So for example does sharepoint 2013 have the capability to validate against thresh hold amounts e.g budget = £3000 but request goes for 3.500, will it be able to validate that we have exceeded the budget & not allow the worflow to start?
Also can SP13 workflow manager “Read” from smartforms & use the data for the worflow processes? This is something 2007 cannot do.
If anyone could help on this that would be fantastic.
Yes that is very doable. There are a lot of things you can do with 2013 workflows. I do routing all the time based on conditions.
Ok great. The reason I ask is my office is thinking of upgrading from 07 to 13 and although I don’t have much experience on SharePoint I’ve been asked to look into how workflows have changed in 2013. One other quick question is if there if functionality available to be able to “decide” who to route the approval to based on amount?
i.e budget = 5000 and request equals 5000 and
person 1 = £2000
person 2 = £3000
person 3 = £4000
person 4 = £5000
does the workflow know to route to person 5?
and finally can SP13 be integrated/connected to databases, eg SQL, Access etc?
Thanks
You can dynamically build things into the body of the email that the approver will see. I’m not sure about getting these elements from Excel, but they are very easy to get from the list item that would have generated the approval task.
Thank you that helps a lot and in terms of a scenario to the second example say we created a workflow that needed approval and is approved via email and we wanted to take data from let’s say a excel file and place it into the email so that person approving can have something in front of them to then make a decision to approve or not, is this possible?
For your first question, the answer is sort of yes. Just set your action to execute only on the condition that the field is less than 3000. Your workflow will still “start”, but it won’t do anything unless the condition is met. Can you provide a more specific example of your other scenario?
