Excel workflow routing

Outlook provides many e-mail functions that make it a good choice for implementing a routing solution.

How to use Excel Routing Slip

Outlook provides many e-mail functions that make it a good choice for implementing a routing solution. These workflow solutions requires that a piece of information (such as an financial report) to be passed to a X no of users. The user can reviewed and approved throughout the routing workflow. You can accomplish this by either using a third-party solution or create your own custom solution.

Microsoft Word and Microsoft Excel both provide the ability to add a routing slip to a file. Here are the steps in using this function in the program

1. On the File menu, point to Send To, and click Routing Recipient. The Routing Slip window enables you to specify a list of people to route the file to, and if you select One after another in the lower left corner of the window, the file may be routed to the individuals in the proper order.

You can also create a routing slip using vBA. The following is an example

Creating the routing slip button

Private Sub CommandButton1_Click()
Application.Dialogs(xlDialogRoutingSlip).Show
End Sub

 

Sending Excel using Email

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