I need some help brainstorming, but here's what I'm trying to accomplish. I have a 2010 IP Browser form where the user lives (does all work there) and doesn't go into SharePoint. They complete a step and then it passes to the next person (and can pass back as needed). Each step has X number of days for that current user to complete it. I use a SharePoint list (qRules - writes to the list) to manage what stage and who is assigned. I have a SP Designer 2010 workflow where I can create the due dates and write these into the list as well as other things (I could create the due date in the form itself to write back if needed).
Here's where I am at (development wise)... If the user hasn't completed their step by the due date, then a reminder email needs to go out and then again every 7 days until the step is completed.
I have a document on how to create a workflow/lists/retention policy to manage this, and I think I can get it to work. It ends up using the Tasks list to manage it. So, where I'm stuck, is that I need to be able to tell the Task list that a task was completed in the form (and the workflow can terminate). I'm assuming that I can write into the Tasks lists (SubmittoSharePointList qRules command). Here's what I'm thinking...
- I would have a unique field in the form that would match up to a field that I create in the Task list to be a key field (I looked at using the task title, but it's static and can't change on the fly using a workflow variable... but now that I think about it, I don't think I can pass in data. It seems like the task is created automatically.
- Then update the task Status to Completed.
Would this work, would the workflow terminate?
Does anyone have any other suggestions of some other way that would accomplish what I need?
thanks!
Gwen