Step 2: Add a manager approval step
In this step we'll add a step to the workflow that looks up a manager from a SharePoint profile.
- In Designer, in the Properties pane, click Swimlanes.
- Click the the options button [...].
- Add the Manager Swimlane.
Adding the form query
Now we'll add a Workflow participant control to set the manager swimlane. (Note: This only works if you are running an Enterprise version of SharePoint.)
Assign the Workflow Participant properties as follows (see example at right)
Note: To use this feature you must be using the Enterprise version of SharePoint.
Adding and assigning the workflow participant
Here we'll add the Workflow participant control to our InfoPath form, and set it to the Manager Swimlane.
Configure the WorkflowParticipant properties and then assign it to the Manager Swimlane as illustrated below.
The final result in our workflow is shown below. (Note that the illustration also shows the cancelation option to end the workflow that was developed in the previous step.)