I've gotten multiple comments that the forms options are missing. Microsoft is currently testing out a new UI for Power Automate and the Almost all the forms items haven't been loaded into it yet. To build this flow you need to switch back to the old UI (same as the video) Toggle the New Designer Switch in the top right corner to switch the UI back. After you save your flow with the Forms Triggers and/or Actions they'll show in the new UI Thank you everyone for watching!

OMG, you're one of the few people who makes automated flows that are concise and easy to understand. Definitely going to use this one. THANKS🤓

@TDSheridanLab

Жыл бұрын

Thank you, I’m glad I could help

I love the way how you discussed the flow, this is what I need to learn in my work. Thank you.

@TDSheridanLab

Жыл бұрын

You're so welcome! I'm glad i could help

I normally have to watch 5-6 videos to piece together a solution, but you delivered what I needed quickly and efficiently. Thanks! 🙏

@TDSheridanLab

5 ай бұрын

Your welcome! Thanks for watching

I was just wishing to find this information and you provided it so clearly. I'm off now to go try it! Thank you so much

@TDSheridanLab

Жыл бұрын

Your welcome! Let me know how it goes

Excellent video. I've never used automation before so this is a real eye opener. Thank you!

@TDSheridanLab

6 ай бұрын

Glad it was helpful! Automation is Great!

Just what I needed, and you make it so easy :)

@TDSheridanLab

Жыл бұрын

Thank you, Glad to hear that!

Fast and understandable! Thank you!

@TDSheridanLab

Жыл бұрын

You’re welcome. Thanks for watching.

Very helpful and easy to follow along, cheers.

@TDSheridanLab

Жыл бұрын

Great to hear!

I had been working on this on my own for HOURS! Couldn’t not get the flow to run. I followed along with this video with minimal pausing and a few rewinds. I got it!!! This was super helpful! Thanks so much!

@TDSheridanLab

3 ай бұрын

No problem thanks for watching.

THANK YOU FOR THIS! Incredibly helpful and helped me accomplish what I needed to do.

@TDSheridanLab

Жыл бұрын

No problem, glad I could help! Let me know if there is any other M365 solutions you need help with and I’ll create the videos.

Thanks for the very easy to understand explanation!

@TDSheridanLab

Жыл бұрын

Thank you, I’m glad you liked it

That was very helpful!!! You saved my a lot of time, thank you

@TDSheridanLab

Жыл бұрын

Your welcome, glad I could help!

Thank you so much for the excellent tutorial.

@TDSheridanLab

Жыл бұрын

Your welcome. I’m glad you liked it

Thanks a lot! Keep making awesome videos!

@TDSheridanLab

Жыл бұрын

Thank you for watching, I got some stuff for bookings and Azure Automation coming up.

Thank you. This was exactly what I was looking for!!!

@TDSheridanLab

4 ай бұрын

Your welcome! I’m glad it helpped

Subscribed, the way you have explained worth it

@TDSheridanLab

8 ай бұрын

Thank you for watching and subscribing!

Dude you just saved the San Simon Fire Department website! Thanks a bunch!

@TDSheridanLab

Жыл бұрын

Glad I could help!

This was amazing and helped me look like a genius at work!

@TDSheridanLab

10 ай бұрын

Glade I could help!

Thanks. I was stuck because I made a simple mistake. Easy to follow your video. Good work!

@TDSheridanLab

4 ай бұрын

Thank you for watching

TD - YES!!! This is terrific and simple and accurate. THANK YOU for posting this video

@TDSheridanLab

Күн бұрын

You are so welcome!

This is awesome. Very helpful

@TDSheridanLab

Жыл бұрын

Glad it was helpful!

Thank you, this was very helpful

@TDSheridanLab

11 ай бұрын

Thank you, glad I could help!

Very helpful, thanks!

@TDSheridanLab

Жыл бұрын

Glad it was helpful!

You helped me a lot. Thank you!

@TDSheridanLab

5 ай бұрын

Glad I could help! Thanks for watching!

Thank you, this was amazing

@TDSheridanLab

10 ай бұрын

You're so welcome!

very helpful thank you so much

@TDSheridanLab

10 ай бұрын

You’re welcome!

Exc explanation, thanks!

@TDSheridanLab

4 ай бұрын

You’re welcome and thanks for watching

Super helpful, TY!

@TDSheridanLab

11 ай бұрын

Glad it was helpful!

Thanks. Very much helpful

@TDSheridanLab

3 ай бұрын

No problem. I’m glad you found it useful!

Great jobs! Thanks very much...

@TDSheridanLab

15 күн бұрын

No problem thanks for watching.

THANK YOU! 🙂

@TDSheridanLab

Жыл бұрын

You're welcome! Thanks for watching

it worked, thanks

@TDSheridanLab

Жыл бұрын

Glad it helped!

Thank you!

@TDSheridanLab

Ай бұрын

Your welcome! Thanks for watching.

Thank you

@TDSheridanLab

10 ай бұрын

You’re welcome!

This is amazingly helpful! I’m wondering if this can be done again in reverse back to a new form to fill out for detailed responses to the initial form entry?

@TDSheridanLab

Жыл бұрын

I just checked power automate and there isn't a new form action. This is probably because forms is designed to be an intake platform similar to survey monkey. So if you're looking to create a new form after SharePoint processes it. Then i would recommend to either build out the SharePoint side to handle the additional steps or look to export the results in a PDF or Word document.

Thanks

@TDSheridanLab

Жыл бұрын

You’re welcome!

Thank you for the Video, may i know how can i create multiple records with separate date on every row in list when Microsoft form response has Start date and end date.

@TDSheridanLab

Жыл бұрын

You would have to either match the start and end date from the form. Process the forms data in batches (once per day maybe) and establish a start date in the flow and use the time expression to increment by 1 day/interval while looping through the records.

This is great, I had the same problem as others which was solved from looking at the comments to change to old UI. Just one question, if there is a 'choice' question, do I need to do multiple flows as it only lets me select one? Thank you!

@TDSheridanLab

6 ай бұрын

You don't need multiple flows, the easiest way to handle this is to make the SharePoint side a text column. So when a user chooses a value on the Forms side, Power Automate copies in that text value to SharePoint.

Thank you; very helpful! One question: I'm working with an already existing form. Is there anyway to get the previously submitted responses to show up on my newly created list or will it only capture anything that's submitted going forward?

@TDSheridanLab

Жыл бұрын

With out having to sort out the complex logic of old and new. You could create a second manual flow to get the previous responses by date or other unique item and then process it the same way as the automated flow.

@68pmpope

Жыл бұрын

@@TDSheridanLab, thank you.

Tks

@TDSheridanLab

Жыл бұрын

No Problem

I'm using Power Automate for a help site SharePoint list and I have most my fields getting populated but I'm having an issue with attachments. I have the attachment upload in my form, and I have an attachment column in my list. When the form is submitted the fields do get saved into my one drive but for some reason I am unable to get Power Automate to recognize that field in the Power Automate flow interface. Any ideas on how to get attachments from the form to get picked up by the Power Automate flow and then added to the SharePoint list?

@TDSheridanLab

7 ай бұрын

After you create the new item in the flow, add an update or attach item action referencing the new item.

When you are creating the list, do all of the fields need to be generic text fields? I have a form that asks for people's names. Ideally I'd like to link this form to a corresponding list that uses a name field in order to reap the additional benefits of manipulating that type of data. Thoughts? Thanks for the video.

@TDSheridanLab

8 ай бұрын

Text fields are the most flexible but are not your only option. For names, you can use look ups by email address or UPN to start linking responses to the actual user account (depending on set up). Rating systems can use the integer columns and formatting options. Then based off of the submitted information you can use SharePoint to do more with the data using calculated columns and make reports by piping the SharePoint list into Power Bi. It all comes down to the data you're trying to collect and what you're trying to do with it. Thanks for watching!

Hello & thanks for the great video. Is there a way to automate a form response into an EXISTING sharepoint list (where data/other previous entries already existed)? What would be the suggested unique Response ID to use? Thanks!

@TDSheridanLab

4 ай бұрын

Response id is the unique id from the Microsoft forms side of it. You can port the data into an existing list. All you have to do match the form data to the correct columns in sharepoint.

great video! I am very new to power platform. I am trying to save a ms form into SharePoint following your video. it works fine except it is saving the flow owner ( myself) as the SharePoint created/modified by every time someone submits a MS form. How can I fix it ? Thank you!

@TDSheridanLab

Жыл бұрын

You have a couple of options. But regardless that created by/initial modified by columns will be stamped with something. You just have to decide what the something is. 1. Create a business flow. Under a business flow the automation is run automatically behind the scenes can be shared with everyone that has access to the resources. Originally, if you needed 1 business flow the minimum you could purchase was 5 so you have spend $500 a month to get your foot in the door. Now they have a pay as you go options so you can buy 1 business flow and just pay for it when it runs. 2. Create a dedicated service account. Make it "Company/Department Automation bot" or something that says "Hey this is automated process" Without know your specific scenario, I tend to lend more towards option 2 if you license it with Power Automate plan 2 (or whatever they are calling it these days). Because then it can be the official automation account with access to the premium connectors. I hope that helps.

Nice video. Just a question. Am I able to send info to the form? Like, inserting a row on a sharepoint and use that info to fullfill the form?

@TDSheridanLab

9 ай бұрын

I'm not sure, i haven't tried to do that. Generally, Microsoft Forms is an intake product like survey monkey.

Hi Mr Sheridan. I have gotten to the end of this which was great, however I would like to have each a sequential reference number added to each update to Sharepoint list when a new form is submitted. Can you do this? Many thanks

@TDSheridanLab

5 ай бұрын

Thank you for watching. To assign a reference number you have a couple of options. 1. can make a mathematical equation using the date and time in a calculated column. 2. in power automate you could sum up the total number of items and add 1 then write that to a column 3. Us the item is which starts at one. Each option has pros and cons depending on what you’re trying to do.

Hey, thanks for the video! I am very new to PowerAutomate (and Lists) so this was very helpful. I have what I think is a simple question/problem to solve, I just don't know how. I've created a Form that I've PowerAutomated to populate a Lists... In my form I have a "Date" selector question, that allows the user to select a date from a calendar. I've also created a list that I would like to auto populate from the Form. I cannot get the time to populate from the MS Form in the MS Lists (You are not able to select time in MS Form with the date selector). I am able to update the time automatically in the MS Lists, as the column format is "Date and Time". I would like to populate the date AND time through the PowerAutomate flow...is there a way you're aware of??? I'm struggling over here 😩😩😩 Thanks

@TDSheridanLab

Жыл бұрын

Depending on what need the Date & Time field to do you have a couple of options. (More Compex) If you need the Date & Time field to remain that type of feature so you can do other time based items off of it then you'll need to clean the date/time field in powerautomate to covert it from forms into sharepoint time. There are multiple manual functions to do this, and they are adding additional plug and play options all the time. (Easier) If you don't need the date and time to be used as time and date and just need a reference, then i'd convert the field to string field in power automate.

Is there a way for the summary print option to list all of the written responses, not just recent?

@TDSheridanLab

11 ай бұрын

Yep, you can redesign it to take new responses and place them where Microsoft can access. For example, you can create a shared word document and append new response to the bottom or send a message to teams channel with the latest response. The sky is the limit with PowerAutomate.

great video, do you have one with the same automate flow but win an email notification everything that someone fill up a form

@TDSheridanLab

3 ай бұрын

I don’t have a specific video for that, but you can make a simple flow to do that or build it on to the end the flow. The action to use is send an email. You may want to use a dedicated service account for notifications. Thanks for watching.

what if i want vice versa, use lists/excel to genrate drop down list in MS forms like for selecting users? dynamically

@TDSheridanLab

5 ай бұрын

I don’t believe that type of option is available in forms. What is the use case?

Hi @TDSheridanLab, this is a great tutorial. When the record is added to SharePoint, it doesn't bring over the user who submitted the form in the 'Created' field in the SharePoint List. Is there a trick to this?

@TDSheridanLab

4 ай бұрын

The created field is determined by who made the list item. Since the people who fill out your form probably don’t have access to the list or if it’s an anonymous form then the licensing can’t transfer. Also if you’re using a service account then the created field would show the service account. The best thing to do is to create additional column like “form submitted by” and update the flow to capture who submitted the form.

Thank you! Question- what if my form consists of selections (either 1 option or multiples)? I followed this video, but my SP list did not populate the selection columns, how would you approach this?

@TDSheridanLab

4 ай бұрын

Is there any errors in powerautomate? This whole automation is just a fancy copy and paste. So if source and destination exist as long as they are linked it should go through.

Great video! Will this work with Forms you personally did not create but someone else on your team did? Or do you have to be the Form owner in order to reference it in the Flow? Thanks!

@TDSheridanLab

11 ай бұрын

Thank you, this will work if you/service account have the admin access (see the results) to the form regardless if you created it or if you are just a member of the group the form belongs to.

@jkat1

11 ай бұрын

@@TDSheridanLab Thanks! I also did some research and found that you can reference the Form via FormID which is the long string of characters in the URL for the Form in the edit screen, which works if you aren't the owner.

@TDSheridanLab

11 ай бұрын

@jonokatz that works too. I was just trying to show the beginner route using as many dynamic objects in power automate as possible to simplify the concept.

Great video, first time using Power Automate. How can I set up a Microsoft Forms with Power Automate to limit the number of responses to a question? i.e. I would like only a certain number of respondents to respond to one question, if the max is reached, the question should not accept any more responses.

@TDSheridanLab

11 ай бұрын

Thank you for watching. I don't believe that is possible. I haven't had to dive in that granular to forms. Everything I've done has been time based. Indirectly, you could use power automate to check the forms responses and then notify you that capacity has been reached.

it is possible to create mutliple records/ rows via a one time form submission

@TDSheridanLab

13 күн бұрын

Like parse one submission and break it up into multiple items in the sharepoint list or back track in forms to grab other entries to create multiple items in SharePoint?

Hi. I have problem in getting "response id". I chose the same as your - Response Id. But it didnt work.

@TDSheridanLab

7 ай бұрын

Are you use the new UI or the classic/legacy UI. When I tested the new ui I didn’t see the options for response ID. Damn beta or “public preview” products.

Hi TD, I am having issues being able to map my list parameters from my list to my form. When I create item for my Sharepoint list, I find the file just fine but I have to click "Show all" next to Advanced parameters and then the fields show-up but they don't have drop downs for me to select the field to connect to. The only anomoly up to that point is I only see "List of response notifications Response ID" in my Get response details drop down. I don't see simply "Response ID". Any ideas?

@TDSheridanLab

7 ай бұрын

Switch back to the classic UI. The new UI is still in beta and missing most of the forms items.

Great tutorial, but I need to know the quiz score in addition to the start time to calculate the duration of the assessment. Is there any way to get this data?

@TDSheridanLab

9 ай бұрын

I've never had to automate quiz answers into sharepoint before. Everything i've done has been static contact or feedback data. Off the top of my head i would thing that you'd have to isolate what is doing the grading of the quiz and then build the logic around that.

Great video! My only problem that I am facing now is that i am using the form to log employee training into the list, however if the employees wants to update their entry i want the already existing line to just be updated rather than a new line being added. Is this possible?

@TDSheridanLab

10 ай бұрын

You’re trying to have an interactive form then I’d recommend using only a sharepoint list with item level permissions. To use forms and sharepoint you would build the intelligence in power automate to check to see if there is an item in sharepoint already and then how to modify the existing item.

@Tom70898

10 ай бұрын

@@TDSheridanLab Yeah sorry I am using SharePoint for the list, so I have set the form up, created the list in SharePoint and then done the power automate to link the two. i just can't figure out how to allow to link the two, i tried with the condition step but that didn't work. what do you mean by build the intelligence in power automate? I'm still very new to this sorry. Thank you for the hastily response though.

@TDSheridanLab

10 ай бұрын

no worries, by "Build in the intelligence" mean design the logically processing to detect if there is an entry in SharePoint online. Lets say for example, the form is capturing the responder's e-mail address and there is only one response to the form per person and they make a change to the form. then the PowerAutomate side would have to work down a logic tree similar to this. Trigger: when a form is submitted or modified. Switch: is there a value in the responder column of SharePoint already? If No: Create item in SharePoint if Yes: Delete the item and create a new item with the current information. Basically, the most difficult part is determining what do to when a match is found. if it's a scenario where the most up to date information from Forms is the goal, then you can easily delete the original item and create a new with the newest information. On the other side if the SharePoint list is acting more like a worksheet or a mini database, you might not be able to delete the item and instead figure out what changed on the forms form and only update that one column value in SharePoint. In Power Automate, this would create a series If statements or switches for each column with the logic of "does the form value match the SharePoint value? Yes or No", If no update SharePoint from the forms data. I hope that clears things up.

Sugestions on how to send an email to the email address of the person submitting the form? I';m stuck at the 'To' line in flow. I put Mail and I get the email as the creator. I want the person submitting the form to receive a 'confirmation email' basically.,

@TDSheridanLab

7 ай бұрын

For the to field you should be able to use a dynamic item for the responders email address or if it’s all internal then the user profile should have the info your looking for

This is super helpful, but I'm running into problems. It looks like my UI is slightly different (maybe and updated version). When I try to add the dynamic content, it's not giving me a drop down to choose the response details. How do I get this in the new UI?

@TDSheridanLab

7 ай бұрын

The new UI is still in public preview so its incomplete. Switch back to the old UI in the top right corner and add the corresponding Forms triggers and actions. After you save it the forms items will be available in both UIs.

Hi this was very helpful. The only trouble I am having is that my status and notes fields aren't showing up when I click on the form like you did to add your notes and change the status

@TDSheridanLab

6 ай бұрын

Update the view settings in SharePoint to see the columns. For whatever reason the view didn't include those new columns.

When adding the MS Form to power automate, how do I select a form that is saved to a Teams Channel, and not under me?

@TDSheridanLab

Жыл бұрын

You have to have permission to access the form or a service account that has access to the form and licensed for power automate. The video assumes either you created the form or a member of a group that did. To move a form, The owner of the form has to go to the form and under the 3 dots select move. Then the owner can move it to the underlying team's group to grant you access to it.

@jermaineswagerty7955

Жыл бұрын

@@TDSheridanLab I do have permission. I actually moved the MS Form from under me, to under a Teams channel. I made a copy with a different name under me. I see the copy, I don't see the one I moved. This is been really helpful. You got a subscribe from me. And I will be sharing this. I am going to use Power automate more. You are the first to show me this tool. Thank you so much.

Can we make another form link to this List column to update status. i e. Customers filled Rating Form which will update his record in list as completed. If Bad rating then needs to change status follow-up. Looking forward and thanks in advance.

@TDSheridanLab

Жыл бұрын

It’s definitely do able, but you’ll have to figure out the logic to link rating survey back to the original entry in sharepoint. Scoping expectations to last work completed, you could use email address to link it all together.

Do you have a video covering form to list with lookup fields? I'm having an impossible time with that.

@TDSheridanLab

2 ай бұрын

I don't but i can put it on the to do

Great video. In the list, how do I automatically add who completed the form? Is there a way for the username to auto-populate in the list?

@TDSheridanLab

6 ай бұрын

Good Question, If you're recording the submitted user in Microsoft Forms you can use a people column in SharePoint and the email address/User Principal Name as the claim in the power automate flow. Thanks for watching!

I paused your video at 8:43. What if one of the items on the form has many choices? For instance, my form has 1 question that gives 4 choices. How do I add this to populate in my list?

@TDSheridanLab

8 ай бұрын

For choice fields you have 2 options. 1. In SharePoint you make the corresponding column a single line of text field and then use the Dynamic Choice Value in the Power Automate flow. 2. In SharePoint you make the corresponding column a choice field and mirror the values exactly. I usually stick with option 1 so if there is changes to the form, I only have to update the form and not SharePoint. Thanks for watching.

can this method also populate an attachment column on the list, if the form had a file upload field?

@TDSheridanLab

21 күн бұрын

You should be able to manipulate thay data.

The text you type in on the Title field in the flow... Do you have to do that or can it just have Submission Date? Thanks. Awesome vid btw

@TDSheridanLab

Жыл бұрын

The title field can be anything that makes sense for your use case. When creating List views the title field has the options for edit and other items I try to use it as a unique value for the item. But if that isn't needed/wanted for your use case then don't worry about it.

@winplaceshow

Жыл бұрын

@@TDSheridanLab thank you!

Great video! I keep getting the error 400 message: user not found for an old list. Idk where I went wrong because the mapping has been done perfectly and the datatype matches the input sent.

@TDSheridanLab

23 күн бұрын

Are you using a people column and the user is no longer active?

I don't see any lookup fields in your List. Do you have a video addressing that? I pull responses from my form and I need to use "ID" when it's a lookup table. But I can't figure out what to put in there! the only reponse I have available is "ResponseID", which doesn't cut it.

@TDSheridanLab

3 ай бұрын

Thanks for watching! This solution is built off of processing the form submissions as they come in and eliminate manual processing. Not bulk importing. For a bulk import you could create a manual or scheduled flow that loops through all the responses and if the response id matches the that an item in that column in sharepoint skip it, or handle it how you want it too. I don’t have a dedicated video for that but I’ll add it to my to do list. Thank you for the idea.

Great tutorial! When I create a simple flow like this, I do not see 'Response ID' on the 'Get response details' action item. I only see "List of response notifications...". Why?? Selecting this gives me a 'Apply to each' loop and I don't think I want that.

@TDSheridanLab

5 ай бұрын

Turn off the “new UI” in the top right corner of the screen. Not all of the actions and triggers have been imported yet.

Hello. I want to receive the Ms forms responses in sharpoint having the number of response and the date of time of submission? How can I do that? I follow all your steps and all is good until now but I’m stacked on this issue. Could you please answer?

@TDSheridanLab

3 ай бұрын

Since the flow is running at the same time as the responses are coming in. All you have to do is show the default created column in Sharepoint. The created timestamp in Sharepoint should be with in a few minutes of when it was created in forms.

Is it possible to make it so that it only updates the sharepoint list item IF certain column already exists?

@TDSheridanLab

10 ай бұрын

Yes, but you have to build out the logic to test for those circumstances.

I can add the Dynamic Trigger ‘Response ID’ to the Response ID field. When I go to Create Item, I do manage to select the correct list so that my MS Form questions appear on screen. But I also cannot add in the questions to this field. They are not showing up to select them. Are both errors related? Thanks

@TDSheridanLab

5 ай бұрын

Are you using the new power automate UI? It’s buggy and limited right now. Switch back to the classic/legacy UI to have all the options In the legacy/classic UI it should be linear once everything is connected. It sounds like you’re getting that far based off of the Response id part.

@dunewalks5988

5 ай бұрын

@@TDSheridanLab- Brilliant. That works now. Thank you

How to do Automate Microsoft Forms Responses to teams, but I want to delete empty colums when the answer go to teams. For example, I have 5 questions in teams- 2 questions are left blank, so how do i only send the filled answers to forms?

@TDSheridanLab

6 ай бұрын

I'm not 100% what you're asking here but I think the answer is using an If statement or in Microsoft Power Automate language, a condition. Basically, for each question check for if the answer field is blank or not. if it's blank terminate that step of the flow.

i need HELP! lol. so i followed your awesome video and after hitting connect creating the link between power automate and my forms i keep getting invalid connection, please update your connecto to load complete details. then form ID pick from form but there is nothing to pick from. i have no idea what im doing wrong. i changed my enviornments, ive logged out logged back in and just keep getting the same response....

@TDSheridanLab

7 ай бұрын

Hello @ambermiranda The new UI is still in public preview so its incomplete. Switch back to the old UI in the top right corner and add the corresponding Forms triggers and actions. After you save it the forms items will be available in both UIs.

I note that in the notes you have a link to responses.... how did you do this?

@TDSheridanLab

Жыл бұрын

The notes section is a "Multiple Lines of Text" column with "Append Changes" (version control) enabled. By default on all teams and modern SharePoint sites the underlying version control feature is enabled. If you're using an existing SharePoint site that was made a long time ago you may need to turn it on under the list settings. When you enable "Append Changes" on a text field, SharePoint timestamps the entries with the user who made the change. This is useful if you need to keep track for when changes occurred. All the details are under the "Multiple Lines of Text" Item here: support.microsoft.com/en-us/office/list-and-library-column-types-and-options-0d8ddb7b-7dc7-414d-a283-ee9dca891df7

Hi, how to add the email notification in the power app flow, please?

@TDSheridanLab

8 ай бұрын

Add an “send a email “ action where it logically makes sense. You may have to redesign your flow depending on where you want that email to come from.

Are you able to have a form that has uploaded images that can then be processed and included in to the list by Power Automate?

@TDSheridanLab

Жыл бұрын

Yes you can. If you’re trying to get the image into sharepoint. It can be tricky since sharepoint stores pictures as binary data.

@jazzcardashcam

Жыл бұрын

@@TDSheridanLab Be easier to have the flow just add a link to the folder then?

@TDSheridanLab

Жыл бұрын

Most likely, depending on what you’re trying to do with them.

So forms by default reports to an Excel sheet. Is the main difference between an Excel sheet and lists, primarily graphic?

@TDSheridanLab

7 күн бұрын

The excel spreadsheet is a query to the data. Which a sharepoint list you can build it into line of business processes and automations. Plus it can be easier to read on mobile devices. There is some overlap in functionality between the two.

I have a similar set up for my organisation, and I'm struggling with an additional step. Because only members from my organisation can fill in the form, Forms automatically knows the email adress from the respondent and it's added to the item on the list. However, this column isn't available in the dynamic content. I'd like respondents to get an email with a link to the item to add additional information (select a co-worker, in Forms that's not an available option). If I start a flow from the form, I can select the respondents' email adress, but not the item on the list. If I start a flow from the list, I can select a link to the created item, but not the respondens' email adress. Lists adds automatically a column with the respondents' email adress, but I can't find a way to use that information. Can you help me out?

@TDSheridanLab

10 ай бұрын

I assume the "select a co-worker" implies that you're looking to use this as employee feedback or review situations. If I'm on the right track, then i would skip forms and power automate all together and just create a SharePoint/Microsoft list. Lists have a security setting called item level security. By default, with item level permissions, Owners Group/owners of the list can see all responses (HR and managers) but employees can only see their entries. www.sharepointdiary.com/2019/05/sharepoint-online-set-item-level-permission-in-list.html Hope that helps.

@hannederidder8494

10 ай бұрын

@@TDSheridanLab Thanks for the response. I'm afraid it's a rather complicated questionnaire in Forms, where we register incidents with agression or inappropriate sexual behavior of the children who stay in our accommodation (we take care of very troubled kids). The 'select a co-worker' is to select a buddy the colleague who was a victim of the agression or witnessed the situation would like to talk with to process the incident. My co-workers are not at all skilled with computers. Therefor I made a Forms questionnaire and after that they get an email with the link to the item, where all they have to do is fill in the name of a co-worker to talk with. I have a whole range of other automatisations to inform the staff, handyman, ... so everybody knows what to do. I made that based on your explanation in your video. Is there a way to keep this structure, but with the mail to select a buddy directly to the co-worker who registered the incident instead of me? Thanks for thinking with me on this, I really appreciate it.

@hannederidder8494

10 ай бұрын

I just figured it out accidentally. I changed the name of the column in the list to Email (it was Responder before) and then magically the Responders' email appears in the dynamic content.

Hello! In my office we are trying to come up with a ticketing system to manage our workflow. A program like Power BI would probably be overkill for our needs. 3 of us process 20-40 action items a week, individually. We have between 3-5 different types of actions to manage. Someone has suggested that we use Microsoft Planner as a platform for this. I’m not sure that Planner is the best fit for our intended use. Rather than planning singular unique projects would need something to use over and over for repeat requests of the same type. I believe planner has been suggested for its relative ease of use. Could you tell me what comes to mind to serve this type of function?

@TDSheridanLab

4 ай бұрын

Hello, Thank you for reaching out! Let's go through these items. Power BI is a reporting and analytics tool, so it won't help you keep track of the work. It will just make reports about the work. Planner is a lightweight project management solution that primarily uses a Kamban style approach. It can be very verbose within its feature set scope, but Microsoft made sure not to have it over run their stand alone paid for project management software, Microsoft Project. Planner competes directly with project like Monday.com. Overall, based on what you've said you need to scope the type or types of work you do and determine if a ticketing system with automation and scheduling capabilities is the best fit or a Project management solution that allows for templating and possible resource management. Most of my direct experience with ticketing systems is from an MSP point of view which is probably overkill for your current scenario. If I was in your shoes I would look into the following products. Ticketing Systems FreshDesk ZenDesk Project Management Tools Microsoft Project Monday.com ClickUp Then see which ones line up the best. If cost is the main driver, some of the options above have free options, but once you get into task and/or Project templating that usually interduces cost regardless of the platform. Thanks for watching

@Kindness808

4 ай бұрын

Thank you for the thoughtful response. I will look into this options. Greatly appreciated. @@TDSheridanLab

@TDSheridanLab

4 ай бұрын

No problem glad i could help@@Kindness808

Could you explain how you would update an existing list item when a new response is submitted.

@TDSheridanLab

Ай бұрын

This video was released before that was an option in forms. But, you’d have to build out the logic to see if an entry was already in sharepoint or not as the first step. Then either create or update the record. Believe you could record the response ID from forms in sharepoint and search by that.

in my form have a link or attachment how to put in ms list

@TDSheridanLab

Жыл бұрын

Create corresponding fields or locations in M365 cloud and build out the processes. Attachments in the form would have to go to the attachments field in a sharepoint list or build out a custom solution in a document library.

Why when I upload image in Microsoft Form but it didn't upload into Microsoft Lists ? How to make it happen ? Also if there are multiple image upload.

@TDSheridanLab

6 ай бұрын

Automated photo processing in SharePoint is tricky because on the back end it's stored as binary data. It's easier to make a flow to store the photos in a document library and link it rather then attaching a photo to a list. Attaching a photo to a sharepoint list is effectively trying to insert a photo into an excel cell.

Unfortunately When I pressed "When a new response is submitted" and pressed ok, I tried to pick a response but it showed a message saying Invalid connection, please update your connection to load complete details" and I have no idea what that is about...it won't show the any form at all...

@TDSheridanLab

26 күн бұрын

Click on the “please update your connection” and sign in. That will grant power automate access to a the forms you have access to.

Awesome this helps alot! I tried adding a field for Attachments, mostly for images and when i ran the flow it all came back successful but no images in the column =( Any advice?

@TDSheridanLab

7 ай бұрын

Sharepoint saves photos as binary data. So it will be easier to upload to a document library and then add a link to the photo in the list.

@TechStarks992

7 ай бұрын

Gotcha thanks! @@TDSheridanLab

Could you please create or point me to a video on how to add an email to the power automate flow?

@TDSheridanLab

2 ай бұрын

I don’t have one, but I’ll work on it over the next couple of weeks.

It's so annoying one every video i see when you are asked to chose a form there is a picklist with all these options, mine is always blank even though it says i'm connected to the email address that created that form. then subsequently even when i manually enter the form ID none of the fields appear when i try to map them using dynamic content, can anyone assist with this problem?

@TDSheridanLab

5 ай бұрын

Are you using the new ui? Not all of the actions have loaded into the new ui yet. Switch to the old ui and everything should be there.

Can't you create the List from the excel file where the data of the form goes to?

@TDSheridanLab

Жыл бұрын

You can if the form is a one time use deployment or it you want to do this process manually each time. With Powerautomate it can be automated based on the activity of the form.

I keep getting the error correct to include a valid reference to "get_response_details" for the input parameter of action "create_tem_2". Please help

@TDSheridanLab

Жыл бұрын

Unfortunately, KZread doesn't allow for screenshots. That error is pointing to something that is invalid from a previous step. I'd make sure all of your dynamic items still valid if you added and removed actions while building. And make sure the data type from Microsoft Forms/previous lines up with the data type in the sharepoint columns/use expressions to convert data as needed.

@revathirajan4496

Жыл бұрын

@@TDSheridanLab I manage to solve it with your advice. It was indeed the List Setting that was preventing the flow from running. Thanks a bunch.

@TDSheridanLab

Жыл бұрын

No problem, glad I could help!

Hello. And what about when response is editted?

@TDSheridanLab

8 ай бұрын

This video and flow is designed around a one and done scenario, like a contact us form that your not editing after your done submitting it. To accomplish this goal, you’ll have to record the response id in sharepoint. Then in a second flow you’ll have to build out the logic to search for the response id and if found update the fields accordingly.

How do I autopopulate a template in word doc with this list?

@TDSheridanLab

8 ай бұрын

You have to create the word doc (not word template) and then modify this flow or create a new flow using the word actions. Some of the word actions like filling in word documents requires powerautomate plan 2 or higher licensing.

Can you not do dynamic flow with multiple choice answers on a form

@TDSheridanLab

10 ай бұрын

you can but on the SharePoint side, you either have to: 1. have matching answer values in SharePoint 2. Convert the value from the form to a string value and store it in a text field on SharePoint. Thank you, for watching.

How do you spilt responses into seperate lists?

@TDSheridanLab

4 ай бұрын

You would have to build out the logic of based on the options/values from the form, route it to a specific list. Or you can build out views in one list for the different functions depending on your situation.

Hey, I’m having an issue. As I follow your steps, I get stuck at the part when you’re creating a Sharepoint item. Everytime I put the url in in the Site Address, it keeps saying not found. Even when I click on the down arrow, it can’t find it. Do you have any advise on why this is the case?

@TDSheridanLab

6 ай бұрын

How new is the sharepoint site and/or list? There is replication lag between the M365 services

@luddman77

6 ай бұрын

@@TDSheridanLab Thanks for your response. And excuse my grammar. I created it yesterday at 6:50pm.

@TDSheridanLab

6 ай бұрын

That should be enough time. For the url are you copying the url up to the site name or the full url to the list. You only need the site url. once the site url is in, then powerautomate scans the site and picks up the available lists.

@luddman77

6 ай бұрын

@@TDSheridanLab what do you mean, I’m confused now. I believe I copy the whole url

@luddman77

6 ай бұрын

@@TDSheridanLab thank you, I just did some research and I figured it out after you said site url. I appreciate you so much!!!!

How do you deal with multiple choice fields?

@TDSheridanLab

10 ай бұрын

Mirror it on both side exactly or take the choice field from the forms form and put it to a single line of text field in sharepoint. in power automate make sure you the choice field section value option.

Hello, thank you for the video. It is very useful. However, I couldn't connect form fields to list fields as your described at 8:49. They are not visible not available to match. What could I miss? Thanks

@TDSheridanLab

Жыл бұрын

I assume you’ve created the fields in sharepoint. It’s most likely a little replication lag between sharepoint and power automate. Give it 20 minutes and refresh the power automate page.

@timucinersintasdemir

Жыл бұрын

@@TDSheridanLab Thank you for help. Unfortunately, although refreshed still these options not available.

@RK-hg4ti

5 ай бұрын

@@timucinersintasdemirsame here