Moving a Document to the SharePoint 2010 Records Center

The Approval Process

The first thing that we need to do is set up a simple approval process on our form. If you would like to follow along with us, please take some time to go through the first two articles references above. At the end of that exercise, you should have a working form that looks and performs just like the form that will be referenced herein.

For our example, it might make sense to have someone on the corporate Finance Team approve the discount form. To keep the example simple, we will assume that there is only one person on that team, so we can just deal with the individual and not worry about groups. Go ahead and create yourself an account in Active Directory for this user and add him/her as a contributor on the SharePoint site.

For the purposes of this example, I have created a user named Robert Nesta, with the account name / e-mail address rnesta@demo.sps.local.

Now we need to create an "Approval" section of our form. Insert a row in our display table for our form and then insert a "Section" control. Rename the section from "group1" to "approvalSection". Now, we are going to add a rule to hide the entire section unless the value in the "formStatus" field is "Pending Approval" or "Completed". Your Rules Pane should look something like this:

Read more at Internet.com's SharePoint Briefing website.