This is the last part in a series of three about creating a company notification system. You can find the other articles here:
In this article I want to show you how to create new forms for the list and how to set up the workflow.
To create new forms I have to to start SharePoint Designer, click at Lists and Libraries and Notifications. The following screen will appear:
I want to create three forms:
The employees should be able to create a new notification but only with the fields they are allowed to see.
The employees should be able to edit their notification but still only see the fields they are allowed to see.
The reviewers should have their own edit form to review the notification.
So how do we create these forms?
I click at Forms and New Item Form:
Let's move on to the final part of this solution! The workflows.
I need to create the following workflows:
Alert of notification:
The first reviewer needs to be notified when an alert has been assigned.
Change of the notification:
The second reviewer needs to be notified when a notification has been assigned. The employee also needs to be notified of the status of the notification.
Let's start with the first one!
I click at Workflows in the navigation bar of SharePoint Designer. I choose for List Workflow and connect it to the notifications list. I configure the workflow as following:
The design of e-mail messages is so much better in SharePoint Designer 2010. You can easily do look-ups and change the look and feel a bit by using colors. Every time a user is defined in the look-up I configure it as following:
- Reviewer 1 resolves the notification and an e-mail is send to the employee
- Reviewer 1 cannot resolve the notification and assigns it to Reviewer 2
- Reviewer 2 resolves the notification and an e-mail is send to the employee
The configuration can be seen in the following screenshot:
I used three Else-If branches. I also set this workflow to run when an item changes.
This concludes this series. I again want to be clear that it was not my goal to create a "perfect "solution with no shortcomings. It's not perfect, I realize that, but I hope I at least inspired some people to get the most out of SharePoint 2010 by just using the out-of-the-box features.