Hello,
I have a complex infopath form for claiming payments. The claims are in a repeating table.
What is needed:
Once the claim has been submitted, I need workflow to run weekly and monthly on every submitted submitted form, collect the payment information, compile to an excel sheet and email it to the pay master. This is to prevent pay master from getting email for every claim and having their mail box clogged.
What I have done:
- I have created a string variable that extracts all the information that needs to be sent to the pay master from every form, and also if the person is to be paid monthly or weekly.
- I also created a list that will hold the information: Payment List
- Once the form has been approved for payment, I add this string variable to the list created above.
What is left to do:
- I need to design a workflow that runs weekly, loops through the payment list and if the person is to be paid weekly, collects the payment information and add it as a line on an excel document, then remove that particular payment information from the payment list, and adds it to a new list called "Paid List".
- It should then send this excel sheet as an attachment to the payment master.
- 1 and 2 should also be done monthly for the monthly paid staff.
Now, I need a way of achieving the above. I looked into creating a custom workflow, but it looks like I need to have the Sharepoint stored on my development machine and this is not easily achievable. Is there another way of achieving this? I am not afraid to code, but I need good guidance on how to start it.
Thank you in advance!