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Could Microsoft Forms work for this?

Copper Contributor

Afternoon, I am pretty new to Microsoft Forms and some of the other Microsoft apps but I have found them very useful and wondered whether building a review/audit system could work. Below would be the process

 

1. Review a file to make sure our firms processes have been followed

2. If particular tasks haven't been done then they need to be alerted to

3. When the form is submitted depending on the answers an email would be sent out alerting to the required changes

4. These changes have to be done within a certain amount of days so other reminders would need to be sent

5. There would need to be a list of these submissions logged, any tasks that needed to be corrected would then need to be updated and approved once completed

 

Is it possible to build a system like this using Forms along with any other Microsoft Apps? Any links o documentation would be really appreciated.

 

Thanks

5 Replies
best response confirmed by Jamie Lawrence (Copper Contributor)
Solution

@Jamie Lawrence yes this is possible but in addition to Forms will also require SharePoint and flows in Power Automate.

 

1. Review a file to make sure our firms processes have been followed

2. If particular tasks haven't been done then they need to be alerted to

 

This would probably be done with a form in Forms. You'd need a question for everything that needs to be checked.

 

Then you'd need a flow to save the form responses to a SharePoint list.

 

3. When the form is submitted depending on the answers an email would be sent out alerting to the required changes

 

This could be done in the same flow as the one above. For example we have a Display Screen Equipment assessment form that saves each response to a SharePoiint list. If any of the answers are "No" then the flow sends an email to a specific set of staff alerting them.

 

4. These changes have to be done within a certain amount of days so other reminders would need to be sent

 

There would need to be a column in your list for the date the changes have been completed.

 

This would need to be done with a second flow in Power Automate where the trigger is a recurrence schedule, for example at 8am every day.  It would check whether the changes have been made within the required timeframe, e.g. 14 days. If not then it wouold send a reminder email with a link to the item.

 

5. There would need to be a list of these submissions logged, any tasks that needed to be corrected would then need to be updated and approved once completed.

 

This is all done within your SharePoint list with views for items completed, not completed etc.

 

So yes it can be done. It's not necessarily easy and will require you to learn Power Automate (a great skill in itself!) but you can can link link up Forms, and SharePoiont via flows to achieve what you want to do.

 

Rob
Los Gallardos
Microsoft Power Automate Community Super User

@RobElliott Hi Rob, thank you for taking the time to explain this for me, it's much appreciated. Do you recommend any videos or documentation that I could take a look at to learn Power Automate? 

@Jamie Lawrence videos on YouTube by Shane Young are well worth watching. It's how I got started a few years ago.

 

Rob
Los Gallardos
Intranet, SharePoint and Power Platform Manager (and classic 1967 Morris Traveller driver)

Amazing thank you Rob, much appreciated. I have already started the process and its working nicely, ill take a look at those videos as I am sure automate can assist us with some other processes as well.

@Jamie Lawrence good, well done. Do come back with any questions.

 

Rob
Los Gallardos

1 best response

Accepted Solutions
best response confirmed by Jamie Lawrence (Copper Contributor)
Solution

@Jamie Lawrence yes this is possible but in addition to Forms will also require SharePoint and flows in Power Automate.

 

1. Review a file to make sure our firms processes have been followed

2. If particular tasks haven't been done then they need to be alerted to

 

This would probably be done with a form in Forms. You'd need a question for everything that needs to be checked.

 

Then you'd need a flow to save the form responses to a SharePoint list.

 

3. When the form is submitted depending on the answers an email would be sent out alerting to the required changes

 

This could be done in the same flow as the one above. For example we have a Display Screen Equipment assessment form that saves each response to a SharePoiint list. If any of the answers are "No" then the flow sends an email to a specific set of staff alerting them.

 

4. These changes have to be done within a certain amount of days so other reminders would need to be sent

 

There would need to be a column in your list for the date the changes have been completed.

 

This would need to be done with a second flow in Power Automate where the trigger is a recurrence schedule, for example at 8am every day.  It would check whether the changes have been made within the required timeframe, e.g. 14 days. If not then it wouold send a reminder email with a link to the item.

 

5. There would need to be a list of these submissions logged, any tasks that needed to be corrected would then need to be updated and approved once completed.

 

This is all done within your SharePoint list with views for items completed, not completed etc.

 

So yes it can be done. It's not necessarily easy and will require you to learn Power Automate (a great skill in itself!) but you can can link link up Forms, and SharePoiont via flows to achieve what you want to do.

 

Rob
Los Gallardos
Microsoft Power Automate Community Super User

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