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NewbieNik's avatar
NewbieNik
Copper Contributor
Sep 28, 2022

Excel as a database of Forms

Good day,

 

I have an excel file with users' email address and their devices. I would like to send a Form (if possible) to all users to check and confirm if the devices assigned to them is correct as per my excel. UI design can be simple as entering the user email and all devices assigned will display.

 

I would like to also track the users who have responded and not responded yet so I can send a reminder.

 

Thank you,

NewbieNik

3 Replies

  • RobElliott's avatar
    RobElliott
    Silver Contributor

    NewbieNik this is quite do-able but you will need to build a flow in Power Automate, it cannot be done with Forms on its own. I always prefer a SharePoint list over an Excel spreadsheet but it will work. If you need chapter & verse on how to build it just reply here.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User

    • NewbieNik's avatar
      NewbieNik
      Copper Contributor

      RobElliott Thank you for the reply. I would love to know the instructions in building it. Haven't explored Power Automate yet. Really appreciate it!!

      • RobElliott's avatar
        RobElliott
        Silver Contributor

        NewbieNik I've just re-read your post and hadn't realised before that you want a user to enter an email address and all the items assigned to them would be displayed. That is certainly not possible with Forms as it cannot lookup information. The only way to achieve that sort of user experience is to build an app in Power Apps. If your users are all internal it would automatically know who was signed in to Office 365 and display "their" information automatically and they wouldn't see anyone else's. A bit like the app I built for my company below

         

        Then with Power Automate you could send the user an email at regular intervals asking them, via a button, to confirm they still have the equipment. That would trigger a flow which would save their response into a SharePoint list.

         

        If I get some time over the next couple of days I'll build a quick demo.

         

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

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