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 😉 )
