Collecting Feedback in O365 SharePoint online

by Jeana
(San Jose, CA, USA)


Summary of my project

This is a document review process which can have couple of stages
- Initial review
- Legal Review
- Final review

Initial review stage :

1. Group of engineers write technical documents
2. Each engineer uploads the document to their team site and ask couple of team members(Reviewers) to review/ adjust the document ( Number of Reviewers are dynamic here - They should be able to do this simultaneously. So version - enable, Check in - disable)
3.Need to input some data in Initiation form (What reviews to complete etc..)
4.Reviewers either :
Accept the invitation email and adjust the document within due date
Reject the invitation
Assign somebody else
** All reviewers has to say they have 'Completed' the task for the next Review to activate . ( duration 2-3 days)
5. Legal Review : (If specified in Initiation form)
Same steps as above stage
*** All reviewers has to say they have 'Completed' the task for the next Review to activate
6.Final Review : (If specified in Initiation form)
End of workflow .


My Questions :

1. Have you written anything about "Collecting Feedback" workflows in SP designer 2013/ Visual Studio 2013 ?
2. How to handle dynamic reviewers ?
3. What is the best way to handle multiple(this can very too) review stages ? one main workflow or 3 workflows with a link ?

Thank you in advance for all your help !



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About Author

Devendra Velegandla is a four-time recipient of Microsoft's Most Valuable Professional (MVP) award (2014-2017) for Office Servers and Services MVP and  SharePoint Server. He received the MCC award for his contributions in Microsoft MSDN/TechNet forums. He loves sharing articles, videos, and tutorial on SharePoint and Office 365.