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tdickson
Frequent Visitor

Very intense flow

I need to create a flow that does the following using Excel in Sharepoint, but i am having issues getting this to work.

 

1. form is sent via email

2. Reply is received and stored in new excel sheet created daily with current date appended in document title (example: received_9-20-20.xlsx)

3. Reply is stored in an excel with answers from the form.  If an OOO reply is received, user is then stored in another daily created spreadsheet titled "On Vacation-09_20_20.xlsx"

4. If someone from original email list has not answered or has not provided an OOO reply, a new spreadsheet is created daily for that date and shows who has not answered (uses email as identifier within spreadsheet titled "No Response_09_20_20.xlsx)

5. Flow goes through list of not answered after three hours of sending the original form and sends a follow-up email to remind others to submit the form.

6. New people who submit the form are then added to the original "Received_9_20_20.xlsx" sheet.

7. Flow goes through list of not answered after three hours of sending the original form and sends a follow-up email to remind others to submit the form.

 

This whole process is confusing to me, but there has to be a way to make it work.  I have created multiple work flows so far, but none work the way I need them to.  Any help or direction would be greatly appreciated.  

 

Also, I am pretty sure the dates being appended to a newly and automatically created spreadsheet on a daily basis will most likely require a separate flow, but I figured I should ask this, as well. 

 

1 ACCEPTED SOLUTION

Accepted Solutions
braydenlarson
Community Support
Community Support

Hello tdickson,

 

Based off your description of what you want to have done you would likely need to have multiple flows in this case. This is entirely because there are certain things that cannot be done when all bundled into one flow. The biggest constraint bring we don't have an action that will recognize if you get a reply to an email inside of a flow run, only the trigger for when an email arrives could detect the out of office message.

 

So based off this you are likely looking at between 3-5 flows depending on how much you want to spread it out

 

A flow for when the form is submitted(this would be the most straight forward, just get the response and input it into Excel), it would then go to through both the initial excel list and the one for response received to update them(I.E. remove from the initial and add to the Received_CurrentDate.xlsx).

 

A flow for replies to the email requesting they fill out the form, since the idea is that you will be getting out of office replies from these email addresses you will want to either put in a filter or setup conditions during the flow run that will then go through and updates both the Waiting response spreadsheet and the OOF spreadsheet.

 

The Last 3 criteria could be one flow or 3 sperate flows(this is up to your preference). Basically you will setup a flow that does the three following steps and is meant to trigger Daily(say 3-5AM your time)

1. It generates the excel files with the UTCNOW function appended to the file creation

2. It sends out an email to all participants asking them to fill out the form

3. it has a delay of 3 hours where it will wait then it will do a Get of the excel spreadsheets to grab the most updated versions and compare before sending out the email asking users to reply if they haven't and they are not marked out of office.

 

Have a good day,

View solution in original post

2 REPLIES 2
braydenlarson
Community Support
Community Support

Hello tdickson,

 

Based off your description of what you want to have done you would likely need to have multiple flows in this case. This is entirely because there are certain things that cannot be done when all bundled into one flow. The biggest constraint bring we don't have an action that will recognize if you get a reply to an email inside of a flow run, only the trigger for when an email arrives could detect the out of office message.

 

So based off this you are likely looking at between 3-5 flows depending on how much you want to spread it out

 

A flow for when the form is submitted(this would be the most straight forward, just get the response and input it into Excel), it would then go to through both the initial excel list and the one for response received to update them(I.E. remove from the initial and add to the Received_CurrentDate.xlsx).

 

A flow for replies to the email requesting they fill out the form, since the idea is that you will be getting out of office replies from these email addresses you will want to either put in a filter or setup conditions during the flow run that will then go through and updates both the Waiting response spreadsheet and the OOF spreadsheet.

 

The Last 3 criteria could be one flow or 3 sperate flows(this is up to your preference). Basically you will setup a flow that does the three following steps and is meant to trigger Daily(say 3-5AM your time)

1. It generates the excel files with the UTCNOW function appended to the file creation

2. It sends out an email to all participants asking them to fill out the form

3. it has a delay of 3 hours where it will wait then it will do a Get of the excel spreadsheets to grab the most updated versions and compare before sending out the email asking users to reply if they haven't and they are not marked out of office.

 

Have a good day,

Thanks Brayden.  That information helped.

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