In our scenario, there are three user types.
'User A' submits document and starts WF.
'User B' reviews and supplies comments to 'User C'.
'User C' then does his work and supplies his own comments.
Here's the critical part:
'User B' must take his own original comments and consolidate with 'User C's comments, with the abilty to "clean them up" and then send to 'User A' for action.
'User A' can never see "raw" comments from either 'User B' or 'User C'.

What's a tried and true way to handle this with the least LOE, while maintaining data integrity and visibility requirements?

It appears that in using SharePoint Workflow Integration Activities there's a way to modify the .aspx and .ascx pages (the HTML portions, anyway - the code-behinds are unavailable to the best of my knowledge) to do a tiny bit of UI mod, but this doesn't seem to be the right route for our needs.

Process data and Emails?
SmartObjects? I have no experience actually having a SmartObject work in our environment, so am reluctant to expend a lot of time and expense on this path if it's unproven.

Thanks!!

I think your best best with least amount of work is going to be to use SmartObjects for this.  It really should not be very difficult to pull of with them.

Thanks, Chris.

Any resources you can recommend (specific tutorial, whitepaper, etc.) that will help in the planning and implementation? The training materials I got w/ Quickstart touch on the subject, but not really in a manner that translates to this requirement set.

 Thansk again.

After user B sends it to user A, do you need to keep the original raw comment from user B and C somewhere?

I am assuming User B and User C are 2 separate activities. 

You can use a comment box that user B can enter, route to user C, user C can edit that box, sends it back to user B.

User B can edit the comments further, and when it sends to user A (the next activity) it gets appended to a summary approval  field. 

Thanks, Peter.

1. Would definitely like to maintain raw comments in data storage for audit/accountability reasons.

2. User B and User C are two separate ACTORS. Their interaction here is mostly that User B is the manager of User A, while User C is an outside technical specialist who provides recommendations. User B needs to have control over what goes back to User A.

3. The underlying question here is exactly this: How do I, using K2BP, create said comment box and make the data available for read and write operations in the most efficient/simplest manner? I assume this is a fairly common requirement, and hoping someone has a quick and simple "how to///" for this.

 Thanks! 

 

I agree with Chris.  SmartObjects would be a good way to do this.  They're not unproven and very easy to use.  There are a couple of tutorials in the help files installed with [blackpearl].  You shouldn't need any code to do it.

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Seems the concensus is to go the SmartObject route!  :)

I'll give it a go and expect to have great successes!!

:) Thanks, all.