在SharePoint Designer中为列表创建自定义工作流 [英] Creating a Custom Workflow for a List in a SharePoint Designer

问题描述

背景:我们公司的SharePoint 2010版本仅具有使用处置或三态工作流或使用SharePoint Designer创建工作流的许可.我将为以下过程创建一个批准工作流. 

Background: Our company's version of SharePoint 2010 only has the license to use the Disposition or Three-State Workflows, or create a workflow using SharePoint designer. I would be creating an Approval workflow for the following process. 

推荐答案

嗨乔什，

关于第一个任务，由于您要将应用程序表单数据自动添加到SharePoint列表中，因此该表单需要与SharePoint连接，并且客户需要有权访问此表单.作为一种解决方法，我建议您创建一个新的表单库 并仅授予用户具有适当权限的该库中的访问权限.

As for your first task, since you want to add the application form data to SharePoint list automatically, so the form need to connect with SharePoint and the customers need to have access to this form. As a workaround, I suggest you creating a new form library and give the users access only in this library with proper permissions.

在这种情况下，要实现您的请求，请参考以下步骤:

If that's the case, to achieve your request, refer to the steps below:

1.在InfoPath中创建新表单，然后将其发布到表单库中.

1. Create the new form in InfoPath and publish it to the form library.

2.向客户发送带有表单库URL的电子邮件，然后客户可以进入该库并添加新的申请表.为了使客户只能查看自己的申请表，我们可以修改此视图以过滤创建者"和修改者" by等于[Me].

2. Send an email with the form library URL to customers, then customers could enter the library and add a new application form. In order to customers can only view their own application form, we can modified this view to filter the Created By and Modified by is equal to [Me].

3.创建工作流旨在在库中创建项目时自动启动，并添加分配给分析人员的开始批准工作流程"操作(如果分析人员批准)，将在SharePoint列表中创建一个新列表以触发批准 与另一个人请求批准的工作流程(第二项任务).

3. Create a workflow is designed to start automatically when an item is created in the library, and add an "start approval workflow" action assigned with analyst, if the analyst approved, will create a new list in a SharePoint list which trigger an approval workflow with another person for request for approval( second task).

4.在新列表中，我们可以创建一个工作流以启动其他批准者的批准工作流.

4. In the new list, we can create a workflow to start approval workflow for another approvers.

最诚挚的问候，

王race(Grace Wang)

Grace Wang

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