Simple Workflow Process Using Microsoft InfoPath 2003
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by Ameet Phadnis
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Scenario

For this article let us consider vacation request workflow.  Typically, the steps involved would be the following.

·         Requestor fills out the form.

·         Form gets emailed to the manager.

·         Manager either approves the form or rejects it.

·         If rejected, it goes back to the requestor for changes.

·         If approved, it gets emailed to the HR person.

For this example I will use the sample Absence Request form provided with InfoPath 2003.  I will just add a few fields to this form.  The fields that will be added are below.

·         Approved / Rejected

·         Comments

·         Add Employee Network User Name

·         Add Manager Network User Name

The form will now look like Figure 1.

Figure 1


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User Comments

Title: Infopath   
Name: shakin
Date: 2009-05-13 2:22:07 PM
Comment:
good article, but I'm looking for how to make existing forms display views by user. This example only works when a NEW form is being filled out.
Title: infopath   
Name: bkfp
Date: 2009-04-30 2:47:36 AM
Comment:
what specific service pack of InfoPath 2003 did you use?
Title: infopath   
Name: xiejb
Date: 2008-04-08 4:09:42 AM
Comment:
good
Title: Simple Workflow with InfoPath 2003   
Name: Michael
Date: 2007-08-06 4:34:53 PM
Comment:
This was a well written document. Simple to follow, and results were attainable.

I would have explained a little more on how to add the sections, and some of the naming conventions for the fields
Title: infopath   
Name: anne
Date: 2007-07-30 3:05:40 AM
Comment:
very well explained but when user send email to manager..manager cannot open from their view..still same with the user view..can any1 help me??thanx in advance
Title: Infopath   
Name: Mx
Date: 2007-07-04 8:14:38 PM
Comment:
Very well explained. Thx. * Just want to share what happened to me recently, I used Infopath 2007 to create a form for all our Infopath2003 users - everything went fine until i had the form deployed for UAT. Every user had to upgrade their Office2003 to SP2 in order to open and start using the form. IP2003 refused to open the form on systems with no sp2.
Title: InfoPath   
Name: Chris Jones
Date: 2007-03-28 3:53:43 AM
Comment:
Excellent article!
Title: InfoPath   
Name: James
Date: 2006-12-19 9:46:38 AM
Comment:
Good article.

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