Dynamic Approvers from Infopath form

Question

 I have a infopath from where user will fill in the functional managers (minimum 1 and maximum 5 people, no groups are allowed) and workflow has to trigger automatically with the approvers whatever user has filled in .

I am using Infopath 2010 and Designer 2010 and am avoiding code at the moment

But I am open to code based solutions if that is the last resort .

Answer 1

Please help as this is urgent

Answer 2

Please help as this is a common requirement

Answer 3

Please respond

Answer 4

Please help..I need some direction on this ... ...

Answer 5

Come on anybody from MS ..if possible

Answer 6

Hi AvidSharePointLearner,

We can use the OOB approval workflow. And when you want to update approvers, just go to "Add or update approvers of Approval".

And “Add or update approvers of Approval” is in: list view > Click the Workflow status column of the workflow (when workflow is running, it should be “In Progress”), it is located above the Tasks section.

Thanks & Regards,
Emir

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Emir Liu

TechNet Community Support

Answer 7

Hi Emir,

I want to provide a infopath form to the users where they will put in data and provide the approver names and then submit . I have to trigger the out-of-box approval sharepoint 2010 workflow automatically with those approvers .

Number of Approvers is variable from 2 to n...

Answer 8

Please help!!!

Answer 9

Can I have some inputs from the experts

Answer 10

Hi AvidSharePoinLearner,

Do you want to get the participants from another column in another form library and start the approval process auto?

If so, you can creae a InfoPath form and insert a Person control to the form and allow multiple selection to this control. We will enter approvers from this control. Then publish the form to a form library with the people field available as SharePoint column. Then create a SharePoint Designer workflow for the list you need the approval workflow start from and use "Start Approval Process" action. Lookup approvers from the form library you publish the InfoPath form to.

But once the approvl workflow started, the participants cannot change even you change the people field in the InfoPath form. Your requirement include this , please create a Visual Studio Workflow.

Thanks & Regards,
Emir

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Emir Liu

TechNet Community Support

Answer 11

I want the participants to be populated from the fields in the infopath form in the same library where workflow is running. My Infopath Form and workflow are running in same library . workflow is out of box approval workflow. I just want the participants from what users enter in infopath form .Users can add 2 to 5 approvers in the infopath form

Answer 12

Hi AvidSharepointLearner,

We can

1. Allow multiple selection for the people picker control in InfoPath.

2. Add another field, add its default value using following formula. We will merge all users' display name in this field.

xdMath:Eval(xdMath:Eval(../my:group/pc:Person, 'concat(pc:DisplayName, ";")'), "..")

3. Publish the field created in step 2 and use this field as the participants in approval workflow.

Thanks & Regards,
Emir

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Emir Liu

TechNet Community Support

Answer 13

Hi Emir,

Thanks for the response,

If we merge all the user's dispay name in the field how do I get their emails , so that wokflow sends out notification mails

Answer 14

Hi AvidSharepointLearner,

We can also send email by user's display names. But please make sure user names are separated by semicolons like this: username1;username2;username3

You can create a text field and type the user names directly and send email using this text field for testing.

Thanks & Regards,
Emir

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Emir Liu

TechNet Community Support

Answer 15

Hi Emir,

If I use site columns for the approver fields will I be able to pick up dynamically in my workflow. Please advise.

Thanks for the above solution . I will try it out and let you know

Answer 16

Hi Emir,

Thanks so much for the solution.. I did use your method and was able to pass approver names from Infopath form into my workflow. I am wondering this was a common scenario but still i did not get response from any one .