Forum Discussion
Attach files to a form for outside users
Hi,
I don't have a video but I followed this article for getting the file request.
https://support.microsoft.com/en-us/office/create-a-file-request-f54aa7f8-2589-4421-b351-d415fc3b83af#:~:text=1%20In%20OneDrive%2C%20select%20the%20file%20request%20folder.,next%20to%20the%20link.%206%20Select%20Delete%20link.
Then I added it to the form like this:
After that, you can set up your flow to start with the trigger of onedrive, when a file is added.
We experienced trouble with people completing the rest of the form when they had to follow the link and it opened up in a new tab. We found that people weren't going back to the form to complete it. Just something to be aware of.
Hope that helps you out.
jessb1445 that's clear this part, it's not how you bind the upload files with the right user that I previously filled the form up...You talked about the lookup field..but it's not clear if you trigger a separate flow anytime a user uploads files. To sum up: The first trigger is when you get a response from ms forms, but this triggers only when the user has hit the submit button, so if he goes outside the form to upload his files the second flow should first start ....... Please explain in detail if you have set up two separate flows and then how you bonded them.
Hi, was looking for information about Forms and uploads and came across this in one of the MS Forums. It's an external site as they mentioned, but I am on it now and it is fine. Perhaps this may also be helpful to you. I've shared it with our M365 Collaboration Team as it may be helpful going forward.
We are just now enabling external sharing and are looking at options for external document submission.
https://www.encodian.com/blog/handling-files-provided-in-a-microsoft-forms-response/
- ok, thanks for your explanation, but this requires manual action to bind the file and response and get the second flow get triggered. It's fine for a few applicants, but for more than 100 is unfeasible.
I have these flows and items set up to complete it:
- The form with the link
- A list to record all form responses
- Onedrive folder where the file request is created from
- A document library in sharepoint with:
- Lookup field from the list where the form responses are recorded
Flows:
- When a form response is submitted, create item in list
- When a file is created in onedrive folder, create/move to sharepoint document storage.
- A notification step helps to know when we need to go in and do the next step
- When an item is modified in SharePoint.
What the process looks like in real life:
- Submitter fills out the form
- Submitter uploads a file via the file request
- Flow records the response
- Flow moves the file to sharepoint
- You are notified
- You go into the sharepoint document library and choose the correct form response to connect; in the lookup field. (This may be a form response ID or name, depending on the context of your form)
- Flow recognises a change being made, takes a copy of the document and attaches it to the form record you picked.
I hope that makes it more straightforward.
