Forum Discussion
Overview of Sharepoint functionality / automation / flow apps
RothDavid a simple solution and keeping everything in Office 365 would be to use Microsoft Forms and a SharePoint list with one view being the list of items and another view being a calendar view. The form and list would be linked by a flow in Power Automate. An example is shown below.
Form in Microsoft Forms
When the user clicks the Submit button the flow creates the item in the list and it's therefore visible immediately both in the All items view and in the calendar view. Items could be edited from either view.
List with All Items and Checks (calendar) views
(I'm displaying this from Lists as it looks a bit better than the default SharePoint list views)
If necessary, the list can be exported to Excel from the Export link in the list header.
Flow
You could add more actions to the flow, for example to send an email each day to specific staff of the items for that day and/or a reminder of actions coming up the following day.
Come back with any questions or if you need more info about how to do something.
Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)
Rob,
Thank you for this overview. The key users who need access to the calendar are in our fabrication department, so they know what jobs to load on the trucks. On the shop floor, users will only have cell phones, mostly iphones.
Security groups would read only and those who have the ability to modify the calendar entries, change dates, etc..
Thanks for your advice here. I'll start playing with the form setup / flow to list.
David Roth
Once I have the users migrated with their own MS Office 365 account, Is this "calendar view" of the list, able to be shared out and added to users cell phone calendars?
