Conditional Branching Workflow Example Process Steps

Conditional Branching Workflow Example Process Steps

Step Action
1. Create a Forms Library called Expense Reports, with an InfoPath expense report form published to it. You can use the sample InfoPath Expense Report form, with some minor modifications as described next.
2. Add fields to your InfoPath form for the Employee, Manager, and VP account names.
3. Publish these fields, and the expense report Total field, to your Expense Reports library. (For some tips on making these fields lookups to the SharePoint User Information List, see How Does It Work?
4.

Add a new Choice field in the Expense Reports library called Approval Status, with five choices:

  • Waiting for Manager Approval
  • Waiting for VP Approval
  • Approved
  • Rejected by Manager
  • Rejected by VP
5. Save a completed expense report form to the Expense Reports library.

Workflow Process Steps