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Annette1101's avatar
Annette1101
Brass Contributor
Oct 07, 2024

Filter, Sort and Print Lists

We are a service organization that has many divisions. Each division has a word document with a list resources. Many of the resources overlap. In an effort to reduce the many, many Word documents, we would like to create a list in SharePoint. The list would include the name of the resource, the area of help like "General", "Crisis", "Counseling", the name of the division who is responsible for the resource, and other fields like email, website, phone numbers, etc.

Our hope is to have one list with resources from our entire organization. We would like folks searching the list to filter by the type of resource, city and the like. Then with filtered results, we would like to print a branded report so that we may give or send to a citizen that may wish to seek these service options. 

Any suggestions?

4 Replies

  • grant_jenkins's avatar
    grant_jenkins
    Steel Contributor

    Annette1101 I don't see a way to do this natively within SharePoint unfortunately.

     

    My suggestion would be to build a simple Power App that connects to your SharePoint list (or Dataverse if you wanted to store your data there) and add the filtering and search functionality for your users.

     

    You could then send the filtered data to a flow (Power Automate) and use the Microsoft Word connector to feed your data into a pre-built Word Template with all your branding, etc.

     

    Not sure how many list items you would have in your SharePoint list - might have an impact on delegation from Power Apps to SharePoint (although it's much better than it used to be).

  • Rob_Elliott's avatar
    Rob_Elliott
    Silver Contributor

    Annette1101 there's no problem creating a list for that, but for the branded printout you'd need to build a flow in Power Automate.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User.
    Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)

    • Annette1101's avatar
      Annette1101
      Brass Contributor
      Building the report in Power Automate is not a problem. The challenge is passing the filtered SharePoint list to Power Automate. Any suggestions?
      • Rob_Elliott's avatar
        Rob_Elliott
        Silver Contributor

        You need to do the filtering inside the flow as it cannot get a filtered list.

         

        Rob
        Los Gallardos
        Microsoft Power Automate Community Super User.
        Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)