Solved

Sharepoint - Approval workflow question

Posted on 2016-09-19
1
80 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
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

PRTG Network Monitor: Intuitive Network Monitoring

Network Monitoring is essential to ensure that computer systems and network devices are running. Use PRTG to monitor LANs, servers, websites, applications and devices, bandwidth, virtual environments, remote systems, IoT, and many more. PRTG is easy to set up & use.

Question has a verified solution.

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

Following basic email etiquette rules will help you write a professional email and achieve a good, lasting impression with your contacts.
How to resolve IMCEAEX NDRs in Exchange or Exchange Online related to invalid X500 addresses.
Office 365 is currently available in five editions. Three of them are for business use: Office 365 Business Essentials, Office 365 Business, and Office 365 Business Premium. Two of them are for home/personal use: Office 365 Home and Office 365 Perso…
Access reports are powerful and flexible. Learn how to create a query and then a grouped report using the wizard. Modify the report design after the wizard is done to make it look better. There will be another video to explain how to put the final p…

840 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