Thanks for responding! Essentially the workbook is just a word document prefilled by the MS Form responses and converted into a PDF document.
The goal is to start a “policy workbook” to introduce a new policy or change an existing department.
The requesting department would fill out the MS form and select the affected departments on the form and add in the policy information.
Code
The “policy workbook” gets automated in a PDF with the form responses and updates our SharePoint list (tracker).
My goal is to send the approval with the attached workbook from the requesting department to the departments affected.
From your example, if the Marketing department said “no” and IT said “yes,” the IT department would proceed to be added to the channel with the requesting department and begin an MS Planner checklist and submit other documentation.
The Requesting department would be notified (via email) that the marketing department said “NO” to participate and be provided the comments as to why not. Then, they would have to resubmit the request to this department to start again (Unless it’s another option).
If IT says they “needed more information,” they would be added to an MS Teams chat (with the persons representing that department) with the requesting department to discuss scheduling a meeting or quickly clarify the more information required with the attachment (hopefully using the adaptive card).
If they say they need more information and it’s discussed, the chat should go away. If they proceed, everything would reroute to saying yes to the approval, and any further discussion would be in the channel created.
