Sharepoint - Approval workflow question

timberadmin
timberadmin used Ask the Experts™
on
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
Comment
Watch Question

Do more with

Expert Office
EXPERT OFFICE® is a registered trademark of EXPERTS EXCHANGE®
SharePoint Client Side Developer
Commented:
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

Do more with

Expert Office
Submit tech questions to Ask the Experts™ at any time to receive solutions, advice, and new ideas from leading industry professionals.

Start 7-Day Free Trial