Practice Lab 3 – SharePoint

In this lab you will create a SharePoint site and list.

What you will learn

• How to create a SharePoint list
• How to upload data

High-level lab steps

• Create a SharePoint list for Opportunities

Prerequisites

• Must have completed Lab 0: Validate lab environment

Detailed steps

Exercise 1 – Create SharePoint list

Task 1.1 Create a SharePoint site

1. Navigate to the Power Apps maker portal https://make.powerapps.com

2. Select the App launcher in the top left of the browser window, and then select SharePoint.

   

3. If any welcome pop-up dialog is displayed, select X to close the dialog.

4. In SharePoint, select Build from the left navigation pane, and then select Site.

5. Select Team site, select Standard team template, and then select Use template.

6. Enter Power Automate for Site name.

7. Select Create site.

8. Select Go to site.

9. If the Start designing your site pop-up dialog is displayed, close the dialog.

Task 1.2 Create a SharePoint list

1. In the SharePoint site, select + New and then select List.

   

2. Select List under Create from blank.

3. Enter Tasks for Name and select Create.

4. Select + Add column, select Multiple lines of text, and then select Next.

5. In the Create a column pane, enter and select the following values:

   1. Name: Description
   2. Type: Multiple lines of text

6. Select Save.

7. Select +Add column, select Text, and then select Next.

8. In the Create a column pane, enter and select the following values:

   1. Name: Owner Name
   2. Type: Single line of text

9. Select Save.

10. Select + Add column, select Date and time, and then select Next.

11. In the Create a column pane, enter and select the following values:

    1. Name: Deadline
    2. Type: Date and time

12. Select Save.

13. Select + Add column, select Choice, and then select Next.

14. In the Create a column pane, enter and select the following values:

    1. Name: Approval Status
    2. Type: Choice
    3. Choice 1=New
    4. Choice 2=Approved
    5. Choice 3=Declined

15. Select New for Default value

    

16. Select Save.

17. Copy the first part of the SharePoint site URL, for example https://m365x99999999.sharepoint.com/sites/PowerAutomate/

Exercise 2 – Add data SharePoint list

Task 2.1 - Add data

1. Navigate to the SharePoint site and select the Tasks list.

   

2. Select + New, enter the following data, and then select Save:

   1. Title:Contact Jon
   2. Description:Call or email
   3. Owner Name:MOD Administrator
   4. Deadline:Yesterday
   5. Approval Status:Declined

3. Select + New, enter the following data, and then select Save:

   1. Title:Create Quote
   2. Description:No discount
   3. Owner Name:MOD Administrator
   4. Deadline:Today
   5. Approval Status:Approved

4. Select + New, enter the following data, and then select Save:

   1. Title:Visit Jim
   2. Description:First visit
   3. Owner Name:MOD Administrator
   4. Deadline:Tomorrow
   5. Approval Status:New