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JDeeb's avatar
JDeeb
Copper Contributor
Jun 02, 2020

POWER AUTOMATE FLOW - CONVERT MS FORM TO PDF & SEND VIA EMAIL

Hello,  I am relatively new to Flows. But, I've created a few for my team. I am trying to create a flow that will take a MS Form response & convert it to a PDF and send an email. I keep getting hung...
Microsoft Flow
PowerApps
e_evseychik's avatar
e_evseychik
Copper Contributor
Dec 10, 2024

This topic is quite old but I decided to post because JDeeb mentioned that he had troubles with converting to PDF using the OneDrive connector. In fact, Damien_Rosario already suggested the solution here but I would follow up his answer with some screenshots and optimized flow structure. Also, I will suggest an advanced solution at the end of my reply.

So, here is the flow I would suggest.

  1. When a new response is submitted.
  2. Get response details.
  3. Create an HTML file using the OneDrive connector. Its content can be provided as raw marked-up text. Apply the required formatting using HTML tags and CSS styles and embed the dynamic content from the submitted response. I used just a basic HTML structure.
  4. Convert the HTML file to PDF using its ID.
  5. Finally, send the converted file through e-mail.
  6. Flow overview.
  7. Here is a result file I received by e-mail.

Advanced form conversion to PDF

 

The solution above is good because it does not involve other paid products but it may be convenient not for all:

  • it may be hard to apply the required formatting using HTML and CSS;
  • HTML does not provide as much tools to build a document layout as text editors;
  • it may be necessary to embed uploaded documents as well, not just text of responses.

To solve these and maybe other issues, it is necessary to use third-party tools. Other users already advised Encodian and Muhimbi ‒ I would add Plumsail Documents to those options. There is a https://plumsail.com/docs/documents/v1.x/flow/how-tos/documents/convert-microsoft-forms-with-attachments-to-pdf.html#set-up-a-documents-process accompanied with a video instruction showing how to convert Microsoft Form responses to PDF. Though, the last step in the suggested flow is saving the PDF file to a SharePoint library but it can be easily replaced with the 'Send email' step I advised above.

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