日历和表格批准 [英] Calendar and Forms Approval

问题描述

我完全迷住了.我看了太多的教程.这就是我想要做的:

I'm completely stumped. I've looked at far too many tutorials. This is what I'm trying to do:

请求者日历行> SP发送电子邮件将事件定义为待处理"，直到他们提交与旅行相关的数据以供3位经理批准.电子邮件中应包含指向FORM的链接(浏览器?)，他们将在>中输入数据.请求者提交 形式.对于1)他们的经理，如果获得批准，则转到2)第二小组经理，如果获得批准，则最终到3)主管进行最终批准.

Requestor calendars trip > SP sends an email that defines event as PENDING until they submit travel-related data for approval from 3 managers. The email should include the link to a FORM (browser?) that they will enter the data in > Requestor submits form. For goes to 1) Their Manager and if approved, then to 2) 2nd Team Manager and if approved, finally to 3) Director for final approval. 

如果批准，确认电子邮件将发送给请求者，其经理，第二小组经理以及我.如果未获批准，则会向两位经理和我发送确认电子邮件.

If approved, confirmation email sent to Requestor, their Manager, 2nd Team Manager and to me. If not approved, confirmation email sent to the two managers and to me. 

问题:1)我从哪里开始?创建包含所有问题的列表>然后使用InfoPath创建表单?

Questions: 1) Where do I begin? Create List with all of the questions > then use InfoPath to create form?

2)我在哪里保存表格?数据去哪儿了?我是否需要一个图书馆来保存每次访问的实际表格?

2)Where do I save the form? Where does the data go? Do I need a Library to save the actual forms in for each visit? 

3)如何保留批准?作为图书馆中的表格/文件吗?还是作为列表中的一行数据?

3)How are the approvals kept? As a form/document in the Library? Or as a line of data on the list?

4)如何将请求者定向到文件以进行批准?

4)How do I direct Requestors to the file to fill out for approval?

谢谢！

推荐答案

这肯定是很多问题！我会尽力回答这些问题，但是听起来您仍然需要学习如何创建自定义工作流程.

Hi- that's certainly a lot of questions! I'll do my best to answer them, but sounds like you'll still need to learn how to create custom workflows.

1.是的，但是不需要InfoPath.

1. Yes, but InfoPath isn't required.

2.内置数据或InfoPath表单数据都存储在列表中.如果要保存实际的表单，请使用InfoPath创建一个表单库.表格和数据仍将存储在库中.

2. Either the built in or InfoPath form data is stored in the list. If you want the actual forms saved, then create a form library with InfoPath. The form & data will still be stored in the library.

3.创建工作流时，批准将保留为工作流历史记录列表中的数据.如果您想要表格中的数据，可以通过手动输入或使用工作流将其存储为列表中的字段来完成.

3. The approvals are kept as data in the workflow history list chosen when creating the workflow. If you want the data in the form, that can be done by manual entry or by storing it as a field in the list using the workflow.

4.您可以使用发送电子邮件"选项在工作流程中做到这一点.

4. You'll do that with the workflow using the send an email option.

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