Hi
I am new to using Sharepoint so have just been exploring it in a test environment. I was looking at implementing one of our business processes in Sharepoint to see how beneficial it can be.
I am just not sure as to the best way to approach the problem.
The business process is quite simple. Basically a user inputs data via a form. All of the form responses are collated and additional information is added. This is then sent to another department who add additional information and so on...
This is currently done via Excel spreadsheets ... so to avoid too much consternation among the end users - it would be good if it could be kept in a datasheet/list format.
Different fields are compulsory depending on the stage of the process.
I was going to use a custom list with different views for each user - however custom forms appear to be at the list level and not the view level?
I was then thinking of creating a custom list for each stage of the process and then use a custom workflow to copy the list items to the next list once the user has finished adding all the information. However, the workflow looks as it if can only copy a single list item?
I do realise this is very basic, however I would appreciate some pointers in the right direction!
(I am using Sharepoint 2010)
Many Thanks
