Building a Power Apps Front End for eSignature

In this video, we finish our series on electronic signatures by replacing our SharePoint form with a Power Apps entry form for kicking off the process. We use logic in the Visible property of an error label to ensure all required values are filled in and that the email address is in the proper format. We then use the Patch() function to write the information to SharePoint, which in turn initiates the Power Automate flow.

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My Book: Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

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Using Power Automate to Create a Periodic Notification and Email or Chat from a Selected SharePoint List Item

In this video, we show two Power Automate examples. We first create a scheduled automation to send a timesheet reminder to a group Teams chat every other Wednesday. In the second example, we trigger an automation from a SharePoint list item to send an email and/or a chat with the selected item’s information formatted as an HTML table.

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My Book: Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

Creating a Power Apps Front End to Power Automate for Finding Open Calendar Slots

In this video, we update our Power Automate flow for finding open calendar slots by skipping “free” appointments. We then create a Power Apps front end for the flow. We connect to Office 365 Users to look up any user for emailing or chatting the information, choose a time zone, copy the current user if needed, and more. We also add logic for daylight savings time, error checking, accounting for timing out of the flow, and notifying the user of success.

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My Book: Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

Finding Open Slots on a Calendar using Power Automate

In this video, we use Power Automate to connect to an Outlook calendar and find all the open or “planning” spots available on a calendar during a date range. We feed this information back to Power Apps and also send it via email and Teams chat.

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My Book: Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

eSignatures via Power Automate with DocuSign and Adobe Acrobat Sign

In this video, look at how to use the DocuSign and Adobe Acrobat Sign connectors within Power Automate. In both cases, we start with a Word document in a SharePoint library, initiate the flow from a SharePoint list, use Power Automate to create the envelope/agreement, and then use separate flow(s) to handle the signature statuses and write the signed document back to the original SharePoint list item.

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My Book: Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

Archiving a SharePoint List using Power Automate

In this video, we show how to use Power Automate to archive SharePoint lists. This can help avoid delegation issues with Power Apps when using SharePoint as a data source. It also helps avoid SharePoint lists getting too big and unwieldy, while still preserving the data for reporting and other purposes.

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My Book: Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

Using Power Automate Desktop for Robotic Process Automation (RPA) of a SharePoint Form

In this video, we use Power Automate Desktop to first read an Excel file and submit a new SharePoint form with each row of data. This demonstrates Robotic Process Automation (RPA). Along the way, we show how to create variables, send the “Enter” key to submit a choice value, and more.

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My Book: Creating Business Applications with Microsoft 365: Techniques in Power Apps, Power BI, SharePoint, and Power Automate

Creating a Reservations Booking Solution in Power Apps and SharePoint

In this video, we demonstrate how to create a SharePoint list of available appointments and then use Power Apps to allow users to select an available appointment and make that not available to anyone else. It also show how to allow users to edit or delete their appointments (or those created on their behalf).

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My Book: Creating Business Applications with Office 365: Techniques in SharePoint, PowerApps, Power BI, and More

Copying Microsoft Forms Attachments to a SharePoint List Item using Power Automate

In this video, we see how to create a group form in Microsoft Forms, create an associated SharePoint List to hold the data, use Power Automate to copy the form responses to the list, and, most importantly, copy each file uploaded with the form and attach it to the corresponding list item. Please check out this post by Norm Young that was helpful in figuring out how to do this.

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My Book: Creating Business Applications with Office 365: Techniques in SharePoint, PowerApps, Power BI, and More

Forms – Power Automate – SharePoint and then Showing the Most Current Submission in Power BI

In this video, we take a simple Microsoft Form, copy each entry to SharePoint with Power Automate, and then visualize the data in Power BI. The main insight is to show only the most recent form submission by grouping within Power BI, creating a MaxDate column, and then filtering.

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My Book: Creating Business Applications with Office 365: Techniques in SharePoint, PowerApps, Power BI, and More