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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Visualizing eSignature Data in Power BI

In this video, we take our previous example of DocuSign eSignature data and visualize it in Power BI. We show how to build a link to the form attachment(s), turn them into clickable web URLs, create slicers, edit interactions to filter rather than highlight, create a “Days Open” column, publish to the Power BI service, edit the data connection to allow scheduled refreshes, and more.

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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 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

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 Scoring Application in Power Apps and SharePoint

In this video, we create a scoring application where we patch three different SharePoint records at the same time. Along the way, we use cascading drop-down lists, collections, data tables, and variables.

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

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

Working with a Multiple Value Person Column in Power Apps – Part 2

In this video, I update the information from Part 1 of this video and show how to limit the list of “people” to only those in the associated list with a “person” column. I also show a more reliable way to configure the ForAll() function when patching the SharePoint list.

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