Workflows and Properties
Home > IT Answers > Microsoft Windows > Workflows and Properties
Denyst
15 pts.
0
Q:
Workflows and Properties
SharePoint, Workflow, SharePoint Workflow
We would like to use SharePoint workflow for reviewing and approving our invoices. However, we would like to add a budget field in this process so that the approver can add the budget at the workflow level and then approve as opposed to going into the Edit Properties screen. But we'd also like this data to (somehow) migrate over to the document properties so that when we view the properties, we can see the budget code. Can this be done?
ASKED: May 26 2009  5:36 PM GMT
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _
RELATED QUESTIONS
0
ShawnShell
15 pts.
0
A:
 RATE THIS ANSWER
+1
Click to Vote:
  •   1
  •  0
  • AddThis Social Bookmark Button
You can configure the workflow to gather data during the workflow process (just like a comment) and then change an exposed column in the list based on the value. You can handle this either in SharePoint Designer or through a Visual Studio-created workflow.
Last Answered: May 26 2009  6:42 PM GMT by ShawnShell   15 pts.
  •   
0
0
RSS - Discussions Help
Discuss This Answer:
_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _



_ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Denyst   15 pts.  |   May 27 2009  6:34PM GMT

Hi ShawnShell, Thanks for the response. Is there a step-by-step process/instructional somewhere that I can reference? I’m just learning SharePoint, so trying to do as you recommended is difficult for me until I gain further knowledge.

 
0