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Building the Solution > Create Service Request Workflow

Create Service Request Workflow

As mentioned earlier in this chapter, the management of service requests is very process oriented and follows a defined set of paths. You will be implementing a SharePoint list workflow to follow this path. At a high level, the workflow process will take the following steps (refer to the logical workflow diagram earlier in chapter for more details):

  • Log initialization and check if request is an emergency

  • Send confirmation email to requestor

  • Update item metadata

  • Send follow-up email to requestor and help desk users

  • Send resolved email when request completed

  • Log conclusion

Note

If you have not already done so, please read the section Create the Workflow in Chapter 4 for an example of creating a list workflow with SharePoint Designer 2010. It contains many screenshots and instructions that will be helpful if this is your first time using SharePoint Designer 2010 for implementing a workflow.


  

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