Workflow/Process Form

[pf]

Hello all,
I'm new to this forum, (have used the excel and word forums often). I've
done some VBA coding in both word and excel and now need to do a project in
Outlook. Would like to hear from you seasoned outllok pros to determine if
this project can be done or has it already been done.

I need to create a workflow form to automate a new hire process. I would
like for the new hire process to start in HR where they would complete the
form for the new employee, the form is then emailed to the new employee's
manager, (which would be selected from a drop down list). Once the manager
gets the form, he/she would completed several checkboxes, fields, etc. to
designate programs needed, access needed, etc. etc. Once completed the form
would then be routed to the IT department who would complete and send back to
the HR department.

Is all this possible using outlook forms? Has anyone done this in outlook
or know of a simple/cheap product that does?

thanks
pf

 

[Sue Mosher [MVP-Outlook]]

This can be done solely with Outlook forms *if* you have permission to
publish forms to the Organizational Forms library on the Exchange server.
Alternatively, it can be run from a public folder, but again you need
Exchange and permission to establish such a folder and publish forms to it.
In either case, a fair amount of VBScript code behind the form would be
needed to maintain each item's state (i.e. position) in the workflow process,
show/hide controls, route to the next department, etc.

If it were my project, I'd be looking at Microsoft InfoPath, which is
actually designed to do this sort of flow.