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Create an approval process with InfoPath 2010




September 7, 2011 —  (Page 2 of 2)
Using hidden fields in the form, we can track the process/view that is being used, as well as capture all the approval/rejection information: date, user, comments, etc. When we add the e-mailing and permissions control actions of SharePoint 2010, we can notify users throughout the approval process as well as control which users can access or edit the form for the given status.

With the smooth integration that exists between SharePoint 2010 and InfoPath 2010, we can easily submit or receive information between these two applications. In the end, what we get is a solution that is a little easier for users to work with. There is a bit more work up front, but if we can improve the user experience, it is worth it in the end.

For a complete look at this solution, click . Enjoy!

Chris Caravajal is a consultant with SharePoint911.


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