Workflow

[karlbasson]

Good day

I need some assistance with creating workflow for the submission of my
InfoPath forms.

First I have a user submitting the data in the form. When he is done,
he needs to press a button that will submit the form to his superior.
The superior will then scan the data for errors, and then submit the
form to my Web service.

Can someone please guide me how do this?
I would assume 2 submission processes with 2 different buttons. The one
for the user will submit to his superiors email and the other will
submit to the Web Service.
How would you do that?
It only needs to go to 1 email address and I do have Active Directory.

Any guidance would be appreciated.

Thanks,
Karl Basson

 

[blaste]

We are also looking at using at tools (possibly Infopath) to easily create
forms and publish them to our web site. We'd like our customers to be able to
fill them in easily and submit them for processing. These requests would
then go through several steps in workflow depending on what was being
requested. It seems like the functionality should all be there within the
Microsoft Office suite but I don't know how to pull it all together in an
easy to use, easy to maintain system.

 

[bratt]

We are using a product called K2 Workflow http://www.k2workflow.com
for workflow process which works with InfoPath. Microsoft also has a
workflow program: Windows Workflow Foundation (in beta)
http://www.windowsworkflow.net

 

[Adam Harding]

Hi

Can be done very simply through infopath

Have a field that exists on your form but is hidden, or in the datasource
called something like Progress.

Then go into your first submit button.

Make sure it says 'Rules and Custom Code'

click rules then Add

Add Action-Set a fields value-FieldNameProgress-A (for authorise) then
continue as before.

Now go into 'Tools' 'Form Options' 'Open and Save' and click Rules.

Then i have rules that say if Progress=A then open this view with its own
button that changes the Progress field value to P which then opens up another
view for the next person and so on.

It works BEAUTIFULLY

I now have over 6 forms released to over 2000 people ALL using this trick
and working VERY WELL.

Any questions mail me at (e-mail address removed)

Cheers Adam

 

[J9]

Adam,

Did you have to digitally sign the forms to make this workflow work?

Regards,
Jeannine