使用 Sharepoint Designer 的多级审批工作流程
我需要为以下场景创建多级审批工作流程:
- 一旦为特定金额创建员工(例如在产品列表中)项目,工作流程就会启动。
- 经理批准工作流程。
- 如果金额 < 5000 美元,经批准后将通过电子邮件发送给员工。
- 如果金额> 5000美元,需要进一步批准。该项目将进一步得到副总裁和首席执行官的批准。
我收到了很多有关工作流程的示例,大多数示例只是根据条件发送一封电子邮件。我需要根据情况发送进一步批准。
I need to create a multilevel Approval Workflow for following scenario:
- Workflow starts once item is created employee (Say in a ProductList) for certain Amount.
- Manager Approves the workflow.
- If Amount is < $5000, email goes to Employee as approved.
- If Amount is > $5000, further approval is required. Item goes for further approval to VP and then CEO.
I am getting many examples on workflow, most of the examples are sending just an email based on condition. I need sending for further approval based on condition.
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a.产品名称(文本框)
b.价格(文本框)
c.经理批准(选择)
d.最终批准(选择)
一个。金额>5000
b. Mgrapproval (c) 状态已批准
如果 mgrapprover 和最终批准者没有更改,您可以使用简单的 JavaScript。如果这些值是动态的,最好创建一个 Web 部件,通过检查登录用户组来生成 JavaScript。
a. Product Name (Text box)
b. Price(Text box)
c. Mgr approval (choice)
d. Final approval(Choice)
a. Amount >5000
b. Mgrapproval (c) status is approved
You can use simple JavaScript if the mgrapprover and final approver does not change. If these values are dynamic it is better to create a webpart for generating JavaScript by checking the login user group.
我会执行以下操作:
如果可能的话,我还会参考外部列表来了解要检查的金额以及副总裁和首席执行官的姓名,这样当金额发生变化或副总裁/首席执行官发生变化时,您就不必重新部署工作流程。
有一篇很好的文章 这里有类似的多重审批 SP 工作流程场景
另外,您可能不想发送带有任务 url 的电子邮件,我建议将实际的编辑页面 url 编码到电子邮件中,以便用户(即经理、副总裁)和 CEO)不必查看任务,然后单击编辑项目,然后批准,通过查看编辑屏幕,您可以获得 url 并直接在 url 中输入您的 Workflow TaskItemID,这将为最终用户提供更好的整体体验。只需单击一个按钮即可批准/拒绝,而不是多次单击即可进入屏幕。
I would do the following:
If possible, I'd also reference external lists for the amount to check at, and for the VP and CEO names - so that you dont have to redeploy the workflows when the amount changes or the VP/CEO change.
Theres a good write up of a similar multiple approval SP workflow scenario here
As an Aside, you might not want to send the emails with the task url, I'd suggest coding the actual edit page urls into the email so that users (i.e. Managers, VP and CEO) dont have to view the task, then click edit item, then approve, by viewing the Edit screen you can get the url and input your Workflow TaskItemID into the url directly which will give the end user a better overall experience. Only one button click to approve/reject instead of multiple clicks to just get to the screen.
我通过在第一个列表上使用像您这样的工作流程来完成这种事情,当满足某个条件(例如> 5000 $)时,我将项目移动到另一个列表中,另一个列表中的另一个工作流程会像您需要的那样处理它以供批准。它可能看起来像您的倍增工作流程,但我通常更喜欢拥有更简单的工作流程,而不是一个可以完成很多事情的工作流程。
I did this kind of thing by having a workflow like yours on the first list and when a certain condition is fullfilled(like >5000$), I move the item in another list where another workflow process it for approval like you need to. It may seem like your multiplicating workflow, but I usually prefer to have more pretty simple workflow than one workflow that does a lot of things.