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Jamie Lawrence's avatar
Jamie Lawrence
Copper Contributor
Oct 27, 2022
Solved

Could Microsoft Forms work for this?

Afternoon, I am pretty new to Microsoft Forms and some of the other Microsoft apps but I have found them very useful and wondered whether building a review/audit system could work. Below would be the process

 

1. Review a file to make sure our firms processes have been followed

2. If particular tasks haven't been done then they need to be alerted to

3. When the form is submitted depending on the answers an email would be sent out alerting to the required changes

4. These changes have to be done within a certain amount of days so other reminders would need to be sent

5. There would need to be a list of these submissions logged, any tasks that needed to be corrected would then need to be updated and approved once completed

 

Is it possible to build a system like this using Forms along with any other Microsoft Apps? Any links o documentation would be really appreciated.

 

Thanks

  • Jamie Lawrence yes this is possible but in addition to Forms will also require SharePoint and flows in Power Automate.

     

    1. Review a file to make sure our firms processes have been followed

    2. If particular tasks haven't been done then they need to be alerted to

     

    This would probably be done with a form in Forms. You'd need a question for everything that needs to be checked.

     

    Then you'd need a flow to save the form responses to a SharePoint list.

     

    3. When the form is submitted depending on the answers an email would be sent out alerting to the required changes

     

    This could be done in the same flow as the one above. For example we have a Display Screen Equipment assessment form that saves each response to a SharePoiint list. If any of the answers are "No" then the flow sends an email to a specific set of staff alerting them.

     

    4. These changes have to be done within a certain amount of days so other reminders would need to be sent

     

    There would need to be a column in your list for the date the changes have been completed.

     

    This would need to be done with a second flow in Power Automate where the trigger is a recurrence schedule, for example at 8am every day.  It would check whether the changes have been made within the required timeframe, e.g. 14 days. If not then it wouold send a reminder email with a link to the item.

     

    5. There would need to be a list of these submissions logged, any tasks that needed to be corrected would then need to be updated and approved once completed.

     

    This is all done within your SharePoint list with views for items completed, not completed etc.

     

    So yes it can be done. It's not necessarily easy and will require you to learn Power Automate (a great skill in itself!) but you can can link link up Forms, and SharePoiont via flows to achieve what you want to do.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User

  • RobElliott's avatar
    RobElliott
    Silver Contributor

    Jamie Lawrence yes this is possible but in addition to Forms will also require SharePoint and flows in Power Automate.

     

    1. Review a file to make sure our firms processes have been followed

    2. If particular tasks haven't been done then they need to be alerted to

     

    This would probably be done with a form in Forms. You'd need a question for everything that needs to be checked.

     

    Then you'd need a flow to save the form responses to a SharePoint list.

     

    3. When the form is submitted depending on the answers an email would be sent out alerting to the required changes

     

    This could be done in the same flow as the one above. For example we have a Display Screen Equipment assessment form that saves each response to a SharePoiint list. If any of the answers are "No" then the flow sends an email to a specific set of staff alerting them.

     

    4. These changes have to be done within a certain amount of days so other reminders would need to be sent

     

    There would need to be a column in your list for the date the changes have been completed.

     

    This would need to be done with a second flow in Power Automate where the trigger is a recurrence schedule, for example at 8am every day.  It would check whether the changes have been made within the required timeframe, e.g. 14 days. If not then it wouold send a reminder email with a link to the item.

     

    5. There would need to be a list of these submissions logged, any tasks that needed to be corrected would then need to be updated and approved once completed.

     

    This is all done within your SharePoint list with views for items completed, not completed etc.

     

    So yes it can be done. It's not necessarily easy and will require you to learn Power Automate (a great skill in itself!) but you can can link link up Forms, and SharePoiont via flows to achieve what you want to do.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User

    • Jamie Lawrence's avatar
      Jamie Lawrence
      Copper Contributor

      RobElliott Hi Rob, thank you for taking the time to explain this for me, it's much appreciated. Do you recommend any videos or documentation that I could take a look at to learn Power Automate? 

      • RobElliott's avatar
        RobElliott
        Silver Contributor

        Jamie Lawrence videos on YouTube by Shane Young are well worth watching. It's how I got started a few years ago.

         

        Rob
        Los Gallardos
        Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

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