Hi Community,
I need to figure out the best route for having a user create a document from a workflow. Here is the basic process of the workflow:
- Item is created
- Workflow is fired off
- Depending on user selection many things will need to be done
- One of which is to create a document
- Assign Task to User to Create Document
- Document gets created and placed in Document Library
- ETC....
So my question is what is the best approach to do this. I was thinking Create a Task Content Type that is the same as the Document, have a Task Form they fill out and then when task item is created just have it create it in the document library that way or is there a way off the actually task that you can have the user fill out a form for the document library that creates the document.
Any insight or suggestions into this would be great as this i first time have attempted something like this within a workflow.