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How to Create a SharePoint Training Enrollment and Approval Process

Guest Writer Oct 10, 2026 868 views

Question details

The user wants to build a system where employees can select training vendors and courses, view costs, and submit enrollment requests for manager approval.

How to Create a SharePoint Training Enrollment and Approval Process

Product: Microsoft SharePoint
Device & OS: not provided
Scenario: Building a corporate training enrollment and approval workflow for employees.
Observed behavior: Employees need a structured, automated way to select courses from SharePoint lists and route them to managers for approval.

Before you start

Ensure you have the appropriate Microsoft 365 licensing that includes SharePoint, Power Apps, and Power Automate, and verify that you have site owner permissions to create lists and automated flows.

Solution 1Recommended

Build an Integrated Enrollment System with Microsoft Power Platform

Use a combination of SharePoint lists for data storage, Power Apps for a dynamic user interface, and Power Automate for the managerial approval routing.

SharePoint does not feature a single built-in tool for multi-step enrollment workflows, but integrating it with Power Apps and Power Automate provides a robust solution.

By separating data storage, user interface, and logic, you can create a highly customizable enrollment process that filters available courses dynamically.

Set up Relational SharePoint Lists

Create dedicated SharePoint lists in your site for 'Vendors', 'Courses' (linked to Vendors via lookup), 'Employees', and 'Enrollment Requests' to store all relational data.

Build a Power Apps Custom Form

Navigate to your 'Enrollment Requests' list, click 'Integrate' > 'Power Apps' > 'Customize forms'. Design the form with cascading dropdowns that filter available courses based on the user's selected vendor.

Configure the Power Automate Flow

Go to Power Automate and create a new automated cloud flow triggered by the 'When an item is created' action, pointing it to your 'Enrollment Requests' SharePoint list.

Add an Approval Routing Action

Add the 'Start and wait for an approval' action in Power Automate. Configure the 'Assigned to' field dynamically using the 'Get manager (V2)' action from the Office 365 Users connector so requests are routed to the submitter's manager.

Build an Integrated Enrollment System with Microsoft Power Platform

Community Support: For advanced Power Automate configurations or flow troubleshooting, the Microsoft Power Automate Community is an excellent resource for detailed guidance.

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Frequently Asked Questions

Can SharePoint handle training enrollments without using Power Apps?

While you can use default out-of-the-box SharePoint list forms, they lack advanced logic like cascading dropdowns (filtering courses by a selected vendor). Power Apps is required to build a dynamic, user-friendly enrollment experience.

How do I automatically find an employee's manager in Power Automate?

You can use the 'Get manager (V2)' action found under the Office 365 Users connector in Power Automate. Pass the submitter's email address into this action to retrieve their manager's details for the approval assignment.

Is it possible to bypass managerial approval for free training courses?

Yes. You can add a 'Condition' control in your Power Automate flow to check if the course cost is zero. If it is, the flow can automatically update the list status to approved, bypassing the manager approval action entirely.

Where can employees view their approved training courses?

Employees can view their individual enrollment status directly in the SharePoint 'Enrollment Requests' list. Additionally, you can configure your Power Automate flow to send them a customized confirmation email once their manager approves the request.

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