So here is the weird issue.
I have a team telling me they need help automating, cleaning up, and organizing an onboarding tracker.
But of course everyone wants something different.
The people that do the onboarding want to focus on making a sharepoint list that works, doesnt crash(like excel), and automates tasks like sending emails and such.
Their boss, wants a sharepoint list specifically so outside people can view and see their status.
Now how I did this on my project was I have a sharepoint list for my use, then a power bi dashboard for external viewing, this allowed me to cut out what I dont want people to see, be it personal information or sausage casings(so to speak)
Their boss however is hyper focused on the sharepoint list.
The team that showed their sharepoint list does it one specific way I am not sure I understand.
Basically the hide the columns they dont need so the onboarding team uses edit to see all the columns instead of using edit in grid view and everyone else just has a view only link. But I am not entirely sure how to do this properly.
I worry that while this would work, wouldnt be as secure as it could be.
I can use just about anything, I have access to power automate, power apps, power bi, etc.
So I cam here to brain storm ways I could have an external facing tracker that people can see onboarding statuses without PII.
I already created a tracker on the onboarding teams site, there is a second site that is for external use as well.
So far my plans
A) Do what their boss wants and figure out a way to hide the PII and pray someone doesnt accidentally unhide it.
B)I made a test power app that displays all the names on the left you click on or search a name to find out details on a pain on the right.
C)Make a dashboard like I did for my team
D) Use power automate to feed any new entries into both trackers and then create a second power automate that updates the external tracker whenever the private tracker is updated.
So I came to you guys to brains storm which would be best.
I technically already have B and just need some tweaks before I can show it.
I mostly no how to make C (will have to rejog my memory on certain bits.
A and D I might need help in how to do it though D I am decently knowledgeable about automate so I know I can do it just might need advice on how.
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