Getting started with workflows in sharepoint 2010

Posted by Thomas Stock on Stack Overflow See other posts from Stack Overflow or by Thomas Stock
Published on 2010-06-01T12:29:08Z Indexed on 2010/06/01 12:33 UTC
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Hi,

I'm a beginning sharepoint developer asked to implement the following scenario in sharepoint 2010. We're a bit lost on the best approach to get started.. I'm really struggling to find the best practise solution.

This is the flow:

  • A user can make a request with a title and a description.
  • A mail gets sent to the representative with a link to a form.
  • A representative can approve or reject the request.
    • If approved: A mail gets sent to Board with a link to form
    • If rejected: A mail gets sent to the user with the message that it has been rejected.
  • when the request was approved by the representative, the board can approve or reject the request.
  • A mail gets sent to the user and the representative with the descision of the board.

So the list has the following fields:

  • Request title
  • Request description
  • Representative approval
  • Representative description
  • Board approval
  • Board description

The user should see the following form:

  • Request title (editable)
  • Request description (editable)

The representative should see the following form:

  • Request title (read-only)
  • Request description (read-only)
  • Representative approval (editable)
  • Representative description (editable)

The Board should see the following form:

  • Request title (read-only)
  • Request description (read-only)
  • Representative approval (read-only)
  • Representative description (read-only)
  • Board approval (editable)
  • Board description (editable)

My questions:

  • What tool is most appropriate for making the forms? Infopath? SPD? VS2010? How do I handle rights to make sure only the board can access the board edit form?
  • What kind of workflow do I use? When do I start the workflow(s)? What do I use to develop the workflow(s)?
  • How do I handle rights when showing the listview with all requests?
  • How can I build the links in the mails sent to the different groups.

Thanks in advance for any advice.

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