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EmilB
Frequent Visitor

AutoFill excel file in sharepoint using User choices/input

Hello, 

 

I'm struggling a little bit with a use case. I want to register in a excel table in my sharepoint each choice of the user plus his user ID and full name. 

 

I have a PVA bot, where the user basically will be asked 3 questions and will be proposed for the first two questions (Question 1 &2) entity extraction and for the last one the entire answer. Here is a sample of action for the user : 

 

EmilB_0-1607104213971.png

here is my excel table file

 

EmilB_0-1607105253159.png

 

 
 
 

So the user IVAN talks, i get his ID and register in the collumn 2A, his name in 2B ... user MIKE talks and i complete the 3 row, etc etc

I tried several flows, but none of them is working. can please someone help me showing me step by step how can i can work it? 

 

P.S. I have already set up the authentification in the bot

 

Thank you ! 

1 ACCEPTED SOLUTION

Accepted Solutions
renatoromao
Super User
Super User

Hi @EmilB ,

 

IF you want, you can import my solution into your environment or create your workflow manually. 🙂

Learn how to import a solution - Power Automate | Microsoft Docs

(solution attached here)

 

How to implement this integration? Basically is Power Virtual Agents + Power Automate + Excel + SharePoint.

Follow the steps below:

(FIRST OF ALL, CREATE YOUR EXCEL TEMPLATE, CREATE A TABLE WITH COLUMNS AND ROWS, STORE THIS EXCEL FILE INTO YOUR SHAREPOINT SITE)

 

1- Create your PVA action with the inputs that you want. I create 5 text inputs (UserId, UserName, Question1, Question2, Question3)

 

2- Create an action called "Add a row into a table" using the Excel Online (Business) connector.

 

Insert all parameters inside this action above:

- Location: Select your SharePoint (Group) name

- Document Library: Select your library inside your SharePoint site

- File: Select your file

- You will see all columns inside your Excel table, just select on the Dynamic content the value from 

 

3- Insert a response to Power Virtual Agents

 

If you need support to create this action, you can see this video: (2) Add actions using Power Automate to a Power Virtual Agents bot - YouTube 

 

pva-with-excel.png


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+2.650 students) : English | Português

View solution in original post

5 REPLIES 5
renatoromao
Super User
Super User

Hi @EmilB ,

 

Do you are using the PVA for online or PVA for Teams?

I will create now a simple example for you, and I'll send here in a couple of minutes. 


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+2.650 students) : English | Português
EmilB
Frequent Visitor

i'm using the PVA for Online. 

 

Thank you very much for your help

renatoromao
Super User
Super User

Hi @EmilB ,

 

IF you want, you can import my solution into your environment or create your workflow manually. 🙂

Learn how to import a solution - Power Automate | Microsoft Docs

(solution attached here)

 

How to implement this integration? Basically is Power Virtual Agents + Power Automate + Excel + SharePoint.

Follow the steps below:

(FIRST OF ALL, CREATE YOUR EXCEL TEMPLATE, CREATE A TABLE WITH COLUMNS AND ROWS, STORE THIS EXCEL FILE INTO YOUR SHAREPOINT SITE)

 

1- Create your PVA action with the inputs that you want. I create 5 text inputs (UserId, UserName, Question1, Question2, Question3)

 

2- Create an action called "Add a row into a table" using the Excel Online (Business) connector.

 

Insert all parameters inside this action above:

- Location: Select your SharePoint (Group) name

- Document Library: Select your library inside your SharePoint site

- File: Select your file

- You will see all columns inside your Excel table, just select on the Dynamic content the value from 

 

3- Insert a response to Power Virtual Agents

 

If you need support to create this action, you can see this video: (2) Add actions using Power Automate to a Power Virtual Agents bot - YouTube 

 

pva-with-excel.png


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+2.650 students) : English | Português

View solution in original post

EmilB
Frequent Visitor

@renatoromao , thank you very much, it helped me a lot. I took your example and added many other elements in the excel table and its working nicely. 

 

I was wondering, this example is working as this "Bot asks, user answers then using power automate I register the answers in SharePoint" so I can easily now fill the excel file". However,  is it possible to fill excel file if the user writes one single sentence "I want to do Action X, with consequence " or " i want to create condition 1 with name Condition1 . So the bot/powerautomate will extract key elements and fill the excel file :

  1. Action / Create in the Action Column,
  2. X / condition 1 in the Name of Action,
  3. Consequence / Name in the consequence column
  4. and Y/Condition1 in the Consequence Name column

Like this I don’t have ask many questions, but I will just train the bot.

renatoromao
Super User
Super User

Hi @EmilB ,

 

Great to know it!!! 🙂

 

Regarding your question, today, it's possible but only two properties inside the phrase.

We already talked about it here: Solved: Multiple entities in the same question - Power Platform Community (microsoft.com)


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+2.650 students) : English | Português

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