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SharePoint forms and workflows

20/5/2016

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I have been doing quite a lot of work on Microsoft SharePoint and designing some online forms to replace a lot of internal processes at a company. Although the business is still using SharePoint 2010, this has saved quite a lot of paperwork.

​Forms I have done so far are Vehicle Booking Requests and Stationery Forms. These are forms which follow a workflow which needs the manager to authorise the forms, then a budget code is sent with the form information to the finance team which carry out the order and this gets logged as a task.

​So far this has worked very well, and there are a few more forms to develop. However it is the workflow which forms the main part of the work that needs to get the current user, send the request to the manager, read the authorisation, send this to the admin team and finally inform the user.
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As you can see there are a few steps to the workflow to get this working. There is plenty of documentation from Microsoft on how to implement workflows, and this can be done pretty easily. However it does take a lot of time to fine tune the workflow to sent the exact data that people need. All in all this has proved successful.
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    Kevin Worton. Technology Consultant.

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