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. In 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 the Welcome to SharePoint Start Page pop-up dialog is displayed, select X to close the dialog.

4. In SharePoint, select + Create site.

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

6. Enter Power Automate for Site name and select Next.

7. Select Create site.

8. Select Finish.

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 select Next.

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

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

6. Select Save.

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

8. In the Create a column pane, enter or 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 select Next.

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

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

12. Select Save.

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

14. In the Create a column pane, enter or 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 URL of the SharePoint site, 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 + Add new item and enter the following data and 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 + Add new item and enter the following data and select Save:

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

4. Select + Add new item and enter the following data and select Save:

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