Simplify Your Workflow with the Invoicetemplate for Teams

Invoicetemplate for teams

good day there everyone Daniel Anderson here now wouldn't it be great if we could start our document libraries from a template that brings with it all the columns that we need and also has a pre-built power automate notification workflow already uh built into the template well that's the focus of today's video we've got them with Microsoft lists we've got a nice gallery of templates now these are coming to SharePoint document librar so we've got three out of the boox templates that are now available in document libraries plus you can start uh a document library from a pre-existing Library as well so we're going to have a look at how we go about creating a library from a template but also change the new button on the document Library itself as well to enhance the user experience so let's dive in and have a look so you can see I'm in a SharePoint team site now I'm going to click the new button and I'm going to select document library and you can see here that we've got three out of the box templates media library invoices and learning now we are going to focus on invoices today so let's click on invoices we get a preview of the library and the columns that are going to get provisioned for the library so you can see we've got name we've got um we've got payment we've got status we've got the amount uh we've got vendor we've got invoice date we've got due date and we've got order details so everything that we need to start and track and manage our incoming invoices so we're going to click on use this template we can give this template a name and a description and then we can choose to show it in the navigation as well so we'll click the create button and that's going to provision our library with those pre-existing columns now what uh we have here is that we can set up an additional feature here and this is going to set a notification on the due date all right so we've got a date column it's called due date now what we can do here what this is going to do is create a notification and send an email 3 days before an invoice is due all right so that we don't so that we can keep track of what is happening and what is due so we're going to click next and this is all being set up automatically for us all right so we can see here it's setting up the features for this library and let's close that so we can see in the top right hand corner it's updating invoices which is this Library here all right so that is while that is working away there we've got our views of our document library on the right hand side now one of the great things here is that we can customize our views all right so I'm going to click our view here um and I'm going to use format current View and you can see that we've got some options to be able to do some formatting now what I'm going to focus on here is rather than just having the new button let's give a little bit more context to the user of about what we're trying to do here so what I'm going to do is I'm just going to copy a little bit of formatting Json code here and I'm going to click this advanced mode here now what we can do is using Json we can customize a lot of things here now what I'm going to do is I'll paste my code or my Json code in here and you can see that I'm targeting the new button I'm going to change the text to add a new invoice and I'm going to use a new icon and I'm going to use the cloud upload icon now I can click this preview button and now what we've got instead of new I've got add a new invoice we could change it to upload a new invoice so let's change this to upload a new invoice we'll click preview and you can see there that we've changed the button to upload a new invoice let's leave it like that for now and we'll hit save okay so now what we've got is an invoice document library with our pre-exist existing uh um metadata columns that have been provisioned for us we've got a notification uh workflow that's been created based on the due date 3 days prior we're going to get a notification and now we've also just added a little bit more context to the new button where we can um direct users uh up to upload a new invoice rather than just that new button all right so there we have it a new uh way to create our document libraries we've got three pre-existing templates uh and also as we saw the ability to create a new document library from an existing Library as well so I hope that brings you some value thanks for watching and I'll see you in the next episode