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kcarterpeerless
New Member

Getting state data from a form and creating a custom workflow

Hi, we are currently trying to use Microsoft Forms to gather state-related data and then email the corresponding request to a particular sales associate based on the state (sales territory) that they represent. For instance, if a client prospect fills out a form and lists "TX" as the state that is selected, we want to send an email to the texas@companyname.com address to allow someone from the Texas sales department to be able to view this request. 

 

Can someone please walk through the easiest way of creating a flow that uses this kind of customized form data? Thanks!

Kevin Carter

Mesh Networking LLC

kevin@meshnetworkingllc.com

3 REPLIES 3
Brad_Groux
Super User II
Super User II

For this you'd simply add a condition to a flow using logical expressions. Depending on how many variables you have, will determine how best to handle the conditions. If it is just a few, (under 5), you could simply build a single flow with 1-5 nested conditions. Here's an example one that compares TX and CA:, and you could just continue to create logic further nested as needed: FormsNestedConditions.PNG

If more than a handful of variables, then you'd likely want to rethink the overall design and expand the functionality to utilize a tool like SharePoint lists. So the forms update the List, and then you use the list for the conditional logic - which would then only require a single condition with a filter query. 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

v-yamao-msft
Community Support
Community Support

Hi @kcarterpeerless ,

 

If you want to send an email to a particular sales based on the state a client selected from the form, please check the following flow configuration.

 

BY the way, state field is assumed as choice field.

 

Please take it for a reference.

1.PNG

 

 

Best regards,

Mabel

 

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
ScottShearer
Super User III
Super User III

@kcarterpeerless :

There are a variety of ways to approach this issue. 

Here is another idea.....

I am assuming that State in the Form is a choice column.

StateSelect.jpg

 

 

If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Scott

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