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infopath - a little bit more complicated approval process vs manager and people picker

    Question

  • Hi guys.

    We are making an InfoPath form for approval process.

    Current form already gets data from user profile service.

    We get PreferredName for a person which created/submitted the form, and also PreferredName of this persons Manager.

    Now Manager Will be the on that Will Approve or deny it, but how to achieve that in case if Manager is out of Office that submitter chooses a different person manually (probably people picker field, right?).

    How to put that in approval process thru InfoPath and using MANAGER or PEOPLE PICKER option in approval process?

    Thanks, with best regards


    bostjanc

    Wednesday, January 11, 2017 10:17 PM

Answers

  • Hi Bostjan,

    From your description, my understanding is that when the Manager is out of office, assign the task to another user to approve.

    Why not achieve this with SharePoint Designer workflow?

    There is a way to do it in designer. I suggest you create an "manager "column to record the status of the manager in workflow associated task list. If manager is out of office, add an "Update Item in this list" action to the workflow where you click "this list" and then click "Add".  There you change the "Assigned To" to Person B.

    Or you can create an approval workflow in SharePoint Designer->Click Approval->Change the behavior of a single task->You can add action at When a Task is Pending section to transfer a task when a person is out of office:

    Best Regards,

    Lisa Chen


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    Thursday, January 12, 2017 3:00 AM
    Moderator

All replies

  • Hi Bostjan,

    From your description, my understanding is that when the Manager is out of office, assign the task to another user to approve.

    Why not achieve this with SharePoint Designer workflow?

    There is a way to do it in designer. I suggest you create an "manager "column to record the status of the manager in workflow associated task list. If manager is out of office, add an "Update Item in this list" action to the workflow where you click "this list" and then click "Add".  There you change the "Assigned To" to Person B.

    Or you can create an approval workflow in SharePoint Designer->Click Approval->Change the behavior of a single task->You can add action at When a Task is Pending section to transfer a task when a person is out of office:

    Best Regards,

    Lisa Chen


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    Thursday, January 12, 2017 3:00 AM
    Moderator
  • Hi Bostjan,

    Is there anything update?

    Please remember to mark the reply as an answer if it helps.

    Have a nice day!

    Best Regards,

    Lisa Chen


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    Tuesday, January 31, 2017 8:16 AM
    Moderator