[Timothy Taylor]

Hello Alexander

Did you have a chance to work on a possible solution

[Timothy Taylor]

thanks for your responses

My main purpose is to have the users use one form. The users do not want a second step of going into the task form to approve
below is an example I saw from a user name “Rich Rockwell”
it looks like this could work for me
https://spjsblog.com/forums/topic/dffs-form-examples/

I am attaching a couple of screen shots

First Stage
I have one main form. This is where the user updates all of their training info, this form does a lookup from traininglookup list(also attached) and another lookup list Program(that stores all the managers) Once the main form is saved and status is changed to submitted I then send an email and assign a task to the manager. The lookups get auto populated based on a selection of the conference that was chosen and the Program that was chosen.

Second Stage
If the manager approves the task that they were sent by the sharepoint 2013 workflow the item gets routed to Finance. they are sent an email and are assigned a task.

Third Stage
If Finance approves then Original Requestor, Manager and Finance will receive another notification and then workflow goes to fully approved status.

Four Stage
I calculate a date within the workflow that send a task to the requestor 14 days after the close of their training date.

Other things I do:
I have another workflow that I call to always save comments(that are appended) on the main user form
I also add the data populated from the fields inside the emails to the users

Let me know if you need any other info

Attachments:

1. 

   workflow-pt1.png
   

2. 

   mainform.png
   

3. 

   traininglookup.png
   

4. 

   taskpage.png
   

[Timothy Taylor]

hello Adam

I currently have 2 lookup list. one for The managers of that department that approve and other list has all the training courses and dates.

I have one main list where all the training is inputted. This list kicks off a sharepoint 2013 workflow (inside the workflow I use a task list to assign the task to a manager stage, then a finance stage and another stage to the original user.
I saw someone has posted a screenshot like the one below.

if I can use dffs with the workflow then great but I use the workflows now for the task approvals and to send email

Attachments:

1. 

   approval.png
   

[Timothy Taylor]

hello Alexander

I currently have a sharepoint 2013 workflow and you have to go to the task list to approve. with your product is there a way to approve task items in one form?

[Timothy Taylor]

hello Alexander, I have a training list and I want to show related users taking the same training on a calendar with their dates showing. have you done anything like this using jquery? or have some similar code?

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