Forum Discussion
Tracking system for submission packages
As part of my job, I am required to assemble document packages and submit them to a governmental regulatory agency. I am trying to develop a system to track the submissions and to save the relevant ...
These are interesting ideas. Please provide me with more detail. I am very new to creating sites with Lists or with SharePoint, so I would be grateful for as much information as you can provide. Josh_Wickes
With the information you have provided I would create a basic library and add a column for the project name and file name, I would then create a workflow to update the title of the document to a naming convention such as [Project name] - [File Name]. then create your tracker, list in the list create a look up column that looks up the title column of your document library, you can the add you documents to the library and fill in the relevant metadata. Then return to the tracker and create your tracking item in the look up you can reference each of the documents with the correct project name. You could also create a flow that updates the look up column automatically with files. I will mock something up for you soon for more info
- Thank you. A mock-up of this would be very helpful.