I am trying to design an email based workflow system for approving work using outlook forms. I have designed a form and need to allow about 7-10 people to review attachments, click on radio buttons and add their comments. They then forward on the form to the next person in the approval process.
Each person can either feedback their comments to the previous person or add comments, approve and forward on to the next person. The email needs to capture each person's comments so people can see what previous approvers have said.
The form would have name, description fields and radio buttons. Along with form fields for 'signature', date and comments.
here are my main questions:
1. I can build the form in word - can I embed a word document (with form) into outlook so it seemlessly integrates and is not an attachment. I can then use all of the functionality of word to build the form and track changes.
2. how can i set this up in outlook 2000 using forms ? are there any standard form templates or guidelines that I can refer to.
3. Can i use digital signatures ?
any thoughts or pointers would be fantastic. I'm a bit of an outlook form novice !
thanks a million
david
Hollis D. Paul - 14 Jul 2004 20:21 GMT
> any thoughts or pointers would be fantastic. I'm a bit of an outlook form novice !
You need to get the workflow form from microsoft. Go to www.slipstick.com and
search on workflow, and there should be information there on where to download the
item from.
Hollis D. Paul [MVP - Outlook]
Hollis@outhousebythesound.com
Using Virtual Access 4.52 build 277 (32-bit), Windows 2000 build 2600
http://search.support.microsoft.com/kb/c.asp?FR=0&SD=TECH&LN=EN-US
Mukilteo, WA USA