I am working on a solution for specific users to submit a
short form to request a service. I have the form done and am storing in a doc
library. Via workflow the dispatch group is notified that the request is
pending. I get how to do that. BUT what I just can’t wrap my head around is I
want to retain the original short form request but have that info populate into
a Long Form (which I have created and am storing in a different doc library) when
the dispatcher opens something (the email, the link for the short form, etc.) then
saved. I would also need a view/screen where the dispatcher could see the
following:
(ID#)......(Request)….....................................……..(Long Form)…............................................(task scheduled for)…..........................…(status)……..
001 (short form id linked to original form) (long form id linked to original form)...........(date from long form)...............................(status from long form)
Does anyone have any suggestions or alternatives? The people completing the short form will not have the authority to complete the long form. Also, a long form can be created by dispatch without first having a short form submitted. I need to show on a screen visually where the request is in the process.
I am stumped.
Corrie