Questions re designing a Leave Request workflow including email notifications and central calendar update

Hi guys,

I'm not a programmer but I'm trying to set up a SharePoint 2013 Workflow for Leave Requests of different types (PTO, Sick, Jury Duty etc) using SharePoint Designer which does the following:

1) Takes form data from a page on SharePoint and creates a Task that is emailed to the employees Line Manager for Approval

2) Sends a summary email to the employee submitting the Leave Request

3) When the Line Manager clicks on the link in the Task notification email, edits Task and clicks Approve or Reject, the following occurs:

  • Employee gets a notification of decision
  • Task list is updated to complete
  • A central Leave Calendar is updated so the organization can see when people are in/out

I have completed steps 1 and 2 above, in a 2 stage workflow (Submission, then Decision) but am having problems with 3.   Any assistance with the following questions would be greatly appreciated:

1) Best Data Source and Field to use to the notification of decision (and calendar update). I'm using Association: Task List and % Complete, and then Field : Approval Status = 0 Approved Find the List Item, but I keep getting a 'not guaranteed to return a single value error'.  If I use Current Item instead of Association: Task List it doesn't give any field options.

2) How can I update a central calendar with both Dates and Times e.g. 9AM > 5PM on 7/1/2015?  The only calendar inserts it seems to allow are today or a specific (essentially hard coded) date in future.  This obviously needs to be dynamic from the Leave Request dates/times specified.

I've searched extensively but haven't found a great deal of examples for something I thought might be reasonably common  - any websites or screens with examples would help immensely.

Thank you! Ross

  

June 25th, 2015 5:19pm

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