I have been tasked with creating a Software Installation Approval section for our Intranet. When a person requests that a particular piece of software be installed on their workstation, we need to get IT approval and then business approval. Once those are obtained, it is to be installed.
I am using Sharepoint Designer to do this. I have List A, where the user enters the information on the requested software. Workflow A then creates a Task in List B, which is then assigned to the IT approver. Workflow B works on List B on item creation, setting the due dates, titles, and other fields, and then pauses until the due date. The IT approver works with the business side and completes the task. Once List B task is complete, the item in List A should be marked as complete — I have everything up to this point working fine.
I want to make this more robust in 2 ways. As the only real option is to mark List B task as “completed”, which essentially means “Approved”, we have no way of really denying a request. What I want to add is the option to approve or deny a request through the task on List B — if it is approved, I want the item in List A to continue to show “In Progress” with a custom status of “Approved”, and I want to create a new task for software installation; once the installation task is marked as completed, then I want List A to show “Completed” with a status of “Installed”. If it is denied, I want the item in List A to show as “Completed”, with a status of “Denied”. The problem is, I’m not even sure where to start making these modifications. Creating and modifying the custom status fields isn’t that big of an issue — I have messed around with this and I’m fairly confident I can do this easily. My main concern is that I know I will need a Workflow C, but I don’t know where or how to trigger this to get the results I need.
I’ve managed to get Workflows A and B working fine, but anything beyond this is really pushing the limit of my knowledge. It’s probably obvious that I am rather new to Sharepoint workflows. I was very much thrust into this position and I am still feeling my way around. Thanks in advance for any help!
Figured I should answer this myself since someone may happen upon this question and wonder what the answer is. I used the following tutorial and modified it to have essentially two steps after the request is submitted: one for approval, one for installation. No 3rd workflow was needed after all.
Create a custom workflow using SharePoint Designer