让经理授权/验证表单上的详细信息
场景
我有一个 InfoPath 表单。用户填写详细信息,然后经理检查其准确性。然后经理在表格上签字,表示他们对细节感到满意,然后提交表格。 此过程不会每次都会发生,其目的是验证用户是否按照足够的标准执行作业。
我需要帮助的正是这个签署过程。
我需要一种简单的方法来验证经理的身份。并将身份验证与表单关联起来。
环境
IIS6、Sharepoint 2007、SQL Server 2005、Infopath 2007、Windows XP。
我考虑过使用数字证书,但对于我想要实现的目标来说,它似乎过于复杂,但很高兴被证明是错误的。
Scenario
I have an InfoPath form. the user fills it in the details, and then a manager checks it over for accuracy. The manager then signs off the form to say that they are happy with the details and then the form gets submitted.
This process does not happen every time and its purpose is to validate that the user is performing the job to an adequate standard.
It is this sign off process that I need help on.
I need an easy way to authenticate the Manager. and associate the authentication with the form.
Environment
IIS6, Sharepoint 2007, SQL Server 2005, Infopath 2007, Windows XP.
I have considered using digital certificates but it seems to be overly complex for what I am trying to achieve, however happy to be proven wrong.
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最简单/最简单的方法是激活表单库上的批准并授予经理批准权限。这样,用户可以提交处于草稿状态的表单,直到经理批准它们为止。草稿表格仅对其作者和经理可见。批准表单的经理将出现在“
如果您需要的不仅仅是这个简单的两步流程,您可以激活表单库上的开箱即用的批准工作流程”。通过此功能,您可以为流程定义多个审批步骤,向经理添加任务通知等。
就身份验证而言,SharePoint 会在内部检查分配给用户和表单的角色/权限,因此您无需执行任何其他操作。
对于简单的批准来说,证书是严重的过度杀伤力。证书对表单内容进行加密签名,并保证其内容是由证书所有者创建的。 Sharepoint 已经跟踪了文档的创建者和修改者,还可以跟踪文档版本,因此您不需要证书,除非您有一些奇怪的法律要求。
The easiest/simplest way would be to activate approval on the forms library and give the manager(s) the Approve permission. This way users can submit forms that remain in a draft state until a manager approves them. Draft forms will be visible only to their author and the managers. The manager that approves a form will appear in the
If you need something more than this simple 2-step process you can activate the out-of-the-box approval workflow on the forms library. With this you can define multiple approval steps to the process, add task notifications to managers etc.
As far as authentication is concerned, SharePoint checks the roles/permissions assigned to users and forms internally so you don't need to do anything more.
Certificates are serious overkill for simple approval. Certificates cryptographically sign the content of a form and guarantee that its content was created by the owner of the certificate. Sharepoint already keeps track of who created and modified a document and can also keep track of document versions, so you don't need certificates unless you have some strange legal requirements.