Automate Leave request notifications

Now that we have covered the steps you should follow to build and publish a workflow, let’s use that knowledge to build a workflow for a common process useful to any organization: Automating leave request notifications.

The solution is to build a workflow that automatically forwards leave requests to managers, and notifies employees of approval or rejection of the request. We are going to focus on the steps required to:

• Create the list and required columns in SharePoint.
• Design, configure, and publish a form to submit leave requests.
• Open the Workflow Gallery to start designing the workflow.
• Build the workflow to cover the following:
  • Send an email to the employee that submitted the leave request acknowledging receipt of the leave request.
  • Get the manager’s response to the leave request.
  • Send an email to notify initiator of leave approval or rejection.
• Save and publish the workflow.

The process to follow with step-by-step instructions is given below:

Step 1: Create the list and columns in SharePoint The SharePoint list serves as the container that holds submitted leave requests. The list title, leave type, and other columns in the list are used by the workflow.	Show me
Step 2: Design, configure, and publish the Leave Request form Design the Leave Request form.	Show me
Step 3: Open the Workflow Gallery Open the workflow gallery to start creating the workflow.	Show me
Step 4: Send acknowledgment email Set up the leave request receipt notification email that will be sent to the initiator.	Show me
Step 5: Get the response for the leave request Set up a task to be sent to the manager to get the task response.	Show me
Step 6: Result notification email Set up the email that is sent to the initiator informing the approval or rejection of the leave approval	Show me
Step 7: Configure start options Configure the workflow start options.	Show me
Step 8: Publish and test the workflow Publish and test the workflow.	Show me