I've been assigned the task of creating a quote system in SharePoint (as a development task as a company we are completely new to SharePoint Online). Essentially the spreadsheet is a form that requests handful of information.
I need to achieve something like the below (if it is even possible):
User opens Excel Spreadsheet Template and fills in document
Document is saved to a Doc Library (best solution?) as a copy, but the original cannot be modified.
(A workflow?) then emails the document to an estimator who will produce a quote.
Naturally I'm not looking for a step by step guide but just a high level overview if possible. Finally, would this be achieveable on a public facing website as well?
0 commentaires:
Enregistrer un commentaire