Use Case: Approve/Reject Vacation Requests and PTO

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.

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.