Streamline Your Business with Lead Management Systems in Onboarding Forms

How to create outlook signature

hello everyone isaac's gunner here in this video i'm going to be well this is going to be the first of a series of videos on how to create the power app employee onboarding system so this may be sort of contrived you know i mean mix things up as i go but in doing this i'm going to be going over certain concepts that i think as a powerapps developer is important to understand so for instance i'll probably go over deep linking i'll probably go over using the gallery i know just to you know go over navigating to a different screen so just a little bit of concept that i've learned along the way so let's get started so what we're looking at here is the sharepoint list uh it's on employee onboarding i did not use let me go to my site contents i did not use this here you can you know you can come if you create a list you can use this template that they have here but i didn't use that i needed i just started from a blank list and i added my own columns but you can use if you want to if it fits whatever business profit process that you have so one thing that i noticed one thing that i did different when i created this list um so here it is here let me go to the settings so in power apps when you when it comes to i have these choice columns here right orientation location checklist checklist and um have you been to orientation yet it has the value of yes or no and the other columns have different values obviously and i noticed that in powerapps and even if you go to the powerapps community you would notice that a lot of people have issues in powerapps as far as retrieving the values of a choice column and in powerapps this has been one of the biggest headaches for me personally um it's inconsistent in how it works sometimes it works and sometimes it doesn't so what i did was i always create a single line of text um [Music] column i'm sorry a calculated column let me change the calculator column i can't uh let me just grab this name here so this is what i usually do because when you want to render a choice column in powerapps as i said it's it can be a headache so what i do is let me delete this column here what i do is for each of my choice columns i just create a calculated column so i come here create a calculated column does it doesn't be the name of my orientation column so i have a calculated column and then i come here and i click on where's my orientation oh here it is sorry it's uh okay so what i do is i just so and it's a single line of text my calculated column oh i thought i did paste okay so whenever they choose a value here and i'll show you that in a second it gets pushed to this calculated column and then in powerapps i can just retrieve the value and i mean that's and that's so much easier than trying to do with the um column so i'm gonna pause this video real quick and just do that for the my other columns all right so i'm back so for each of the choice columns that i have my um have you been to orientation yet orientation locations and employee checklist i created a calculated column for each one so that i can pull those values when i create my power apps uh when i need to show it and i'm gonna so what i'm gonna do is i'm gonna have a a form but i'm also going to have an admin side to kind of track all of the different onboard and employee onboarding forms so that's what i'm doing so let me show you how this works i'm going to come up here and if i i'm gonna do this and if i come over here and if i choose to do this mclean virginia um as you will see so let me just put something in here it's a required field so as you would see as you can see what happened it just automatically populated these fields here so that's that's why i created that for that reason okay so so what i what i'm going to do is the way this works is you know the hr person when somebody comes on board the hr person will just provide an employee id um and the person's name and when they do that there's gonna be a workflow that'll kick it off and send an email um to the new employee because they'd also have an email by now um so that's what we're gonna do i'm just kind of making this stuff as we go but first let's go and create the form in power apps canvas now i can create the form here but this would be a this would be like a custom list form and i don't want to do that i want this to be an independent app so let's go to power let's go to powerapps so i already had it open okay so what i'm going to do is i'm going to come here i'm going to click on a new app canvas app let's say this is our employee on boarding all right i'm going to keep it as a tablet and i'm going to click create all right let's not show this again all right so now we have this blank canvas and so what we want to do now is we want to add our data source so we're going to come over here to the left hand side you have this database icon here data icon and we are going to add data a good it's going to give you some um oh that's my boot my google is talking to me you must have heard something anyway i'm going to scroll down here to connectors and i'm going to look for sharepoint you can have different data sources as you can see here mail outlook you can pull information from your onedrive even sql server and they have a a bunch of other connectors that you can use but the connector i'm going to be using is sharepoint let me do a search on that again sharepoint okay you can use the date of verse but i'm not doing that so let's come here sharepoint choose my connection and let me come up here and grab the link so it's gonna it wants the link so i'm gonna come here and i'm gonna go back here all right so now what i'm looking for is the employee on board all right so now that i have my employee on board and what i need to do now is um let me come here i have my screen and i'm going to rename my screen and i'm just going to call this user form because this is the form that the user is going to fill out so let's call that userform and so now i want to create my form so i'm going to come up here to the insert i'm going to go to form and i'm going to click edit and so now that i have my edit form so now it's asking me to connect to data what i want to connect to so i'm going to connect to what i just added so i'm going to click connect right here on the right hand side you have this data source if you click here here's my list sharepoint list and i'm going to click on boarding so give it a second there and there's my form now let's run this it's right up here on the top if you preview this oh look at that no items to display and the reason is because this is an edit form this is when the user wants to edit the form meaning that the data exists so they want to edit any existing data that they had so we don't want that what we want to do is we can we're going to use that later but what we want to do is we want to change this come down here on the right hand side of this form and we are going to change the default mode to new so now when we preview we're going to see our form preview and there's our form so now let's do a few things i don't know i don't want that to keep popping up so let's to get rid of that so i don't want so let's do this so what we're going to do now is we are gonna change this to maybe a one column or let's do two instead of three so if you click on the form see these columns we're gonna change it to two okay and then what we're gonna do is we're gonna change some of this stuff around let's let's get rid of some fields so i'm gonna come here we don't need this orientation values these three so we're gonna get rid of that we're gonna get rid of this we're gonna get rid of this um we don't need the attachments either okay everything else we need all right so what we're gonna do now is let's see come back here okay so now i want some of these fields to let's stretch some of this stuff so i want employee first naminet to be um on the same line here and so we have our job title and what you can do is if you want to move things around really you can come up here click on edit fields and you can you can sort of move things around so i can if i want work email to be up here i can do that i can have my start date there i can have job title there manager um let's have his information there office number there okay um have you been to orientation yet could play checklist okay so [Music] okay so that's what i want okay now let's make this look a little pretty i'm gonna add a i'm gonna come over here to my icons i'm going to scroll down and i'm going to add a rectangle okay i could have created a component for that if i'm going to have multiple screens that needs this but i'm i'm not this is we're going to keep this simple let me add some text here oops let me do that again so we're going to come here and a label i meant so here's my label and we want this to stretch the width of the background and we're going to come here to the left-hand side right-hand side and then okay let's make this a little bit larger let's see if this is good enough 25 and then i'm gonna call this employee on boarding form okay and let's change that text color to white there you go so now that we have this i'm going to go ahead and make this a little bit prettier and i'm going to bold this stuff here and i'm going to pause the video and bold it all i don't want you to all right so i've gone ahead and i've made each of these different fields bold um i also arranged it a little bit so i have the question in these at the bottom so what i want to happen here i want this so if if this is yes then i want these two fields to show but if it is a no i don't want it to show so by default i want these to be um to not be visible so what i'm going to do is i'm going to come here and there are two places where you can change the properties of this we affect the visibility one is on the right hand side where you see this here turn that off and the other way is right up here in the top and you can just come here look these are all the different properties for that um for this element so if you go to view and you can just change this to false and you can do the same thing to the other one so you're going to come here and we're going to say false as well okay so now let me preview it as you can see nothing is there get rid of that okay so what we're going to do now is we're going to come down here and we're going to go to those two elements we just hit which was employee checklist and orientation location so we're going to just select it and we're going to come to the visible and as you can see the visible expects a boolean and the boolean is either true or false so i'm going to put it let me see what the name of this field is because what we're going to say is okay if this field here if this drop down is equal to yes um then show it if not hide it because if the i'm sorry if it's a no show it because they haven't been to orientation we want them to go to orientation so we have to give them locations so the way we're going to do that let me come here i selected this so i can see what the name is so i'm going to call this um let me change the name orientation um drop down you want to get in the habit of putting names that are that make sense because when you have lots of data cards it can be confusing so what we're going to do is come back down here and we're going to select this and i'm going to go to the visible property and i'm going to say if uh what was it called orientation orientation drop down we got that so dots um because we're going to select the right properties now so selected [Music] did i choose the right one let me come back here oh i see an error orientation drop down if that's correct what is this okay so let me come back here we can make your visibility okay oh that's why i picked the wrong name so it's going to be orientation drop down dot selected items and there's a dot value so this is whatever value selected i'm going to say equal to so if it's a no then we want this to be true so the visible property will be true else it'll be false false so let's go over this uh let's select the items let's see what's going on here dots let me say selected selected that value okay i picked the wrong one so if the drop down the selected value in the drop down is equal to no then make it visible else make it false so if we come over here in preview and if we come down here and we say yes as you can see nothing happens and if we say no this appears so we say yes nothing no so that way they can choose a location so let's go do that for the other drop down so here's our other drop down i'm going to come here first i'm just going to copy this copy and i'm going to come here paste so we want the same thing to happen here as well yes there you go now okay so all right so it looks like we got that done so um in the beginning i said this form is gonna be it's a new form really it's not going to be a new form i just wanted to show that to you what it really it it is really going to be an edit form because these fields are going to be filled out by hr so the what we're going to do is we're going to change this and that we can do that now um we're going to change this uh the display mode from edit to view and you can see it's locked so we're going to come here unlock it and then we're going to go back to properties and we're going to change this it's still not showing us but that's okay we can come here and click on display mode if you click on here it will take you to the actual property up here so you remember remember you can get to the properties here in this drop down as well so we're going to come here so praying that display mode dots and we're going to change this to view view and we're going to do the same thing here as well it's disabled which means it's locked so come here unlock it and we're gonna do dot view i'm gonna come here and do the same thing here unlock and properties and we can just display some dots okay so this is what we have let me preview this okay i'm not bringing any data that's why we're not preview it but i'm going to show you that in a different video but let me put this to new real quick preview so this is what it'll look like so when the employee the new employee gets the email they're going to have their name populated here i mean their id populated here that the hr generated then the first name here and then the employee name here um so stay tuned for the next video and we're going to go through that and also we're going to go through um we're going to go to power automate so we're doing everything in the next series of videos we're going to be jumping from power automate to power apps um and just you know showing you how i would build something from scratch which is what i'm doing um so thanks for watching if you have any questions please on this particular video please leave your comments below and i will make sure that in the next video i'll answer any questions that you have um so i don't know everything but if you ask the question i can research and definitely have an answer for you if i can alright thanks for watching take care bye