Re: Workflow to create and populate excel sheet from sharepoint list

JamesWaddell — Sat, 18 Feb 2012 10:16:37 GMT

So you mean apart from having sharepoint designer stored on my machine, i also need the sharepoint server?

My company will sort out the licensing and I will tell you how i get along.

Re: Workflow to create and populate excel sheet from sharepoint list

ChrisR — Fri, 10 Feb 2012 00:47:53 GMT

Hi,

This may help you with looping through your list. I'm currently trying to implement this technique to loop through a form library of mine and I can't seem to be able to get it to work quite yet, but it seems to be working for a lot of people judging from the comments it has gotten.

http://sharepointsolutions.blogspot.com/2008/05/looping-through-items-in-sharepoint.html

Workflow to create and populate excel sheet from sharepoint list

stephAlphs — Tue, 17 Jan 2012 10:44:56 GMT

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!