create a data form in excel for powerapps

#Create a data form in excel for powerapps manual
#Create a data form in excel for powerapps code

Now that our Content type is created, we will add the following Site Columns: We will also place it in a custom group so that it will be easily found. If you’ve never seen your Content Type Hub and use SharePoint Online, visit the following address to find it: Once on the Content Type Hub we will go to Site Settings and create a new Content Type.įor this project we will call it “HR New Employee Onboarding Demo.”įor the Content Type Settings, we will make the Parent Content Type “List Content Types” and ensure we use “Item” to ensure we deploy with only the default columns. I prefer to use a Content Type Hub so that if I make any changes to a Content Type or Site Column, I can publish those changes to any lists or libraries in all of my SharePoint tenant site collections (or farms for my on-prem environments).įor this solution I strongly recommended creating the Content Types and Site Columns at least at the Site Collection level but the best practice for this solution is to use the Content Type Hub. There are many options and locations where you can create Content Types and Site Columns. STEP 1: Create a Content Type and its Associated Site Columns

#Create a data form in excel for powerapps code

Any Custom Code to create forms or workflows.Basic understanding of Content Types and Site Columns.Once our form is created, we will use Microsoft Flow to create a workflow to assign a Sequential Case Number for HR to use in tracking, create a new folder in the Document Library with the new Employees Name, create a Word Document in that folder based on a document template, and track the New Employee Onboarding process. These screens will have different views based on the appropriate information we are attempting to track. We will then use Power Apps to create a custom form with custom screens for the Add, Edit, and View pages. We will create a SharePoint list and use an Employee Onboarding Content Type with the site columns necessary to capture our required data.

#Create a data form in excel for powerapps manual

The process is cumbersome and because it is a manual process, many steps are often forgotten leaving some new employees without vital information and no tracking details for Human Resources to view where the new employee is in the onboarding process. There is a private HR site where the manual checklist is scanned and placed into a SharePoint Document Library with a folder for each employee to house all their important HR documentation. Human Resources has a manual checklist process for onboarding new employees. There are many confusing tutorials and convoluted solutions out there and, in this series, we are going to work through a practical solution that any organization can utilize to enhance their lines of business with these tools.

On first glance, PowerApps and Flow seem like excessive product enhancements for SharePoint that many SharePoint Power Users and Developers overlook for a variety of reasons. Thanks so much for reaching out to me about the video and this post. I am opening up a YouTube Page and will be posting content there too.