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Power Platform Community / Forums / Power Apps / Onboarding App with mu...
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Onboarding App with multiple screens and actors

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Posted on by 4

Hello,

 

First time building an app. The concept for this app is to help my organization have a better process for onboarding. Supervisor, IT, Facilities and Security will need to be part of the workflow to grant physical and virtual access; and also to fulfil the technology request for new hire.

 The main issue I'm having is figuring out how different actors can get a link to the form they need to complete and that submission will update the record for the new hire in question. For now I've added a dropdown, so that you select the person (record) you want to patch on the SP list. I'm not sure about how to approach this and I'm confused after watching so many youtube videos whether this needs a collection, a variable or something else that I'm not aware of.

 

Here is a summary of how the app works.

1. HR initiates process by submitting a form with basic info about the new hire. This forms creates a record in the SP list  and a workflow is triggered that notifies the Supervisor via email with a link to a screen.

daniloruizvre_0-1698769492243.png

2. Supervisor receives email with link to a screen in the app to continue the onboarding process. Here is where I added the dropdown, so that supervisor selects the new hire from the dropdown and when using the submit button, it will patch the record with the new fields being defined by the Supervisor.

daniloruizvre_1-1698769763447.png

 

There are multiple screens like this that involves other people in the organization. For now, all those screens have a dropdown to select the person you want to "update" the record for. The dropdown is outside the form. Is there a way I can remove the dropdowns and have the app patch the "original" record submitted by HR? 

Appreciate any guidance you can provide!

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I have the same question (0)
  • vivekravi Profile Picture
    241 on at

    Hi,

     

    How many lists are you using? possible to share some screen shots?

  • daniloruizvre Profile Picture
    4 on at

    daniloruizvre_0-1698778254823.png

    I'm only using one list. Each new hire should have its own record.

  • vivekravi Profile Picture
    241 on at

    Is your dropdown outside of the form?

  • daniloruizvre Profile Picture
    4 on at

    Yes. It's outside the form.

  • vivekravi Profile Picture
    241 on at

    thought so. I would suggest to use patch in future but for now do the following.

     

    set the items property of the form for IT as explained in the picture. Your should be 

     

    LookUp(Your List,Employee Name=Dropdown.Selected.Employee Name)

    vivekravi_0-1698782228131.png

     

    Then submit this IT form.

     

    Repeat the same for other forms.

     

    But make sure the employee name is a unique column.

     

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