多步骤工作流程:使工作流程 A 依赖于工作流程 B 和/或工作流程 C 的结果

发布于 2024-09-01 09:33:04 字数 776 浏览 2 评论 0原文

我的任务是为我们的内联网创建一个软件安装批准部分。当某人请求在其工作站上安装特定软件时,我们需要获得 IT 批准,然后获得业务批准。一旦获得这些,就可以安装了。

我正在使用 Sharepoint Designer 来执行此操作。我有列表 A,用户在其中输入有关所请求软件的信息。然后,工作流 A 在列表 B 中创建一个任务,然后将该任务分配给 IT 审批者。工作流 B 在列表 B 上进行项目创建,设置截止日期、标题和其他字段,然后暂停直至截止日期。 IT审批者与业务方合作完成任务。一旦列表 B 任务完成,列表 A 中的项目应该标记为完成——到目前为止,我的一切工作正常。

我想通过两种方式使其更加稳健。由于唯一真正的选择是将列表 B 任务标记为“已完成”,这本质上意味着“已批准”,因此我们无法真正拒绝请求。我想添加的是通过列表 B 上的任务批准或拒绝请求的选项 - 如果批准,我希望列表 A 中的项目继续显示“进行中”,自定义状态为“已批准” ,我想创建一个新的软件安装任务;一旦安装任务标记为已完成,那么我希望列表 A 显示“已完成”,状态为“已安装”。如果被拒绝,我希望列表 A 中的项目显示为“已完成”,状态为“已拒绝”。问题是,我什至不知道从哪里开始进行这些修改。创建和修改自定义状态字段并不是什么大问题——我已经解决了这个问题,并且我相当有信心我可以轻松地做到这一点。我主要担心的是,我知道我需要一个工作流程 C,但我不知道在哪里或如何触发它以获得我需要的结果。

我已经成功地让工作流程 A 和 B 正常工作,但除此之外的任何事情都确实突破了我的知识极限。很明显,我对 Sharepoint 工作流程相当陌生。我是被迫进入这个位置的,而且我仍然在摸索。预先感谢您的任何帮助!

I have been tasked with creating a Software Installation Approval section for our Intranet. When a person requests that a particular piece of software be installed on their workstation, we need to get IT approval and then business approval. Once those are obtained, it is to be installed.

I am using Sharepoint Designer to do this. I have List A, where the user enters the information on the requested software. Workflow A then creates a Task in List B, which is then assigned to the IT approver. Workflow B works on List B on item creation, setting the due dates, titles, and other fields, and then pauses until the due date. The IT approver works with the business side and completes the task. Once List B task is complete, the item in List A should be marked as complete -- I have everything up to this point working fine.

I want to make this more robust in 2 ways. As the only real option is to mark List B task as "completed", which essentially means "Approved", we have no way of really denying a request. What I want to add is the option to approve or deny a request through the task on List B -- if it is approved, I want the item in List A to continue to show "In Progress" with a custom status of "Approved", and I want to create a new task for software installation; once the installation task is marked as completed, then I want List A to show "Completed" with a status of "Installed". If it is denied, I want the item in List A to show as "Completed", with a status of "Denied". The problem is, I'm not even sure where to start making these modifications. Creating and modifying the custom status fields isn't that big of an issue -- I have messed around with this and I'm fairly confident I can do this easily. My main concern is that I know I will need a Workflow C, but I don't know where or how to trigger this to get the results I need.

I've managed to get Workflows A and B working fine, but anything beyond this is really pushing the limit of my knowledge. It's probably obvious that I am rather new to Sharepoint workflows. I was very much thrust into this position and I am still feeling my way around. Thanks in advance for any help!

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旧故 2024-09-08 09:33:05

我想我应该自己回答这个问题,因为有人可能会碰巧遇到这个问题并想知道答案是什么。我使用了以下教程并将其修改为在提交请求后基本上有两个步骤:一个用于批准,一个用于安装。毕竟不需要第三个工作流程。

使用 SharePoint Designer 创建自定义工作流

Figured I should answer this myself since someone may happen upon this question and wonder what the answer is. I used the following tutorial and modified it to have essentially two steps after the request is submitted: one for approval, one for installation. No 3rd workflow was needed after all.

Create a custom workflow using SharePoint Designer

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