November 29, 2024

Leverage Processing Forms in Power Platform

How to Use Power Platform to Process Forms and Streamline Business Operations

Forms are a critical part of business operations as they help organizations collect important data and streamline processes. In the past, creating, processing, and managing forms used to be a time-consuming and tedious task. However, with the advent of Power Platform, this has changed significantly. Power Platform is a suite of applications that includes Power Apps, Power BI, and Power Automate. In this article, we will discuss how to use Power Platform to process forms and streamline business operations.

Step 1: Create a form using Power Apps

The first step in processing a form is to create one. Power Apps makes it easy to create custom forms without any coding. You can design the form using a drag-and-drop interface, and then publish it to a shared workspace where it can be accessed by other users. To create a new form, simply follow these steps:

  1. Log in to your Power Apps account.
  2. Click on “Create” from the left-hand menu and select “App”.
  3. Choose a blank canvas or a pre-built template.
  4. Customize the form as per your requirements.
  5. Publish the form to a shared workspace.

Step 2: Add a trigger using Power Automate

Once you have created the form, the next step is to add a trigger to start the form processing. Power Automate allows you to create triggers that will automatically start the processing of the form. To add a trigger, follow these steps:

  1. Log in to your Power Automate account.
  2. Click on “Create” from the left-hand menu and select “Flow”.
  3. Select the appropriate trigger for your form. For example, if you want to process the form when it’s submitted, select the “When a new response is submitted” trigger.
  4. Connect your form with the trigger.

About The Author

Founder & CEO of Logol AG www.logol.com Microsoft MVP Business Solutions Active member of Scrum Alliance with the certifications CSM and CSP I got Microsoft MCP, MCPD, MCTS certifications as well.Logol, pioneering specialist in the field of cloud-enabled digital transformation, is the first operator specifically created to implement modular programs designed to unleash breakthrough innovation and rationalize business processes. Founded and directed by an award-winning expert tapping directly into the vision of leading IT companies and spearheading forward-thinking digitalization projects, Logol addresses the needs of enterprises in all sectors as they embrace new technologies and organizational change in the era big data and artificial intelligence. Logol helps organizations leverage the power of the most advanced cloud technologies, offering end-to-end consultancy for total digital transformation and business process automation, employing agile methodologies and change management techniques for smooth transitions towards new business paradigms. Digital transformation programs are a milestone in a company’s business evolution and can be the basis of their success. Accompanying clients as they transform their business processes, Logol assists them in rethinking not only the scope of their technologies, but also the strategy, mindset and company culture that make digital transformation viable and effective. As digital transformation programs are successful only if approached with the highest professional competence, Logol selects and employs brilliant professionals who demonstrate outstanding technical expertise in the most advanced information technologies, in depth strategic knowledge of business processes and innovation, and refined soft skills to better support people and organizations facing change. Logol is headquartered in Switzerland and addresses the needs of both public and private sector players by promoting a comprehensive and proactive approach to digital transformation as a necessary step for inclusion and competitiveness in today’s digital economy.

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