We are using the OOTB Approval workflow for some tasks that is kicked off when a user enters info on a custom InfoPath form and clicks submit. The user receives the OOTB email with instructions to 1. Review the task 2. Perform the activities for the task and then 3. Use the Open this Task button within Outlook to approve/reject the task.
When the user clicks to review the task, it opens our InfoPath form that was used to create the item so they can review it. Here, I would like to add buttons for Approving and Rejecting the item so that the user does not have to go back into Outlook and use the Open Task option.
I have looked at the OOTB InfoPath form that Outlook opens with approve/reject but the data connections appear to be related only to that form and I cannot seem to recreate them. I think I need to submit the Approve/Reject strings somehow to some list/data location but I'm not sure how to do this.
How can I add Approve/Reject buttons to my InfoPath form that will approve/reject an OOTB workflow task?
If you are using the task list just for approve/reject, I would suggest not to create the task at all. Add a field in the infopath form with option of Approve/Reject and based on its value you can just change the workflow status of the item as approve/reject.
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I am currently trying to create a form in Outlook. I want to be able to send this form to different people so that they can make changes to the form and send those changes back to me as a response.
I have a published form in the meantime. My current problem: The recipient does not see the form until he "undocks" the email from the Outlook app and the changes made there are not transmitted to me; I just get an empty form. How or where can I save this data that the recipients enter? I am grateful for any help!
The form definition includes all the fields and the code that you add to the form. As a general rule, publish the form definition to a forms library instead of sending the form definition with the item. If you cannot publish your form to a forms library, you can select the Send form definition with item check box on the Properties page so that other users can see the form pages when they receive items that are composed by using the form.
Forms that you only intend to use once and not publish are referred to as one-off forms. Because of security concerns with one-off forms, users might not see the form correctly when they open items sent to them with a one-off form. In this case, sending the form definition with the one-off form provides the necessary information required to display the form correctly for the users.
To change how users reply to your form, click the Actions page. The Actions page lists the default Reply forms that are available. You can also add your own custom Reply forms. For example, forms based on a new email message have built-in Reply, Reply to All, Forward, and Reply to Folder forms. When users receive your form, the form contains buttons and menu commands so that users can respond to the form. You can disable some or all of these default forms and set attributes that define how these Reply forms appear.
Read more about that in the Create an Outlook Form section of MSDN.
Here is the scenario:
We have designed an email template in which there are two option buttons: "Yes" & "No".
We send this email template to a group of user email lists.
After that, can we track the event where a recipient clicks on either the Yes button or No button.
which method can be used to track down how many of the recipients had clicked the Yes button or the No button?
how difficult is it to track the selected option Yes/No made by each single user?
which tracker is preferred: database tracker, google analytics tracker, mailchimp or other 3rd party web services?
With Google Analytics, you can do manual campaign tagging where you assign specific query parameters to each button. The query parameters will track back to your Google Analytics data, and can tell you which buttons were clicked. This is an easy method as all you need to do is build specific URLs for each button, and then embed those URLs into the email template for each button.
Here is the URL Builder site: https://support.google.com/analytics/answer/1033867?hl=en
I have a In-Browser Form I published to SharePoint 2010 via Infopath and have a section in the beginning which pulls the current user data to get their Name, Email, Number, etc. The issue is once a user submits the form and I take a look with the In-Browser feature in SharePoint, the information changes to my info instead of the submitter. However, when I open in the form via Infopath application, it shows the originial submitters info. Is there a way or an option I'm not aware of which will fix this issue?
Found the answer. On the text boxes that pulls the user info, go to the Text Box Properties and under Default Value, deselect the checkbox "Refresh value when formula is recalculated".
I have master detail lists in SharePoint.
I created a workflow for items in detail list and create a custom form with collect data from users action.
in this form I have related item to workflow but I want to have a link to its parent item.
how can I do this?
By Collect data from a user action you cannot do this, because SharePoint doesn't let you customize the task for this action. Instead, you can use the Start custom task process action to do this. Here you can find how use Start custom task process instead of Collect data from a user and how to customize the InfoPath form which SharePoint creates for the task.
For passing workflow or items values to the task form fields, go to the task process page by clicking on the task name on the workflow editor page, then in the customization section click on the 'Change the behavior of a single task' in the 'Before a Task is Assigned' step you can set task form field to what you want.
I have a sharepoint site(sharepoint 2010).
I have created a custom action, on click of which will initiate the workflow associated to a list. When the user clicks on the custom action button, an initiation form will be shown which will have the Start and Cancel button. Only on click of this Start button, the workflow will Run. I want to avoid the last step of clicking on the Start button. What I want is "On click of Custom action, Workflow should Run. Initiation form should not come into picture at all". Is this possible ?
two solutions:
Say it's good because you make sure the user didn't make a mistake
Change the custom action form to a page where you start the workflow manually (via code) and then redirect the user to the home screen (you can also do that with a dialog and then there's no need for redirect)