Forum Discussion
Save MS Form with unique name to reuse
Hello
We are using MS form to capture discussions between our sales team and customers. My requirement is we need to be able to save the form with a unique name so we can go back to it and add more info later. We can save the form but the problem is all saved forms show in the list with the same name - ie the Title of the form. Is there a way I can save each the form with a unique name every time we create a new one (when we talk to a different customer). The form was created from a Sharepoint site
Thanks
That isn't how forms works; you can't go back into it and add information later. Forms is designed as a simple one-pass form responder, not as a tool for 2-way communications. Once the form is submitted, if the "allow users to save their response" or edit their response checkboxes have been checked then the responder can do that. But you can't save that form response as a form with a unique name. All the responses to the form are saved behind that one form.
What you could do (and we always do it at my company) is to build a flow in Power Automate to get each response as it is received, send an email confirmation back to the responder and save the form contents to a SharePoint list. This of course then means you can go in and add more info later.Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)
2 Replies
That isn't how forms works; you can't go back into it and add information later. Forms is designed as a simple one-pass form responder, not as a tool for 2-way communications. Once the form is submitted, if the "allow users to save their response" or edit their response checkboxes have been checked then the responder can do that. But you can't save that form response as a form with a unique name. All the responses to the form are saved behind that one form.
What you could do (and we always do it at my company) is to build a flow in Power Automate to get each response as it is received, send an email confirmation back to the responder and save the form contents to a SharePoint list. This of course then means you can go in and add more info later.Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)Rob thank you for your answer.
I am trying to avoid using the sharepoint list approach. With the responses saved in an Excel sheet (on the sharepoint site) I am able to produce lots of useful metrics / graphs etc in a dashboard within Excel, also we have another excel sheet with costing & pricing info linked to the form responses Excel sheet , so this all works well. Do you know if the following is possible:
- Salesman fills in MS Form with the info he has (not complete), this updates Excel file & SP List
- When salesman has more info he uses the SP list form to update SP list data
- Power Automate runs to update the Excel sheet in step 1 with the revised data from step 2
However this may be a problem because we have branching logic in the original MS form.
