Leave Request Form with SharePoint and Power Automate in under 10 minutes

Поділитися
Вставка
  • Опубліковано 1 лис 2024

КОМЕНТАРІ • 126

  • @akaluheyi
    @akaluheyi Рік тому +6

    Everything is awesome except not to say anything about creating calendar list. As a beginner, I was struggling to find out to fix the issue with the final step related with calendar. Finally watching other resources, I understood that we need to create the calendar list before we create the flow. Thank you for your presentation.

    • @kukiekuks1309
      @kukiekuks1309 Рік тому

      I am having same issue. could you please point me to the resources you watched or guide me through the steps. Thank you

    • @gregbutler4898
      @gregbutler4898 8 місяців тому +1

      Did you create a calendar event list? The ones I have created don't show at all and they were created before. Only the regular lists show up.

    • @juanf.9774
      @juanf.9774 5 місяців тому

      Hi ! , can you please share how you solved this? I have 3 days trying to figure it out and still struggling with this.

    • @mrbatescreates
      @mrbatescreates 5 місяців тому

      Same here. Just can’t get the calendar to connect up.

  • @DanielaRodríguez-g9e
    @DanielaRodríguez-g9e Рік тому +1

    This was super helpful! I followed the steps carefully and it worked perfectly.

  • @solutionsavy
    @solutionsavy Рік тому +13

    Hi, This was very helpful. I have a few questions
    1. How can we restrict view like each employee can only see only own leaves.
    2. I cannot find the last part of Calender, it's not showing in my flow creation.

    • @3wldkids
      @3wldkids 9 місяців тому

      I am also wondering how to restrict view so they can only see their own leave

  • @anapmds7247
    @anapmds7247 Рік тому +1

    You help me a lot, exactly what I was looking for. Gratidão!Grateful!

  • @rexhepkrasniqi
    @rexhepkrasniqi 2 роки тому

    Thank you so much for the step by step explanation, was a really good video.

  • @antonioskokiantonis7051
    @antonioskokiantonis7051 2 роки тому

    Excellent! My boss was very happy with this!

  • @zubaydee
    @zubaydee 9 місяців тому +1

    Thanks for the helpful video! I followed the steps but when I create "Create item" action I get this (Your flow was saved, but with a warning: Your flow may have a circular loop Actions in this flow may result in an infinite trigger loop. Please ensure you add appropriate conditional checks to prevent this flow from triggering itself.)
    Any idia why?

  • @jehbosheva
    @jehbosheva Рік тому +1

    Thank you so much! Easy to follow. The only problem is that you missed adding to the tutorial how to connect the Shared Calendar.

  • @ducpham8914
    @ducpham8914 Рік тому +2

    Do we have to create the "Leave request Calendar" from before going next step ?

  • @GeorgiCarrera-rd1it
    @GeorgiCarrera-rd1it 9 місяців тому

    Hi there, thank your for this video! I would like to know how I can display in detail the dates and days for which they are applying for leave in the email that is sent to the manager for approval.

  • @evgeny9445
    @evgeny9445 2 роки тому

    Hello! Thank you for another cool video!!!

  • @gixmgm
    @gixmgm Рік тому

    Hi, thanks for the video. I have a question, for those employees without M365 license, can they use this?

  • @jamesossai3740
    @jamesossai3740 2 роки тому

    Another great video. Keep it up 👍🏽

  • @timkramer2614
    @timkramer2614 2 роки тому +4

    How does this link to a calendar? What happened at 7:30?

  • @teckchongtan2903
    @teckchongtan2903 2 роки тому +3

    After the approved status show on the leave, can the user allow to edit? Can we lock down the list and disallow the user to make a change?

    • @techwithstanley
      @techwithstanley 2 роки тому

      Hi Teck, I was able to achiev this by Creating a Form from where the data gets fed into the SharePoint List (not accessible by Al Staff except the HR Team) so users do not get to edit and also see entries by other staff

  • @koong626
    @koong626 Рік тому

    Your video very helpful for me.
    I wonder that how do you can link this flow to shared calendar. If you don't my, please so me about config detail, thanks !

  • @jenishbhujel4247
    @jenishbhujel4247 2 роки тому +2

    Hello having a problem with adding leave request calendar...couldnot see it on a list though i downloaded a calendar app

    • @Bodybydubs
      @Bodybydubs Рік тому

      Did you ever resolve this. None of my calendar show either.

  • @pradeeptshrestha1647
    @pradeeptshrestha1647 Рік тому +2

    Stuck at 7:40. As I dont see my calendar in the drop down - list name. Will wait for a while if the sync is taking time as I just made my calendar about half an hour ago.

    • @gregbutler4898
      @gregbutler4898 8 місяців тому

      Did you ever figure this out? My calendar doesn't show either.

  • @tk-6491
    @tk-6491 Рік тому

    Hi, thanks for the useful video. All works fine if I was going on leave for single day. But... when I apply leave for more than a day for eg: 1st Aug to 4th August. It shows confirmation on my teams channle via the list I created only on the end date and not on all 4 days that i will be off. Cant show a snippet !!

  • @andreaseriksson5300
    @andreaseriksson5300 2 роки тому

    Thanks for a great tutorial!

  • @annaweitnauer
    @annaweitnauer 7 місяців тому

    Thank you for this! How do you ensure that the Calendar only shows Approved requests?

  • @basiloneal5173
    @basiloneal5173 Місяць тому

    Do you have a video on the calendar creation part?

  • @paulzack5403
    @paulzack5403 Рік тому +1

    On the flow, How do you insert the leave request calendar option??

  • @alleynesacademy1547
    @alleynesacademy1547 2 роки тому +1

    Thank you for this video, I am trying to digitise the way staff request time and this is great. However is there a way I can put the requsition part into an app?

    • @CarFinanceSimplified
      @CarFinanceSimplified 2 роки тому +1

      You could use a simple online form for this and then trigger the flow when a form is submitted,

    • @TheHolicaGroup
      @TheHolicaGroup 8 місяців тому

      You could use Power Apps - "Insert Form" then connect the database that he created in Lists. That would then be your front end im guessing. Publish the app

  • @OniOni-l9z
    @OniOni-l9z 9 місяців тому

    Hi Michael, how do I set the automation part for shared calendar in outlook?
    Thank you

  • @jammiestegman9184
    @jammiestegman9184 7 місяців тому

    is there a way to have an approval flow just as you described but have each person requesting go to a separate sharepoint calendar?

  • @SeoKayo
    @SeoKayo Рік тому

    This is helpful, the only problem is that perhaps add how to link a SharePoint Calendar. Thanks. I'm stuck in the last part because our team does not have calendar yet.

  • @VikrantBhatt1985
    @VikrantBhatt1985 2 роки тому +1

    How did you guys passed the "leave Request Calendar" step. Like many, even I dont see that list.

    • @Ngunjizzy06
      @Ngunjizzy06 Рік тому +1

      I also have the same problem, I receive an error and cannot go beyond the List Name option

    • @ims120276
      @ims120276 Рік тому

      You have to create the calendar in sharepoint first - he kind of skipped that bit. Then you just type in the name of the calendar

  • @davidsrandombs
    @davidsrandombs 4 місяці тому

    I got this warning message that hinders the flow:
    Power Automate Approvals has not been installed for this environment. Run this approval flow to initiate provisioning.
    Please help!

  • @adamsheridan6046
    @adamsheridan6046 2 роки тому

    Awesome video

  • @smoodles6000
    @smoodles6000 2 роки тому +4

    Edit : Found this was due to region settings on my sharepoint site. Solved! Hi Michael, thank you for making this really helpful video. I was able to follow all the steps and create a workflow just like yours however I have a problem at the calendar end - the leave period gets added to the sharepoint calendar (when approved) - but in every case the dates are one day too early. e.g. If I request 5th to 10th October then the calendar will show the 4th to the 9th. Do you have any idea what is happening please? Thanks, Mark

    • @samanthahaug1536
      @samanthahaug1536 Рік тому +2

      I am having the same issue. I checked my regional settings, and fixed my timezone. It's still creating the calendar events a day early. What was your fix?

    • @samanthahaug1536
      @samanthahaug1536 Рік тому +1

      it seems to be defaulting the time to 5pm or 7pm - weird, so a whole day or week will look at Monday 7pm - Tuesday 5pm.

    • @gregbutler4898
      @gregbutler4898 8 місяців тому

      @@samanthahaug1536 Did you ever figure this out? My timing on the events is doing the same thing.

    • @samanthahaug1536
      @samanthahaug1536 8 місяців тому

      yes, took me forever. i found this formula online using the start and end times. If it's greater than 1 day then add 5 minutes to the end time, then create the event. first add a with this: div(sub(ticks(triggerOutputs()?['body/End']),ticks(triggerOutputs()?['body/Start'])),864000000000) IS greater or equal to 1, then add 5 minutes to the end time (use Add to Time) -- then create the event@@gregbutler4898

  • @saehirkahn6420
    @saehirkahn6420 Рік тому

    Hi. The runtime value "date2023-08-23" to be converted doesn't have the expected formate "String/date"... I followed each step and it is showing this. How can I fix this?

  • @spitsparrow
    @spitsparrow Рік тому

    Have you done a leave request video with Power Apps instead ? which is a better way?

  • @YourOlya
    @YourOlya 2 роки тому

    Great video! And how to cancel a leave, for example, a employee changed his mind to take a leave?

  • @mojia9113
    @mojia9113 2 роки тому

    Hi thanks for the video, it was very helpful. Is there anyway I can get the email notification to show the days that have been requested to the manager?

  • @mohmdfthy
    @mohmdfthy 2 роки тому +1

    ​ @SharePointPro Thanks 4 this video.
    How can the records of each employee be shown only to him? Not all records in list

    • @abrahamjabangwe2945
      @abrahamjabangwe2945 Рік тому

      hi did you manager to fix this

    • @mohmdfthy
      @mohmdfthy Рік тому

      @@abrahamjabangwe2945
      Settings >> Advanced Settings
      Read access: Specify which items users are allowed to read
      Select: Read items that were created by the user

  • @dennis4268
    @dennis4268 2 роки тому +2

    Good day, I can't add leave calendar. Dynamic content no option for Leave calendar

    • @Bodybydubs
      @Bodybydubs Рік тому

      Did you ever resolve this. None of my calendar show either.

  • @atkins4utube
    @atkins4utube 2 роки тому

    Hi Michael - Considering that this is the first time I am using sharepoint and forms... I was able to create form successfully ... Video was great help it was easy and superb....
    I just have couple of questions. 1. how do I mark it unplanned if leave request was submitted < 7 days. 2. How do i submit leave on behalf of team member as a manager 3. I want to restrict members deleting entries.

  • @mrgreen1745
    @mrgreen1745 2 роки тому

    Was a really good video... Thanks you
    the only issue I had was seeing some of the things you were typing due to the video quality...
    All seem to be working-ish... but nothing appears in the requester's outlook calendar - The request gets send out, accepted then nothing...
    any help would be grateful...?
    Subscribed and liked!

  • @anupamkumar8987
    @anupamkumar8987 2 роки тому

    Thank you so much for the step by step explanation. This helps me a lot.
    Sir, Is there any way we can also capture time stamp when the request has been submitted. Thank you !!

    • @techwithstanley
      @techwithstanley 2 роки тому

      Hi Anupam, there is a default column in a SharePoint list that houses the value of when an item was entered so you can make reference to tat in your flow

  • @ashleymcintosh6697
    @ashleymcintosh6697 5 місяців тому

    in the email notification there are no details on what the leave request dates are, so you couldn't really approve or reject without having this information first ?

  • @sharoncasey2443
    @sharoncasey2443 Рік тому

    THOUGHT I had followed this exactly...but ended up with the following error messages: Flow save failed with code 'OpenApiOperationParameterValidationFailed' and message 'Input parameter 'item' validation failed in workflow operation 'Create_event_(V4)': The parameter with value '"@triggerOutputs()?['body/Datestarted']"' in path 'item/start' with type/format 'String/date' is not convertible to type/format 'String/date-no-tz'.'.
    Am operating at the very thin outer edges of my she-nerdery

    • @kkilling24
      @kkilling24 Рік тому

      I'm getting the same thing!

  • @theamenesesmeneses
    @theamenesesmeneses Рік тому

    I cannot find the last part of calendar, it's not showing in my flow creation. Please help

  • @TheHolicaGroup
    @TheHolicaGroup 8 місяців тому

    So im guessing we can use power apps to create the front end form?

  • @romaindesaint-jean7489
    @romaindesaint-jean7489 2 роки тому +1

    Hi mate, very cool video - short and straight to the point. Quick question : instead o fhaving a sharepoint calendar I linked the flow to an outlook calendar. The only thing is that, when for example the leave goes from the 10th to the 15tth, outlook would only display that I'm on leave from 10th to 14th. Any idea why it is stopping a day before the actual end of the leave ?
    Thanks a lot.

    • @dennis4268
      @dennis4268 2 роки тому +3

      Can you please assist on how to link to outlook calendar?

    • @deniseceballos3241
      @deniseceballos3241 2 роки тому

      @@dennis4268 you need to add an action in your flow and select " create event" then choose your desired calendar

    • @deniseceballos3241
      @deniseceballos3241 2 роки тому

      I had to add an action, select the "add to time" to add "minutes" to the date to extend past 12:00am ( this is how Microsoft formats the last day thus not adding the final day to the calendar)

    • @mariasoyoso-capuder9890
      @mariasoyoso-capuder9890 Рік тому

      @@deniseceballos3241 Thanks for this. He missed adding that section. He jump around in the tutorial perhaps thinking all the audience have existing calendar that the can link. Also, it would be helpful if the creator added how those calendars can be hook up.

    • @Bodybydubs
      @Bodybydubs Рік тому

      @@deniseceballos3241 I do not have the create event option in sharepoint, only create item. help?

  • @rananasirmajeed
    @rananasirmajeed 2 роки тому

    i have question leave request has created but how user can access and who can see all request
    second question use will see only his request or he will see all request how we can mange user access to see his records only

  • @rananasirmajeed
    @rananasirmajeed 2 роки тому

    for example, i sent leave request its approved by manager, then my friend send request, and got approval, but in file both of us can see each other request that is not good just owner can see all request and user can see his request status please advise me how can we do that

    • @altinbako3448
      @altinbako3448 2 роки тому

      Hi, you'll need to go to list settings, then advanced settings tick Read items that were created by the user. That way you'll only see your submitted holiday requests.

  • @nunsnm0ses99
    @nunsnm0ses99 2 роки тому

    hi, is there a way for power automate to automate a leave cancellation

  • @marklaskowski2155
    @marklaskowski2155 2 роки тому +1

    So everything was going well until i needed to add the event to the calendar ... in your video you select Request Off Calendar from the list but from the begging of your video there is no mention of another list called Request Off Calendar nor any mention of creating a specific calendar .. there is something missing just like others below stated

    • @sharepointpro7900
      @sharepointpro7900  2 роки тому +1

      Hi Mark, Sorry about this.. The calendar stores the events after they have been accepted, so you could just as easily use a SharePoint Calendar, or an Office 365 calendar. To start with, first plan where you want to store the leave events after accepted. If its a SharePoint Calendar, Create the SharePoint calendar (via add app - classic experience - Calendar). Once you have that, follow the instructions and when the request is accepted - use a flow to create the item in which ever calendar you chose.

  • @edwinsantos3929
    @edwinsantos3929 Рік тому

    Good day sir. I am attempting to follow your very informative steps and I am near the end and am having a bit of trouble with the section on adding the calendar. I cannot seem to get the same type of fields list you draw up once you enter your list name. I just get the following message:
    The dynamic operation request to API 'sharepoint online' operation 'GetTable' failed with status code 'NotFound'. This may indicate invalid input parameters. Error response: { "status": 404, "message": "List not found clientRequestId: 553f4a52-ff03-459e-b8b3-8b65ff8fdce3 service RequestId: 553f4a52-ff03-459e-b8b3-8b65ff8fdce3" }
    I can select my "list" however it will not take once I add the word Calendar. Can you help me please?

  • @shawnmcauliffe907
    @shawnmcauliffe907 2 роки тому

    Having issues with my Sharepoint Calendar List Not Showing as an option. Can you provide some direction?

    • @Bodybydubs
      @Bodybydubs Рік тому

      Did you ever resolve this. None of my calendar show either.

  • @CaLiMeRoOo92
    @CaLiMeRoOo92 3 роки тому

    Need to do this steps for each employee??
    Or we can publish public??

    • @sharepointpro7900
      @sharepointpro7900  3 роки тому

      The leave request list will need to have contribute access to all employees. All employees will be able to add a list item, which will trigger the flow.

  • @daved5683
    @daved5683 2 роки тому

    Thanks for video but when mail sent to approver - he/she does see any info about what they going to approve..
    Detailed information should have been in the approval request so the approved doesn’t need to dig in information before approving

  • @sanjee2
    @sanjee2 2 роки тому

    How you add the leave in shared calendar? and also, if i want to manage the employee leaves, but calculating how many leaves they left, possible to do it?

    • @sharepointpro7900
      @sharepointpro7900  2 роки тому +1

      Hi, You can add a event to a shared office 365 calendar or a sharepoint calendar using Power Automate. ie: www.sharepointpro.com.au/create-event/ - Regarding if calculating leave left, it is possible. It depends where you maintain this information. If you maintained the leave left in SharePoint then you could calculate it from a list, otherwise you may need to sync the information to SharePoint unless the crm which holds this information has a Power Automate connector.

    • @AmrMohamed-jd9xk
      @AmrMohamed-jd9xk 2 роки тому

      @@sharepointpro7900 ican't found Leave request Calender who can i found it

    • @ducpham8914
      @ducpham8914 Рік тому

      @@sharepointpro7900 When and where step do we create ivent 4 ?

  • @erikabeltran4792
    @erikabeltran4792 2 роки тому

    Hii! What happens if two people ask for the same date, can crossings be avoided?

  • @aljonconui1697
    @aljonconui1697 Рік тому

    is there a way that i can have a primary and secondary approver with different emails ?

  • @rosariosilvester
    @rosariosilvester 2 роки тому

    While i export the data i cant view the leave requester names how to enable it

  • @beantlallh1743
    @beantlallh1743 10 місяців тому

    Can you create a leave request with times>

  • @strat360
    @strat360 2 роки тому +2

    Leave Request Calendar isnt coming up when I try and follow you and you go too fast to figure out what you did

    • @sharepointpro7900
      @sharepointpro7900  2 роки тому +1

      Thanks for your feed back. I'll try and slow down next one. What point are you stuck on - I'll write the steps In the description.

    • @bobblandeburgo3842
      @bobblandeburgo3842 2 роки тому +1

      @@sharepointpro7900 Not showing up when I search dynamic calendar and can't proceed without the List Name being filled.

    • @markdonalddimaano269
      @markdonalddimaano269 2 роки тому +1

      Same problem, may i know how to add Leave Request Calendar in Dynamic?? im stock on that procedure ..

    • @andrianarowe4946
      @andrianarowe4946 2 роки тому +1

      Having the same issue. I even created a calendar to try and create the flow and it still will not allow me to select the created calendar.

    • @Bodybydubs
      @Bodybydubs Рік тому

      @@andrianarowe4946 Did you ever resolve this. None of my calendar show either.

  • @sanjaykanth3653
    @sanjaykanth3653 2 роки тому

    how to add approver in column whom need to ask approve.

  • @abrahamjabangwe2945
    @abrahamjabangwe2945 Рік тому

    My create item list is coming up with with status value field anyone to help

  • @peterquintao1756
    @peterquintao1756 Рік тому

    Where did you get the Leave Request Calendar, i didnt see you have created it on sharepoint
    having this error when i put the Leave Request Calendar
    { "status": 404, "message": "List not found clientRequestId: a8f8248f-ee14-496b-8d55-6f5214175004 serviceRequestId: a8f8248f-ee14-496b-8d55-6f5214175004" }
    Plss help

  • @JamesBall-q9v
    @JamesBall-q9v Рік тому +1

    It was all going really well until you did that hyperspeed bit at the end and somehow added the event to a calendar. Without saying how, or where the calendar is supposed to be. Or if it needed to be created first.... :( Sort of left me hanging and I've been messing around for an hour now trying to finish this off! Heeeeelp. Please!!!!

  • @oussamamerhi947
    @oussamamerhi947 2 роки тому

    I cant see Date start and Date ending when i configure create an item for the calendar

  • @lentecreatives8886
    @lentecreatives8886 9 місяців тому

    Requested by and pending response is the same user.
    Requested by should be the staff and the pending response should be the manager

  • @Gunjan_92
    @Gunjan_92 4 місяці тому

    how to create a shared calendar

  • @MultiChris7777
    @MultiChris7777 2 роки тому +1

    I am getting an error every time I try to add my calendar

    • @sharepointpro7900
      @sharepointpro7900  2 роки тому

      Hi, feel free to contact me via my webpage www.sharepointpro.com.au/. We can communicate via email and I will do my best to help diagnose the error

  • @carolinabahnflet1904
    @carolinabahnflet1904 2 роки тому

    why am i getting 2 request when i only create 1

  • @omonoiatiko86
    @omonoiatiko86 2 роки тому

    Hello, very useful video!!!
    Just a question. In my organization, every team has its own manager. So leave requests must be sent to different manager by each user.
    How is this possible?

    • @natop2008
      @natop2008 2 роки тому

      yes

    • @omonoiatiko86
      @omonoiatiko86 2 роки тому

      @@natop2008 Just “Yes” isn’t helpful enough, but i appreciate your effort

    • @bnhm1871
      @bnhm1871 2 роки тому

      @@omonoiatiko86 You could add in a 'manager' field to the form as a Person type. Or, if each user has their manager set in Active Directory, you can fetch their manager's details.

    • @connecticuthumanities1304
      @connecticuthumanities1304 2 роки тому

      @@bnhm1871 I'm struggling with this same question; made a field called Manager, selected Person type and that worked great. But when I look in the Automated Flow, I'm not sure what to select for "assigned to." Do you know what the Dynamic content trigger would be? I think I've tried them all and I'm not getting the email when testing!

    • @tahirtahir4937
      @tahirtahir4937 2 роки тому

      @@connecticuthumanities1304 choose Mail(the one with the office logo). this would select the email address of the line manager. hope this helps

  • @bethlamb5643
    @bethlamb5643 Рік тому

    Where is the calendar? Did I miss something?

  • @jubei612
    @jubei612 Рік тому

    The pictures/sceenshots look like they were taken with a potato from 1899. Please upload clear pictures.

  • @strat360
    @strat360 2 роки тому +2

    SLOW DOWN!

    • @nathanwassink1346
      @nathanwassink1346 2 роки тому

      You can pause, rewind if you missed something, and you can place the playback on half speed if needed. His pace is great for others who don't need the exact step by step.

  • @shivendrasahai225
    @shivendrasahai225 2 роки тому +1

    I loved the video however, one feedback: You are expert and not everyone has that expertise. when you speak the rate of speech is awesome however, when you work, its super fast. I have stopped your video and replayed it just to check what you did. wasted lot of my time without any reason so I would appreciate if you can perform the task slow like your voice. Thank you

  • @KeyserSoze-s3x
    @KeyserSoze-s3x 9 місяців тому

    Mate, that was the sh_ttiest tutorial I've ever watched. Slow down next time, I had to play is at .25 speed and even then I had to keep backing up.

  • @idbrown369
    @idbrown369 Рік тому

    video is great but you go way tooo fast!!!