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tanyashhh
New Member

Process flow to answer referral form

Hi there,

 

This is my first time posting here, apologies if I don't do this correctly. 

 

The overall plan of what I'd like to do is:

 

1. User submits a request by filling out a form - currently this is a word doc type format(usually a technical question)

2. An assigned person sees the request, and begins answering the question.

3. OPTIONAL - it is then sent to another person for their approval

4. The answer is then sent to the initial User who needed the answer. 

5. The answer is also published to a shared library so everyone can see these answers in the future. In an ideal world, it would be tagged to the specific realm of the query. 

 

My initial thought was to do this in Lists and then use Power Automate to notify people of responses, but I'm not sure how editing responses and publishing the final response would work. 

 

Have you got any ideas? Youtubes that might help me?

 

Thank you so much for your help 

3 REPLIES 3
365-Assist
Impactful Individual
Impactful Individual

I also think Lists and Power Automate are the simplest solution. You could have different columns for each User.

E.g.

User 1 User Name 

User 1 Request

User 2 User Name

User 2 Approval Status

User 2 Comments

etc

The flow would be set up to send User 2 etc. At the End you could send the relevant information back to User 1 via Email or Teams Chat.

Do you have any ideas about how to "publish" the results? The answers are generally lengthy and legalistic in their response and we want to be able to publish and search (or at least categorise) for these afterwards in case someone comes across the same question in the future?

365-Assist
Impactful Individual
Impactful Individual

Perhaps consider implementing Power Virtual Agents. They are great for Knowledge Base\QAs. 

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