I have two lists and a library that are connected together as follows:
Clients (List)>Deals (List)>Deal Files (Library)
In the Deal Files library, there is a Document type choice field with about 15 different types. I am looking to create a list that would be a checklist that lists out each document type with the following fields: Uploaded (Yes/No), Date Uploaded (Date), Uploaded By (Person).
I envision a workflow that would trigger when a document is uploaded and update the Checklist based on the document type uploaded.
I would like to view the Checklist from a Deals (List) display form, like on a tabs view, so that you would see the following:
Doc Type Uploaded Uploaded Date Uploaded By Contract No OS Yes 9/26/2016 John Smith
I know that is a lot of info, but does anyone have any thoughts on how to approach this? I am really stumped.