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Laura Rogers @WonderLaura > Posts > Creating a Workflow Initiation Form for Approvals
Hi everyone,
My blog now has a new URL!
You can now find me at http://www.wonderlaura.com
May 16
Creating a Workflow Initiation Form for Approvals

In SharePoint Designer workflows that are manually started, the initiation form is the page that has the “Start” button to kick off the workflow.  In this 11 minute video, I show how to create an approval workflow that can be manually triggered. 

I walk you through:

  • Setting up the workflow so that after the approval process, the content approval status of the document automatically gets updated.
  • Customizing the initiation form in InfoPath, so that the needed approvers may be selected from a people picker, and the colors are modified.
  • Adding a “high priority” check box so that high priority item approvals are due in a more timely fashion than normal.

This solution applies to only the enterprise version of SharePoint and SharePoint online.  This does not include SharePoint Foundation because it uses browser-based forms, which are enterprise only.

How can you learn more?  This solution is actually an excerpt from chapter 10 of our book.

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Click to buy the book:

InfoPath Boook

Already own the book? Open it to Chapter 10, and follow the step by step instructions that start on page 256.

 

Comments

Brian

Hi Laura,

Nice tutorial.  I have yet to dive into SharePoint 2010 but was wondering if all the workflow forms are now InfoPath forms instead of an ASPX page like in 2007.  Or does this only apply if you have form services?  So would it apply to Sharepoint foundation 2010 as well?

Cheers
B
 on 5/17/2012 3:52 AM

Laura

Hi Brian,
These InfoPath forms as part of the workflow apply to enterprise only.  Foundation uses ASPX pages.
lauraNo presence information on 6/13/2012 10:05 PM

James

Hi Laura, 

I watched a YouTube video titled “Laura Rogers on InfoPath” (http://www.youtube.com/watch?v=A78eLXRSh7g) where you show us a way to keep the approval process for a form inside InfoPath using Views.  Is there a way to get the files you used in that presentation along with more detailed (technical) information?  I’m very interested in how it works, but haven’t been able to replicate it.  Your book “SharePoint 2010 Building Business Solutions with SharePoint” has some great information on Workflows and on InfoPath, but I haven’t been able to figure out how to recreate the InfoPath Approval process using Views.  

Any help is greatly appreciated! 

Thank you, 

James 
 on 6/15/2012 4:49 PM

Ryan Dunn

Awesome video, by far the best I have found on creating workflows. You did a great job understanding how people work and what they need instead of just explaining baseline workflows like every other tutorial.
 on 6/27/2012 11:01 AM

Laura

Hi James,
The entire Chapter 9 in my InfoPath book, which is about 70 pages, is dedicated to that exact solution.  Thanks!

Ryan,
Thanks so much, I really appreciate it!
lauraNo presence information on 6/27/2012 10:08 PM
​I have disabled any new comments on this, because my blog has moved to a new site.  Please go here: http://www.wonderlaura.com
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