Creating an Automated Process

Question

Hello,I am trying to create an automated process using Access that can be integrated with SharePoint. I would like to make a sort of wizard that guides users through the process. Is that possible? If so, how?

george_hepworth · Answer

paola1475&nbsp;&nbsp;It should be possible, but with no detail beyond what has been provided, it is impossible to suggest anything useful.&nbsp;&nbsp;

paola1475 · Answer

The process involves 2 fillable forms (already created) and should proceed as follows:
Fill forms
Add attachments
Request Signatures/Approvals
Receive Signatures/Approvals
Forward to Front Office
HR/Front Office Process Package

It is a job advertising process.

george_hepworth · Answer

paola1475&nbsp;I see. That actually sounds a little like a high-level project spec doc you might give to a contractor you hire to do the work.&nbsp;What SPECIFIC part of that have you tried so far?&nbsp;What SPECIFIC part of that have you had trouble implementing?&nbsp;&nbsp;

paola1475 · Answer

I've been exploring a couple different ways to accomplish this but was looking to create a sort of wizard process to guide through it. I've tried using power automate as this is meant to be integrated into SharePoint but it didn't work out as a single process. I am new to using Access and am still getting the hang of it so I'm still not sure if there are any Access features I could use to accomplish this.

paola1475 · Answer

I tried creating a task manager but wanted to create navigation tabs on it. I successfully created the task manager but couldn't quite figure out the navigation tabs or how to create a next button so I could move from one step to the next.

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Creating an Automated Process

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