I'd appreciate some help getting my design in the right direction, SharePoint 2016 on premise.
Requirement: I have a table with half a dozen columns - a price, a date, a couple of choices, etc. User 1 needs to create this and be able to add/edit rows, attach supporting documents, and at some point request approval. I've built the list for this, although it isn't clear to me how to set up a form or a view where a user is looking at just the set she created for that particular list. Can I give it some some kind of parent ID to separate the collections, equivalent to an invoice ID that groups invoice detail lines?
At some point the user needs to request approval, which should trigger an email to a distro. So this is a custom workflow. One or two approvals are required (the user who creates it can specify). Each approver can approve or deny, and fills in a comment.
So I think this part is only a custom workflow, right? Or do I need another list to hold the identity of the approvers, the status, their comments, etc.?
I've googled my head off but I'm kind of overwhelmed, and I don't have a lot of CSS or javascript knowledge (I'm a .NET and SQL developer).
So if someone could nudge me in the right direction I'd be very grateful. Trying to figure out if I need to do a parent-child type of form - which looks a bit complicated - or can I just somehow fit this in to a spreadsheet embedded in SharePoint, or use a list to create the group of records that will stay together through the approval process.
Thanks for any help,
El Bo
Down there somewhere, its just ones and zeros.