Forum Discussion
Updating column in SharePoint List row using forms submitted by different users
I'm a novice at PowerAutomate. I've built two Forms. First will go to a student. Student fills out information including a school official email address. Once submitted, one Flow will use the school official email address to send a form to the school official. A second flow will load information into a SharePoint List. Both forms (student and school official) ask for a student ID number.
When the school official submits their form I'd like to build a Flow that updates the row submitted via the student's form with select information from the school official. Ideally, I'd be able to use the student ID (StarID) in the Flow to connect everything (ie if the StarID is the same please do this . . .). The only data that I want added to the student row is the recommendation (far right column of screenshot). School Officials will recommend "Yes" or "No." All other data you can see in the screenshot is loaded in when the student submits their form. After the school official submits, the flow would look to see if there is a StarID in the list and only add the data from the recommendation. Any help would be more than appreciated.
4 Replies
- Rob_ElliottBronze Contributor
MikeAltomari you don't need 2 forms and 3 flows to do this, it can all be done with 1 form and 1 flow as shown below and there is nothing complicated to do to tie up the item created after the student submits the form and the recommendation from the school official.
In my example this is the form that the student completes:Next create your list. I normally reserve the Title column for the responder's email address, but then add the other columns for the school email and country, and include columns for the Recommendation (single line of text), Recommendation Date (date & time but without the time) and Comments (multiple lines of text.
Next build your flow. Don't use the Forms template for this as it has an error that Microsoft have never corrected. I've used the classic designer because I still prefer it!
1. Add the when a new response is submitted trigger followed immediately by the get response details action.
2. Next, add a SharePoint create item action, select your site and list and when the columns are displayed click in each field and select the appropriate dynamic content from the dynamic content box. Leave the Recommendation, Recommendation Date and Comments fields empty.
3. Next, add a start and wait for an approval action. For the approval type field select Custom Responses - Wait for one response which will give you option items and you type in Yes and No.
Type in the title that will go into the email. Select the school email address for the assigned to field. Then type in the other information selecting the appropriate content from the dynamic content box. As this field is in markdown language you need to add 2 spaces at the end of each line to get a line break in the approval email.
4. Finally, add an update item action. Select your site and list and in the ID field select ID from the create item section of the dynamic content box. Then for the Recommendation field select Outcome from the start and and wait for an approval section of the dynamic content box. For the Recommendation Date select Completion Date and for the Comments select Responses Comments. At this point the action will wrap itself in an apply to each action. This is expected and you need to keep it.
When the student completes the form the flow will run and will create the item in the SharePoint list. At this stage there is nothing in the Recommendation columns:
The flow will also send the approval email to the school official. This is in the form of an adaptive card and the official only needs to select Yes or No which opens a comments box for any comments. Then the official selects Submit. This is all done in the email and there is no need to go anywhere else (although the official can also say yes or no in the activity tab in Teams if they prefer, and doing that will also close the adaptive card in the email, it's clever).)
When the official clicks Submit the adaptive card will close as shown below. (So the official can only give their recommendation once).
The recommendation, recommendation date and comments are then added to the item in the SharePoint list.
Hope that helps.
Rob
Los Gallardos
Microsoft Power Automate Community Super User.
Principal Consultant, SharePoint and Power Platform WSP Global (and classic 1967 Morris Traveller driver)- MikeAltomariCopper Contributor
Thanks for the thorough reply Rob. Unfortunately, the school officials aren't affiliated with our institution and the majority won't have Microsoft accounts. In testing, it looks like you need to have a Microsoft account during the approval process. This process is certainly helpful for some other flows and forms that I have working.
- peiyezhuBronze Contributor
https://techcommunity.microsoft.com/t5/microsoft-forms/want-to-create-a-form-for-hiring-process-but-should-have-3-level/m-p/4032781#M14972
I guess similar to this hire process.
Save and edit one row in a student worksheet and check relative column for approval.
So that you can get a short list who have been approved at last.
- DingkunXie
Microsoft
MikeAltomari
It's more like a Power Automate question instead of Microsoft Forms, hope RobElliott has the answer for your question.