Form with Approval / Review Process

(0) Share

Report

Posted on by DresLess

Hi there!

I'm currently working on an application that includes a Form that needs an approval / review process

What i mean by that:

1. An employee fills out the form --> Then he submits the form. (He should still be able to see it but read-only)

2. The Team-leader of the employee will be notified, he can approve it or reject it back to the employee (in this case the employee should again be able to edit the Form)

3. If the Team-leader accepts it the manager will be notified he can also send the Form back to review or Export the data in the Form

(Some data required for the Form & The Form data itself will be stored in Dataverse.)

What is the best way to achieve those requirements?

Are (advanced) forms designed for such an use case?

Thanks!

Categories:

Building Power Apps

I have the same question (0)

All responses (3)

Answers (0)

Sort by

BrianS 2,407 Super User 2024 Season 1 on at

Like
a
(0)

Report
Copy link

Link copied!

Just to make sure we are speaking of the same thing - There is a Form in PowerApps and there are Forms in Microsoft Forms. Both could potentially be used for this purpose, but the PowerApps version would be more flexible.

All of this can be accomplished within PowerApps. It would not be something that you would probably want to tackle as your first build, but you would learn a lot about PowerApps if you did. It will require Filtering the data based on the current user, Deep Linking to provide the approvals, unless you want to rely on Flow to do that. Although that is probably not as flexible as PowerApps for this process. If you are using Dataverse you will need to be able to create new databases and modify them.

Was this reply helpful? Yes No
DresLess 3 on at

Like
a
(0)

Report
Copy link

Link copied!

Thanks for your response Yes i'm using the PowerApps Forms.
So from your reply i get that i should have a look at Deep linking. Is there an easy option to make a form read only depending on a "State" in the dataverse.

Was this reply helpful? Yes No
BrianS 2,407 Super User 2024 Season 1 on at

Like
a
(2)

Report
Copy link

Link copied!

Yes - the forms have a DisplayMode property that you can set with a variable or an If statement to be either Edit, New or View. I would suggest you watch this video to learn more about Deep Linking.

Was this reply helpful? Yes No