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Applies to:

  • Winshuttle Foundation

4-1. Create SharePoint lists manually

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Steps in this phase

  1. Create SharePoint Lists
  2. Use Query to populate lists
  3. Connect drop down lists to SharePoint lists
  4. Connect a drop down lists to SAP Lookup
  5. Create a Rule to extract vendor number
  6. Promote form fields to SharePoint
  7. Deploy and test

First, we'll manually create a static list in SharePoint for the currency drop-down (USD, EUR, GBP) and Reconciliation Account drop-down lists.

  1. On your Workflow site, click Create.

  2. Click Custom List.

  3. Add a new item for each currency (USD, EUR, BBP).

  4. Similar to the Currency list created above, create a list of Reconciliation Accounts that looks like the example shown below.

Create SharePoint lists for each of the following:

  • Countries
  • Terms of Payment
  • Currencies
  • Reconciliation Accounts