Need simple workflow Deb 29.09.2006 18:20:02 Well, I think it's simple. Step 1 - a User submits a request for a policy waiver to a forms library. Step 2 - Info Sec reviews and decides whether to approve or deny. They then need to send a reply to the user with their decision and any additional conditions. Currently, I have Step 2 being accomplished by an Alert in the Forms Library to the Info Sec manager. He goes to the forms library, but then has to launch an email to the user with his reply, which is not then saved to the forms library. Is there a way to let him enter his reply on the InfoPath form and send it to the user via email? The user should never be able to modify the contents of the request after their initial submission. Thanks for any ideas.

RE: Need simple workflow Deb 29.09.2006 18:24:01 To provide more detail around my current solution, when the InfoSec manager goes into the forms library, he changes two columns that are not part of the form itself; they are: Status (approved, denied), and Notes. In the Notes field he enters his explanation. The problem is it's limited to 255 characters and he has to copy and paste it into an email and send it to the person who submitted the form. Tks.

RE: Need simple workflow Ameet Phadnis 29.09.2006 19:23:01 Its preety easy to do this. I am not sure where you are storing the form. but what you can do is - 1. Define user roles. The roles can be User and Info Sec. 2. You can hide certain controls based on the user loged in. So, in your case you can specify that User role doesn't see the Reject / Approve CheckBox. 3. You can setup the form to be emailed between user and Info Sec or just put it on a WSS or some website. Let me know if you need more information. Thanks, -- Ameet Phadnis Sr. Technical Consultant e Tek Global Inc. "Deb" wrote: [Quoted Text] > To provide more detail around my current solution, when the InfoSec manager > goes into the forms library, he changes two columns that are not part of the > form itself; they are: Status (approved, denied), and Notes. In the Notes > field he enters his explanation. The problem is it's limited to 255 > characters and he has to copy and paste it into an email and send it to the > person who submitted the form. > > Tks.

RE: Need simple workflow Deb 29.09.2006 19:37:02 Interesting. Is there anywhere I can go to learn more about this technique? I've never explored User Groups. Can you use the NT Authenticated user group like in Sharepoint? "Ameet Phadnis" wrote: [Quoted Text] > Its preety easy to do this. I am not sure where you are storing the form. but > what you can do is - > 1. Define user roles. The roles can be User and Info Sec. > 2. You can hide certain controls based on the user loged in. So, in your > case you can specify that User role doesn't see the Reject / Approve CheckBox. > 3. You can setup the form to be emailed between user and Info Sec or just > put it on a WSS or some website. > > Let me know if you need more information. > > Thanks, > > -- > Ameet Phadnis > Sr. Technical Consultant > e Tek Global Inc. > > > "Deb" wrote: > > > To provide more detail around my current solution, when the InfoSec manager > > goes into the forms library, he changes two columns that are not part of the > > form itself; they are: Status (approved, denied), and Notes. In the Notes > > field he enters his explanation. The problem is it's limited to 255 > > characters and he has to copy and paste it into an email and send it to the > > person who submitted the form. > > > > Tks.

RE: Need simple workflow Ameet Phadnis 29.09.2006 19:53:02 Check this link if it helps. http://office.microsoft.com/en-us/assistance/HP011066061033.aspx OR email me at aaphadnis at etekglobalinc.com and I will respond with the complete details on how you can do it. Also, you can use AD Groups with User Roles. -- Ameet Phadnis Sr. Technical Consultant e Tek Global Inc. "Deb" wrote: [Quoted Text] > Interesting. Is there anywhere I can go to learn more about this technique? > I've never explored User Groups. Can you use the NT Authenticated user group > like in Sharepoint? > > > > "Ameet Phadnis" wrote: > > > Its preety easy to do this. I am not sure where you are storing the form. but > > what you can do is - > > 1. Define user roles. The roles can be User and Info Sec. > > 2. You can hide certain controls based on the user loged in. So, in your > > case you can specify that User role doesn't see the Reject / Approve CheckBox. > > 3. You can setup the form to be emailed between user and Info Sec or just > > put it on a WSS or some website. > > > > Let me know if you need more information. > > > > Thanks, > > > > -- > > Ameet Phadnis > > Sr. Technical Consultant > > e Tek Global Inc. > > > > > > "Deb" wrote: > > > > > To provide more detail around my current solution, when the InfoSec manager > > > goes into the forms library, he changes two columns that are not part of the > > > form itself; they are: Status (approved, denied), and Notes. In the Notes > > > field he enters his explanation. The problem is it's limited to 255 > > > characters and he has to copy and paste it into an email and send it to the > > > person who submitted the form. > > > > > > Tks.

RE: Need simple workflow Deb 29.09.2006 19:55:02 Thanks for the suggestion, Ameet. This is pretty easy. One quick question: If I create a "response" notes field and an Email button. How to do I get the Email to only include the Response field and not the whole form? "Ameet Phadnis" wrote: [Quoted Text] > Its preety easy to do this. I am not sure where you are storing the form. but > what you can do is - > 1. Define user roles. The roles can be User and Info Sec. > 2. You can hide certain controls based on the user loged in. So, in your > case you can specify that User role doesn't see the Reject / Approve CheckBox. > 3. You can setup the form to be emailed between user and Info Sec or just > put it on a WSS or some website. > > Let me know if you need more information. > > Thanks, > > -- > Ameet Phadnis > Sr. Technical Consultant > e Tek Global Inc. > > > "Deb" wrote: > > > To provide more detail around my current solution, when the InfoSec manager > > goes into the forms library, he changes two columns that are not part of the > > form itself; they are: Status (approved, denied), and Notes. In the Notes > > field he enters his explanation. The problem is it's limited to 255 > > characters and he has to copy and paste it into an email and send it to the > > person who submitted the form. > > > > Tks.

RE: Need simple workflow Ameet Phadnis 29.09.2006 20:21:02 For this kind of stuff, you might have to use Visual Studio.NET Tools for InfoPath and code it through .NET Thanks, -- Ameet Phadnis Sr. Technical Consultant e Tek Global Inc. "Deb" wrote: [Quoted Text] > Thanks for the suggestion, Ameet. This is pretty easy. One quick question: > If I create a "response" notes field and an Email button. How to do I get > the Email to only include the Response field and not the whole form? > > "Ameet Phadnis" wrote: > > > Its preety easy to do this. I am not sure where you are storing the form. but > > what you can do is - > > 1. Define user roles. The roles can be User and Info Sec. > > 2. You can hide certain controls based on the user loged in. So, in your > > case you can specify that User role doesn't see the Reject / Approve CheckBox. > > 3. You can setup the form to be emailed between user and Info Sec or just > > put it on a WSS or some website. > > > > Let me know if you need more information. > > > > Thanks, > > > > -- > > Ameet Phadnis > > Sr. Technical Consultant > > e Tek Global Inc. > > > > > > "Deb" wrote: > > > > > To provide more detail around my current solution, when the InfoSec manager > > > goes into the forms library, he changes two columns that are not part of the > > > form itself; they are: Status (approved, denied), and Notes. In the Notes > > > field he enters his explanation. The problem is it's limited to 255 > > > characters and he has to copy and paste it into an email and send it to the > > > person who submitted the form. > > > > > > Tks.