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Snacham
Helper I
Helper I

PowerApps to create forms for all employees to complete their Performance Evaluation

Hi,

 

I need to create Performance Evaluations forms for all employees  in PowerApps. Previously, we used to do it in Infopath to create forms and used timer job to create the forms for all employees in the organization.

 

Not sure, how we can achieve the same in Office 365. I can create the form template in PowerApps, but how do i create the forms for each employee using this template ?

 

Let me know if you have questions!!

 

Thanks,

Sadhana

1 ACCEPTED SOLUTION

Accepted Solutions
SeanHenderson
Impactful Individual
Impactful Individual

So you want to auto-populate the form with info based on who is logging in?

You can set the default value of the controls you want populated to something that looks up the user information. For example you can set the default name to User.FullName

Using the office365 connector you should be able to retrieve the user details that you need. Just set the defaults on the field that you want filled to Office365Users.MyProfileV2(). and then whichever value you want, for example Office365Users.MyProfileV2().jobTitle

For creating a new form every time a new employee joins, you need to use Power Automate. Set it up so that when a new record is created in Office 365 then it creates a new form in SharePoint with the details of that Office 365 record.

 

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7 REPLIES 7
SeanHenderson
Impactful Individual
Impactful Individual

Hi @Snacham 

Well, the first question is what is your data source? Where will you store the employee information you gather?

 

I am planning to use SharePoint as data source and will store all the employee information in a SharePoint list.

SeanHenderson
Impactful Individual
Impactful Individual

Okay, first thing to do is set up your SharePoint list with all the columns of data you want to capture. Then make a basic 3 screen app from that list, which is a good starting point for you.

 

---
Please hit the "Accept as Solution" button if my post answered your question! If my post was helpful please consider giving it a "Thumbs Up."

Sorry if my question is not clear - I am aware of creating the PowerApps forms from SharePoint list. But my question here really is how do i create the forms for all employees (not manually) and pre-populate the employee info in their forms respectively.

 

So, that employees can open their form and start submitting their evaluation. Do I need to use some kind of timer job to automatically create the forms for employees ? And also for example, if a new employee joins a form needs to be created automatically.

SeanHenderson
Impactful Individual
Impactful Individual

So you want to auto-populate the form with info based on who is logging in?

You can set the default value of the controls you want populated to something that looks up the user information. For example you can set the default name to User.FullName

Using the office365 connector you should be able to retrieve the user details that you need. Just set the defaults on the field that you want filled to Office365Users.MyProfileV2(). and then whichever value you want, for example Office365Users.MyProfileV2().jobTitle

For creating a new form every time a new employee joins, you need to use Power Automate. Set it up so that when a new record is created in Office 365 then it creates a new form in SharePoint with the details of that Office 365 record.

 

---
Please hit the "Accept as Solution" button if my post answered your question! If my post was helpful please consider giving it a "Thumbs Up."

View solution in original post

Just one last question - Can I also create the forms for all users in user profile using Power Automate ?

SeanHenderson
Impactful Individual
Impactful Individual

Yes, you can set it up to loop through the current Users (I'm assuming these are office 365 users) and create a new SharePoint list item for each user.

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