Power Platform Community Forum Thread Details

I have a technical team which proceeds to remote sites for service maintenance visits. Each site hase a different list of equipment. I have made Userforms in excel for each site which lists the equipemnet for each site and the associated check list. What I wish to be able to do is for the technciian to log in - open and run the userform in the cloud so t hey can perform the inspection, indicate by clicking check boxes on the user form and detailing any defects in the appropriate area and on completion save the excel file in the cloud and use the porocess within the user form to develop the report and email it. Currently we are downl;oading at our office to laptops / surfaces and going to site. On returning to the office the technician completes the process within the userform and has to save it back to the server to keep the data updated. Essentially I am hoping to use Power Automate as my server where thetechnicians can log in use the file and complete the process with the file in the cloud being the updated file.

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Hi @BM-07080426-0

I do not know what the end game is with the data. to load it into SharePoint? so you can do easier manipulation, BI, Analytics etc?

May i ask what is the need to fill things out during the inspection and then come back at the office to finish it? Can I ask additional details they are filling in?

Would it make more sense to use Microsoft Forms, submit then, use power automate to get them, grab the data, write it to SharePoint and then send them a link to another Form, or the same form to complete additional details later?

I'm trying to remove the Excel part as it really doesn't scale well, if multiple people are writing to the file, its going to get Locked at different points, potentially blocking people from saving.

thoughts?