Need simple workflow

[Deb]

Well, I think it's simple.

Step 1 - a User submits a request for a policy waiver to a forms library.
Step 2 - Info Sec reviews and decides whether to approve or deny. They then
need to send a reply to the user with their decision and any additional
conditions.

Currently, I have Step 2 being accomplished by an Alert in the Forms Library
to the Info Sec manager. He goes to the forms library, but then has to
launch an email to the user with his reply, which is not then saved to the
forms library. Is there a way to let him enter his reply on the InfoPath
form and send it to the user via email? The user should never be able to
modify the contents of the request after their initial submission.

Thanks for any ideas.

 

[Deb]

To provide more detail around my current solution, when the InfoSec manager
goes into the forms library, he changes two columns that are not part of the
form itself; they are: Status (approved, denied), and Notes. In the Notes
field he enters his explanation. The problem is it's limited to 255
characters and he has to copy and paste it into an email and send it to the
person who submitted the form.

Tks.

 

[Ameet Phadnis]

Its preety easy to do this. I am not sure where you are storing the form. but
what you can do is -
1. Define user roles. The roles can be User and Info Sec.
2. You can hide certain controls based on the user loged in. So, in your
case you can specify that User role doesn't see the Reject / Approve CheckBox.
3. You can setup the form to be emailed between user and Info Sec or just
put it on a WSS or some website.

Let me know if you need more information.

Thanks,

 

[Deb]

Interesting. Is there anywhere I can go to learn more about this technique?
I've never explored User Groups. Can you use the NT Authenticated user group
like in Sharepoint?

 

[Ameet Phadnis]

Check this link if it helps.

http://office.microsoft.com/en-us/assistance/HP011066061033.aspx

OR email me at aaphadnis at etekglobalinc.com and I will respond with the
complete details on how you can do it.

Also, you can use AD Groups with User Roles.

 

[Deb]

Thanks for the suggestion, Ameet. This is pretty easy. One quick question:
If I create a "response" notes field and an Email button. How to do I get
the Email to only include the Response field and not the whole form?

 

[Ameet Phadnis]

For this kind of stuff, you might have to use Visual Studio.NET Tools for
InfoPath and code it through .NET

Thanks,

 

[Ameet Phadnis]

Another suggestion for this issue would be creating different views based on
when the form is viewed.

Thanks,