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Case Study: An Extensive Document Management Solution In SharePoint & Power Platform 

Collab365
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Join Paul Walsh as he takes us on an in-depth journey through a tailor-made Client Document Management System (CDMS) he developed for a client, utilizing the robust capabilities of SharePoint and the Power Platform.
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In this showcase, Paul will walk us through the process of identifying the client's unique needs, the design and development phases, and how integrating SharePoint and Power Platform provided an innovative and efficient solution for document management. Whether you're a tech enthusiast, a business looking for document management solutions, or a developer seeking inspiration, this case study will provide valuable insights into leveraging these powerful Microsoft tools to meet complex business requirements. Discover tips, tricks, and best practices for your own projects. Don't forget to like, share, and subscribe for more insightful tech content!

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14 окт 2024

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Комментарии : 3   
@Collab365
@Collab365 6 месяцев назад
Get A 7 Day Free Trial To The Academy - academy.collab365.com/offer/platinum-plan/signup/?
@andreschlender9687
@andreschlender9687 6 месяцев назад
Thanks to Paul for sharing. Having done my fair share of CDMS configurations I can appreciate the time and thinking that went into it. Coming up with the approach to copy the full form from the standalone Power App negates the main problem with using the customized list form. There are a couple of additional points that I would like to understand. 1. Does the "cancel approval" actually revokes or stops the approval process in progress? 2. Does the "needs signature" options stands for a different type of approval process? In my current project we have some policies that need to be signed of by the Board in their next scheduled meeting. 3. I assume a review that results in no changes required will still update the next review date in some way? Another general suggestion, maybe you can organise a CDMS Meetup where the various people that have build their own permutations over time could exchange ideas on how to best tackle the standard requirements for this sort of solution. It seems a recurring request from customers. Thanks for posting these sessions as well. Always useful in one way or another.
@SharePointMark
@SharePointMark 6 месяцев назад
with the "async" issue in SharePoint, there is a workaround, you can add an edge browser extension such as "Auto Refresh Plus | Page Monitor" - that can auto refresh your page every few seconds. of course anything like this should be done and tested in Windows Sandbox
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