Leave Request Form with SharePoint and Power Automate in under 10 minutes
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- čas přidán 16. 07. 2024
- I take you how to make a leave request form in under 10minutes, using SharePoint and Power Automate.
You can see the MS Flow template Microsoft provides here: www.sharepointpro.com.au/leav...
And a screen shot of the MS Flow that I create from scratch here : www.sharepointpro.com.au/wp-c...
Please let me know if you would like me to demonstrate anything specific and don't forget to like & subscribe.
www.sharepointpro.com.au
This was super helpful! I followed the steps carefully and it worked perfectly.
You help me a lot, exactly what I was looking for. Gratidão!Grateful!
Excellent! My boss was very happy with this!
Thank you so much for the step by step explanation, was a really good video.
Thanks for a great tutorial!
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.
I am having same issue. could you please point me to the resources you watched or guide me through the steps. Thank you
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.
Hi ! , can you please share how you solved this? I have 3 days trying to figure it out and still struggling with this.
Same here. Just can’t get the calendar to connect up.
Another great video. Keep it up 👍🏽
Hello! Thank you for another cool video!!!
Very informative info...thanks for the video
Awesome video
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.
I am also wondering how to restrict view so they can only see their own leave
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.
Thank you so much! Easy to follow. The only problem is that you missed adding to the tutorial how to connect the Shared Calendar.
How does this link to a calendar? What happened at 7:30?
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?
Do we have to create the "Leave request Calendar" from before going next step ?
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?
Hi, thanks for the video. I have a question, for those employees without M365 license, can they use this?
Great video! And how to cancel a leave, for example, a employee changed his mind to take a leave?
On the flow, How do you insert the leave request calendar option??
hi, is there a way for power automate to automate a leave cancellation
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.
Have you done a leave request video with Power Apps instead ? which is a better way?
Thank you for this! How do you ensure that the Calendar only shows Approved requests?
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 !
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 !!
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!
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 !!
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
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
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?
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.
@@samanthahaug1536 Did you ever figure this out? My timing on the events is doing the same thing.
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
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.
is there a way to have an approval flow just as you described but have each person requesting go to a separate sharepoint calendar?
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.
Did you ever figure this out? My calendar doesn't show either.
Hi Michael, how do I set the automation part for shared calendar in outlook?
Thank you
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
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?
While i export the data i cant view the leave requester names how to enable it
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!
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?
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
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.
Can you please assist on how to link to outlook calendar?
@@dennis4268 you need to add an action in your flow and select " create event" then choose your desired calendar
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)
@@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.
@@deniseceballos3241 I do not have the create event option in sharepoint, only create item. help?
Hello having a problem with adding leave request calendar...couldnot see it on a list though i downloaded a calendar app
Did you ever resolve this. None of my calendar show either.
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
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?
You could use a simple online form for this and then trigger the flow when a form is submitted,
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
I cant see Date start and Date ending when i configure create an item for the calendar
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 ?
I cannot find the last part of calendar, it's not showing in my flow creation. Please help
So im guessing we can use power apps to create the front end form?
Good day, I can't add leave calendar. Dynamic content no option for Leave calendar
Did you ever resolve this. None of my calendar show either.
My create item list is coming up with with status value field anyone to help
how to add approver in column whom need to ask approve.
Requested by and pending response is the same user.
Requested by should be the staff and the pending response should be the manager
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
I'm getting the same thing!
How did you guys passed the "leave Request Calendar" step. Like many, even I dont see that list.
I also have the same problem, I receive an error and cannot go beyond the List Name option
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
@SharePointPro Thanks 4 this video.
How can the records of each employee be shown only to him? Not all records in list
hi did you manager to fix this
@@abrahamjabangwe2945
Settings >> Advanced Settings
Read access: Specify which items users are allowed to read
Select: Read items that were created by the user
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
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.
Can you create a leave request with times>
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!!!!
how to create a shared calendar
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?
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.
@@sharepointpro7900 ican't found Leave request Calender who can i found it
@@sharepointpro7900 When and where step do we create ivent 4 ?
Need to do this steps for each employee??
Or we can publish public??
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.
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
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.
why am i getting 2 request when i only create 1
Having issues with my Sharepoint Calendar List Not Showing as an option. Can you provide some direction?
Did you ever resolve this. None of my calendar show either.
Hii! What happens if two people ask for the same date, can crossings be avoided?
conseguiu resolver?
is there a way that i can have a primary and secondary approver with different emails ?
hi did you get a solution to this
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?
I am getting an error every time I try to add my calendar
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
Leave Request Calendar isnt coming up when I try and follow you and you go too fast to figure out what you did
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.
@@sharepointpro7900 Not showing up when I search dynamic calendar and can't proceed without the List Name being filled.
Same problem, may i know how to add Leave Request Calendar in Dynamic?? im stock on that procedure ..
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.
@@andrianarowe4946 Did you ever resolve this. None of my calendar show either.
Where is the calendar? Did I miss something?
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?
yes
@@natop2008 Just “Yes” isn’t helpful enough, but i appreciate your effort
@@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.
@@benhumphreys1871 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!
@@connecticuthumanities1304 choose Mail(the one with the office logo). this would select the email address of the line manager. hope this helps
SLOW DOWN!
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.
The pictures/sceenshots look like they were taken with a potato from 1899. Please upload clear pictures.
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
video is great but you go way tooo fast!!!
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.
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