Tag Archives: approval process

Business Solution: New Hire Onboarding

Every Wednesday at 11 AM Central time, some colleagues from Rackspace and I do a live YouTube / Google Hangout broadcast called SharePoint Power Hour. Recently, I did a series of videos where I outline a single business process in detail.  I decided that a New Hire Onboarding process is a very common scenario, so that’s what I decided to

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InfoPath– Getting the “Signature”

You can add real digital certificates to your InfoPath forms, but there are a few problems with them: They are not compatible with browser-based forms They don’t collect any real data that you can do anything with. So, for most clients I work with, they don’t need to have “real” certificates involved, and simply need to capture a person’s name

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Workflow–How to Set Task Fields

When assigning tasks in SharePoint workflows, you may have noticed that each task that gets assigned has one field that associates it with the original list or library item where the workflow task came from.  You may have noticed the “Related Content” column in a task list.  It is just a hyperlink field that links you back to that original

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Video Demos of My InfoPath Approval Process and Workflow

You may have seen my webinars or presentations about approval processes in SharePoint, or my rants about the difference between assigning tasks and sending emails.  On our weekly SharePoint Shop Talk conference call, I did a couple of demos recently, showing the way I create an approval workflow using InfoPath and a SharePoint Designer workflow.  Each of these isn’t exactly

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SharePoint Designer Workflow Tasks and InfoPath 2010

This post applies to SharePoint enterprise version and Office 365. A couple of weeks ago, I wrote an article for the The Microsoft MVP Award Program Blog.  Some of you may have heard my rants about how keeping the approval process inside InfoPath is a better method than assigning task through workflows, because then your data is all over the

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