I'm a starting 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 requested 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.
