SOLVED

Online Form

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Occasional Contributor

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.

9 Replies
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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.

 

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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?

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Best Response confirmed by Paul Gerald Buli (Occasional Contributor)
Solution

Paul 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!

 

 

 

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Hi Stephen,

 

It would be much appreciated to have something to play with to start.

 

 

Thank you

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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):

https://australia.flow.microsoft.com/en-us/

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Hi Stephen,

I was able to manage to create from some defaults template of MS powerapps but I'm getting this error message
"The Specified record was not found. Serer Response: Failed to read metadata from file source. Response from the end service is: NOt fount clientrequestId: some alpha numeric combi"

I already included the user to the excel file from my one drive.

Thanks in advance.
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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.

 

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Hi Michal,

 

 

Thank you for the suggestion.

 

I will explore this app on creating company OB form.

 

Thank you

 

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No worries Paul, 

give me a shout if you have any issues.