Session

Build a Full Solution for Request Forms and Approvals

In this full day workshop, we will build a full solution for approvals with Power Platform, including a request form, approval process, and lists to store requests and approval logs. This workshop will be demo-heavy, showing the quickest ways to customize and manage requests and approvals using Power
Apps and Power Automate. No prior experience necessary. Access to Power Apps, Power Automate, and a SharePoint Online site are essential, as attendees are encouraged to follow along and build their own solution during the workshop.

In this workshop, we will cover…
1. Set up SharePoint lists – one for requests and one to store approvals
2. Overview of common customizations in Power Apps
3. Customize request form with Power Apps
4. Overview of commonly requested actions for approval process that is convenient for both decision makers and audit review
5. Build automated cloud flow with Power Automate to run convenient approval process for
decision makers and store the resulting decisions.
6. Build scheduled flow with Power Automate to review items eligible for annual approval, request approval on the eligible items and store the resulting decisions.

Ritu Hooda

First Bank & trust - Ritu Hooda - Business intelligence Architect

Brookings, South Dakota, United States

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