I have a workflow that kicks off when a new document is uploaded to sharepoint. I have a Sharepoint event writing fields to a Smart Object list that populates a Smartform. The next step in the workflow has 3 outcomes. 2 of the outcomes are just sending the workflow along to another step. The 3rd outcome is what I need some advice on. If they select the 3rd Outcome I need it to open a form that they can select mulitple people from and then click submit. When they click submit the workflow needs to send the a form to each person selected. The selected individuals then need the ability to comment on the form and send it along in the workflow. I know how to create the forms for the tasks as far as selecting the users and the form for adding comments. What I can not figure out is making the 3rd outcome bring up the form to select the multiple participants. Any ideas on how to accomplish this?
Hi Sstrickland
How is the 3rd outcome selected? Is the user selecting this when they upload the document?
I am assuming that there is an activity in your workflow that has 3 outcomes. If this is the case then I think what you need to do is connect your line from this activity for the 3rd outcome to another workflow activity containing an event that will create a task for the user to open the form and input the required users. There are a couple of options you can use in your workflow to achieve this.
In the Events Wizard (K2 Studio) there is a Default Client Event and a SmartForms Client Event. Both events will allow you to create tasks for users that require them to open a Smartform and perform an action.
The SmartForms client event is fairly intuitive - you select the form and form state to use and then select the outcomes (if there is only one you just enter one - e.g. Submit). You can then connect the outcome to the next event which requires the selected users to open the form and enter comments.
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