cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
rlessard
New Member

Flow for service ticket

Hi, 

I am new to flow and would be looking to build the following for my service department. I have been trying a lot of configurations, but nothing has been complete so far. 

 

1. Somebody fills microsoft form

2. The form is saved as a pdf

3. Automatically send the pdf by email to me and the person who filed the form. The answer should include a unique ticket number. 

 

Basically, I want to be able to send out an automated request with a tracking number and a copy of the person's answers. 

 

Do not hesitate to suggests tools,

 

Best 

 

Rosalie 

1 ACCEPTED SOLUTION

Accepted Solutions
v-yuazh-msft
Community Support
Community Support

Hi @rlessard,

 

If you want to save the form as a pdf automatically, I afraid that there is no any way to achieve it.

 

You could take a try to insert the form response in an existing excel table in your onedribe for business, and then convert the excel to be a pdf file.

 

I have made a test on my side to create a excel table as below:

 

 Capture.PNG

You could refer to screenshot below to create the flow:

Capture.PNG

Capture.PNG

 

The flow would run successfully as below:

Capture.PNG

 

The pdf file would be sent as below:

Capture.PNG

 

Best regards,

Alice

 

View solution in original post

1 REPLY 1
v-yuazh-msft
Community Support
Community Support

Hi @rlessard,

 

If you want to save the form as a pdf automatically, I afraid that there is no any way to achieve it.

 

You could take a try to insert the form response in an existing excel table in your onedribe for business, and then convert the excel to be a pdf file.

 

I have made a test on my side to create a excel table as below:

 

 Capture.PNG

You could refer to screenshot below to create the flow:

Capture.PNG

Capture.PNG

 

The flow would run successfully as below:

Capture.PNG

 

The pdf file would be sent as below:

Capture.PNG

 

Best regards,

Alice

 

View solution in original post

Helpful resources

Announcements
Process Advisor

Introducing Process Advisor

Check out the new Process Advisor community forum board!

MPA User Group

Welcome to the User Group Public Preview

Check out new user group experience and if you are a leader please create your group

MBAS on Demand

Microsoft Business Applications Summit sessions

On-demand access to all the great content presented by the product teams and community members! #MSBizAppsSummit #CommunityRocks

Top Solution Authors
Users online (66,255)