So I have a collaborative challenge between 2 departments at work. Today, they have begun by posting a LARGE spreadsheet into SharePoint. HR creates this spreadsheet, and financial accesses it.
The problem is, that it is hard for financial staff to identify what has changes.
What I am envisioning is converting this spreadsheet into a list, and then creating some alerts to that list. This would at least advise staff when any change was made to the list (not made by that staff person). This is basic out of the box workflow I realize.
What they are requesting goes a step further. Is it possible to have the alert not only notify that the list has been changed, but also show what rows/fields have been changed?
I am curious if there is a way to do this leveraging Nintex? We have Enterprise On Premise installed here.
I will review some of my training materials and play with the program, but don't have any immediate thoughts as to how I would achieve this. I appreciate any thoughts, direction, or experience any of you might have that relate to this need.
Tracy W. Gaynor
I also let them use a list instead spreadsheet, you can use the Sharepoint view in spreadsheet mode.
Then create a workflow that starts on each modified item, so you can notify the the that has changed.
I agree with Fernando. To have a hope of managing this you have to shift from a spreadsheet to a list.
That said, I'd personally be looking at the process before jumping onto a solution for this. Assuming you don't have the time, or the experience, for this then consider the following:
That meets your requirement. But the whole scenario has the feel of warranting a deeper dig. I get the feeling when you start showing them this they'll have more questions. However, as a quick-win this has possibilities.
Agreed with Carmien that you should look at the process first. I second taking advantage of Version History feature due to the level of details of changes made to an item in a list.
Just want to add my 2 cents regarding some of Nintex's technical capability to assist you with what you are trying to achieve here.
Assuming Nintex Workflow 2013, the following workflow actions should be useful:
-Query Excel Service can help you transfer your data from excel sheet to your SharePoint list
-All Collection related workflow actions
-Set Item Permission can help you with governance
-Send Notifications can take care of all the email notifications