Winshuttle Excel Workflow Introduction - Adsotech · 2. Open the Excel workflow task from the Excel using Winshuttle add Foundation site. -in or going to 3. Reviewer Excel file and

Winshuttle Excel Workflow Introduction

NO

RD

IC

Data entry and submission

1. Open Excel template from Foundation

repository using Winshuttle add-in in Excel

2. Enter data to Excel template

3. Validate data (if needed at this step)

Requester Manager

Approval

Data entry and submission

1. Open Excel template from Foundation

repository using Winshuttle add-in in Excel

2. Enter data to Excel template

3. Validate data (if needed at this step)

4. Submit form to Reviewer or approver

Requester Manager

Approval

Reviewer/Approval

1. Receive task email from Foundation

2. Open the Excel workflow task from the

Excel using Winshuttle add-in or going to

Foundation site.

3. Reviewer Excel file and validate if

needed.

a. send back for revisal

b. post to SAP

c. send to next step in workflow

Requester Manager

Approval

Email Notification

Requester Manager

Approval

Uploads to SAP with approvers SAP

credentials or common system post

account

Execution on Server or by user on

foreground

Send Email notifications - to inform

of upload

Monitoring

Monitor progress of processing

Audit trail using SharePoint

functionalities

Record Scripts

Create Workflow

Publish to SharePoint

Record Scripts

Create Workflow

Publish to SharePoint

Record Scripts

Create Workflow

Publish to SharePoint

Demo

Email Notification

Requester

Sales Data

Manager

Approval

Accounting

Data

Plant Data

Workflow Process

Requester Manager

Approval

Workflow Process

Sales Data

Manager

Approval

Plant Data

Uploads to SAP with approvers SAP

credentials or common system post account

Execution on Server or by user on foreground

Send Email notifications - to inform of

upload

Monitoring

Monitor progress of processing

Audit trail using SharePoint

functionalities

Email Notification

Requester

Sales Data

Manager

Approval

Accounting

Data

Plant Data

Thank you