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humera
Frequent Visitor

Send ms form responses in pdf formate through ms flow.

Hi there ! I would create invoice automation process, which will work like that:
1) Send MSform responses in pdf file.
2) Data should auto-filled with email or pdf file when specific keyword is detected in MSform response.

looking forward to hearing a reliable solution.
Thanks in Advance.
Best,
Humera Akram

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @humera 

Please modified the Flow with the following screenshots to see if it helps.

You can add Get user profile action to get the user's information, then add the information in pdf file.

vLilyWmsft_0-1632901771809.png

vLilyWmsft_1-1632901787435.png

vLilyWmsft_2-1632901823253.png

The name entered in Form needs to be username.

vLilyWmsft_4-1632902267923.png

 

vLilyWmsft_3-1632902212657.png

Hope the content above may help you.

Best Regards

If my solution helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

5 REPLIES 5
v-LilyW-msft
Microsoft
Microsoft

Hi @humera 

Do you want to save the responses in pdf and send an email when specific keyword is detected in MSform response?

IF yes, you can take a try with the following screenshots to see if it helps.

This is my test Form. Assume when the department is selected as Finance, will save the responses in pdf and send an email.

vLilyWmsft_2-1632796509176.png

Flow in details:

vLilyWmsft_1-1632796472724.png

vLilyWmsft_3-1632796715881.png

vLilyWmsft_4-1632796726261.png

vLilyWmsft_5-1632796774134.png

vLilyWmsft_6-1632796788122.png

When a new Form is submitted like this:

vLilyWmsft_0-1632796254066.png

The new email will be sent with a pdf file.

vLilyWmsft_7-1632796911323.pngvLilyWmsft_8-1632796950278.png

Hope the content above may help you.

Best Regards

If my solution helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-LilyW-msft ,

Thanks for your reply. yes I want as you are very close to it, but I would add employee information automatically if I add name response.
like if I entered my name in name field my other company data like my father name my position and other data should be fetched automatically.
looking forward to hearing from you.
Thanks.

Best, 
Humera Akram

Hi @humera 

Please modified the Flow with the following screenshots to see if it helps.

You can add Get user profile action to get the user's information, then add the information in pdf file.

vLilyWmsft_0-1632901771809.png

vLilyWmsft_1-1632901787435.png

vLilyWmsft_2-1632901823253.png

The name entered in Form needs to be username.

vLilyWmsft_4-1632902267923.png

 

vLilyWmsft_3-1632902212657.png

Hope the content above may help you.

Best Regards

If my solution helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Hi v-LilyW-msft ,
Thanks for your response.
i have followed all step, but i am having some some error in getting user profile which is "User not found".

looking forward to hearing from you.

Thanks.

Best, 
Humera Akram



Hi @humera 

Get user profile action need to be filled user’s “User Principal Name" or 'id' which refers to the person’s name plus some information to make it unique. 

vLilyWmsft_0-1632989748166.png

So I suggest you add an email question to your Form.

vLilyWmsft_2-1632990483523.png

Then use user's email to get the user‘s profile.

vLilyWmsft_4-1632990672454.png

Hope the content above may help you.

Best Regards

If my solution helps, then please consider Accept it as the solution to help the other members find it more quickly.

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