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Inspection checklist with SharePoint list

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Posted on by user180618

I would like to create something like an inspection checklist that has a list of categories and some yes/no fields. I would like the checklist selections saved in a Sharepoint list so that I can pull up the answers in Power BI as well.

What I currently have in Excel looks as follows:

Type (view only)	Sub-type (view only)	Section (view only)	Answer (Y/N choice)	Yes comments (single line of text)	No comments (single line of text)
Financial document	Policy	Compliance	Yes	Document exists. To validate.
Financial document	Policy	Timelines	No		No comment
Financial document	External	Third parties	No		Contact department. Refer to document 12.
Financial document	External	Contracts	No		Refer to document 11.

The type, sub-type and section categories are fixed and should be view-only. The answer column is a yes or no choice column (which I would like as a dropdown in Power Apps). The rest are text fields that users can input freely.

What would be the best way of doing this? Do I need separate Sharepoint lists for the questions, answers and categories?

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Building Power Apps

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v-qiaqi@microsoft.com Microsoft Employee on at

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Hi @user180618,

I sill strongly suggest you use the SharePoint list instead.

Too many examples improve that SharePoint is better.

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user180618 86 on at

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Thanks @v-qiaqi-msft, I've created it as a table in a Sharepoint list, similar to the checklist explained in this video.

So I now have three lists:
- Inspection-questions (with all the types, sub-types and sections as list items)
- Inspection-answers (with these columns: Answer, yes comments, No comments)
- Customers (with these columns: name, location)

From what I understand I need to create a Lookup column matching the questions to the answers and the customers. What I want to do next is have a Power Apps screen where I can (a) input the customer name (b) fill out the answers to the questions (c) save it so that the Customers list also shows a third column (calculating how many Yes answers).

I'm having trouble doing this in Power Apps the way it's explained in the video I linked above. Is there a simpler way to do it?

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