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MasterBruce
Helper I
Helper I

Flow that adds MS Form Clients to Sharepoint List unless they are already on the List, in which case it updates the record

Hi,

 

I have created a SharePoint List which contains all my client details in columns. I also have an MS Form with the same fields (named same as the List columns), which collects updated client details directly.

 

What I would like to do is develop a flow that does the following:

 

- monitors responses to the form

- sends me an email summary when a form is submitted

- checks the Sharepoint List to see if the client exists on it - using first name, last name and date of birth dd/mm/yyyy

- adds the client to the List if they don't appear on it

- If the client does appear on the list, the new details captured in all other fields on the form over-writes existing data on the SharePoint List

- Emails me a summary of the changes made to the SharePoint Record.

 

Is this possible? Would sincerely appreciate the help!

3 REPLIES 3
MasterBruce
Helper I
Helper I

Can anyone help with this? Is it possible?

 

If not, could someone advise what aspects of the list above is possible?

 

Thank you.

MasterBruce
Helper I
Helper I

Is this not possible using Power Automate?

MasterBruce
Helper I
Helper I

Figured I would ask once more for help before giving up here. Can anyone help me with this? 

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