Using the data from a collect feedback sharepoint workflow

Posted on 2012-08-12
Medium Priority
Last Modified: 2012-08-17
I've got a SharePoint library of documents I want to collect feedback on.

So far I've achieved this using the built-in collect feedback workflow. The information collected from the reviewers goes into the workflow history for the specific document.

Is there anyway I can access this information using SharePoint designer and perhaps populate a list filled with the reviewers comments?

I've been searching google for ways to do this and there doesn't seem to be any concise instructions about how I might go about it.

As this is a small project, I've been avoiding using Visual Studio for custom workflows, hence I'm looking for ways to achieve this using SharePoint designer.

Any advice much appreciated, Thanks.
Question by:scottpettit
  • 2
LVL 74

Expert Comment

by:Jeffrey Kane - TechSoEasy
ID: 38287335
In order to assist, it would be helpful to understand what you are ultimately trying to achieve, because perhaps there is a better overall methodology.

For instance, if you are merely wanting for all reviewer comments to be displayed, this can be accomplished by enabling the reviewing pane of a Word document and using the "Final showing markup" view of the document.

See this how-to for one way to review documents via workflow:


Author Comment

ID: 38289749
Hi Jeff,

Thanks for the reply.

Here is what I'm trying to achieve:

Scores need to be collected for a document in a library. I want to be able to start a review
workflow on a document and assign it to a reviewing group. Once the scores are collected, I need to populate a list with them so they can be exported to excel at some stage for reporting purposes.

I tried to achieve this using a custom workflow, where the reviewer would be prompted to fill out a form, then the information would be inserted into a scores list. The issue was doing this concurrently with the whole reviewers group, as once one reviewer completed the task, it would disappear for the others in the group.

My experience with SharePoint is somewhat limited. I may be going about this the wrong way, so any advice is appreciated
LVL 74

Accepted Solution

Jeffrey Kane - TechSoEasy earned 1500 total points
ID: 38290186
Sounds like you just need to modify the workflow to require ALL reviewers to provide input before the task is complete.  This would create a "parallel" workflow.

Most likely you should be using the Collect Feedback type of workflow:


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