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mark_nemeth
Level: Powered On

Form results to email and xls

Hi All,

 

I'd like to build the current flow, could use some help how (and whether if it's even possible):

 

1. Create an online form with standard set of questions

2. Results (answers) of the form to be saved in an xlsx, where columns represent form questions, a row represents one entry

3. Email notification to be sent to a pre-defined recipient list, containing the result of a form entry (row) - email body and subject pre-defined as well

4. Optional email to a different set of recipients (form results define the recipient list) as BCC, with pre-selected content from our xlsx (not all columns from an entry)

 

Thanks!

2 REPLIES 2
Super User
Super User

Re: Form results to email and xls

@mark_nemeth  yes it's certainly possible and not difficult:

1. Create an online form with standard set of questions  - use Microsoft Forms

2. Results (answers) of the form to be saved in an xlsx, where columns represent form questions, a row represents one entry - normally I'd prefer to use Flow to save the responses to a SharePoint list, but you can also use Flow to add a row to an excel spreadsheet. But Forms saves the responses to a spreadsheet automatically anyway so you can probably omit this with Flow and just let Forms save the response to its own spreadsheet.

3. Email notification to be sent to a pre-defined recipient list, containing the result of a form entry (row) - email body and subject pre-defined as well - this can be done with Microsoft Flow 

4. Optional email to a different set of recipients (form results define the recipient list) as BCC, with pre-selected content from our xlsx (not all columns from an entry) - also Microsoft Flow, and because the results define the recipients list I would have the Forms response saved to a SharePoint list.

So you can see there is a pattern with my response which is that Flow will do what you need although I would also have a SharePoint list.

We recently used this to get several hundred of our staff to complete an IT assets form  starting with Microsoft Forms, the result was saved to a SharePoint list, the administrator could edit each item if necessary via a nice-looking PowerApps form, and finally a "thank you" email was then sent via Flow to the person who responded with their responses plus the company logo and other text - I don't use the responder that comes with Forms.

Come back if you have any questions or would like more detail about any of this.

Rob
Los Gallardos

 

mark_nemeth
Level: Powered On

Re: Form results to email and xls

Thanks for the reply, I already did the implementation! (mostly)

 Two additional questions:

1.  What is the best way to execute the optional email exchange? (4)

 

2. Is there a way to include results of an SQL query to a field in sharepoint, and setting it to update every "x" hours?

 

Thanks!

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