I'm a complete newbie to the SP design world and am trying to create a form with the following parts. I've tried reading various guides, but they're either super generic or more technical than I'm capable of understanding right now. This is a side project and I've been stuck for a couple of weeks now, so any help is appreciated.
- Once submitted, it triggerss an email alert to a particular group for review, CC's the creator, and CCs the creators supervisor (all information requested/provided in the form and populated by the creator using People Picker, so no need to do any SP lookups there)
- Any comments or additional information needed by those reviewers should trigger an email back to the creator
- Once approved, the form then needs to be sent to another group as an alert that it was approved
- Only the approvers should be able to see the entire list/library of requests -- requestors should only be able to see their own entries
I've got the form designed and the initial email alert functioning, but I'm having trouble with the back and forth portion. My process in SP Designer looks a bit like this:
If created by Person A // Current Item:Created By or modified by Person B (reviewer) // hard-coded email address or modified by Person C (reviewer) // hard-coded email address or modified by Person A (creator) // Current Item:Created By Email email@example.com // CC section of this email uses the SP lookup to pull the Creator's email and the email from the supervisor People Picker field
If modified by Person B or modified by Person C or modified by Person A If *Approval Status* equals *0;#Approved* Email firstname.lastname@example.org // CC section of this email uses the SP lookup to pull the Creator's email and the email from the supervisor People Picker field, plus the approval group then Email email@example.com
Step 3 and 4 would be pending (i.e. more input from creator needed) and denied.
Could someone point me in the right direction for this?