How does the approval workflow work in InfoPath?
Approval This workflow routes a form to a group of people for approval. By default, the Approval workflow is associated with the Document content type, which means it is automatically available in document libraries.
How to create approval workflows in using SharePoint?
The Managers should have approve the Infopath form from Email itself. Once the Manager is approved the form, it should automatically go to the Higher level Manager for second level of approval through Email. I have designed “Document Submission” InfoPath form and it should go for two levels of approval as shown below .
How to send an email to an InfoPath form?
It’s best just to link to the form in the email so that users GO to the form in the form library. If you truly want the form to be sent in the email, then don’t use workflow, use the Submit to Email data connection inside InfoPath. SharePoint workflow can’t do this – it’s only done within InfoPath as a submit action.
When to use read only view in InfoPath forms?
For example, you can design forms to display a read-only view when the status for a workflow is Complete and, therefore, the data in the form should not be changed. You can also use rules to make forms respond to workflows in other ways.
How to use a form template in InfoPath?
Introduction to using workflows with InfoPath forms. Compatibility considerations. Before you begin. Step 1: Add an Approval workflow to a library. Step 2: Add a data connection to a form template. Step 3: Add a rule to a form template to display a specific view. Step 4: Publish a form template as a site content type
How to approve an InfoPath form in email?
It has to go to two levels of approval on submission. Infopath form should be attached in approval Email. The Managers should have approve the Infopath form from Email itself. Once the Manager is approved the form, it should automatically go to the Higher level Manager for second level of approval through Email.