I am using on-premise SharePoint 2016. In one of my lists, when an item is created, I need the following workflow:
- Notify the manager(s) as listed in the created item. This step should happen in parallel so that if any one of the managers approves, it moves to the next step.
- Notify the manager(s) of the department the item is being submitted to. This should only happen if at least one manager from step 1 approves. This step should happen in parallel so that if any one manager approves, the item is approved.
- The item status should be marked as approved only when steps 1 and 2 are approved. If possible, the item should then be set to read-only for everyone but department managers.
- If possible, I would like to include a form field in step 2 that will allow a manager to select a person from that department. When the item is approved, a task will be created in another list and assigned to the selected person.
I've seen about a thousand different approaches to similar workflows, but nothing specifically like what I'm trying to do. I can fill out most of the details for myself, but I need to know where to start with this. Should I use a SharePoint 2010 workflow or a SharePoint 2013 workflow? For the chosen workflow type, what general steps would I need to take to accomplish each of the steps above?
I have a SharePoint 2010 approval workflow that satisfies steps 1 and 2. However, I don't know how to set the completion conditions of the task so that 3 and/or 4 can kick off only if 1 and 2 are approved.