SharePoint code-free workflow design and development example--transportation reimbursement Process (i)

SharePoint Code-free workflow design and development example--transportation reimbursement Process (i)Category: SharePoint2012-07-21 00:00 13029 People read Comments (9) favorite reports SharePoint Traffic Work Documents Office financial system

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Development environment:

(1) SharePoint Designer 2010

(2) SharePoint Online (Office 365)

For information about Office 365 and SharePoint Online, see the following links

http://blog.csdn.net/miragesky2049/article/details/7242982

1. Demand Analysis

Organizational structure:

User type: General Staff, regional business manager, business unit director, regional Finance Manager, Finance department director, financial room cashier

User requirements: The general Staff of the Business Department log in to the company system, fill in the electronic version of the Transportation expense report and submit, by the Regional Business manager approval (if the reimbursement amount is greater than 10,000, also need the business director of approval), approval by the regional Finance manager approval (if the reimbursement amount is greater than 50,000, also need the finance director approval) The approval is submitted to the Finance Department cashier to complete the reimbursement (or transfer the financial system to complete the reimbursement operation); Send an email notification to the reimbursement employee when approval is not passed in each step, end of approval process

According to the demand, the transportation expense flow chart is as follows:

2, Office365 Open and SharePoint user group permission settings

Sign up for Office 365 (see http://blog.csdn.net/miragesky2049/article/details/7242982), and then visit the Office 365 sign-in page https:// login.microsoftonline.com/log in to the Administrator page and add the following users:

Display Name	User name	Duties	Department	Note
Admin	[Email protected]	Administrator
Zhao Ba	[Email protected]	Staff	North China Business Area
Wang Yi	[Email protected]	Staff	North China Business Area
Money Seven	[Email protected]	Manager	North China Business Area
Feng	[Email protected]	Staff	South China Business Area
Money Seven	[Email protected]	Manager	South China Business Area	User names
Magoroku	[Email protected]	Director	Business Department
Lee	[Email protected]	Cashier	Financial Room
Thursday	[Email protected]	Manager	Regional Finance Department
Miss	[Email protected]	Director	Finance Department

This example uses SharePoint Online as the development environment in the site collection (https:// spwf.sharepoint.com), child sites (type is Team site, subsite permissions inherit permissions from site collection), subweb is named Demo1, full access path: https://spwf.sharepoint.com/demo1/

(1) Add permission level

In the site collection (https://spwf.sharepoint.com), select Site Actions--Site Settings--site permissions in users and permissions--Permission level--Add permission level

Go to add permission level, add view, add, edit three permission levels, respectively

The "View" level check the following:

·“ View Items-View the items in the list and the documents in the document library. ”

·“ Open Project-Use the server-side file handler to view the document source. ”

·“ View Application pages-view forms, views, and application pages. Enumerates the list. ”

·“ View pages-View pages in a Web site. ”

·“ Open-Allows a user to open a Web site, list, or folder to access items in that container. ”

The Add level check the following:

·“ Add items-Add items to the list and add documents to the document library. ”

·“ View Items-View the items in the list and the documents in the document library. ”

·“ Open Project-Use the server-side file handler to view the document source. ”

·“ View Application pages-view forms, views, and application pages. Enumerates the list. ”

·“ View pages-View pages in a Web site. ”

·“ Use remote interfaces-access Web sites using SOAP, Web DAV, Clientobject Model, or the SharePoint Designer interface. ”

·“ Open-Allows a user to open a Web site, list, or folder to access items in that container. ”

The edit level check the following:

·“ Edit Items-Edit items in a list, documents in a document library, and Web part Pages in a custom document library. ”

·“ View Items-View the items in the list and the documents in the document library. ”

·“ Open Project-Use the server-side file handler to view the document source. ”

·“ View Application pages-view forms, views, and application pages. Enumerates the list. ”

·“ View pages-View pages in a Web site. ”

·“ Open-Allows a user to open a Web site, list, or folder to access items in that container. ”

(2) Create user groups and add users

In the site collection (https://spwf.sharepoint.com), select Site Actions--Site Settings--site permissions in users and permissions--Create Group

Create two user groups for "administrative staff", "General Staff", initial default permission is "View" permission level

Add users as follows:

Management staff:

General Staff:

(3) Creating library and column changes and setting permissions

Create a new form library (transportation expense claim) and list (organizational structure) in the subsite (https://spwf.sharepoint.com/demo1/)

Expense reimbursement Form (InfoPath form library)

Organizational structure (custom list)

To set up the "Transportation expense Claim" permission:

Library Settings--"Permissions for this form library" in the Library Tools tab

Because subsite Demo1 is inheriting site collection permissions, click "Stop inheriting Permissions" first

Select the "Administrative Staff" and "General Staff" user groups, click "Edit User Rights"

Select View, add, edit permissions

To set permissions for the Tasks list:

SharePoint code-free workflow design and development example--transportation reimbursement Process (i)