Apr 05 2018
12:23 AM
- last edited on
Feb 01 2023
10:30 AM
by
TechCommunityAP
Apr 05 2018
12:23 AM
- last edited on
Feb 01 2023
10:30 AM
by
TechCommunityAP
Hi,
I am new to Office 365. Since everything is going to cloud/online. I was trying to automate our forms (vacation, sick and OB) through Office 365 that will have a requestor then approval before pushing to our HR personnel. Currently, we are in the old school format which is a hard copy that need to be signed by the immediate supervisor/manager before forward to hr.
Thank you in advance.
Apr 05 2018 03:36 AM
Hi Paul,
What is your question? if you want to create something online you would use PowerApps and Flow in combination with SharePoint for example.
Apr 09 2018 06:16 PM
actually I am trying to create an form that has a trigger functionality that someone has to approve the form.
Do you have an example that I can play with?
Apr 09 2018 06:47 PM
SolutionPaul is correct.
Simplest way is to Create a list in SharePoint, with all the fields that you want.
Then Click the PowerApps Button in the menu, then "Create an App", name the app and it auto generates the app for you. This can then be customised as desired, you'd need to do a bit of learning, but the docs are quite good. (https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/getting-started)
Next you would need to create a "Flow" to send for approval. In you list you created above, click on the "flow" button, then "Create a flow", choose one of the approval work flows in the list that meets your need (I think there is one called send to manager for approval). If there isn't one that meets the need you can make your own. Again a bit of learning is required but again the docs are ok. (https://docs.microsoft.com/en-us/flow/)
Typically I can have a basic app up and running in 30 mins ... key thing to remember is that users must be licensed within Office365 ... so can't make the app for non-licensed users.
Can also connect to Excel, as long as saved in SharePoint or OneDrive and many other data sources.
Have fun!
Apr 09 2018 07:38 PM
Hi Stephen,
It would be much appreciated to have something to play with to start.
Thank you
Apr 09 2018 07:45 PM
Its not that easy ... as I can't share it with externals.
But if you go to the PowerApps landing page, you can create a demo app, which should give you the idea.
https://web.powerapps.com/?utm_source=office&utm_medium=app_launcher&utm_campaign=office_referrals
Likewise with Flow as well (this is our regional link your's might be different):
May 31 2018 12:52 AM
Jul 05 2018 06:50 AM
Hi Paul,
Just create list structure and activate Sintel Forms on it.
https://sintel.ie/products/sintel-forms/
You will get 2 free fully functional forms.
It is very easy to configure, you will find all information on the website.
Jul 09 2018 01:12 AM
Hi Michal,
Thank you for the suggestion.
I will explore this app on creating company OB form.
Thank you
Apr 09 2018 06:47 PM
SolutionPaul is correct.
Simplest way is to Create a list in SharePoint, with all the fields that you want.
Then Click the PowerApps Button in the menu, then "Create an App", name the app and it auto generates the app for you. This can then be customised as desired, you'd need to do a bit of learning, but the docs are quite good. (https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/getting-started)
Next you would need to create a "Flow" to send for approval. In you list you created above, click on the "flow" button, then "Create a flow", choose one of the approval work flows in the list that meets your need (I think there is one called send to manager for approval). If there isn't one that meets the need you can make your own. Again a bit of learning is required but again the docs are ok. (https://docs.microsoft.com/en-us/flow/)
Typically I can have a basic app up and running in 30 mins ... key thing to remember is that users must be licensed within Office365 ... so can't make the app for non-licensed users.
Can also connect to Excel, as long as saved in SharePoint or OneDrive and many other data sources.
Have fun!