Tuesday, June 15, 2010

SharePoint Alerts: Workflow

Overview

The Workflow for SharePoint Category Alerts as described in the overview post is a SharePoint Designer workflow. This workflow is used on the Master Calendar list to set the StatusType based on that status of the event: Approved, Pending, or Rejected. The StatusType field is required due to the fact that you cannot access the Approval Status field in a formula for a calculated field. The calculated fields BGColor, Border, and Color use the StatusType field for applying the appropriate color based on the event's Approval Status.

Setting up the Workflow


On the Master Calendar SharePoint list set the following Conditions and Actions within an If/Else if structure:

Condition: If Approval Status equals 0;#Approved
Action: Set StatusType to 0

Condition: Else If Approval Status equals 1;#Rejected
Action: Set StatusType to 1

Condition: Else If Approval Status equals 2;#Pending
Action: Set StatusType to 2

Condition: Else If Approval Status equals 3;#Draft
Action: Set StatusType to 3

Condition: Else If Approval Status equals 4;#Scheduled
Action: Set StatusType to 4

That's it for the workflow. This workflow should be set to run Automatically when a new list item is created.

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