I am trying to implement a requirement where documents are going to be scanned using physical scanner and save in a SharePoint document or List using Power using Power Apps (Canvas App), Power Automate or both.
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I am trying to implement a requirement where documents are going to be scanned using physical scanner and save in a SharePoint document or List using Power using Power Apps (Canvas App), Power Automate or both.
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Abhishek YadavPosted Feb 10, 2024, 7:13 AM
To implement the requirement of scanning documents using a physical scanner and saving them in SharePoint using Power Apps and Power Automate, you can follow the step-by-step guide below:
1. Create a new Canvas App in Power Apps:
- Go to Power Apps and select "Create" from the left-hand menu.
- Choose "Canvas app" and select the layout (phone or tablet).
- You can start with a blank canvas or use a template that suits your requirements.
2. Design the Canvas App:
- Add relevant controls to the app screen, such as a button to trigger scanning, a label to display scan status, etc.
- Customize the app's appearance and layout according to your preferences.
- Ensure the app includes fields to capture necessary metadata or information about the scanned documents, such as title, description, etc.
3. Configure the scanning functionality:
- Add a button control to the app screen and set its "OnSelect" property.
- Use the "Scan" function to initiate document scanning using the physical scanner.
- Bind the scanned document data to a variable for further processing.
- You can use a connector like Twain Cloud to integrate the scanning functionality.
4. Save the scanned document to SharePoint:
- Add a "Create file" action in Power Automate (formerly known as Microsoft Flow) using the "Create file" SharePoint connector.
- Set the required parameters, such as SharePoint site URL, document library name, file name, file content (scanned document), etc.
- You can use the variable that contains the scanned document data from the previous step.
5. Trigger the Power Automate flow from Power Apps:
- Add a Power Automate flow trigger in Power Apps.
- Configure the trigger to start the flow when the user clicks the save button or takes a specific action.
- Pass the necessary parameters from Power Apps to Power Automate, such as file name, document content, metadata, etc.
6. Test and Deploy:
- Test the scanning and saving functionality by running the Canvas App and performing the scanning operation.
- Ensure the scanned documents are successfully saved in the desired SharePoint document library.
- Make any necessary adjustments or enhancements based on user feedback or requirements.
- Deploy the final version of the Canvas App and Power Automate flow to your intended users or audience.
By following these steps, you should be able to implement the document scanning and saving requirement using Power Apps and Power Automate.