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InfoPath -Vacation Request forward to manager

  Asked By: Wyatt    Date: Sep 13    Category: Sharepoint    Views: 9083

I am trying to make a vacation request form (yes, I know about the one at MS
The plan is for user 1 to fill it out and submit it. It would then forward to
Super1 who approves it and it gets forwarded to Dept Head1.
The same for should be used for each department, but be routed to the
appropriate Super and Dept Head.

Is there a way to query AD for the managers and such?
I know that we can pull that info into sharepoint, so there has to be a way for
infopath to do it.



2 Answers Found

Answer #1    Answered By: Mansi Revenkar     Answered On: Sep 13

I had this same request  float across my desk awhile ago (but it got tabled
for non-sharepoint reasons).

I'm not sure if it is standard AD schema, but where I work we have a AD
property called "Manager" for each user  which is set to the actual AD user
object of that user's manager. I looked into querying that manager  property
using the "Useful sharepoint  Designer Custom Workflow Activities" project
from codeplex [1]. That project adds a "Lookup User Info" action to your
workflows that allows you to query  properties like "Manager"; however,
querying the Manager property does not seem to work. I was expecting it
would return A SharePoint Person object, but that doesn't happen. If you
read the discussions on the codeplex site you'll see that others have tried
querying the Manager property and I don't think anyone has been able to get
it to work. You might want to look at this [2] discussion where a user is
attempting to do exactly what you're talking about here.

Instead of going that route, I created a "Management Hierarchy" list in
SharePoint which had two columns, "Employee" and "Reports To", both of those
columns were People objects. I had to fill  that whole list in with all the
management relationships and then I was able to query that list and
determine who reports to who. You should be able to do that recursively and
build a whole chain of managers and do whatever you need to do with those

Not sure if that helps, but if you come up with some good way to get this

Answer #2    Answered By: Lizette Mcconnell     Answered On: Sep 13

You have to make sure the manager  property is being mapped in the profile import
from AD into the SSP.
We are using the Look User Info and it works for us.

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