hello my name is Todd Baginski I'm a Microsoft MVP and the CTO of canvas
consulting in this video I'm going to show you how to install and setup the
help desk power app sample alright let's get started the first thing you're gonna
do is go to web power app calm and click on the Home tab and after you click on
the Home tab go over to the search box and type in help desk this will filter
the list of powerup templates down there the help desk template then what you
want to do is mouse over that template and click make this app just like that
after you click make this app the powerup will be downloaded to your
environment where then you can work with it what you
need to do is head over to the setup screen like you see I have selected here
and click on the link in that screen that will take you to the installation
documentation here's the documentation you'll see when you click on that link
by the time you see this video and you're able to click on that link this
will actually take you to the doc stop Microsoft comm website where these
installation instructions will be published it will take you about 10 to
15 minutes to complete the installation steps when you're done you'll have a
fully functional help desk power up sample just like the one you see here
the first thing you need to do if you haven't already is sign up for power
apps you can click the link in the documentation to take you to the page
that will allow you to sign up for a free trial after you've signed up for a
free trial for power apps the next thing to do is go create the help desk
SharePoint list that stores the help desk tickets after you create that list
you will create several columns within that list that store the information for
the help desk tickets I'm not going to spend the time in this video to follow
all these instructions to create the our point list or these various columns
that you see within it so what I am gonna do though is scroll down here a
bit to show you how long those steps were to make those lists or make that
list in columns and then I'm gonna actually show you what that list looks
like here you can see the list that I've already created and you can see the
various columns that line up with what was in the documentation now that you've
created the SharePoint list you're ready for the next steps the first step is to
download the help desk power app sample template to do that go to a web browser
and navigate to the link you see here this will download the power apps
package and then allow you to save it to your local machine I've already done
that the next thing you're going to do is
create the connections that the power app needs to interact with office 365
services to do this in a web browser you're going to navigate to web power
Apps calm sign them with the same credentials you use to sign up for your
free subscription then what you're going to do in the left side is click
connections just like that go up to the top right click new connection when the
new connection screen appears in the text box at the top enter office 365
Outlook select that connection and click create a pop-up window will appear which
will allow you to authenticate that connection and you'll select the user
you're currently signed in with that's done with our first connection creation
the next thing we're going to do is click new connection again and follow
the same process to create the SharePoint connection
here we enter SharePoint in the search box at the top select SharePoint and
then select the appropriate way to connect to the data if you're using an
office 365 tenancy you'll want to pick connect directly if you're using an
on-premises SharePoint farm and you've set up a gateway for that you'll select
the second option once you've selected the option click create and again in the
pop-up select the account that you're currently signed in with now you've
created the SharePoint connection the final connection we need to create is
the office 365 users connection again I will click new connection in the top
right and in the search box this time I want our office 365 users select that
connection click the Create button
authenticate again and now you are all set now that you've created your
connections you're ready to import the power app you will see in the
installation instructions how to do the import process I'm going to walk you
through these steps now the first thing you'll do is head back to web power-ups
comm and your web browser and then select apps in the Left menu then in the
top right click the link that says import package click the upload button
and go select the power apps package you downloaded in the previous steps click
the Open button and the import process will start while
the file is uploaded to power apps it usually takes about 1 minute to upload
the package and then see this screen that you're looking at now after you
have arrived on this screen make sure that the create as new import step is
selected for both the helpdesk tickets power app as well as the help desk
flow-flow that supports this powerup they should be selected by default the
next thing you'll do is go down to the SharePoint
connection and click the red icon then select the username this correlates to
the connection that you just created then click Save
perform the same steps for the office 365 outlook connection just like this
after you've done that you can go down to the bottom of the page and click the
import button after the package and all the resources it contains were imported
you'll see this message again it takes about one minute for the import process
to complete you can also see here that everything in the bottom has a green
checkmark next to it indicating success after you've successfully imported the
package head back to the installation instructions and return to the section
called configure the power app to use the SharePoint list I'm going to walk
you through these steps now the first thing we'll do is go back to your web
power apps calm and we will click the apps button now we can see the helpdesk
tickets power app inside of our environment here we will click the
ellipsis on the right side of the screen and pick edit on the web this will load
the power app in the browser and allow us to edit it when the power app loads
for the first time it will allow ask you to allow it to use the connections that
you created click the allow button to do so wait for the power up to fully load
then click the View button in the top menu and select data sources the data
pane will appear here you want to go over to the helpdesk connection click
the ellipsis next to it and pick remove
now click the add data source button
when the list appears select the sharepoint connection that you
previously created
if the SharePoint site does not appear in the list here where you created to
help desolace go back to that SharePoint site and copy the URL for that
particular site collection after you've copied that URL return to the power apps
editor paste in the URL and click the Go button now select the helpdesk list and
pick connect you've now successfully connected your help desk power app to
the help desk you created the next thing you want to do is update the admin list
as you can see in the power up here there's two ways to log in to the power
app the first way is by logging in as a help desk user this allows you to submit
tickets and see their results you can also log in as a help desk admin help
desk admins are the users who actually work on the help desk who assign tickets
to each other and fix them and then mark them as complete the admins list allows
you to specify who can login as a help desk admin to specify who is in the
admin list select the login screen and in the drop-down pick the onstart expand
the area a little bit and here now you'll find the admin list as you can
see right here in the admin list you want to replace it with the account for
all the different users that will be admins in your help desk system if you
have one admin just paste them in right like that on top of the account it came
with if you have more than one admin you can separate them with commas that
allows you to add series of people to act as helpdesk
admins in your organization when you're done click the file button in the menu
click save wait for the publish button to appear and then click it after you
click the publish button finally click publish this version now you've
completed your power apps configuration the next step is to make some
modifications to the flow that supports the help desk powerup scroll down to the
section and the documentation called modify this flow that you see here and
follow these steps I'll walk you through it now return to your power app and
click the flows button after you click the flows button it will open up another
page and you will see your new help desk flow for the first time inside of the
flows interface what you want to do is click the pencil icon next to the help
desk flow to put it into edit mode here first
expand the get items action this action is going to get items from the help desk
lists and SharePoint you will notice that the site address and the list name
is currently not matching your tenant what you want to do is paste in the site
address for your tenant and then select the help desk list to do this select the
value currently in there click the X button next to it to delete it and click
enter custom value then paste in the URL to your site collection that homes your
help desk app I'll return to the page where I can see that help desk list grab
the URL then come back to the flow and paste that value in there
now that you've pasted the value to your site collection in you can click the X
button in the list name drop-down and you will now see the lists that
correlate to the site collection you just entered above after you've got that
one done you're halfway done with the flow configuration expand the switch
statement at the bottom and look for the not started case and then expand it as
well then look for the case not started notification this is an action that
sends an Outlook email message here you want to go back and grab the email
address for everyone on your help desk that you wish to send these
notifications to when a new ticket has been created paste their names into the
two column just like that if you have more than one you can separate them with
semi-colons after you've pasted their name in pick the name of the user that
pops up just like that and select it once you have that done click the update
flow button to save your changes once the flow has been updated return to web
power-ups comm click the apps button if you haven't already and then click on
the help desk tickets power app to launch it it takes just a moment to load
the application for the first time once the application is loaded as long as you
do not see any red bars displaying error messages at the top of the page you know
that all your connections were correctly configured now you can move on and use
the power up please see the other video that I created that you will find link
to in the documentation that describes how to use the help desk power up I hope
this power-ups sample template is useful for you
thanks for watching