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updated sample-app topics to reflect UI, etc.
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powerapps-docs/maker/canvas-apps/expense-report-install.md

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@@ -28,20 +28,20 @@ Track expense reports from submission to approval. Tally line items as individua
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![Opening screen of the Expense Report PowerApp](./media/expense-report-install/expense-report-powerapp.png)
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> [!TIP]
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> Watch [this](https://youtu.be/h6E9cdrOvMU) video to see how to use the Expense Report PowerApps Sample.
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> Watch [this](https://youtu.be/h6E9cdrOvMU) video to see how to use the Expense Report sample.
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## Prerequisites
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- [Sign up](../signup-for-powerapps.md) for PowerApps.
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## Create the Expenses SharePoint list
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## Create the Expenses list in SharePoint
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This list stores the expense reports.
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1. Open a web browser and navigate to https://admin.microsoft.com.
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1. Open a web browser, and navigate to https://admin.microsoft.com.
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2. Log in with an account that has permission to create lists.
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3. Navigate to the site collection where you want the Expenses list to reside.
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4. Click the **gear icon** in the top right portion of the web page.
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4. Click the gear icon in the top right portion of the web page.
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5. Click **Add an app**.
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6. In the **Find an app** textbox, enter **Custom**.
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7. Click the **search icon**.
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7. In the **Name** textbox, enter **LineItems**.
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> [!IMPORTANT]
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> If you choose a different name for the list make sure you write it down because you will need to substitute it for Expense everywhere you see it during the installation and configuration process.
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> If you choose a different name for the list, make sure you write it down because you will need to substitute it for Expense everywhere you see it during the installation and configuration process.
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8. Click **Create**.
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### Create Category column
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1. Click the **LineItems** list.
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2. Click the **gear icon** in the top right portion of the web page.
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2. Click the gear icon in the top right portion of the web page.
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3. Click **List settings**.
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4. Click **Create column**.
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5. In the **Column name** textbox enter **Category**.
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2. In the **Require that this column contains information** radio button list, select **No**.
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3. Click **OK**.
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## Download the Expense Report PowerApp
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## Download the Expense Report app
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1. In a web browser, navigate to the following link:
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1. In a web browser, navigate to the following link:
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[http://pappsfeprodwestuscontent.blob.core.windows.net/sampleapps/myexpenses/docs/MyExpenses(SP_List).zip](http://pappsfeprodwestuscontent.blob.core.windows.net/sampleapps/myexpenses/docs/MyExpenses(SP_List).zip).
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[http://pappsfeprodwestuscontent.blob.core.windows.net/sampleapps/myexpenses/docs/MyExpenses(SP_List).zip](http://pappsfeprodwestuscontent.blob.core.windows.net/sampleapps/myexpenses/docs/MyExpenses(SP_List).zip).
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2. Download the Expense Report PowerApps Sample package and save it to your machine.
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2. Download the Expense Report PowerApps Sample package, and save it to your machine.
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## Create connections
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1. In a web browser, navigate to [web.powerapps.com](https://web.powerapps.com?utm_source=padocs&utm_medium=linkinadoc&utm_campaign=referralsfromdoc).
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2. Sign in by providing the same credentials that you used to sign up.
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3. In the menu on the left, select **Connections**.
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### Create Approvals connection
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### Create an Approvals connection
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1. Click **+ New connection**.
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2. In the **Search** textbox, enter **Approvals**.
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3. Select **Approvals** in the list.
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4. Click **Create**.
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### Create Office 365 Outlook connection
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### Create an Office 365 Outlook connection
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1. Click **+ New connection**.
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2. In the **Search** textbox, enter **Office 365 Outlook**.
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3. Select **Office 365 Outlook** in the list.
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4. Click **Create**.
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5. In the popup window, select the account you logged in with.
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### Create SharePoint connection
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### Create a SharePoint connection
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1. Click **+ New connection**.
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2. In the **Search** textbox, enter **SharePoint**.
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3. Select **SharePoint** in the list.
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4. Click **Create**.
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5. In the popup window, select the account you logged in with.
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## Import the Expense Report PowerApp
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## Import the app
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1. In a web browser, navigate to https://web.powerapps.com.
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2. Sign in by providing the same credentials that you used to sign up.
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3. In the menu on the left, select **Apps**.
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4. Click **Import package(preview)**.
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![Import package screen](./media/expense-report-install/import-package.png)
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1. Sign in by providing the same credentials that you used to sign up.
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1. In left navigation bar, select **Apps**, and then select **Import package(preview)**.
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5. Click the **Upload** button and select the PowerApp package you downloaded in previous steps.
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6. For the **App** and **Flow** resource types, set **IMPORT SETUP** to **Create as new**.
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7. For the **SharePoint** and **Outlook** connections, set **IMPORT SETUP** to **Select during import**.
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![Import settings screen](./media/expense-report-install/import-settings.png)
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![Import package screen](./media/expense-report-install/import-package.png)
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1. Select **Upload**, and then select the package that you downloaded earlier.
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1. For the **App** and **Flow** resource types, set **IMPORT SETUP** to **Create as new**.
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1. For the **SharePoint** and **Outlook** connections, set **IMPORT SETUP** to **Select during import**.
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8. Click the **red icon** for the **SharePoint Connection**.
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9. In the connections list, click the item with your username.
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![Import settings screen](./media/expense-report-install/import-settings.png)
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![Import settings screen](./media/expense-report-install/import-settings-sharepoint.png)
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1. Select the red icon for the **SharePoint Connection**.
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1. In the connections list, select the item with your username.
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10. Click **Save**.
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11. Click the **red icon** for the **Approval Connection**.
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12. In the connections list, click the item with your username.
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![Import settings screen](./media/expense-report-install/import-settings-sharepoint.png)
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![Import settings screen](./media/expense-report-install/import-settings-approvals.png)
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1. Select **Save**.
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1. Select the red icon for the **Approval Connection**.
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1. In the connections list, select the item with your username.
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13. Click **Save**.
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14. Click the **red icon** for the **Office 365 Outlook Connection**.
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15. In the connections list, click the item with your username.
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![Import settings screen](./media/expense-report-install/import-settings-approvals.png)
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![Import settings screen](./media/expense-report-install/import-settings-office365outlook.png)
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1. Select **Save**.
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1. Select the red icon for the **Office 365 Outlook Connection**.
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1. In the connections list, select the item with your username.
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16. Click **Save**.
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![Import settings screen](./media/expense-report-install/import-settings-office365outlook.png)
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> [!TIP]
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> When you are done, it will look like this:
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1. Select **Save**.
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![Import settings screen](./media/expense-report-install/import-settings-done.png)
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> [!TIP]
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> When you're done, it will look like this:
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17. Click **Import** and wait until the process is complete.
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![Import settings screen](./media/expense-report-install/import-settings-done.png)
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![Import settings screen](./media/expense-report-install/import-done.png)
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1. Select **Import**, and then wait until the process is complete.
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## Configure the PowerApp to use the SharePoint lists
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![Import settings screen](./media/expense-report-install/import-done.png)
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1. In the web browser, click **Apps**.
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2. Click the **ellipses** next to the Expense Report PowerApp.
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3. Click **Edit on the web**.
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4. Click **Allow**.
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## Configure the app to use the SharePoint lists
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1. In the web browser, select **Apps**.
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2. Select the ellipsis (...) next to the Expense Report app.
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3. Select **Edit on the web** > **Allow**.
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### Delete connections
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1. Click **View**.
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2. Click **Data sources**.
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3. In the **Data** pane, click the **ellipses** next to **Expenses**.
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4. Click **Remove**.
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5. In the **Data** pane, click the **ellipses** next to **LineItems**.
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6. Click **Remove**.
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1. On the **View** tab, select **Data sources**.
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1. In the **Data** pane, select the ellipsis (...) next to **Expenses**, and then select **Remove**.
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1. Repeat the previous step to remove the **LineItems** data source.
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### Expenses list
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1. Click **View**.
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2. Click **Data sources**.
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3. In the **Data** pane, click **+ Add data source**.
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4. Click **+ New connection**.
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5. Select **SharePoint**.
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6. Click **Create**.
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7. In the **Recent sites** list, select the SharePoint site where you created the Expenses List.
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1. On the **View** tab, select **Data sources**.
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1. In the **Data** pane, select **Add data source** > **New connection** > **SharePoint** > **Create**.
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1. In the **Recent sites** list, select the SharePoint site where you created the Expenses list.
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> [!TIP]
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> If the site does not appear in the list, enter the URL to the SharePoint site in the textbox and click, **Go**.
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> [!TIP]
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> If the site doesn't appear in the list, type or paste the URL to the SharePoint site in the textbox, and then select **Go**.
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8. In the **Search** textbox at the top of the list enter **Expenses**.
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9. Check the checkbox next to the **Expenses** list.
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10. Click **Connect**.
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1. In the **Search** box at the top of the list, type or paste **Expenses**.
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1. Select the checkbox next to **Expenses**, and then select **Connect**.
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### LineItems list
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1. Click **View**.
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2. Click **Data sources**.
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3. In the **Data** pane, click **+ Add data source**.
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4. Click **+ New connection**.
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5. Select **SharePoint**.
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6. Click **Create**.
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7. In the **Recent sites** list, select the SharePoint site where you created the LineItems List.
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> [!TIP]
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> If the site does not appear in the list, enter the URL to the SharePoint site in the textbox and click, **Go**.
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8. In the **Search** textbox at the top of the list enter **LineItems**.
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9. Check the checkbox next to the **LineItems** list.
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10. Click **Connect**.
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11. Click **File**.
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12. Click **Save**.
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13. Click **Publish**.
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14. Click **Publish this version**.
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## Modify the Flow
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1. In the menu on the left, click **Flows**.
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2. If prompted to sign in, sign in by providing the same credentials that you used to sign up.
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3. Select **My flows** in the top menu.
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4. Next to the **ApproveExpense** Flow, click the **pencil icon**.
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![Edit Flow screen](./media/expense-report-install/edit-flow.png)
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1. On the **View** tab, select **Data sources**.
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1. In the **Data** pane, select **SharePoint**.
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1. In the **Recent sites** list, select the SharePoint site where you created the LineItems list.
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5. Expand the **Get items** action.
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6. Change the **Site Address** and **List Name** to match the Expense SharePoint list you created.
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![Edit Flow screen](./media/expense-report-install/edit-flow-getitems.png)
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> [!TIP]
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> If the site doesn't appear in the list, type or paste the URL to the SharePoint site in the textbox, and then select **Go**.
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> [!TIP]
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> You don’t need to type it manually, you can choose it in the dropdown lists.
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1. In the **Search** box at the top of the list, type or paste **LineItems**.
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1. Select the checkbox next to **LineItems**, and then select **Connect**.
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1. Select **File** > **Save** > **Publish** > **Publish this version**.
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7. Expand the **Condition**.
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8. Expand the **If yes** section.
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9. Expand the **Change item status to Approved** action.
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10. Change the **Site Address** and **List Name** to match the Expense SharePoint list you created.
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## Modify the flow
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![Edit Flow screen](./media/expense-report-install/edit-flow-condition-ifyes.png)
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1. In left navigation bar, select **Flows**.
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1. If prompted to sign in, provide the same credentials that you used to sign up.
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1. Near the top of the screen, select **My flows**.
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1. Next to the **ApproveExpense** flow, select the pencil icon.
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> [!TIP]
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> You don’t need to type it manually, you can choose it in the dropdown lists.
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![Edit Flow screen](./media/expense-report-install/edit-flow.png)
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11. Expand the **If no** section.
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12. Expand the **Change item status to Open** action.
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13. Change the **Site Address** and **List Name** to match the Expense SharePoint list you created.
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1. Expand the **Get items** action.
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1. Change the **Site Address** and **List Name** to match the Expense SharePoint list you created.
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![Edit Flow screen](./media/expense-report-install/edit-flow-condition-ifno.png)
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![Edit Flow screen](./media/expense-report-install/edit-flow-getitems.png)
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> [!TIP]
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> You don’t need to type it manually, you can choose it in the dropdown lists.
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> [!TIP]
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> You don’t need to type it manually; you can select it in the drop-down lists.
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14. Click **Update flow**.
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1. Expand the **Condition**.
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1. Expand the **If yes** section.
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1. Expand the **Change item status to Approved** action.
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1. Change the **Site Address** and **List Name** to match the Expenses list that you created in SharePoint.
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## Play the PowerApp
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![Edit Flow screen](./media/expense-report-install/edit-flow-condition-ifyes.png)
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1. In the web browser, click **Apps**.
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2. Click the **ellipses** next to the Expense Report PowerApp.
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3. Click **Open**.
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> [!TIP]
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> You don’t need to type it manually; you can select it in the drop-down lists.
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1. Expand the **If no** section.
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1. Expand the **Change item status to Open** action.
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1. Change the **Site Address** and **List Name** to match the Expenses list that you created in SharePoint.
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## Next steps
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- [Customize a SharePoint list form](https://docs.microsoft.com/powerapps/maker/canvas-apps/customize-list-form)
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- [Add and configure a control](https://docs.microsoft.com/powerapps/maker/canvas-apps/add-configure-controls)
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- [Edit and manage permissions for a SharePoint list or library](https://support.office.com/en-us/article/edit-and-manage-permissions-for-a-sharepoint-list-or-library-02d770f3-59eb-4910-a608-5f84cc297782)
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![Edit Flow screen](./media/expense-report-install/edit-flow-condition-ifno.png)
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> [!TIP]
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> You don’t need to type it manually; you can select it in the drop-down lists.
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14. Select **Update flow**.
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## Play the app
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1. In the web browser, select **Apps**.
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1. Select the ellipsis (...) next to the Expense Report app, and then select **Open**.
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## Next steps
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- [Customize a SharePoint list form](https://docs.microsoft.com/powerapps/maker/canvas-apps/customize-list-form)
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- [Add and configure a control](https://docs.microsoft.com/powerapps/maker/canvas-apps/add-configure-controls)
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- [Edit and manage permissions for a SharePoint list or library](https://support.office.com/article/edit-and-manage-permissions-for-a-sharepoint-list-or-library-02d770f3-59eb-4910-a608-5f84cc297782)

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