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arnabmit
New Member

Collect employee data and documents and store in SharePoint after approval

Hi all,

 

This is the first time I am using Power Apps and is quite lost. Please help me!

 

The objective given to me is to create a Power App which will:

1. collect new employee personal data (DOB, Education, previous experience, etc.),

2. collect supporting documents (PDF, DOCX, PNG, etc.),

3. send data and documents for review to a designated manager from M365 group,

4. after approval, will store data (1) in SharePoint Lists, and documents (2) in SharePoint library under a new folder with the folder name as "employee Name - DOJ"

 

Any guidance will be appreciated. I am so new to this environment that can't figure out where to start.

 

Edit: I came across this template, but this doesn't have any personal data or document collection option. Office Template: Onboarding Tasks now available | Microsoft Power Apps

2 REPLIES 2
poweractivate
Most Valuable Professional
Most Valuable Professional

@arnabmit You can use Form control with DefaultMode set to FormMode.Edit and it could be tied to data source  SharePoint and Attachments field of same Form to collect the Documents and SubmitForm of that Control the documents should be put over there. If you want to select what to edit you can have Gallery and in the Gallery set Items property to name of data source e.g. MySharePointList. Then for editing one record, go to Item property of Form Control and put Gallery1.Selected or something like that.

The info like DOB etc. can be fields on the SP List which show on the Power Apps Form control as well as fields.

For approval you can use Approvals Action from a Microsoft Power Automate Flow and then have a logic for Approve to send the documents where you want with SharePoint Actions as well - or you can just avoid a Flow entirely if you really want to and use Power Apps directly and use either SharePoint approval workflow or even just track the states in SP List too from Power Apps directly and take action, your choice, this will also cover either way of the three just mentioned, to do sending documents to designated manager and to store the data in SP Lists and Library after the approval is done as well. 

Check if above helps. There is more to it than that but the above could be a starting point.

Droplip
New Member

Exactly the solution I need. A employee document management system, We need to update every year such as car insurance, MOT, ID etc in a nice streamlined portal/app so we can see when expired or not submitted.

Did you manage to get anything?

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