mhamer
asked on
Sharepoint Workflow
Hi, looking for help with a Sharepoint 2007 work flow.
Overview,
create a new document
Fileds needed
Document number eg, 1001, 1002
Document name
field 1
field2
field3
field4
when a user clicks new item word opens and an information panel opens with all the fields ready to be filled in.
id like Document Number to be prepopulated
not sure how
I have a sharepoint list that can generate unique sequential numbers, but dont know how to call that in to this field.
or if thats a good way to do it.
Overview,
create a new document
Fileds needed
Document number eg, 1001, 1002
Document name
field 1
field2
field3
field4
when a user clicks new item word opens and an information panel opens with all the fields ready to be filled in.
id like Document Number to be prepopulated
not sure how
I have a sharepoint list that can generate unique sequential numbers, but dont know how to call that in to this field.
or if thats a good way to do it.
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ASKER
Hi, good progresss thank you
re workflows
1 generates a number (looks at seed number adds 1) then subsequent numbers are 1 greater than last.
I added some extra columns to this list (compulsory fields) and a work flow to create an item in the doc libray after the number was generated. this works enough
but it just seems very clumsy.
the issue is getting SP to do fit in with our numbering system and conventions,
so at present.
I create a new item in the list that generates numbers, I type in title and some other firleds i need, after a short while the item appears with a new document number that is one greater than last doc created.
I can then go in to the item and choose a workflow to move (create an item in doc library based on these fileds).
(I cant get this to work automatically, just by running the workflow manually (i think because its diffrnet list/library). in th epast i have cut and paste the start button in to the item page in SPD )
so when i now look in the doc lbrary where these docs are, there is a new item, all the basic fields were done in step one.
when i open the doc the information panel appears and is populated.
the user than can get on and write the body of the doc.
trouble is although this works, its not confident its robust.
I'll go through all you have said and the links, make sure im doing it all correctly
cheers guys
re workflows
1 generates a number (looks at seed number adds 1) then subsequent numbers are 1 greater than last.
I added some extra columns to this list (compulsory fields) and a work flow to create an item in the doc libray after the number was generated. this works enough
but it just seems very clumsy.
the issue is getting SP to do fit in with our numbering system and conventions,
so at present.
I create a new item in the list that generates numbers, I type in title and some other firleds i need, after a short while the item appears with a new document number that is one greater than last doc created.
I can then go in to the item and choose a workflow to move (create an item in doc library based on these fileds).
(I cant get this to work automatically, just by running the workflow manually (i think because its diffrnet list/library). in th epast i have cut and paste the start button in to the item page in SPD )
so when i now look in the doc lbrary where these docs are, there is a new item, all the basic fields were done in step one.
when i open the doc the information panel appears and is populated.
the user than can get on and write the body of the doc.
trouble is although this works, its not confident its robust.
I'll go through all you have said and the links, make sure im doing it all correctly
cheers guys
My question is how is the document serial number generated? If it could be ported into the document library as a column you have a fighting chance of that being pre-filled into the Document Information Panel too.