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Power Platform Community / Forums / Power Apps / Power app to track and...
Power Apps
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Power app to track and retain meetings notes

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Hi everyone, wondering if anyone could provide ideas or direction on (1) whether my power app idea is possible to have in one app given the requirements and (2) possible high-level structure. I am new to developing in Power Apps so looking for any guidance I can get. Here are the business requirements. 

 

Business Case

1. Business unit leaders fill out a form and submit in the power app (no problem creating this)

2. Approval gets routed to approver to approve or deny (no problem creating this)

3. On a weekly basis, business unit leaders must meet with the approver. There is only one approver. The approver would need to take notes during this meeting and would like to have them retained in the same screen for the next meeting.

4. If the last time a business unit leader booked a meeting with the approver was > 1 week, automatically send an email.

 

Currently I am looking to build a canvas app connected to a SP list butalso wondering if a model driven app would be a better idea given the business case? I am particualrily struggling with how to structure step 3 and 4. One idea I had was to simply have a notes field that the approver can edit each time they access the business unit leader's initial form submission but not sure if there is a cleaner way that perhaps adds a textbox for each weekly meeting?

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  • Verified answer
    Linn Zaw Win Profile Picture
    2,996 on at

    For step 3, I recommend creating a new record for each week. When the new record is created, the notes from the last record can be automatically populated so that the approver can edit the notes while preserving the history of weekly notes.

     

    For item 4, you can use a Power Automate cloud flow to send an email based on the last meeting date.

     

     

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