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rlessard
Level: Power Up

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
Community Support Team
Community Support Team

Re: Flow for service ticket

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

 

1 REPLY 1
Community Support Team
Community Support Team

Re: Flow for service ticket

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

 

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