How to include task description in email
Let me first say that I'm fairly new to SharePoint, but I'm learning quick. I created a custom workflow in SPD for MOSS 2007 for vacation approval. When the vacation request is made, an email is sent to the supervisor stating that a task has been assigned.
By clicking "Edit this task..." it redirects the supervisor to the information submitted by the requestor including date range, type of leave, etc. but only for about one second, then straight to the task to approve or reject the request which contains
no information that the supervisor would need to review. But there is a link to "Related list item" that contains the details of the request. After it is approved, the requestor and HR receives a message, but with no details.
My question is how can I include the details of the request in the email for the supervisor to review?
Once it is approved, I would like for the requestor and HR to be notified with the details and status of the request. I would be very thankful for any help with this.
November 9th, 2010 2:52pm
You have a couple options.
You can have a look at an XML file called "alerts.xml". Have look here:
http://egrimmett.wordpress.com/2008/01/10/custom-alerts/ I don't know if that will work in this case.
Second, you can use the "create item" action instead of "assign task" or "collect feedback" actions. Create an item and then send the email. The difficulty with this approach is that the workflow won't wait for the task to be completed,
but it does give you a chance to send out that email.
Lastly, you could try and disable the alert altogether on the task list and instead, add a workflow there that sends the email after the task item is created.
There are probably some other clever approaches as well.
--Paul Galvin, Computer Generated Solutions (CGS)
Microsoft MVP - SharePoint
Blogging @ http://www.mstechblogs.com/paul
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November 9th, 2010 8:31pm