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Forms, SharePoint Online and Flow Oh My! Create a request in Forms and save to SharePoint with Flow!

Create a Microsoft Form that saves to a SharePoint Online modern list and automates the process with Flow in 6 easy steps.

 

Let's review what Actions and Triggers of Microsoft Forms are in Flow!

 

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One Forms Trigger and One Action!  That'll work - Let's Begin!

 

Connectors: Microsoft Forms, Approvals, SharePoint

 

  1. Create a Microsoft Form at forms.office.com with 4 vacation request fields: First Name, Last Name, Vacation Start and Vacation End. The First and Last name fields are text fields and the Vacation Start and End Date are Date fields. Be sure to mark them all as required.  Note: The form saves automatically.
  2. Create a SharePoint Online List and add 6 columns: First Name, Last Name, Vacation Start, Vacation End, Approved and Comments.
  3. Create a Flow from a template at flow.microsoft.com and search forms. Choose "Send form responses for approval". Fill in "When a new response is submitted" and choose Form Id Vacation Request from the drop-down menu. Choose Response Id for the Response Id field. Fill in Start an approval action by choosing anyone assigned list and fill in title field with First and Last name fields and that they are requesting a vacation. Manually add the email address in the Assigned to field. Add the Flow condition Response is equal to Approve. Fill in the If yes and No. Click Save.
  4. Fill out the Vacation request form in Microsoft Forms and wait for Approval.
  5. Approve the Vacation Request Flow in email or Flow approval panel.
  6. See Flow update SharePoint list.

  1.  Create a Microsoft Form, title it "Vacation Request", add 4 fields: First Name, Last Name, Vacation Start and Vacation End.


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    Preview in Mobile and Computer.


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  2.  Create a SharePoint Online List, title it "Vacation Request", add 6 columns: First Name, Last Name, Vacation Start, Vacation End, Approved and Comments.


    spo.PNG

  3.  Create a Flow from a template at flow.microsoft.com and search forms. Choose "Send form responses for approval". Fill in "When a new response is submitted" and choose Form Id Vacation Request from the drop-down menu. Choose Response Id for the Response Id field. Fill in Start an approval action by choosing anyone assigned list and fill in title field with First and Last name fields and that they are requesting a vacation. Manually add the email address in the Assigned to field. Add the Flow condition Response is equal to Approve. Be sure you type Approve and not Approved or else the Flow will fail.


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    If yes, add the dynamic content to populate the SharePoint list from the Form and Approval fields. If no, do nothing.


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  4.  Fill out the Vacation request form in Microsoft Forms and wait for Approval.


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  5.  Approve the Vacation Request Flow in email or Flow approval panel.


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  6.  See Flow update the Vacation Request SharePoint list with the Forms and Approval Fields.


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Comments

UPDATE:  I figured it out.  I took the instructions too literal and left the "if no" area blank and also in the Condition I had "Approved" instead of "Approve".   

 

I must be missing a step.   When a request is "approved" on the sharepoint list its showing that it wasn't approved.   What did I miss? 

 

 

Meet Our Blog Authors
  • Working daily with Microsoft Cloud to deliver the needs of my company, my customers and various Microsoft communities and forums. | Office 365 | Flow | PowerShell | PowerApps | SharePoint |
  • Co-founder of https://plumsail.com, Office 365 and SharePoint expert. Passionate about design and development of easy to use, convenient and flexible products.
  • Microsoft Business Apps MVP. Owner of ThriveFast, an Office 365 consulting company.
  • 7x Microsoft Business Solutions MVP (CRM)
  • I'm keen in MS technologies, SharePoint, Office 365 and development for them
  • Daniel is a Business Productivity Consultant & Microsoft Business Solutions MVP who is very enthusiastic about all things Office 365, Microsoft Flow, PowerApps, Azure & SharePoint (Online). Since the preview, Daniel has been working with Microsoft Flow and later on with Microsoft PowerApps. That led to him being awarded an MVP Award for Business Solutions. He loves to blog, present and evangelize about improving productivity in the modern workspace with these amazing tools!
  • Michelle is an Office 365 solution architect in Twin Cities, MN. She has been delivering business collaboration solutions for years with her focus on SharePoint and Office 365. Michelle is a recent board member of the Minnesota Office 365 User Group and has been a member of the SharePoint community since 2009. She is a frequent speaker at MNSPUG and SharePoint Saturday and co-chaired the Legal SharePoint User Group for 4 years. Her most frequent projects have involved rolling out a large deployment of Office 365, SharePoint Online intranet, build of a "CHAMPS" Office 365 user adoption program and most recently, SharePoint On-Premise to Online Migration. Michelle is very excited about cloud technology as it is shifting her IT Pro focus to collaboration strategy and technical adoption.
  • I'm a Microsoft Office Servers and Services MVP with a special interest in SharePoint, Office 365, Microsoft Flow, Microsoft Teams and PowerApps. I work at Triad Group Plc ( https://triad.co.uk)
  • Passionate #Programmer #SharePoint #SPFx #Office365 #MSFlow | C-sharpCorner MVP | SharePoint StackOverflow, Github, PnP contributor