Creation of form applications is simple in SharePoint 2013 with “out of the box” SharePoint lists and workflows. In this blog, I define the steps to create a Time-off Request form with an approval workflow in SharePoint 2013 without using SharePoint Designer or Visual Studio.
To create a Time-off Request App in SharePoint 2013, follow these steps:
1. Create a custom SharePoint list named Time-off Request.
2. Next, Go to List Settings to Edit and ADD columns.
a. Edit the Title column and change Title to Description
b. Add column “Time-off Type” and define as a “choice” with the following options. Require content and remove the default option.
- Jury Duty
c. Add a column “Comments” and define as multiple lines of text. Define as 3 lines and make it optional.
d. Add a column “Start Date” and define as date. Define as Date and require a value.
e. Add a column “End Date” and define as date. Define as Date and require a value.
3. From the SharePoint Ribbon of the Custom Time-off List select “Add a workflow”. Select “Approval – SharePoint 2010” and name it “Time-off Approval”. Use the default task and workflow history lists for tracking the workflow job.
4. Associate workflow to the custom Time-off list.
5. Assign the workflow to an approver.
6. Edit the Time-off Request form by selecting ADD NEW from Time-off List and then “Edit the page”. Add a Content Editor web part above the Time-off Request form and add instructions regarding use of the form.
8. Approve the time-off request and the outcome updated to “Approved”.
9. Return the time Time-off Request list and the Time-off Request item is Approved and Complete.
10. To Finalize; create an additional view, Calendar view, in the Time-off list to see the time-off events in a calendar view.