Use Case: Approve/Reject Vacation Requests

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Use Case: Approve/Reject Vacation Requests

This use case demonstrates how to manage team vacation requests by setting up an approval workflow in a SharePoint list and accessing it directly through Virto Calendar.

Steps to Enable Vacation Request Approvals:

  1. Set Up Content Approval in SharePoint List.
    • Open your Vacation List.
    • Click the cog icon (top-right corner) and select List settings.
  • Go to Versioning settings.
  • Enable Content approval by selecting Yes.
  • Choose who can view draft items and click OK.

2. Create an Approvers Group:

  • Navigate to Site settings via the cog icon.
  • Under Users and Permissions, select People and groups.
  • Click More… in the left-hand menu under Groups.
  • Select New → New group.
  • Enter a group name and assign the Design permission level (includes “Approve”).
  • Add users to the group by selecting New → Add Users
  • Find the users, and click Share.
  • Now you have a list of uses who can approve/reject vacation requests:

Approve/Reject Requests in SharePoint:

  • Open the Vacation List.
  • Select a vacation request.
  • Click the Approve/Reject button on the ribbon.

In the dialog window, update the Approval Status as needed.


The same way approval is now available in Virto Calendar:

  • Open your Virto Calendar app.
  • Click on a vacation event in the calendar.
  • Use the Approve/Reject button to update the approval status directly within the calendar.

Color-Code Vacation Calendar by Approval Status:

  1. Click the calendar name (top-left corner).

2. Open General settings → Edit data source.

3. Go to the Color-code tab:

  • Select Approval status in the drop-down menu.
  • Assign colors to different statuses.

4. Go to the Tooltip tab. Add Approval status and Approver comments to display in the tooltip for your convenience.

    Here’s an example of a tooltip showing the approval status and comments:

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