#Office365 #ProjectOnline Project Request process using #MicrosoftForms and #MicrosoftFlow #ProjectManagement #PPM #MSProject #SharePoint #PowerPlatform

October 23, 2019 at 8:17 pm | Posted in Add-on, Administration, App, Configuration, Customisation, Functionality, Information, Workflow | 1 Comment
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Following on from my last post where I created an example Microsoft Flow to create a project in Office 365 Project Online using the correct Enterprise Project Type, I’ve extended this to show how to build a project request process using Microsoft Forms, Flow Approvals, SharePoint and Project Online. If you missed the last post, here it is https://pwmather.wordpress.com/2019/09/27/creating-new-projects-based-on-epts-in-office365-projectonline-using-microsoftflow-ppm-powerplatform-rest-msproject-projectmanagement/

For this project request process there are a few components required, the Form and the SharePoint list then the Flow to bring it together. The form is used to capture the project requests but this could as easily have been a PowerApp. My simple form can be seen below:

Form

We could ask any questions we want on the form but the key part for this project request example is the department question as this is used for two purposes. The first, to get the project approvals from the correct person in that department and secondly to create the approved projects using the correct Enterprise Project Type (EPT) in Project Online. The next component is a SharePoint list to store the requests and approval responses. I created this in the Project Online Project Web App (PWA) site collection but again, this list could exist in any SharePoint Online site collection or we could have even created an entity in the Power Platform CDS to store the data. The simple list can be seen below:

List

The columns I have on this list are detailed below:

  • Title – used to store the Project Name from the request form
  • Project Description – used to store the Project Description from the request form
  • Project EPT – used to store the project department from the request form
  • Justification – used to store the project justification from the request form
  • Reviewed By – used to store the Flow Approval reviewer
  • Review Status – used to store Flow Approval status
  • Reviewer Comments – used to store the Flow Approval reviewer comments
  • Project Requested By – used to store the email address of the user who completed the request form
  • Project ID – used to store the Project ID from Project Online for projects that get created by the Flow

The next component is the Microsoft Flow, this is used to capture the Form responses once they are submitted, start the approvals, create the SharePoint list item on the Project Request List then if approved, create the project and update the list item. If rejected the Flow sends a rejected email to the project requester.The Flow can be seen below with one of the switch cases expanded:

Flow

I will cover the Flow in detail next but the final component required is Project Online. In my Project Online instance I have 3 EPTs, one for Marketing, one for R&D and the default Enterprise Project.

So back to the Flow, the Flow is triggered when a new form response is submitted to the Project Request form, it then uses an Apply to each loop with a list of the response notifications passed in from the trigger. The first step inside the Apply to each action is the Get response details Form action with the form response ID passed in. The Flow then uses a Switch action to have different paths based on the department value, the “Which department is the project for?” answer is used to switch on:

Flow1

The Flow then has different cases in the Switch action, one for each of the possible values for the “Which department is the project for?” question:

Flow2

Now we will expand one of the cases to see the details and I will point out the differences between each case:

Flow3

The first action in the case is a Flow Approval using the “Start and wait for an approval” action. This approval type is set to “Approve/Reject – First to response”. As this is the Marketing case, the approval title is “Marketing Project Request” and it is assigned to the user who approves new Marketing projects. I have just used my account for demo purposes! The title and approver it is assigned to could be different per department. Then in the details section we just pass in values from the “Get response details” action so that the approver knows what they are approving. Then there is a Condition action to check the outcome of the approval action, this just uses the Outcome output from the approval action. Then for approvals that were approved the Flow uses another Apply to each loop this time passing in the Approval action responses – we only have one approver but the Approvals action can have more than one response so it needs the loop. Then inside the approved loop the Flow uses the SharePoint create item action to create the list item on the Project Request List, then it uses the SharePoint HTTP action to create the project in Project Online then finally a SharePoint Update item action to update the list item with the newly created project ID. The overview can be seen below with details for these actions next:

Flow4

Create item action has the Form answers and the approval reviewer and reviewers comments passed in to create the list item:

Flow5

The SharePoint HTTP action posts to ProjectServer/Projects/Add API with the project name and description being passed in from the Form answers, the EnterpriseProjectTypeId is hard coded to the Marketing EPT – this GUID would be different in the other cases so the project is created with the correct EPT:

Flow6

The final action for the approved request is to update the previously created list item on the project request list with the newly created project Id using the SharePoint Update item action. Here we pass in the ID from the previous Create Approved item action, the Title is required so that is set again using the Form answer and the Project ID is set using an expression body(‘create_Marketing_project’)[‘Id’]. The expression will be different for the other cases as it needs the name of the action that is used to create the project.

Flow7

If the project request is rejected, the Flow creates the item on the list the same way is does if approved but the Review Status field is set to “Rejected” then the Flow sends an email to the user who requested the project:

Flow8

That’s it – really simple! Next I’ll show the approvals email for a requested project, this can be seen below:

Email

I will then approve this with some comments:

Email2

Once submitted, the email updates to show its approved:

Email2

In this example, the item is then created on the list, the project created and the list item updated with the project GUID. I will create a video in the next week or two to demo this.

A nice simple low / no code solution for building a project request process for Project Online using Microsoft Forms, SharePoint Online and Microsoft Flow, watch out for the video on my YouTube channel soon: https://www.youtube.com/channel/UC_b_pa1ADKlUqIpLK9AmR1g?sub_confirmation=1

#MicrosoftForms and #MicrosoftFlow for #ProjectOnline #PPM project reviews #O365 #SharePoint #PMOT

February 11, 2018 at 10:47 pm | Posted in Add-on, Administration, Configuration, Customisation, Functionality, Information | Comments Off on #MicrosoftForms and #MicrosoftFlow for #ProjectOnline #PPM project reviews #O365 #SharePoint #PMOT
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Most projects at some point have some kind of review such as a stakeholder review or project closure review. As Project Online is built on SharePoint there are many ways that this can be achieved but in this blog post we will look at making use of Microsoft Forms to design those reviews, Microsoft Flow to capture the responses for the reviews and SharePoint Online to store the data in a list in the Project Web App site collection. As Project Online is built in the Microsoft Office 365 cloud there are lots of great features that you can make use of, Forms seemed a good fit for a project review.

Firstly access https://forms.office.com/ to get started with your review form. Please note Forms is currently in Preview. Click the New Form button:

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This will load the form designer:

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You can use the Theme button to select a theme or upload your own:

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Enter a form title and description:

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Then click the Add question button:

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Select the type of response your question requires, notice the two additional options on the ellipsis at the end. Depending on the type of question selected, that will determine the control used on the form. Design the form as required, for this blog post, here is my very simple form:

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Now on my Project Online PWA site in SharePoint Online I have created a list that contains columns for each of my questions:

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The next step is to access Microsoft Flow and click create from template:

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This blog post assumes you have already set up the connection to your SharePoint Online tenant in Microsoft Flow.

Search for forms and the existing templates for Forms will be loaded:

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For this example we just need the first one “Record form responses in SharePoint”, click Continue:

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Give the Flow a name then select the correct form in the “When a new response is submitted” Flow action:

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Then again in the “Get response details” Flow action:

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Then select / type / paste the SharePoint site URL and select the list created in the “Create item” Flow action:

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Then map the responses from the form to the SharePoint list columns in the “Create item” Flow action:

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Save the Flow.

Now back in Forms, access the Form then click the ellipsis then Settings:

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On the form settings, set who can respond to the form, in this example I only want people in my organisation to response and I set it to record their name:

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Now click the Share button to get the form URL to send to the relevant users or add in the Project Web App site. For example, if you were creating a project closure review form or stakeholder review form you might add this to a certain Project Detail Page that is only visible at a certain stage of the project lifecycle.

Once users respond you will see the flow runs in the run history and you will also see the responses on the target SharePoint list. See some example responses below:

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Do be aware of the SharePoint list access – you might want to restrict access to this list!

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