Any idea how to create an electronic rental form that can be shared between two different 365 account holders in the same company?

Dave Cason 61 Reputation points
2023-09-08T17:20:30.24+00:00

Hello Folks,

We have a small company with about fourteen 365 accounts.

One of the groups in the office is the rental department. They rent out equipment to varoious customers. We are using a rental book to save and store the customers info on photocopied empty forms and note the rental rate, and time the unti goes out, and when it gets returned, the customers info,etc........

Is there anything in 365 that we can leverage to make that process electronic and use an on-liine form that employees can use and access to share and update that form?

I'd need to create a form with the rellivent fields on it and then mount that form in to, I'm guessing a one drive or a Sharepoint drive and then push it out to each user and give them create and edit access for all the forms as they are created for each rental.

It's be setup so each user could open XYZ form and edit or change the info in the form and re-save it.

Cheers'

Dave

Microsoft 365
Microsoft 365
Formerly Office 365, is a line of subscription services offered by Microsoft which adds to and includes the Microsoft Office product line.
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SharePoint
SharePoint
A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications.
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Accepted answer
  1. Jordon Osborne 230 Reputation points
    2023-09-09T01:00:50.9333333+00:00

    SharePoint lists have an out-of-the-box setting that can be turned on to allow only users who create the item to view/edit the item. With SharePoint lists, you define the columns as the fields you want and it builds a basic form by default. You can customize this later using the 'Custom Form' option, which utilizes the Power Apps platform. The administrators of the site will have full access to view/edit the list items.

    Now if you need one user to create and assign a task to another user for them to modify and complete... That requires a Power Automate solution, where you can grant/remove access to specified users on item creation.


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