Trying to build a Change Request Tool using our Office 365 account and an Access Web Database linked to SharePoint 2010 lists.
Tables:Change Orders (List form starts from)
Master Record Data (to import as sub-datasheet on "Change Order" form)
Proposed Data (to submit imported data to for editing - like a holding tank/sandbox area)
Currently, you open the Change orders form, enter a PN, and it pulls filtered data from "Master Record Data" to a sub-datasheet in the form (good for review).
We can't let users edit the Master Record prior to approval, so I would like to save the imported sub-datasheet data to a separate list (Proposed Data) for editing & manager review. There they can add or delete rows as needed without affecting the master. How do I submit imported data to this location?
Desired Flow:
- Open Change Order form
- Enter PN
- Filtered sub-datasheet data displays
- Save change order specifics to Change Orders table so an ID# is generated
- ?? Somehow add the sub-datasheet rows to the "Proposed Item Relationships" table with the Change order ID added in a new column ??
- ?? "Change orders" form re-opens and pulls data from "Proposed Data" for the reviewer to see ??
- Reviewer approves
- I then make the approved changes to the Master Record
Resources:InfoPath (In-case better to build forms there off of lists rather than using a web database form?)
No webservices or custom workflows available in our Office 365 package
No Business Connectivity Services to talk to SQL server.