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Best way to setup a workflow?

Anonymous
2023-04-27T18:23:47+00:00

Hello!

We have an Excel template that gets completed by CM.

CM uploads the file to the SharePoint folder. PA is alerted there is a new file.

PA enters in 3 columns of data in the template.

NV and AM are alerted the template is ready for processing. They simultaneously process the template.

JA is notified that the template is ready for processing. JA processes the template.

Final alerts are sent back to CM and PA that the file was processed and it complete.

What is the best way to set this up? Do I create a SharePoint list? Or just have a folder? When I create the workflows - should they be approvals or just notifications? Or tasks?

Help!

Microsoft 365 and Office | SharePoint | For business | Windows

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  1. Anonymous
    2023-04-28T04:39:24+00:00

    Dear Amber,

    Good day!!

    I understand your requirement the best method I would recommend to your requirement is to use Power Automate flow. So I suggest you to post your concern in the Microsoft Power Automate Community: Microsoft Power Automate Community - Power Platform Community to get the detailed help from the experts based on your requirement.

    I hope the experts in the Power Automate Community will provide the detailed flow to your requirement and if you need any further concerns in the Office 365 services, we suggest you to post your concern in this community and we will try our best to assist you .

    Have a good day!!

    Best Regards,

    Sophia

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