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:
- Set Up Content Approval in SharePoint List.
- Open your Vacation List.
- Click the cog icon (top-right corner) and select List settings.
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- Go to Versioning settings.
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- Enable Content approval by selecting Yes.
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- Choose who can view draft items and click OK.
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2. Create an Approvers Group:
- Navigate to Site settings via the cog icon.
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- Under Users and Permissions, select People and groups.
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- Click More… in the left-hand menu under Groups.
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- Select New → New group.
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- Enter a group name and assign the Design permission level (includes “Approve”).
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- Add users to the group by selecting New → Add Users
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- Find the users, and click Share.
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- Now you have a list of uses who can approve/reject vacation requests:
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Approve/Reject Requests in SharePoint:
- Open the Vacation List.
- Select a vacation request.
- Click the Approve/Reject button on the ribbon.
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In the dialog window, update the Approval Status as needed.
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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.
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Color-Code Vacation Calendar by Approval Status:
- Click the calendar name (top-left corner).
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2. Open General settings → Edit data source.
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3. Go to the Color-code tab:
- Select Approval status in the drop-down menu.
- Assign colors to different statuses.
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4. Go to the Tooltip tab. Add Approval status and Approver comments to display in the tooltip for your convenience.
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Here’s an example of a tooltip showing the approval status and comments:
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