Dear Community,
I'm new to flow and would like some advice on how to set up a flow. I’ll give you some background to the workflow and if a flow can be created.
There is an application form (Microsoft Forms) on SharePoint where applicants apply for funding. There are 4 communities – I’ll name them A,B,C and D. We're trying to automate the steps that the facilitator would have to do.
After the deadline the facilitator will trigger the following emails:
The leads ask their scoring group to review the applications and input their scores and feedback into a sheet. We'd need to link the application ID in a connected list like a relational database with one to many connector
Once the scores are complete, they trigger the next emails
Panel meets to decide on awards
Facilitator/Panel enters awarded yes/no on sheet
Facilitator triggers final process
Any input will be greatly appreciated
Thank you
Hi @ca12,
Overall your description, you may need to create three Flow to achieve your destination.
Flow 1:
Applications are pulled into a standalone document (word) and are sent in groups by community:
You should create a Flow with the trigger When a new Response is summited in MS Form populate a template word and it's a better way when the applicants apply for funding in Microsoft Form rather than pull them into a standalone document later. But if you store the application form into a document(MS Word), it is hard to extract the data from Word file. So, I suggest you can consider storing the application answers into a SharePoint list by the way. When the leads scoring group the application, send the item of the list to them.
Flow 2:
After the deadline the facilitator will trigger the following emails:
You can create a manually trigger with Delay until action and input a timestamp. When you manual perform the flow it will continue running until the destination date, cause a Flow run duration is 30 days, you should set the date within a month.
Flow 3:
Once the scores are complete, they trigger the next emails:
What's the score store? If you also store them into a SharePoint list, you can create a Flow with trigger When an item modified, check the score column of the list whether are all have value, if it is, sends approval to all leads and other panel members together. And according to the response to choose the next step.
There are many details that need to be paid attention to and discussed, so there is no specific solution. If there is any problem in the process of creation, you can put forward and discuss it together. I hope it can help you.
Best Regards,
Community Support Team _ Lin Tu
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Hi @ca12,
Has your problem been solved?
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Best Regards,
Community Support Team _ Lin Tu
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