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MS Office Forum / General MS InfoPath Questions / February 2008InfoPath Work Flow Approval Routing based on data entered
We are currently looking into using InfoPath for our forms needs. However, we need to make sure the Work Flow will work the way we need before we invest too much time in researching InfoPath. Is there a way to have a form use a particular Work Flow for Approval based on what data has been entered in on the form. For example the field Location says AES. We want that form to go to the principal of that school and then to the appropriate HR staff. If the location says LCE we want it to go to the principal of that school first and then to HR. I did read of a scenario about a form being created from a template specifically for a group. However, does that mean I would have to create a form based on that template for every location/department? What we would like to do is use the same form and have the form route based on the location and/or a combination of how fields were filled in. Is this possible? Any help you give is greatly appreciated.  SignatureRegards, Barb Lancaster Hi Barb. Definetly you can build one form with all of the logic for the routing. Workflow can be simple or complex so some of what you need will depend on the exact flow. It may take some additional components. What you describe looks pretty basic. What version of InfoPath do you have? Do you have SharePoint? If you would like to see some examples of InfoPath workflow let me know. You can email me from here http://www.infopathdev.com/members/clayfox.aspx SignatureClay Fox / Microsoft InfoPath MVP www.InfoPathDev.com / The InfoPath Authority / Downloads, Samples, How-To, Experts, Forum > We are currently looking into using InfoPath for our forms needs. However, > we need to make sure the Work Flow will work the way we need before we invest [quoted text clipped - 11 lines] > location and/or a combination of how fields were filled in. Is this > possible? Any help you give is greatly appreciated. Thanks for the quick response. We have not yet purchased SharePoint and we currently are using Office 2003. We will, however, be going to Office and SharePoint 2007. All of this is new to us and I am only able to go by what I am reading on the internet. So any help I can get with what exactly we will need to purchase will be greatly appreciated. Also, we would like to be able to do some reporting on the data collected on the forms. So, I also think we will need some type of WebServices but not 100% sure on that. You can contact me via E-Mail at lancastb@highlands.k12.fl.us if you have any further information or post the info here. Again thanks for any help you can give me. SignatureRegards, Barb Lancaster > Hi Barb. > [quoted text clipped - 23 lines] > > location and/or a combination of how fields were filled in. Is this > > possible? Any help you give is greatly appreciated. Hello, As Clay mentioned, you can definitely implement a number of workflow solutions. There are a number of ways to implement workflow with infopath and Sharepoint and it really depends on what you want to achieve. Sharepoint comes with basic wofklow functionality out-of-the-box, there are many third-party plug-in workflow components, and of course you can build your own using Windows Workflow Foundation or other solutions. RE reporting that depends on where your data will be stored. If you are storing your information in SQL Server then you have SQL Server Reporting Services or anything that can connect to and interrogate SQL Server data (Microsoft Access, Excel, anything ODBC-compliant, etc.). If you are storing the data in Sharepoint, then there are a couple of Sharepoint add-ons you can use to report on this data. HTH Gavin. > Thanks for the quick response. We have not yet purchased SharePoint and we > currently are using Office 2003. We will, however, be going to Office and [quoted text clipped - 34 lines] > > > location and/or a combination of how fields were filled in. Is this > > > possible? Any help you give is greatly appreciated. |
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