Step 1 - Create copies of the SharePoint lists needed by Resource Booking
1. Go to the site you want to add Resource Booking to, then select New, then List, then From Existing List.
2. Under Select a Team or Site, look for DO NOT DELETE (if you do not see this, look for Percy Resources instead). Select this, then select the Resources list and click Next. Before creating, untick the box to show in site navigation.
3. Repeat these steps, this time selecting the Resource Reservations list as the one to copy. Note that when creating the list, remove the space to ensure the URL of the list is created properly. You can readd the space in the name once the list is created.
Following these steps will create blank copies of the lists that Resource Booking needs to function, including the columns and their settings.
Step 2 - Create copies of the Flows needed by Resource Booking
1. Go to Power Automate, and go to My Flows > Shared With Me. Look for enabled flows named Resource Booking like the below.
2. Select one of the flows, then click the 3 dots along the top, then select Export > Package (.zip)
3. Name the package as you see fit. Under Review Package Content, change the Import Setup for the Flow to Create As New, then save and export.
NOTE: Under Related Resources, make a note of the email addresses being used in the connections, as they may need to be changed later, e.g. if the email address is region-specific and you are creating copies for a different region.
4. Repeat these steps for the other flow.
5. Once both flows have been exported, go back to the list of flows, then click Import. Select one of the packages to upload on the next screen.
6. When importing, select the appropriate accounts to use for the connection. Make sure the Flow is set to Create New, then click Import. When importing, click Create As New under the import setup, and make sure the resource name is set properly, as this is what your flow will be named once imported.
7. Once the flow has finished importing it should be switched off. Check and update the following, then enable the flow when complete:
- The name of the flow
- Update the first 2 steps so they point to the SharePoint lists you created earlier
- Check the email step for any references which were relevant to the original flow but aren't to this one, such as locations
8. Do the same for the other flow
Step 3 - Create a copy of the Power App needed by Resource Booking
1. Go to Power Apps, then go to Apps, and look for the Power App. It may be named after the location or resource.
2. Select the relevant app, then click Export Package at the top. Similar to exporting the flows, make sure the Import Setup is changed to Create As New
3. Once exported, go back to the apps list and select Import Canvas App. When importing, click Create As New under the import setup, and make sure the resource name is set properly, as this is what your app will be named once imported.
4. Once imported, edit the app and look for Data Connections. Delete the existing ones and readd them, selecting SharePoint and the lists you created earlier.