Forum Discussion
Support - Forms, Excel & Power Automate
Hi, I'd love your help!!
I have created a uniform request form in 365 Forms. I would like to also create an inventory spreadsheet for our uniforms and have this connect with the uniform request form and an approval system.
The ideal outcome is:
> The uniform request form will start an approval process - notifying admin
> The inventory spreadsheet will need to be reviewed to check for quantities of the requested item in the size requested (multiple items may be requested by the employee at a time).
> Then an approval or declined notification will need to be sent to the employee and to admin
> The approved items will need to be stored in a spreadsheet keeping track of which employee has ordered what items and sizes.
> There will need to be then another flow where admin finalises the approval and notifies the direct manager and employee that the uniforms are ready to be collected. The employee will need to submit a notification that the items have been received which will be stored in the spreadsheet tracker by date.
>with the inventory spreadsheet, I would like admin to get notification when quantities hit a specific number and are needing to be re-stocked. Eventually, automating the ordering process direct to the manufacturer.
ella9232 what have you tried so far? I would use SharePoint lists instead of spreadsheets, it provides a much more robust solution and I find it easier to have the approvals added to the list and for the different stages to be recorded. It's also better for the flow that triggers when an item needs to be re-stocked.
Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)
