Workflow Soluiton

 View Only
  • 1.  Writing to Excel or Word preformatted sheet

    Posted May 06, 2016 01:12 PM

    New to Workflow and........

    We have a build sheet that or Deskside technicians use when deploying a computer, we are trying to automate this as much as possible and have created a workflow that uses a web form asking for technician name, end user logon name, the asset tag of the old and new computer, the cost center and so on.

    What we are having an issue with is trying to figure out how to get the data that is put into the workflow and output to the excel or word preformatted sheet in the proper places. At the current time the sheet is in work format but if it is easier to write to excel we can create and excel sheet that looks identical to the current build sheet that is in word format.

    We have created a few workflows that email specific users for certain things and with email it is a matter of putting variables into the places you want information placed but for excel this dosent seem to be that easy and straight forward.

     



  • 2.  RE: Writing to Excel or Word preformatted sheet

    Posted May 08, 2016 09:47 PM

    Can you provide some samples that we can work with?

    Excel is probably easier to work with, I'm not quite sure what you are asking.

     

    Best Regards.



  • 3.  RE: Writing to Excel or Word preformatted sheet

    Posted May 09, 2016 08:53 AM
      |   view attached

    Attached is a portion of the build sheet I am referring to, it is currently in word format but we can easily convert it to excel format. In Workflow thru a web form using labels and text boxes, we are having the technician fill in fields and would like to once the web form is filled in populate that information in the build sheet for the technician to attach the the computer being deployed. 



  • 4.  RE: Writing to Excel or Word preformatted sheet

    Posted May 10, 2016 11:14 AM