do item to a specific approver instead of a group. in my library i have the following fields: form name, created by and aprrover's name. now i need the workflow to look up for the name of the approver and send an "assigned a to-do item" to the specific approver of the form can someone help me with this?

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    • D D2010

      hello, i'm using wss 3.0 and infopath 2007. i have a form that need to be approved by a specific approver. first when the user submit the form it send an email to the specific approver and the form is also submitted to a library. so the approver gets an email and the approver need to get the form submitted to his library. the email part is working fine. now i miss the library part. i think i need to use a workflow. but how can i create a workflow that assinged a to-do item to a specific approver instead of a group. in my library i have the following fields: form name, created by and aprrover's name. now i need the workflow to look up for the name of the approver and send an "assigned a to-do item" to the specific approver of the form can someone help me with this?

      A Offline
      A Offline
      arut jothi
      wrote on last edited by
      #2

      There are two ways of doing this. (a) Using Windows Workflow: Workflow deployed will create a task (typically, a task form) for the specific approver. The required validations and functionalities have to be handled in the Workflow code. (b) Using Info Path form: The email generated (sent to the specific user) should have a link specified (like a hyper link). In this case the approver will be opening the same form and hence, in the loading event, you should check the required privileges & hide/ show of the UI part. Could you be more specific on your question?

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