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Absence and Vacation Schedule Template

  Asked By: Jenny    Date: Apr 08    Category: Sharepoint    Views: 8960

I've customized the Absence and Vacation Schedule Template to require
employees to submit the total hours that they will be out of the office;
by default, this workflow is applied to the Absences Calendar list.
This part works fine.

The part I'm having trouble with is that the managers (approvers) want a
separate list that contains all the employees, how much vacation time
they have at the start of the year, how much approved vacation time they
have taken and how much vacation is remaining.

So far, on the 2nd list, I have created the necessary columns, employee
name, vacation total (beginning of the year), vacation remaining
(vacation total - vacation taken) and vacation taken (sum of approved
hours requested).

How do I get the approved hours requested from the Absence list to the
2nd list, match it with the correct employee name, and take the total
approved hours requested and add it to the previous vacation total?

Is this even possible with MOSS 2007 and SharePoint Designer?



4 Answers Found

Answer #1    Answered By: Narasimha Madivalar     Answered On: Apr 08

From what you say it sounds completely doable. You would do a lookup of another
list using the person's name  (assuming it is completely unique) and then do a
calculation. You will probably need to drop the amounts into variables in your
workflows and do their math and then populate the column with that calculated

What you are looking for is an example of doing a lookup of another list.

Define a workflow  Lookup:

Answer #2    Answered By: Hiral Daftary     Answered On: Apr 08

As long as the Created By has made entries on the second list  you should be able
to compare the two and get your data.

Answer #3    Answered By: Terry Lawton     Answered On: Feb 17

Here’s a tool that lets you buildemployee vacation request apps or forms in minutes, without coding www.caspio.com/.../employee-vacation-requests.aspx

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