Monday, April 9, 2012

Infopath 2010 multiple approvals

Infopath 2010 Sections with numbers(hiding certain parts) for a multiple approval form

This was a part of my project for last 6 weeks to bulid a multiple approval workflow with a loop.
It took more than what I thought but I think it's ok :P.
Once again, planning is very important.

here's the first part of the form.
This part of the form will initiate the workflow.
and here's some rules on this section.
and here are more rules (I got this idea from Laura Rogers from sharepoint911)

and here's the rules for submit button

Count field is the key. It will keep track of each section and pass the value to workflow to process.
Steps field can be ignored.
Initiator field holds who created this form. In our workflow some phases need to go back to a certain person or phase.
Phase field indicates whether it was submitted or approved.

here's the approval section after submitting the reqeust

now section1 is locked and the approver receives an email and open this form.

There are common rules for each section and controls.
1. if nextperson != currentuser
2. if count != 2(section number, in this example it is 2)

and here are some rules for PhaseApproval button
and submit button rules

again you can ignore steps field.
I set NextPerson = Initiator since in my workflow, it has to go back to the creator for the phase 0, 1, and 2.
Phase field is equal to one since this is an approval. (zero for submission)

that's it. now I can have a multiple approval form.
By using publishing wizard, I can now add columns in SharePoint Site that I need for workflow.

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