nhi doan portfolio

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SharePoint Portfolio

Nhi C. Doan

714-323-2543 doan_n@hotmail.com

Final Project

Implement Purchase Order Approval Workflow Feature

Sections:Student Assignment, Requirements, Deliverables, Hints, Actual Implementation Steps

Deliverables: InfoPath Forms Workflow feature

Student Assignment: Create supporting InfoPath forms

AssocForm.xsn InitForm.xsn ActionForm.xsn

Workflow Association Form 4 fields

o managerUsernameo managerFullnameo reviewTypeo reviewComments

Workflow Initiation form

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Based on same structure as the Workflow Association Form

Workflow Action form

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2 fieldso reviewCompletedo reviewNotes

Create a Visual Studio SharePoint workflow utilizing these forms as an approval process

Create the appropriate manifest.xml and feature.xml files

Add and activate the workflow

Associate the work flow with the Tow services invoices.

Requirements:

The workflow should:o Update the Acme Invoice list indicating payment approvalo Move the InfoPath document to the archive libraryo Email status of approval

Design of the three .xsn forms

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AssocForm.xsnRight-click the Manager Username and select Text box properties

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Enter Field name

Select Data type

Click the fx button then click Insert functions button and select Username()

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InitForm.xsn

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ActionForm.xsn

Right click the Submit button then select button properties.

Click Rules button

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Click Add button

Click Add Action

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Click the Field button on the right

and select ManUsername for Manager Username

Click the Field button on the right and select ManUsername for Manager Username

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For Value click fx button then click Insert Functions button

Select username()

Visual Studio AcmeTowingWorkflow

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Click on each step and define the properties

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Workflow.xml

Under MataData the value of Association_FormURN is taken from the AssocForm.xsn form Properties.

The value of Instantiation_FormURN is taken from the InitForm.xsn form Properties.

(see below)

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Feature.xml

Include AssocForm.xsn and InitForm.xsn in <ElementManifests>

<ElementManifest Location="workflow.xml" /> <ElementFile Location="AssocForm.xsn"/> <ElementFile Location="InitForm.xsn"/> </ElementManifests>And

Properties> <Property Key="GloballyAvailable" Value="true" /> <Property Key="RegisterForms" Value="AssocForm.xsn" /> <Property Key="RegisterForms" Value="InitForm.xsn" /> <Property Key="RegisterForms" Value="ActionForm.xsn" /> </Properties>

At this point we can Build and deploy.

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