Hello,
We have a recognition process in our company where people can nominate other staff members for demonstrating good behaviour, and suggest a number of points.
At the end of every month, the management team review the nominations: they can approve or reject each nomination and can choose a different number of points.
So far, for each submission, I have a workflow retrieve the variables, use token calculator tool to "summarise/clean" the initial data and set the variables in another form. Then I am using the report feature on Forms to get a visual summary of all monthly submission.
For the management review meeting, I would need a form that looks exactly like the report + additional columns for the decision and final sumber of points.
What would be the best way to do that? I was initially thinking of using workflow but not sure of how to target each monthly submission (they are not saved in the repository). Is there a way to do that without saving the data in our own database? I did some research on LF Answers about lookup directly in the forms database and it does not seem to be really recommended.
Thanks in advance for any suggestion !
Veronique