Moderated Folders

[Shauna Koppang]

This is my first time doing this and I have not found
Outlooks help very helpful on this topic.

I have set an Excel spreadsheet as a form in a public
folder which new items can be created by users through the
Actions menu. On the public folder, as Owner, I have
checked Set Folder Up As A Moderated Folder and chosen my
name to forward new items to, for me to review and approve.

I also setup another person as a Moderator.

To test, I created an new item based on the form trhough
the Actions menu, filled in the spreadsheet with
ficticious data and posted it via the Post button.

I received the Standard Reponse e-mail and another e-mail
with the item as an attachment.

My question is, once I have reviewed and approve this
purchase order, how do I post it back into the public
folder.

Secondly, what really is the role of the moderators? Do
they get any messages or is it only a permissions thing?

Thirdly, as the approver, once I post it, I am guessing I
can setup the Folder Assistant Item to notify the
Purchasing Manager if a message from me is posted into
this folder, that a new item is now in this public folder
and that they can now place the order. Is this how it
works? Would the purchasing manager be a moderator?

Is there a way that a status can be attached to items in
the folder as to say ordered, received, completed etc.?

Being my first time I would really appreciate some clarity
on this as I am in the middle of a project to automate our
purchase ordering system.

My sincerest thanks!
Shauna

 

[Shauna Koppang]

OK I figured out why it was not working - that the
forwarded to person has to also be a moderator. So now
when I open the spreadsheet attachement and File menu,
Send To, Exchange Folder and to my public folder - it
posts it correctly. My moderator is on lunch so do not
know if she received a message saying something posted to
that folder - if she is to get one????

Next Question:

As this is a Purchase Order I would like it somehow to
generate a name from cells in the spreadsheet - which we
have working when it is an Excel Template.

As an Excel template, when a user creates a new document
based on this template, through VBA, we have it
automatically Saving As into a folder on the server,
taking information from a PO # cell, adding 1 increment,
followed by a dash, then adding the Vendor code from
another cell separated by a dash, then the Client code
from another cell. Might look like 1001-IMC-ICoBC

When the next purchase order is generated it looks into
the folder and updates the PO# in the cell and in the name
incrementing by 1, and again adding the Vendor and Client
codes. Works great - except for the routing and tracking
features I am lead to believe Outlook would offer this
process.

Is there some way to code this or to do this when it is an
Outlook Form?

Thanks! Your assistance would be greatly apprecited as
this is my first attempt at this.

Shauna

 

[Shauna Koppang]

As the Purchase order form item is being posted - saved to
a folder not Save As'ed to a System Folder, can VBA
coding, through PostItem, somehow be used to change the
name to the coding I need?

This is WAY OVER my head!

Thanks!
Shauna