Hi,
As part of our current processes, we submit a project initiation form when requesting to initiate a new project. Once approved, it is added to a project schedule and status updates are made at regular intervals. Oncec complete, a project acceptance form is created and submitted to the users for sign-off.
In summary:
Project initiation form submitted for approval -> project added to schedule -> acceptance form submitted for sign-off
Now I want to migrate this functionality to SharePoint. Like with any solution there is more than one way to skin a cat but I am after suggestions/ideas on possible solutions. My initial thought is to have an underlying task list and the form associated with the task list to be customised using Infopath - having hidden sections for initiation and acceptance thus hiding the sections that are not relevant (hope this is clear). The relevance governed by the current approval status (initiated, approved, completed, sign-off).
Any feedback welcomed!