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MelH14's avatar
MelH14
Copper Contributor
Aug 20, 2020

Sending a receipt using forms

Hi there

I am new to using forms and we are trying to set up a form for receipting payments received, however we wanted to know if it was possible to 

 

1) generate a unique reference number

2) email a copy of the receipt to the person completing it

 

Is this possible to do, maybe by incorporating some flows into the process?

 

Thanks

Mel

 

3 Replies

    • Rob_Elliott's avatar
      Rob_Elliott
      Bronze Contributor

      Imran_P2070 did you not see my previous response? You can't do this with just Forms but need a flow and a SharePoint list.

       

      Rob
      Los Gallardos
      Microsoft Power Automate Community Super User.
      Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)

  • RobElliott's avatar
    RobElliott
    Silver Contributor

    MelH14 with Microsoft Forms on its own no this isn't possible. You would need to use a flow in Power Automate to grab the response details, save the response to a list in SharePoint with a column for Reference Number, add a delay for 10 seconds, update the item in the SharePoint list adding the ID number of the list item to the Reference Number column, then send an email to the submitter with the reference number. We do this in our company for IT support tickets.

     

    Rob
    Los Gallardos
    Microsoft Power Automate Community Super User

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