So I've been researching how to solve a repetitive task I have for work.
Basically the flow is this:
I have 50-60 timesheets every pay (2x month) period, for each employee.
I currently use Adobe Sign to get the employee and their supervisor's signature. Sent to each one, with the fields dragged and dropped onto the document.
I wanted to know if there are any specific technologies out there that I could use to automate this workflow?
I thought of utilizing a list of employee emails along with their manager's and find a way to leverage it, but I can't figure out how to go about it or where to start.
Related
I'm trying to learn how to use Excel/VBA to automate as much of the below workflow as I can:
I receive an email from a manager notifying me that an employee has Covid. This initial notification is not standardized
I manually enter the information (employee name, their state, company, test date, test results, etc) into a spreadsheet. Sometimes certain cells information are left blank if they are not provided in #1
I REPLY ALL to original email. I use a template and edit based on the information I've entered into the spreadsheet (for instance, certain states have different guidelines) and attach PDFs depending on the company. I may also ask for missing information
My goal is to:
Be able to press a button in excel to draft an email body with information I've entered into spreadsheet. A combination of "mad lib" and "if this then that". If specific cells are blank, Id want the email to include what information i still need. I only send this specific email once, but I have to do it again every time there is a new Covid case.
My restrictions are:
Multiple people use this same workflow and spreadsheet, so ideally it would be simple for coworkers. I do not want excel to automatically send the email without the user reviewing it first.
I am very new to VBA, but am learning Python.
I cannot download anything on my work computer.
Thank you so much!
I would like to premise that I am not a coder, and have limited SharePoint experience. Nonetheless, I have a task at work to create a new tool for a group at work. This tool will allow them to track things through its life-cycle. The old tool will stop being used once they hit the 49,999th record. At that point we will transition to SharePoint. The prior numbers will live with those records and we will be unable to start back at the number 1.
My goal is to have an ID field for each record that incrementally grows starting from the number 50,000.
I tried creating a new calculated formula field that does 50,000 plus the ID but it does not work effectively. There tends to be a lag. The lag can be anywhere from 5 minutes to a day or two. In turn, I need an alternative option.
With a friends coaching, I am messing with SharePoint designer to automatically create a record once one is deleted and delete one every time one is created. However, this times out occasionally. Even more so, it is extremely slow. It will take me a week or so to get to 50,000. Does anyone have any experience or expertise to assist me? It is very appreciated.
The way I did it was to create another field and used that in all my views. Update it through a SharePoint Designer workflow on create - set the field to ID+50000, for example, or whatever you need. Maybe give it a bit of a buffer and set it to ID+51000. By the time the workflow is running the ID has been created and you can use it in a workflow.
If you are going to be moving your old records to the list, you can change the workflow to only update the new field if it's blank. That way you can save the original ids.
I have table with employees. It contains some information and also date of birth. Is it possible to send notification/email (directly from excel) let's say 7 days in advance to know that he/she will have birthday soon?
I found some tutorials, but all require Visual Basic. Unfortunately, it is for my sister without any knowledge of programming.
Yes, it is possible to do this via Word's mail merge feature. But since this would require quite a few manual steps (presumably on a daily/weekly basis), I'm afraid it's not what your sister is after. You could code a similar feature in VBA but that would still require her to open the document regularly to run the macro so perhaps it would be quicker and simpler to just check a filtered employee list.
If you want a closer look at mail merge, try this. You could use a helper column to identify which birthdays are close (e.g. using this) and filter on that column, then you show only those whose birthdays are in the next x days.
First of all i'm new to Ms Access, i have created small database of School, with students fee details in one excel sheet and the Fee Bill print template in other sheet, and linked them both so that i can print Fee Bill of each student. But at the end of each month i want to carried forward the fee details and remaining fee of each student, i have done it in excel also, but it got corrupted easily, and if i have to delete one student then i have to go through many things, So i want to create the same thing in access, i'm attaching the excel sheet for full explanation.
Excel Worksheet sample
Things i wanna do..
I want to create the same data base as the excel.
I want to create a template for printing fee bill for each student.
After every month next fee bills should be ready.
Any help will be really appreciated.
you really need to learn a bit of access first and foremost your question is extremely broad and difficult to answer, many things would go into such a task. the below should get you started.
You should first import the data you have into Access, this will give you somewhere to start with number 1.
look into a tutorial on how to produce reports in Access this will resolve number 2
look into a tutorial on how to produce forms in Access this will allow for easier input and progress towards your 3rd objective.
Hope this helps.
i am looking to create an invoice in either MS-excel or MS-word. This invoice will contain several fields like invoice no., customer name, product info, quantity, Amount, Date, Address of customer, phone no. etc. The function of the invoice will be, to generate a unique invoice number, every time i open it, and then the vendor will mention the customer's info, product's info and click on submit button or save it. The info mentioned in the invoice will automatically be saved in the MS-Access database whenever submit button is clicked or the document is saved.
Thus, All the records of the customer will be saved in the MS-Access database. whenever i need to search for a particular customer, i should be able to search it from either invoice no. or any unique field for that particular invoice. I hope my query is explained clearly. please let me know the easiest way to do it. I do not have the vast knowledge about this subject, so give me suggestions that are understandable by a Novice.
I think you are starting from the wrong end. Use an Access form to get the data and then run a mailmerge, the easiest way is to output a text file from Access as the data file and use a Word template for the merge.
An autonumber may suit for invoice number as long as all you need is a unique number. If you need documented sequential numbers, you will have to create then yourself. How you do it will depend on the number of users working at the same time.
I can tell you now, generating Word files with Access is a bit of a pain in the ass. If you really want to do formatting it gets hard (is my experience).
I ended up generating HTML files in which I could control everything, and opening them as .docs. But if you are really new to this, I suggest you start with some VBA tutorials, where they explain to you how you get records from you database and loop through them to generate output. And then you can start looking at file writing functions in VBA.
Can't find any tutorials real quick (my girlfriend is getting angry as we speak), but here is a sample:
http://www.access-programmers.co.uk/forums/showthread.php?t=25354
Just look around in fora, look for file generation and looping through records.
Hi just reading your post, like Remou l would strongly suggest you use Access to enter and store the data. It is possible to get a user to enter data into a spreadsheet and write the data back to Access DB. Not something l would recommend for the novice, here is a link to some code on how it could be done
Returning to your first question, of creating the invoice have you considered generating the invoices from Access using a report? They can be printed to PDF, or exported to various electronic formats. Or is there specific reason to use Word/Excel? If are going down the route of using Word to generate the invoice then use a template as Remou suggested. See this link for some samples see the section titled Access > Word. I have used the examples as a basis for Access to Word. A number of the examples though use a tecnology called DAO, which l understand will not be included in any operating system after Windows 7. Just something to be aware of.
Searching for a record in a database table this link has one possible solution . Also the author has included a example database.