Solved

Sharepoint - Approval workflow question

Posted on 2016-09-19
1
110 Views
Last Modified: 2016-09-26
Hi experts,
I'm looking to build an approval workflow that can help with our wire transfer process. Not sure if Sharepoint (our firm's on Office 365 Sharepoint online) can do this relatively easily, but here's what I'm looking for:

1. Accounts payable admin enters the details of the payment - Amount, Vendor, Wire details, etc.
2. Accounts payable admin chooses the approvers (with order of approvals, preferably)
3. Email's automatically sent to the approvers right away and they choose yay or nay
4. if it's approved, here's where it gets better... I need to somehow have Sharepoint generate a csv or xlsx (using the info entered in step #1) in a specific format so that accounts payable admin can upload it to the bank to initiate the transfer.

I have a good grasp of C# and SQL if these skills are useful for developing Sharepoint to do this.

If you know of a solid alternative system to tackle these needs, I'm all ears as well.

Thanks in advance
0
Comment
Question by:timberadmin
[X]
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
1 Comment
 
LVL 5

Accepted Solution

by:
Isaac earned 500 total points
ID: 41805545
For 1-3, you can use SharePoint designer.
Create the fields needed.  Have 3 fields where the admin can enter approvers.
Create a workflow in Designer and route to each approver in the order use wish.
In the notification, there will be a link to the form with a drop down for them tochoose Yay or Nay.
If Yay, move on to the next approver.

For 4, you can probably redirect them to a custom page that has a link to export to csv.
Never done it before but this EE solution might work.

or just google, "export sharepoint list to csv programmatically"

Hope that helps
0

Featured Post

Office 365 Training for IT Pros

Learn how to provision tenants, synchronize on-premise Active Directory, implement Single Sign-On, customize Office deployment, and protect your organization with eDiscovery and DLP policies.  Only from Platform Scholar.

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

Enabling the Skype for Business Meeting Scheduler in Hybrid OWA
There are times when we need to generate a report on the inbox rules, where users have set up forwarding externally in their mailbox. In this article, I will be sharing a script I wrote to generate the report in CSV format.
To add imagery to an HTML email signature, you have two options available to you. You can either add a logo/image by embedding it directly into the signature or hosting it externally and linking to it. The vast majority of email clients display l…
how to add IIS SMTP to handle application/Scanner relays into office 365.

695 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question