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This article describes TrackMaster's components and where they can be found in the navigation menu.

The Groups list in TrackMaster contains configuration for groups of people served by the center, affinity groups, working groups, etc. It contains MCommunity sync settings, and definitions of "communities" (larger collections of people, typically those served by a specific team or core). Group membership can be set in the People list by selecting the specific groups to which a person belongs, or synced automatically from MCommunity. Membership in a group can also be added automatically when a pe

This document presents three different sync approaches between MCommunity and SharePoint Lists that work within the security restrictions of Office 365 and Power Automate, including Microsoft's default Data Loss Prevention (DLP) policy which restricts calling 3rd-party APIs directly.

TrackMaster uses Power Automate for several automated tasks, from keeping the People list up-to-date with data from MCommunity, to getting info from Office 365, to bulk uploads and more. These automations are called "flows" in Power Automate. This article provides a snapshot of all the Power Automate flows that are used by TrackMaster as of the latest version.
All code is available in GitHub at: https://github.com/DepressionCenter/TrackMaster

This article describes the steps for applying filters to any SharePoint list in TrackMaster, and how to save (bookmark) filters for later use.

Every list in SharePoint can be exported to CSV or Excel. Lists can also be connected live to Power BI or Excel via Power Query. This article describes how to export a list from SharePoint to CSV or Excel, and explains how filters work during export.

This article describes the fields available in TrackMaster, what they are, and where the data comes from.

This article explains the Get Items action in detail, and provides several tips and tricks for filtering data from SharePoint to make Power Automate flows faster by reducing the amount of data being retrieved and leveraging SharePoint's index.

This article describes the steps for adding new contacts to the TrackMaster Membership Tracking Tool on SharePoint.

Although lists are customized to include specific fields or look a specific way, the basic functionality is always the same. This article is an overview of basic SharePoint Lists functionality that is applicable to all components of TrackMaster.

This article describes the steps for duplicating article entries in the publicity list (promotions) in the TrackMaster Membership Tracking Tool on SharePoint.

Form Customization - Grouping of related columns under a common title

List Customization - Changing the default appearance of lists in SharePoint.

A compilation of software and cloud services for creating forms, surveys, polls, questionnaires, etc. A compilation of software and cloud services for electronic data capture, forms, surveys, polls, questionnaires, etc. Find the right survey tool for business, clinical or research use.

This article explains how to check if an array of objects - in this case from a SharePoint multi-valued lookup column - contains a specific value, and what the data looks like inside Power Automate.