
Introduction to this course.
Topics include:
1.Customize Task Notifications
2.Assign a To-do Item
3.Collect Data From a User
4.Approval Workflow - Single Approver
5.Approval Workflow - Two Approvers (One at a time / All at once )
6. Approval Workflow - InfoPath Form Approval
Customize Task Email Notifications
When a task is created and assigned to someone, SharePoint can send an email notification to this person. This lecture shows you how to customize this email template.
Steps include:
1. Disable the default SharePoint task email;
2. Create a workflow on the task list to send the customized email notification.
This lecture shows you how to use SharePoint Designer 2010 to assign a to-do item (create a task) to a user.
This lecture shows you how to use SharePoint Designer 2010 to assign a to-do item (create a task) to a user.
This lecture shows you another way to create a task for a user. In the task form we will create a text box to collect extra information from the user. After the user has enter the information required and marked the task as complete, the information is then saved into the document library (or list).
This lecture shows you how to use SharePoint Designer 2010 to create an approval workflow with one approver. Once a document has been uploaded into the library, the approval workflow is triggered and the approver can either approve, reject or request changes to the document.
This lecture shows you how to use SharePoint Designer 2010 to create an approval workflow with one approver. Once a document has been uploaded into the library, the approval workflow is triggered and the approver can either approve, reject or request changes to the document.
This lecture shows you how to add another approver to the approval process. You can ask the approvers to review the document "one at a time" or "all at once". It also shows you how you can customize the email that is sent to the approvers.
This lecture shows you how to add another approver to the approval process. You can ask the approvers to review the document "one at a time" or "all at once". It also shows you how you can customize the email that is sent to the approvers.
This lecture shows you how to create a form library, then use InfoPath Designer to create a Capital Expenditure Request form, then publish the form to this form library. Users can open this form on their browser, fill out the required information and then submit the form to the form library. Once the form has been submitted, it triggers an approval workflow with multiple approvers to approve or reject the request.
This lecture shows you how to create a form library, then use InfoPath Designer to create a Capital Expenditure Request form, then publish the form to this form library. Users can open this form on their browser, fill out the required information and then submit the form to the form library. Once the form has been submitted, it triggers an approval workflow with multiple approvers to approve or reject the request.
This lecture shows you how to create a form library, then use InfoPath Designer to create a Capital Expenditure Request form, then publish the form to this form library. Users can open this form on their browser, fill out the required information and then submit the form to the form library. Once the form has been submitted, it triggers an approval workflow with multiple approvers to approve or reject the request.
This lecture shows you how to create a form library, then use InfoPath Designer to create a Capital Expenditure Request form, then publish the form to this form library. Users can open this form on their browser, fill out the required information and then submit the form to the form library. Once the form has been submitted, it triggers an approval workflow with multiple approvers to approve or reject the request.
This course is designed for SharePoint administrators who needs to create SharePoint Workflows to automate business process. This course assumes you are familiar with SharePoint navigation and you have access to a SharePoint site and permissions to create workflows.
This SharePoint online training video series offers 1.5 hours of training material, with step-by-step visual instruction helping viewers retain what they have learned. The visual instructions are easy to follow and the mouse clicking was highlighted with circles.
You will learn how to use SharePoint designer to customize task notifications, create a task for user, and collect data from a user. You will know how to create approval workflows with one or more approvers. The approver(s) can either approve, reject the document, or request changes to the document.You will also be able to use InfoPath Designer to design electronic forms for users to fill out and submit the form into a SharePoint form library. Once the form is saved into the library, it will trigger an approval workflow. The approver will receive an customized email notification where they can click the link to view the InfoPath form, and click the link to approve or reject the request form.
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