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Phineas
Community Champion
Community Champion

Power Apps and External Users



Scenario:
There is a one-page document

The document sent to 300 of our external clients daily.

The document is filled out returned and saved to each client's folder in SharePoint.

Upon receipt the document is emailed to several office staff for signatures or notes and then be saved back to the client's folder.

Is there a way to achieve this using Power Apps?

I'm pretty sure all the other tasks are doable; however, how do/can the 300 external clients get access to the document?

3 ACCEPTED SOLUTIONS

Accepted Solutions

@Phineas You could let your guest users create items in a list and use PowerAutomate to populate a Word Template. In order to create a PowerAutomate Flow for this purpose the Flow Creator would need to have a Premium License as the required connector is not available in a seeded license.

 

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PowerRanger
Super User
Super User

@Phineas Security to data could be controlled on the form side (Power Apps).?

No. Security is controlled on the datasource side. If your datasource is not secure your app is not secure. You can try to hide data in the app but that is not security. And also, as we are talking about custom form the user would need to go to the sharepoint list anyway and if this is not setup propperly he would see ALL items...nomatter who created them.

 

You can prevent this by applying item level security.

 

PowerRanger_0-1644598928865.png

 

Watch this video by @RezaDorrani to get familiar with SharePoint Custom forms

 

How to Customize SharePoint list forms with Power Apps - Beginners Tutorial - YouTube

 

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Pstork1
Most Valuable Professional
Most Valuable Professional

The problem with using those advanced settings to limit access to the list items is that anyone who is an internal user who needs access to the items now needs to be an admin to be able to see or edit the items.  When working with external users that fix just makes matters worse because now all you internal users need to have admin level permissions.



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26 REPLIES 26
Pstork1
Most Valuable Professional
Most Valuable Professional

You could write an interface to the monitor the process in Power Apps, but I would use Power Automate to control the process you've described rather than Power Apps.



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Phineas
Community Champion
Community Champion

Understood. Thank you for the reply.

My question is more about access.

How are 300 external clients (not employees) going to add/update data through a Power App that is on a company server; a company they don't work for?

Pstork1
Most Valuable Professional
Most Valuable Professional

Your scenario had clients filling out a document.  Assuming uses a standard format Power Apps could process the documents using AI builder to get the information out of the documents.  External users work with documents and email.  Its only after the document is recieved taht Power Apps/Power Automate would get involved.  So no need for external licensing or direct access to a Power app.

 

Another way to do this would be to provide the external users with an MS form which can be filled out anonymously.  Power Automate can then retrieve the answers and add them to a data source.

 

Power Apps portals provides another way to do this without external users needing licenses.

 

In short there are lots of ways to do this depending on the format and amount of data that is being retrieved from the customers.



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Phineas
Community Champion
Community Champion

Again, thank you for your reply.

Let me clarify, one scenario is where the Power App (and form) is on in my company environment.

Acknowledging Power Portals as one, what is the resolution using Power Portals?

How would the external uses best access the App/Form?

@Phineas if you do want external users to use your standalone powerapp they must be added as guest users in your Tenant and they have to have a license assigned. There is no "Bring your own license" for Powerapps yet... Might come in the near future from what I have heared 😁

 

But you could also create a custom SharePoint Form with Powerapps and give the external users access to sharepoint. Custom Forms can be used by guest users. 

 

Or you go with MS Forms/Portals as @Pstork1 suggested... Many possibilities here..

 

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OMG! The following is a revelation.

 

"But you could also create a custom SharePoint Form with Powerapps and give the external users access to sharepoint. Custom Forms can be used by guest users." 

So, what you are saying is:

     1. I can create a SharePoint site in my company Microsoft O365 environment.
     2. I can create an App (form) in Power Apps
     3. I can use SharePoint site setting to redirect the SharePoint form view to the Power App
     4. All 300 external clients can be sent an invitation to the SharePoint site, and when they

        click they will see the Power App form?


No need for log-in, premium licenses, pixie dust?

@Phineas almost.

Guest users would still need to login with a Microsoft or Work/School Account. So Login is required! But when this is Setup and they have access to your SharePoint Site they could run your custom form (no standalone powerapp) created with powerapps. For this purpose there is no powerapp license required.

 

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@Phineas ofcourse this requires that external sharing is available in your Tenant.

 

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/share-app-guests#what-license-must-be-a...

 

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Pstork1
Most Valuable Professional
Most Valuable Professional

@PowerRanger One correction on your statement.  Yes, external users need to be added to your AAD to access a Power App in your tenant.  But there definitely is a "Bring your own license".  External users must have a Power Apps license, but that license can either come from the tenant where they are a guest of their home tenant. That's not a future feature. That's the way it works today.



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