Trying to re-develop a simple Domino workflow onto SharePoint 2016.

Copper Contributor

Hi,

I hope this is the right place to post this kind of question as I have been going around in circle in the normal help pages.

 

I have a simple 'Change Request' workflow in IBM Domino (I created it in 2002 and time to try to improve it)

 

There are three document types

Main (contains the change request details and project managers name)

Expert Assessment (is a Child Document of Main and has a Authors field, so only the author can edit it)

Specialist Assessment (is a Child Document of Expert and also has an autors field)

 

The Project Manager creates a Main document and assigns Experts - This triggers the creation of an Expert Document per Expert and sends them an email to let them know.

If the Expert needs more detailed help, he can assign a Specialist from his Expert Document wich triggers a Specialist Document etc.etc.

 

In Domino I can create a view that will show hierarchically the main document with all child and child of child document listed under it.

 

Main 1

  Expert

  Expert

    Specialist

  Expert

    Specialist

  Expert

Main 2

 

The closest I have been able to get so far is to have 3 lists: Main, Experts, Specialists and have a home page that shows 3 sections (one for each of the lists) showing a filtered list on 'Assigned to me'.

 

I also need to be able to show all Main documents with all Experts and Specialists Documents listed and grouped together (preferable if it can be hierarchical as above, but just together is OK). As everyone needs to be able to read everything, but only edit their own assigned work.

 

Thanks for any help with this, suggestions for alternative strategies - or pointing me to the right place for this posting ;)

 

I have hit a brick wall in my knowledge of SharePoint.

 

Ian

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