I am really struggling with Foundation and its limitations. In the past I have used enterprise which is much easier!
My problem is that I need to create a document library which will hold expenditure request forms. I have created a form template in Word 2007 as it holds the server properties and can populate the list columns. I need a workflow that will kick off once a file is uploaded to the list and email the first approver. Once they have approved it i will be using a second workflow to go to the next approval level etc. My main problem is i have never had to create a workflow before!
I managed to create stage one but it will not initiate automatically. I cant find any tutorials on the web and I have looked everywhere I can think of.
Thing is am I going about the whole thing correctly or should I be using a form library and an infopath form? If i went down that route do people need infopath to be able to complete the form or will it open on any machine?
So I guess in summery my questions are:
- Which is the best library type and template type for this kind of document?
- How do i get a workflow to initiate automatically?