Resource manager flows
by SUNPOINT IT SOLUTIONS LLC
User Resource Management Flow is a SharePoint-based SPFx solution that automates provisioning, group
User Resource Management Flow is an enterprise-ready SharePoint Online solution built using the SharePoint Framework (SPFx). It is designed to help organizations automate and streamline the management of user resources, access, and job-based provisioning workflows.
This solution is ideal for HR departments, IT teams, department managers, and administrators seeking centralized control and visibility over how resources are allocated across roles within Microsoft 365.
🔑 Key Benefits
- Automated resource provisioning tied to job titles
- Reusable job and resource templates for consistency and efficiency
- Integrated notifications with approval routing
- Centralized management of access, equipment, and onboarding tasks
🚀 Main Features
1. Job Title Flows
- Create standardized job roles (e.g., Developer, HR, QA, Manager)
- Associate each title with default resources
- OData filters for advanced logic and visibility
2. Resource Flows
- Define reusable resource groups (e.g., IT tools, construction gear, software)
- Automatically link these to job titles
- Group and rename sets of resources for better control
3. Notification & Approval System
- Supports multi-step approval flows per resource group
- Customizable email templates with placeholders like
{recipientName},{jobTitle}, etc. - Task creation, reminders, and completion notifications
4. Azure AD User Integration
- Users selected directly from Azure Active Directory
- Auto-filled fields for name, title, email, office location
- Job title selection dynamically loads related resources
5. Lifecycle Management
- View active and completed workflows for users
- Track resource status: Pending, Allocated, Returned
- Generate return flows for previously issued items
📦 Components
These components work together to provide a seamless, integrated experience across SharePoint Full Page, SharePoint webpart
WebParts
- Resource manager flows - Comprehensive resource management and approval workflow system for SharePoint. Manage job titles flows, Resource flows, and settings for Resources Management, List Location and Notification.
- Resource manager task views - Advanced task management and visualization system for resource workflows. View tasks in Gantt charts, calendar views, and detailed lists with real-time task processing and approval workflows.
Extensions
- Custom Task (FormCustomizer) - Task management interface for approving, rejecting, or canceling workflow tasks with the ability to add comments and descriptions.
- Custom User Resource (FormCustomizer) - User resource overview interface that displays assigned resources and associated workflows for individual users.
- User Flow (FormCustomizer) - Workflow creation interface for initiating resource allocation or retrieval processes for users.
- User Resources (FieldCustomizer) - Custom field display for the O365 User Resources list showing allocated resources for each user.
🎯 Who It's For
This app is designed for organizations that:
- Onboard and offboard employees frequently
- Manage equipment and software across departments
- Need clear processes for approvals and provisioning
- Seek to reduce manual effort and centralize user resource control
User Resource Management Flow delivers a highly visual, interactive experience inside SharePoint that aligns with real organizational needs for scalability and control.
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