A fundamental condition that I always encountered when gathering workflow requirement is to get the user's manager approval, a tedious amount of coding to connect to active directory retrieve user profile information, get his manager login name, pass it as a parameter to the workflow, create a custom task for the manager with a notification.
SharePoint 2010 Designer to the rescue, you can do all the above in 15 clicks, with ZERO code involved. Just by doing the following:
9. Provide the choices values, and hit Finish
16. Specify the data source as workflow Context, the Field source is the Workflow "Current User" , and Return Field as "Login Name". Click OK, OK and OK.
17. The Action should be looking like this now.
Voila, Now you have your custom task that will be sent to the user's manager with a notification in his task list.
All of this is dependent upon the User Profile Sync within Sharepoint isn't it? So it is required to connect to AD to retrieve all of ther user profiles.
Exactly, despite of the authentication model, the AD should be connected and user profile services should be activated in SharePoint
Thank you for this article. This made my job in getting a standard workflow in SharePoint with employee-manager relationships so much easier. I really appreciate the directions!
u r article is good but in case if i m not having actvie directory,how can i create a approval workflow
in my case i need to create a leave form,in which when a employee requsts for leave ,the list must me sent to manager and id manager approves it must be sent to hr,how can i create this
i dont have active directory option
This workflow works well. Once in place however, the list it is associated with can only display the task completion status; not the approval status. This isn't overly helpful since a rejection completes the task as well as an approval. Do you have any suggestions on how to utilize this workflow in a way that the approval is visible on the originating list?
Each time I use this workflow, the item is rejected. What am I missing?
Hi, if after approval, i need to update the company calender so all employees can view the calendar and see leaves etc. How can it be done automatically once manager for example approves a request of leave by an employee.
How do I get the data collected out of the workflow?
I've followed the instructions but getting an error on *Review Task*, any idea? How do I find out what the error means?
@Linda - Rejected or Failed?
@Moazzam - If the calendar list share the same site as the vacation list you can update the calendar by a workflow action - update list item.
@ Steve - the data will be in the task list
@Sean - Can you elaborate more? do you mean the workflow starts but when the task assigned it produce an error?
Can anyone please help me out. how would i get the responce back to the workflow variable, so that i can perform some operation in the workflow depending on what the user selected in the choice?
@Roger .. in the 8th step we are creating a variable that we can retrieve from the task list. if the task list and the workflow list are both under the same site.
Great article but when I tried it I don't understand why I don't have "User Profiles" as a data source option. Help!
"I don't have "User Profiles" as a data source option. Help!" i have the same problem in Foundation 2010
@7ogait.. Check if your "user profile service" and the "managed metadata service" applications are up and running and also if they are associated with the webapplication in which you are trying to create the workflow.