Automate a process and form

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Posted on by Jenf87

Hi there

I'm looking for any help, suggestions or advice on how I might approach the following:

Currently we use hard copy forms that our customers complete to apply to sit exmas. I would like to automate this and let customers select exams from a list. I would then like the customer to assign the selected exams to specific persons. For example, a customer might select 15 exams and assign different exams to different people. Some people might have 10 exams, some might have 5 exams etc. I would like the form to highlight to customers if the selected exams haven't been assigned to at least 1 person,

I would like the output to be some sort of table to display what customers have ordered and assigned to persons.

This would then be sent to my team and I to track and assign the exams.

Thanks

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Process Advisor

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jinivthakkar 4,179 on at

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Re: Automate a process and form

Check this video on youtube for starters : https://www.youtube.com/watch?v=yT4gGVunU0o
jinivthakkar 4,179 on at

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Re: Automate a process and form

@Jenf87 : You can create a SharePoint form or Power Apps(preferred solution) to achieve this. Power Apps would be an end to end solution for you.