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Approvers and Permissions

Last post 02-26-2008 9:00 AM by richzebro. 2 replies.
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  • 10-17-2007 1:41 PM

    Approvers and Permissions

    Hello all, thank you for looking at this post

    Scenario:

    I need to create an 'Absence Request' system which needs to do all of the following:

    1. Allow all users to see when anyone is on holiday (I understand how to create a calendar view of data in a list)
    2. When a request is submitted to the list ONLY their immediate manager and the submitter should be able to see the request.
    3. An approval workflow should then be started to submit to their manager for approval
    4. If approved then the item should be visible to all

    The Problem:

    Imagine this structure in the IT department:

    Jay and John report into steve (Steve can approve their Holidays), Sally and Jane report into Andy (Andy can approve their Holidays), Andy and Steve report into Ian (Who can approve their holidays)

    I have created a form library in sharepoint and published an infopath form to it for users to fill in. This automatically is populated with data from a database (using a web service) with such things as their name and their managers name and email address... so far so good.

    They are then able to submit this form to the library and relevant metadata in the list is created, namely their ManagersEmail address.I am able to get an email fired off to the correct manager for approval.

    The problem is is because Andy, Steve and Ian have 'Approver' rights in the form library, they can all approve anyones submission, even their own!

    It is impractical to create a library for each approval level (as this is just one dept and there are 30 ish).

    My thoughts

    1. I thought about trying to filter the list to only show items where the ManagerEmail field is equal to the users who is looking at the list. I tried the web parts but none seemed to allow me to specify which field i wanted to compare against.
    2. Tried to make it aso only the Manager could open entries where he was in the ManagerEmail column
    3. Thought about audiences but got nowhere

    The Big Question(s)

    1. Is it possible to have a different level of approval for each item in a list? (set programatically)
    2. Could i filter the list so only items with the current users email in the ManagersEmail field show?
    3. Can i only allow the user in the ManagerEmail field to approve the request

    Either i am missing something here or lots of people must be having this problem.

    Thanks in advance.

  • 10-17-2007 2:55 PM In reply to

    Re: Approvers and Permissions

    I don't know if this might solve your problem, but would it be possible to have a workflow that will check the file out to the manager? I can't remember if SharePoint designer will allow you to choose the person that will have the file checked out. I also can't remember off-hand if Approval level will also give individuals the rights to override check-outs. Just some ideas to check on.

  • 02-26-2008 9:00 AM In reply to

    Re: Approvers and Permissions

    I have the same requirement but don't see a solution with the out-of-the-box solution.  The closest is to set-up an approval group, which could be a management group.

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