User-Friendly Data Survey

%3CLINGO-SUB%20id%3D%22lingo-sub-2661920%22%20slang%3D%22en-US%22%3EUser-Friendly%20Data%20Survey%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2661920%22%20slang%3D%22en-US%22%3E%3CP%3EWe%20have%20an%20Excel%20file%20in%20SharePoint%20which%20contains%20a%20list%20of%20our%20team%20members%20across%20several%20offices.%20We%20need%20to%20gather%20multiple%20data%20points%20for%20numerous%20projects%20from%20each%20of%20them%20and%20drop%20their%20name%2C%20office%2C%20date%20and%20the%20project%20info%20into%20a%20new%20spreadsheet%20for%20management.%20We%20would%20like%20to%20encourage%20participation%20by%20minimizing%20the%20number%20of%20times%20each%20person%20has%20to%20enter%20their%20own%20personal%20information%2C%20either%20a)%20allowing%20them%20to%20accessing%20their%20location%2Ftitle%2Fetc.%20from%20the%20name%2Foffice%20spreadsheet%20to%20begin%20each%20survey%20or%20b)%20having%20that%20information%20carry%20over%20to%20the%20next%20survey%20or%20c)%20allowing%20them%20to%20enter%20multiple%20data%20sets%20in%20each%20survey.%20Any%20thoughts%3F%20How%20have%20you%20addressed%20this%3F%3C%2FP%3E%3C%2FLINGO-BODY%3E%3CLINGO-LABS%20id%3D%22lingo-labs-2661920%22%20slang%3D%22en-US%22%3E%3CLINGO-LABEL%3EForms%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3EMicrosoft%20Forms%3C%2FLINGO-LABEL%3E%3CLINGO-LABEL%3ESurvey%3C%2FLINGO-LABEL%3E%3C%2FLINGO-LABS%3E%3CLINGO-SUB%20id%3D%22lingo-sub-2664047%22%20slang%3D%22en-US%22%3ERe%3A%20User-Friendly%20Data%20Survey%3C%2FLINGO-SUB%3E%3CLINGO-BODY%20id%3D%22lingo-body-2664047%22%20slang%3D%22en-US%22%3E%3CP%3E%3CA%20href%3D%22https%3A%2F%2Ftechcommunity.microsoft.com%2Ft5%2Fuser%2Fviewprofilepage%2Fuser-id%2F428231%22%20target%3D%22_blank%22%3E%40pcorbitt%3C%2FA%3E%26nbsp%3Bif%20the%20team%20members%20are%20all%20within%20your%20organisation%20then%20Office%20365%20knows%20they%20are%20so%20you%20don't%20need%20to%20ask%20them%20each%20time%20for%20their%20personal%20information.%20You%20just%20need%20to%20make%20sure%20in%20the%20form%20settings%20that%20%22only%20people%20in%20my%20organisation%20can%20respond%22.%20What%20we%20always%20do%20(for%20backup%2C%20audit%20etc)%20is%20to%20have%20a%20flow%20in%20Power%20Automate%20that%20grabs%20each%20response%20and%20saves%20it%20to%20a%20SharePoint%20list.%3C%2FP%3E%3CP%3E%26nbsp%3B%3C%2FP%3E%3CP%3ERob%3CBR%20%2F%3ELos%20Gallardos%3CBR%20%2F%3E%3CFONT%20size%3D%222%22%20color%3D%22%23006400%22%3EMicrosoft%20Power%20Automate%20Community%20Super%20User%3C%2FFONT%3E%3C%2FP%3E%3C%2FLINGO-BODY%3E
Occasional Contributor

We have an Excel file in SharePoint which contains a list of our team members across several offices. We need to gather multiple data points for numerous projects from each of them and drop their name, office, date and the project info into a new spreadsheet for management. We would like to encourage participation by minimizing the number of times each person has to enter their own personal information, either a) allowing them to accessing their location/title/etc. from the name/office spreadsheet to begin each survey or b) having that information carry over to the next survey or c) allowing them to enter multiple data sets in each survey. Any thoughts? How have you addressed this?

3 Replies

@pcorbitt if the team members are all within your organisation then Office 365 knows they are so you don't need to ask them each time for their personal information. You just need to make sure in the form settings that "only people in my organisation can respond". What we always do (for backup, audit etc) is to have a flow in Power Automate that grabs each response and saves it to a SharePoint list, automatically populating it with the name, email address and other info from Delve. In my company we don't store each individual's office location in Delve so if this info is required we ask them in the form via a choice question.

 

Rob
Los Gallardos
Microsoft Power Automate Community Super User

Thank you, Rob. Unfortunately, there are several members of this group that exist outside of our organization. We are hoping to loop in those offices by utilizing an MS Forms survey to gather their data and ours together in one sharable place.

@pcorbitt then you have no option but to ask them for their personal info each time they complete the form. But if you have 2 forms, one for internal staff and one for external, then you can use a flow in Power Automate to save each response from both forms into a single SharePoint list.

 

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