Custom Approval Workflow

September 12, 2008 16:15 by randy

What

One of the first tasks I needed to take care of for my current client was to create a multi-level workflow.  The client’s main requirement was that the workflow be designed in SharePoint Designer.  The second requirement was the data collection was to be done with an InfoPath form.

How

This was implemented by utilizing C# behind the IP form, published properties from the IP form, workflow variables in SharePoint Designer and custom tasks in SPD.

Flow (The other requirements)

The process to be controlled by the workflow is used to grant access to internal systems.  Access to these systems is granted by the company division that controls the systems.  In this case, there were three divisions.  The request is to be routed from division to division sequentially.Additionally, the request is rejected or approved as a whole.  If any division rejects the request the entire request is rejected.The initiating user was also to be kept in the loop as to the status of the request.  Email notification from the workflow was used to meet this requirement.

The Details

I have created a tutorial that outlines the steps that were taken to implement this solution:
http://cycogeek.fiesta25.com/blogs/cycogeek/page/Create-Custom-Approval-Workflow-with-SharePoint-Designer.aspx


Take a look.  Any and all feedback will be appreciated.

Thanks for listening.

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