Sharepoint workflow
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Description
Experience Level: Intermediate
Hi.
I told my friend I will help him with some work on his charity project, but I got flooded with tasks at my job and cant really do anything for him now. His NGO has an excel sheet with books that I uploaded to a Sharepoint site as custom list. Now I need to set up workflows but thats the point where I got stuck and dont actually have time to study this subject more. The idea of the process is this:
1. User find a book on the site and click "Reserve"
2. User fills reservation request
3. Librarian gets an email notification, fills out the place for pickup and submits
4. User and librarian gets email about successful reservation,
My troubles are as follows:
a) Whenever you click on the book, it shows book details + I added a "reserve" link pointing to Reservation list - New form. I cant figure out how to fill new form with book title from the clicked item.
b) Can I manage permissions for writing in reservation fields for users? I would like users to see only some of the fields while librarian all of them.
More details:
I created lists for reservations, history of reservations and of course, the books.
Users choose the book, click on the "Reserve" link, fill out where he wants to pick up ('drop down menu) and date from. If the book status says the books is available, wofklow would change it to "asked for reservation", if the status is "lend out", wofklow add the name of the user to the field "Queque".
User then submit the form and librarian gets the email with link to edit the request, where he changes the status to "lend out". Workflow should fill out "date to" (30 days) and then send an email 5 days before the date. When librarian submits, the user and the librarian gets an email with the details. When the field "Queque" is filled with another person, the lender and the librarian gets an email about it.
I found out about this http://www.vb-informatika.si/, but thats not what my friedn wants to use due to some "restrictions".
I would pay 100$ if I can get this done by 11 am London time.
Im thinking you can send me a step by step list I can follow.
I told my friend I will help him with some work on his charity project, but I got flooded with tasks at my job and cant really do anything for him now. His NGO has an excel sheet with books that I uploaded to a Sharepoint site as custom list. Now I need to set up workflows but thats the point where I got stuck and dont actually have time to study this subject more. The idea of the process is this:
1. User find a book on the site and click "Reserve"
2. User fills reservation request
3. Librarian gets an email notification, fills out the place for pickup and submits
4. User and librarian gets email about successful reservation,
My troubles are as follows:
a) Whenever you click on the book, it shows book details + I added a "reserve" link pointing to Reservation list - New form. I cant figure out how to fill new form with book title from the clicked item.
b) Can I manage permissions for writing in reservation fields for users? I would like users to see only some of the fields while librarian all of them.
More details:
I created lists for reservations, history of reservations and of course, the books.
Users choose the book, click on the "Reserve" link, fill out where he wants to pick up ('drop down menu) and date from. If the book status says the books is available, wofklow would change it to "asked for reservation", if the status is "lend out", wofklow add the name of the user to the field "Queque".
User then submit the form and librarian gets the email with link to edit the request, where he changes the status to "lend out". Workflow should fill out "date to" (30 days) and then send an email 5 days before the date. When librarian submits, the user and the librarian gets an email with the details. When the field "Queque" is filled with another person, the lender and the librarian gets an email about it.
I found out about this http://www.vb-informatika.si/, but thats not what my friedn wants to use due to some "restrictions".
I would pay 100$ if I can get this done by 11 am London time.
Im thinking you can send me a step by step list I can follow.
Tomas P.
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10 May 2024
Czech Republic
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