https://store-images.s-microsoft.com/image/apps.51487.f244f23f-a9e6-4b96-9971-60e75afe23ab.4f121ab9-e0cb-412d-9277-e98829be9e8c.d828fe80-e789-40a8-96fc-789c218af3ad
Configurable checklist
avtor: Saina Cloud Consulting Services
Just a moment, logging you in...
Configurable checklist with parallel workflow in Power Apps integrated with Dynamics 365 Operations
A canvas app designed to create configurable checklist in an organization. Checklist goes for parallel workflow approvals within custom built workflow system. This app is also integrated with Dynamics 365 for Operations standard workflow process, where certain steps of approvals can be done in Dynamics 365 or Operations. Only for the selected users external approvals can be triggered.
- Canvas app with Microsoft data verse as data sources
- Parallel workflow
- Power app inbuilt security role
Application features
1. Role based application - App supports multiple roles of users. Roles are defined by licensing model, bases on the roles respective functionality is available.
2. Parallel approver workflows - Workflows are designed to have parallel approvals configured. Also workflows can be configurable to the users in D365 Operations or in power apps.
3. Easily import Active directory users - Users maintained in Azure Active directory are imported in this application. By using this role assignment will be simpler and configurable.
4. User Security screen for providing access - Security of the power apps is configurable by the Admin users of the app. User group level security is provided to each and every screen.
5. Multi company - Dynamics 365 for Operations is multi-company application. To cater this need, this Power Apps application can also hold multi-company data.
6. Notifications - Upon getting the parallel activity, workflow notification are maintained within the application.
7. Integrated with D365 Finance and Operations - Workflows can be created in Dynamics 365 Operations, particular steps can be triggered inside Power Apps.
8. Dynamic master creations - Master data's maintained in Dynamics 365 for Operations can be synced with this power app application.
9. Attachments - For every checklist document attachments are provided and those attachments can be stored in Sharepoint or in a specified shared location.
Some sample checklists application can be used
- Compliance Checklist
- Daily Checklist
- Audit Checklist
- Inventory Checklist
- Packing Checklist
- To-Do Checklist
- Vehicle Inspection Checklist
- Weekly Checklist
- Monthly Checklist
- Task Checklist
- Project Checklist
- New Hire Checklist
- Product Launch Checklist
- Due Diligence Checklist
- New Employee Onboarding Checklist
- IT Onboarding Checklist
- Event Checklist
- Software Deployment Checklist
- Project Management Checklist
- New Client Onboarding Checklist
- User Acceptance Testing Checklist
- Maintenance Checklist
- Office Move Checklist
- Construction Checklist
- Work Checklist
- Offboarding Checklist
- Retirement Checklist
- Equipment Checklist
- Termination Checklist
- Training Checklist
- Direct Mail Campaign Checklist
- Quality Control Checklist
- Employee Checklist
- Admin Cleaning Checklist
User roles
1. HR
- Can able to view the work items assigned to them
- Can select any of the status against particular task
- Can able to see the percentage of work flow approvals of the user
2. Admin
- Creation of checklist and task against checklist with due date
- Creation of status
- Adding user
- Creating user group
- Assigning security role to the users in user group
3. Workflow user
- Can able to view the work items assigned to them
- Can select any of the status against particular task
- Can able to see the percentage of work flow approvals of the user
Security levels
1. Read - Have only view access the the screen.
2. Write - Have view and create/edit existing records.
3. Delete - Can view/create/edit and delete the existing records.
4. No access - Access will be restricted to the screen.
Hiter pregled
https://store-images.s-microsoft.com/image/apps.34849.f244f23f-a9e6-4b96-9971-60e75afe23ab.4f121ab9-e0cb-412d-9277-e98829be9e8c.218bf07a-ffcd-43d5-83a1-3a483d291da5
https://store-images.s-microsoft.com/image/apps.60161.f244f23f-a9e6-4b96-9971-60e75afe23ab.4f121ab9-e0cb-412d-9277-e98829be9e8c.89c15ca3-0f57-4afc-a31e-0736542dc09a
https://store-images.s-microsoft.com/image/apps.16357.f244f23f-a9e6-4b96-9971-60e75afe23ab.4f121ab9-e0cb-412d-9277-e98829be9e8c.b932d633-9883-4f2a-9399-cec42c578bd7
https://store-images.s-microsoft.com/image/apps.52094.f244f23f-a9e6-4b96-9971-60e75afe23ab.4f121ab9-e0cb-412d-9277-e98829be9e8c.7bfecd72-6c67-4e3d-97e3-83df186b4610
https://store-images.s-microsoft.com/image/apps.34803.f244f23f-a9e6-4b96-9971-60e75afe23ab.4f121ab9-e0cb-412d-9277-e98829be9e8c.0f7de5f5-449c-43f0-b21a-808fe26ea5bb