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votes

I'm using SharePoint 2010 and I'm trying to create a workflow for a Help Desk List that will track tickets.

Here is the (intended) business process:

User generates a new Help Desk List Item (contains description of issue) ->
A new Approval Task is created for the User's Manager (which is tracked through another List, called Help Desk Tasks) ->
When the Manager Approves or Rejects it, the Task is updated to Complete ->
If the Manager Approves it, the original Help Desk List item should have its Status set to In Development. If the Manager Rejects it, the original Help Desk List item should have its Status set to Cancelled.

Right now, this doesn't work. I can either set it up as an Approval Workflow but it won't update the fields for the Current Item, or I can set it up as a List Workflow and I can update the fields, but the Approval Task never starts.

Am I doing something wrong or am I missing something? Any help is appreciated.

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1 Answers

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I discovered the answer to this question on my own. It's due to the way SharePoint handles Tasks during a workflow. I was using the "Assign a Task" or "Assign a To-Do" when I needed to use COLLECT DATA FROM USER. This will return the Id of the task, which can be used later to retrieve the user's Approval or Rejection.