With Business Card Information Manager (BCIM) it is possible to collect personal information through a form and save it into a SharePoint list.

By starting up the BCIM input fields will be filled with personal information from the current user given by the SharePoint User Profile Service.

If there already is an item in the order list (recognized by the email address) this data will be used instead of the user profile data.

BCIM assumes that you have an approver to decide if the data and the order is correct and legitimate.

The approver field is normally filled in by the user profile manager field, but it’s possible to fill in any existing user.

This SharePoint-Add-In will validate the approver field. Valid entries are “domain name”\userlogin or userlogin if it’s unambiguous.

It could also be the full name like “first name” “last name”.

After clicking the button “Save Order Data for Backoffice” the form fields will be saved to the SharePoint list "Business Card Data List" with the Approval Status “Approval to submit”.

An approval workflow will be started on this list entry. If you log in as the resonsible person, a note “There are order items to approve” will occur.

Clicking the link "Tasks" will take you to the approval task.

Approve or reject the item to complete the workflow or create a subtask, maybe for the back office to order them from the card supplier.

Business Card Information Manager

by solutions direkt Ges für Lösungsentwicklung mbH