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I current have a list setup in sharepoint, with workflow created.

I have created the rule using custom workflow created in designer.

1)First guy fills in content of list and starts the workflow. 2) 2nd guy is assigned certain information to provide, and he does that. 3) 3rd guy will need information from both guys and make decision (approved or rejected).

My issues is when 3rd guy is assigned to the task, he can only view stuff from 1st guy. Seeing the information from the 2nd guy is a lot harder and not that clear.

Does anyone know if I am able to have view where the 2nd guys information is added to the view for 3rd guy (or similar). its really annoying me.

Thanks!

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  • How do you trigger email skeet
    – user21635
    Dec 28, 2013 at 8:01

1 Answer 1

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If the 2nd guys information is on the list item then you should be able to just add those fields to the list view or create a new view for just those fields.

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  • but when guy completes his view, Can i trigger email to let 2nd guy know something is waiting for him?
    – mushi
    Dec 29, 2013 at 22:22
  • Yes. You will just be looking for the fields to be populated and send an email based on that. What version of workflow are you working with 2010 or 2013? 2013 you can just pause for a change or I have even polled the list if that is needed. Dec 30, 2013 at 7:20
  • 2010. Can you please send any articles. I could now find the option in the list to allow for sending of emails.
    – mushi
    Jan 6, 2014 at 0:47
  • This document lists all of the actions you should see in 2010 workflows. There is a "Send an Email" action. It notes that outgoing email must be configured in Central Admin. office.microsoft.com/en-us/sharepoint-designer-help/… Jan 9, 2014 at 1:18
  • Thanks, I made some progress with a custom workflow. The issue i have now: Person 1 fills in form, and Person 2 assigned and gets email. Person 2 fills in form, Person 3 assigned. person 3 can only see what person 1 filled in. To find what person 2 did he has to go into workflow and look for it. Would you know how to combine Person 1 and person 2 things to one view.
    – mushi
    Jan 9, 2014 at 23:24

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