I need to develop a SharePoint site that collects requests (task list items), on a daily basis. At the end of each workday (or day if it makes it easier), that collects all the tasks approved that day and sends them out in an Excel file (with limited data from the list), to an outside vendor.
Can this be done?
Thank you for the information… do you have a website I can go to so that I can learn how to do this?
You can develop a PowerShell script to query the list of tasks approved for the day and export it to a CSV file which can be sent out in an email. CSV file will open in Excel on the desktop client.