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Mass approvals of infopath documents

  Asked By: Rusty    Date: Mar 23    Category: Sharepoint    Views: 2051

Anyone familiar with approvals workflows? This is a tricky one. I'd
be grateful for anyone's input!

The Problem:

On a daily basis we have many infopath forms submitted to our
purchasing requisition document library. Each "req" form has
multiple approvers and the workflow is quite complex. The approvers
are complaining it is too much work to approve all of the reqs (they
ae swamped). They want me to create a "Mass approvals" page in the
portal so they can go in and approve multiple reqs at the same time
by checking them off in the list. They probably need to approve 30
to 50 items per day. I need to be careful not to mess up the
workflow, and I need to protect access so only these executives can
access it.

Solutions considered so far:

It seems like I need to either create a hybrid InfoPath form that
pulls the necessary list items into a form and promotes the
pending/approval flag with the new setting (if that's possible??), or
else code a web service in visual studio that can be launched as a
url in the list to do the same on a case by case basis. I am leaning
toward the latter solution, because it would be cleaner to update the
pending flag.

Any suggestions?

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11 Answers Found

 
Answer #1    Answered By: Sandra Alexander     Answered On: Mar 23

If I code a web service to read a checkbox and update the approval
column if the checkbox = yes, will the original workflow process the
approval as normal? The approval column is not available in a new
workflow because it is in the form and is not updateable outside of
the form. Anyone?

 
Answer #2    Answered By: Nalin Rao     Answered On: Mar 23

I'm having a couple of problems coding a column to update another
column. The new column is not updateable in the datasheet view for
some reason, and the code I wrote which modifies the existing column
based on the value of this new column is not being updated when I use
the .update() method. Any ideas why these things are happening?

I'm wondering if I have to allow the actual approval column to be
updateable, and set the restrictions in the site columns instead. If
anyone has any ideas on a best practice please let me know.

 
Answer #3    Answered By: Thomas Davis     Answered On: Mar 23

Check out this link, and go through it as a tutorial in your own
environment.
masteringsharepoint.com/.../DVWP4.asp" target="_blank" rel="nofollow">masteringsharepoint.com/.../DVWP4.asp\
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<masteringsharepoint.com/.../DVWP4.as\
px>

This might be helpful in your situation, especially when you see what
you can do with a tasks list, maybe the same thing can be done with the
content approval fields.

 
Answer #4    Answered By: Dominic Davis     Answered On: Mar 23

The tutorial uses a form web part. Am I correct in
assuming I would need to write javascript code to do this? All I
need is something to expose all the header data from the view in the
workflow. There is a lot of data that is not accessible. Your
thoughts.

 
Answer #5    Answered By: Indu Raj     Answered On: Mar 23

Does anyone know why I would be getting "The selected cells are read
only" when I am editing a field in a data sheet view which I promoted
as "editable in a data sheet view" in infopath?

 
Answer #6    Answered By: Khushi Srivastava     Answered On: Mar 23

You'd get that error if you have content approval turned on for that
library or list.

 
Answer #7    Answered By: Arti Patel     Answered On: Mar 23

It does not have content approval set, but it does
have "Create major versions" set for some reason. Could that be the
problem?

 
Answer #8    Answered By: Claire May     Answered On: Mar 23

Versioning settings shouldn't have any effect on data sheet view. What
type of column(s) are you getting errors on? Certain field types are
indeed read-only in data sheet view...

 
Answer #9    Answered By: Dan Dickerson     Answered On: Mar 23

Almost all of the fields we promoted to be editable - including
booleans and text fields - are rendering as read-only in the
datasheet view. Only the fields we created in the list itself (i.e.,
not by promoting during the publishing of the forms) are editable.

 
Answer #10    Answered By: Phenil Poriya     Answered On: Mar 23

I'm assuming you chose the option to make the demoted properties
editable when you published the Form?

 
Answer #11    Answered By: Dante Parsons     Answered On: Mar 23

Yes, when I published the form I promoted the fields and checked the
box to make them editable in datasheet view.

 
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