Building a Dynamic Approval System in SharePoint with No Custom Code

Will Cooper
Will Cooper
December 15, 2016 | Sample Applications

We just completed our final webinar of the year which was our most popular topic yet. It seems like everyone needs to build a custom approval system in SharePoint! Using out-of-the-box SharePoint this can be a difficult process which requires special tools and difficult customization steps.

In our example, we show that the customization doesn't have to be difficult when using the right set of tools - Infowise Ultimate Forms!

The demo shows a system that hits on all of the popular features of this type of system:

  • Electronic Signatures
  • Attach document to approval emails
  • Progress bar to show status of approval process
  • Detect and escalate stalled approvals
  • History tracking to show what has already taken place in the approval process
  • Dynamically set the number of approvers and their names which can be different with each approval
  • Security control the approvals so that only the designated approvers can complete the approval

There are many ways to set up an approval system. It is likely that every organization needs to do something a little bit different.

This example can be modified according to your own custom requirements by changing settings in Infowise Actions, Custom Field Validation, Tabs & Tab Permissions and Email Alert Settings. All of the customization can be done in configuration screens in SharePoint and with no custom code.

 

 

Loading...

Add your comment

Comments are not designed to replace support calls. If you have a specific issue with one of our products, please send an email to support@infowisesolutions.com to open a support ticket.

UltimateForms

Build powerful business applications in SharePoint using only your browser.
100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!

Cost-effective

Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com

Related Topics


© 2019 - Infowise Solutions Ltd
The awesome power of ULTIMATEforms

Quickly and easily turn time-consuming business processes into automated, efficient workflows.

100% No-Code Solution

It's never been easier, to create, innovate and share, all you need is your web browser!

Cost-effective

Address business process pain points immediately. Save time and money.

Fantastic Support Team

Facing difficulties installing the application? Contact our fantastic support team.

support@infowisesolutions.com


Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.

Request a Live Demo

Book an appointment for a one-on-one with an ULTIMATEforms expert trainer.

Test drive the awesome power of ULTIMATEforms

Learn how to quickly and easily turn time-consuming business processes into automated, efficient workflows.

Have a strong start

Only thirty minutes of well-coached time can translate into great future savings in time and money. So, sit back and enjoy the ride.

It's Free

Learn how to address business process pain points immediately. Save time and money.