Hi All,
I have uploaded staff handbook onto a library and will like users to sign off by clicking accept or reject button on a message box displayed whenever they open the file.
My challenge is that there is know option to trigger workflow when an item is open in sharepoint designer 2010.
I need help to make this happen.
Regards,
Bisi.
Not sure I understand, why would you need to trigger a workflow when an item is opened and how it relates to you question.
You could do this in a couple of ways. One would be to create a list item for each member of the staff. I have done this using an LDAP query to an AD group. The workflow queries the group via LDAP and creates an item for each individual. The workflow then sends them an email with a link to the newly created item.
The item would have verbiage like:Â I have read the Staff Handbook with a link to where you have the handbook uploaded.
The form would capture the date and the username() when they press the I have Read button or whatever wording you want to have on it.
Then you could create a view that shows those that have read and those that have not.
Try to unable “Checked In/Out” feature for Doc library, then try to write workflow or use version option to get comments from users.Â
Hi Bisi,
As already mentioned, you are not going to get this functionality from SharePoint Designer, but you could create a workflow in Visual Studio to do it, use DocRead to do it or get a workflow solution like Nintex or K2, all will work.
Hope that helps.
In addition to what everyone else has posted, you could have an accept/reject button on closure of the document. It would be triggered on the “modified by” column. Once modified by = whatever, it could pop up a dialog box and an if/then else statement depending on what was clicked on..
Thanks for the mention Paul!Â
Bisi this sounds exactly what DocRead can do. We can also attach a quiz at the time of accepting the Ts and Cs. If they pass the quiz they get a receipt and complete the task, if not, they need to pass 🙂 Happy to show you at any point.
