In the list columns, click on the Title column. To rename the field, open the Settings menu in the top right of your browser window, and select List Settings. Rename the Title column to Request ID and set the default value to “Not Assigned”. This column is mostly used as a link to the details of the item. For this example, the form will have two sections:Įvery SharePoint list or library comes with a column named Title. Give the new list a meaningful name and description, and allow it to be shown in the site’s navigation as well.Īfter the SharePoint list is created, we need to build the required fields to store request metadata. The Group mailbox can also be used for receiving the email notifications that are triggered by Flow. For example, they can use the Group’s OneNote notebook to host their own user documentation for the onboarding process. This gives you access to other Group resources for the HR team to use as well. A good option is to create the SharePoint list in a Team Site that is associated with an Office 365 Group. The SharePoint list can be created in an existing site, or you can create a new site to host it. It will also host the PowerApps form that HR users use to submit onboarding requests when a new staff member is hired. SharePoint Online will host the list that is used to store HR user requests. You also need permission to create SharePoint lists, Flows and PowerApps.
Whiteboard – Drawing a visual representation of the workflows will help you understand the business logic and the steps required to solve the problem.This will help you to build a process that fits with their capabilities. You should also identify what Office 365 apps and services they are licensed for.
Know what their business knowledge, technical skills, and level of access is. Identify personas – You have to identify the users involved in this business process.This will help you to not miss important details. Understand the problem – Before jumping in and starting to develop solutions, take some time to break the problem into smaller pieces.Customizing the SharePoint Form Using PowerAppsīefore we dive into building an automated solution, let me help you understand the process and the approach you need to take:.Monitoring for Onboarding Task Completion.