Forum Discussion
ingewashburn
Jul 18, 2022Copper Contributor
Excel form - trying to link sheets and autopopulate
I am creating a detailed form which combines specific questions from multiple insurance applications into one master application. I want to send this form to clients to fill out then copy the complet...
JKPieterse
Jul 19, 2022Silver Contributor
Have you got a Microsoft 365 subscription? If yes, consider creating the form in Microsoft Forms. You can then create a Power Automate Flow, which takes the new entry and pushes the entered data into a table of an Excel file or even multiple tables in multiple Excel files if required. Sounds complicated maybe, but once you get the hang of this stuff it is a breeze to get data from others.
- ingewashburnJul 19, 2022Copper ContributorJKPieterse
Yes, I have MS365. Power Automate Flow sounds like a great idea! How dynamic is the form to excel process? I would need to input the data from the master-application to specific cells in other pre-formatted applications.- Patrick2788Jul 19, 2022Silver Contributor
I agree with JKPieterse 's recommendation.
If you want to have a look at forms to see if it will work for you, I'd start by going to your OneDrive. Select 'New', choose Forms Survey, and play around with building a form:
Initiating the form through OneDrive will link the responses to an Excel workbook automatically.
- JKPieterseJul 19, 2022Silver ContributorPower Automate expects you to have tables in the Excel file (I think), but from here it is up to you as I do not have too much experience with power automate.