SharePoint表单库工作流 [英] SharePoint Form Library Workflow

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本文介绍了SharePoint表单库工作流的处理方法,对大家解决问题具有一定的参考价值,需要的朋友们下面随着小编来一起学习吧!

问题描述


我将解释我想要的工作流程,而我的两个问题将有四个星号。


我正在尝试创建一个工作流程,该工作流程将在创建表单时触发(将此部分缩小)。此Infopath表单中有多个部分供不同的人填写。将向每个人发送一封电子邮件,说明已创建任务
。他们可以进入表单并填写他们的部分。 


****当有人完成他们的部分时,他们如何让工作流知道他们是完成他们的任务?


然后,一旦每个人都完成了他们的部分/任务,工作流程就会完成,最终的电子邮件将发送给创建者。表格。 


如果一个人在到期日之前没有完成任务,我希望只发送一封电子邮件给那个没有完成任务的人但是说他们的任务已经过期了。 **** 我如何仅向执行
的人发送电子邮件,而不是将其任务标记为完成?


总之,任何人都有关于如何创建整个工作流程的任何建议?我是SharePoint Designer的新手,我在构建工作流程时遇到了麻烦。



谢谢!

解决方案

您好,


1。当某人完成他们的部分时,他们如何让工作流程知道他们完成了他们的任务?


在2013工作流程中,您可以使用"启动任务流程"操作将任务并行分配给所有参与者(一次全部)。创建自定义工作流任务内容类型继承
"工作流任务(SharePoint 2013)"内容类型。删除原始"已批准/已拒绝"任务结果列。创建一个新的"任务结果"列,其中包含"已完成"值。


详细说明如何创建自定义任务内容类型并添加"已完成":


https ://www.fmtconsultants.com/how-to-add-completed-or-in-progress-buttons-to-workflows/


如果有人完成任务(单击"已完成"作业工作流任务),此用户的任务状态将更改为" "在工作流程状态页面上完成"。您还可以在关联的工作流任务列表中查看
状态。





如果所有用户都完成了任务,工作流程状态将更改为"已完成"。


2。如何仅向未将任务标记为完成的人发送电子邮件?


您可以为关联的工作流任务列表创建SharePoint工作流。创建工作流任务时自动触发工作流。暂停一段时间,因为你想要
并检查任务是否完成。如果"任务状态"和"任务结果"列未完成,请向"已分配给"用户发送电子邮件。


最好的问候,


Linda Zhang


Hi,

I will explain the workflow I'd like and the two questions I have will have the four asterisks.

I am trying to create a workflow that will trigger when a form is created (got this part down). There are multiple sections in this Infopath form for different people to fill out. There will be an email getting sent out to each person saying that a task has been created. They can go onto the form and fill out their section. 

****When someone is completed with their section, how do they let the workflow know that they are done with their task? 

Then, once everyone has completed their section/task, the workflow will be complete and a final email will send out to the creator of the form. 

IF one person does not complete the task by the due date, I would like an email to get sent out ONLY to that one person who did not complete their task yet saying that their task is overdue. ****How can I sent an email only to the person who did not mark their task as complete?

In all, anyone has any suggestions on how am I able to create this entire workflow? I am a little new to SharePoint Designer and I'm having trouble constructing workflows.

Thank you!

解决方案

Hi,

1. When someone is completed with their section, how do they let the workflow know that they are done with their task?

In the 2013 workflow, you can use "Start a task process" action to assign tasks to all participants in parallel (all at once). Create a custom workflow task content type inherited "Workflow Task (SharePoint 2013)" content type. Delete the original "Approved/Rejected" Task Outcome column. Create a new "Task Outcome" column with "Completed" value.

Detail steps about how to create a custom task content type and add "Completed":

https://www.fmtconsultants.com/how-to-add-completed-or-in-progress-buttons-to-workflows/

If someone completes the task (click "Completed" for the workflow task), the Task Status for this user will be change to "Completed" on the Workflow Status page. And you can also check status in the associated workflow tasks list.


If all users complete the tasks, the workflow status will change to "Completed".

2. How can I sent an email only to the person who did not mark their task as complete?

You can create an SharePoint workflow for the associated workflow tasks list. Trigger the workflow automatically when the workflow task is created. Pause for some time as you want and check whether the task is completed or not. If the Task Status and the "Task Outcome" column are not Completed, send email to "Assigned To" user.

Best Regards,

Linda Zhang


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