Forum Discussion
How to Organize Data
I am moving to sharepoint to manage my legal client case load. Currently I have an MS database where I store client data. From what I have read, a hub and spoke organization would be appropriate fo...
standenman the http actions (other than those for SharePoint) are premium actions so there would be an additional cost to be able to use them. As you will presumably already know the doctors' Npi codes you could get their data from the Npi site and store it in a SharePoint list. The all the client data could be added to several lists but would need to be ties together with some unique ID. The lists could be update via Microsoft Forms where you would enter the unique client ID. Overall I would probably not want to use Forms but to build it in Power Apps using the doctor Npi list and the client lists as the data sources. You could then have a screen that updates the data and adds new items to one or more of the client lists.
Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)
Thanks for your reply Rob. As I said, I am coming from the MS Access and still haveing trouble getting my head around this different approach and structure in PowerApps. So in MS Access, I can query all my clients all the live long day: how many clients do I have over the age of 50, how many are waiting for hearing, etc. If I have this sharepoint structure where I essentially have a spoke site for each client, and each client spoke site has the same "template" list structure, how do I query my entire case load?
- Okey, Here's a super short verison on how to do it with basicly links,
if you need me to go into more details or step by step ping me.:
1.First create a site template of how you want your site too look like:
https://learn.microsoft.com/en-us/sharepoint/dev/declarative-customization/get-started-create-site-design
2. Create a list where each new client will be inputed, add all your fields here + URL field with the site Path
3. Create a Power automate Flow which trigger when a new item is created in that list :
https://ganeshsanapblogs.wordpress.com/2022/10/29/create-a-sharepoint-online-site-using-power-automate-flow/
4. Apply site template using power automate:
https://365corner.pl/2021/10/14/how-to-apply-site-template-via-power-automate/
https://cloudkumpel.de/2023/02/11/powerautomate-create-sharepoint-site-collection.html
5. Update that list item with the link to the site.
