The scenerio:
Each quarter a campaign will start that where each of our location managers have to complete a survey. There could be 150 locations or more. The idea is to build a list or facility directory. Each location will have a status of active or inactive. What I would like to do is use this directory to kick off a new process for each active location. Ideally the administrator of the form would open a form designed to "Kick off the campaign" by clicking a button. Once the button was clicked a process would be opened for each facility required to complete the survey. For each process a workflow would send each location manager an email requiring them to action the survey. An escalation would be put on the user task to remind them daily to complete the survey.
So I built a facility directory with a status of "active" or "inactive". I then built a generic form and a workflow with a single user task. I built a third form with a button to trigger the campaign. I added the facility directory to the campaign form so that I could do a read method and filter for only the active items. I was hoping that on the click of a button some sort of "for each" rule would loop through the list and open a process for the active facilities. So far I have had no luck in accomplishing this task.
Am I going about this the wrong way? Is there another way I should be looking at this? Am I on the right track? Does anyone have a suggestion on how I might directly approach this requirement to make it work. Any ideas are welcome and appreciated.
Thanks,
Bryan Peters
