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)