Getting Started
  • Support Notes for Students
  • Expectations & Data Content
  • Course Data Files
Setting up Required Components
  • Building the Form
  • Setting up SharePoint Library & List
  • Excel & Word Doc Setup
Creating the Workflow
  • Our Objectives
  • Setting Forms as the Trigger
  • Creating Excel Records & List Items
  • Creating Word Doc & PDF
  • Adding the Approval Stage
  • If Approved / Denied
  • Cleaning House
Final Touches
  • Testing your Workflow
  • Working w/Attachments
  • Instructor Thank You!