cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Louiseafraser
Regular Visitor

How do I make my own copy of Onboarding Tasks?

I have been reading through these forums and learned the "Make app own" function no longer exists.

 

Is there a workaround for using the onboard template which will allow me to access the excel workbook to amend some of the collections?

 

Thanks

3 REPLIES 3
yuxi666
Microsoft
Microsoft

Hi @Louiseafraser 

 

Please reference this case Onboarding-Template-Setup-Trouble 

 

Best Regards.

yuxi

Hello,

 

I have previously gone through that thread however still cannot find any trace of a saved excel within anywhere on my computer.

 

I have also started an app from scratch and cannot seem to import data from tasks even once I have added it as a connector, gallery will not use it.

 

Louise

Max44
Helper V
Helper V

We will create a SharePoint list and use an Employee Onboarding Content Type with the site columns necessary to capture our required data. We will then use Power Apps to create a custom form with custom screens for the Add, Edit, and View pages. These screens will have different views based on the appropriate information we are attempting to track. 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.

Helpful resources

Announcements
PA User Group

Welcome to the User Group Public Preview

Check out new user group experience and if you are a leader please create your group

secondImage

Demo Extravaganza is Back!

We are excited to announce that Demo Extravaganza for 2021 has started!

MBAS on Demand

Microsoft Business Applications Summit sessions

On-demand access to all the great content presented by the product teams and community members! #MSBizAppsSummit #CommunityRocks

Power Apps June 2021

June Power Apps Community Call

Did you miss the call? Check out the recording here!

Top Solution Authors
Top Kudoed Authors
Users online (30,088)