Getting started with workflows in sharepoint 2010
- by Thomas Stock
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.
