hi,
I need some advice about how to approach automating a business process. Any advice would be greatly appreciated.
I have been asked to use Infopath 2007 forms and the 'canned' Approval workflow in Sharepoint.
Briefly, I need to automate a process that begins with a form being submitted that will have a submit button.
Step 2 is where the form will be sent to a manger for approval. Upon his/her approval,an email will be sent to my department and a process on our mainframe will be kicked off if it is accepted. I think I can take a column from a report or list and then store it in a data connection, like sql server for example. The mainframe process will need to access this data connection to check whether or not to start the process.
Step 3 When the mainframe job/process ends, it should update the data connection with some other variables gathered at run-time, which will then be read into the Sharepoint Server library or list.
Step 4 Another Infopath form is sent to the manager with information gathered in step 3 . The manager accepts or rejects. If he accepts then
another process on the mainframe begins. I need to update the data connection with data from the mainframe as well as information from Infopath
Step 5 Once the process ends another email is sent to the manager telling him that it is completed.
So far, I have created some different forms and have created a data connection, but I'm not sure about how it will work together, especially with the workflow. It seems that I might need to create a customer workflow rather than use the approval workflow. Also, maybe this requires more than one workflow. I hope I given enough information that you can tell me what you think. Has someone done something similar? I'm eager to hear what you think about this.
Thanks very much