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
Solved! Go to Solution.
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.
Flow in details:
When a new Form is submitted like this:
The new email will be sent with a pdf file.
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 @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.
The name entered in Form needs to be username.
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 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.
So I suggest you add an email question to your Form.
Then use user's email to get the user‘s profile.
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 @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.
Flow in details:
When a new Form is submitted like this:
The new email will be sent with a pdf file.
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.
The name entered in Form needs to be username.
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 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.
So I suggest you add an email question to your Form.
Then use user's email to get the user‘s profile.
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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