Take the 2-minute tour ×
SharePoint Stack Exchange is a question and answer site for SharePoint enthusiasts. It's 100% free, no registration required.

I'm very frustrated trying to upload a simple IP form (that includes only one field and a submit button). I want to start the workflow manually when a document is uploaded in Doc Lib 1.

I want to assign a single task to multiple individual users (not groups, parallel users), and allow them to acknowledge that the document has been viewed in the IP form. I would then like the completed form to be sent to a repository (Doc Lib 2), where the userName, time, and field 1 value (it's a checkbox, so yes or no) to be viewable to management. I have attempted the following (can skip these to questions at bottom):

  • Assign form to a group, of which I cannot input an IP form, it is simply a survey
  • Begin a feedback process (and then editing the behaviour of the individual tasks)
  • Attempt to set up an automatic workflow in a form library that runs whenever a document is uploaded, and then input a send doc to depository action throughout several workflows
  • Many other things that I didn't properly document

I am becoming very confused with WF usability:

  • Is there a way to assign these parallel, but still allow individuals to update a document (in this case an InfoPath form)?
  • Is there a workflow command that simply says "assign this infopath form as a task to the users indicated in the initiation form"?
  • A workflow action that allows the simple upload of a document?

Thank you all tremendously. I'm sorry for the wall of text.

share|improve this question
add comment

Your Answer

 
discard

By posting your answer, you agree to the privacy policy and terms of service.

Browse other questions tagged or ask your own question.