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Ulfur
New Member

Two Step Workflow (Forms-Sharepoint List-Approvel-Export to Excel-Upload) - (Upload-Mail)

Hello everyone.

 

Scenario:

  • 3 team leaders transfer data every day
    Forms -> Sharepoint List
  • Each team leader fills out the form once.
    So I have 3 entries per day.
    I could already implement this.

 

But now I am stuck and have already discovered an error in my implementation. I would have to split the rest and hope that I can be helped. (I am still a beginner and I am learning via Learning by Doing)

 

This is how it should continue

  • After each entry, the respective managers (also 3 persons) should view and approve these entries
  • When all entries of the day have been approved, an Excel file should be created and stored in a folder under Documents
  • Once this Excel file has been filed, the accounting department should be informed by e-mail

Now the first part would be finished and I think that this flow

Now I probably need a second one?

  • The ladies in the accounting department need this Excel file to be able to edit it. At the end you create a PDF file from it and load this PDF file back into a folder under Documents.
  • When this happens, an email will be sent to the people who need to know that a new PDF has been filed.

 

This would be the end of the small process.

Is it possible to implement this when it is needed?
Who can help me?
I am very grateful for any help.

 

With kind regards
Ulf

(english is not my mother tongue, but I hope I could bring it across 😉 )

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