Forms, SharePoint Online and Flow Oh My! Create a request in Forms and save to SharePoint with Flow!
Create a Microsoft Form that saves to a SharePoint Online modern list and automates the process with Flow in 6 easy steps.
Let's review what Actions and Triggers of Microsoft Forms are in Flow!
One Forms Trigger and One Action! That'll work - Let's Begin!
Connectors: Microsoft Forms, Approvals, SharePoint
- Create a Microsoft Form at forms.office.com with 4 vacation request fields: First Name, Last Name, Vacation Start and Vacation End. The First and Last name fields are text fields and the Vacation Start and End Date are Date fields. Be sure to mark them all as required. Note: The form saves automatically.
- Create a SharePoint Online List and add 6 columns: First Name, Last Name, Vacation Start, Vacation End, Approved and Comments.
- Create a Flow from a template at flow.microsoft.com and search forms. Choose "Send form responses for approval". Fill in "When a new response is submitted" and choose Form Id Vacation Request from the drop-down menu. Choose Response Id for the Response Id field. Fill in Start an approval action by choosing anyone assigned list and fill in title field with First and Last name fields and that they are requesting a vacation. Manually add the email address in the Assigned to field. Add the Flow condition Response is equal to Approve. Fill in the If yes and No. Click Save.
- Fill out the Vacation request form in Microsoft Forms and wait for Approval.
- Approve the Vacation Request Flow in email or Flow approval panel.
- See Flow update SharePoint list.
- Create a Microsoft Form, title it "Vacation Request", add 4 fields: First Name, Last Name, Vacation Start and Vacation End.
Preview in Mobile and Computer.
- Create a SharePoint Online List, title it "Vacation Request", add 6 columns: First Name, Last Name, Vacation Start, Vacation End, Approved and Comments.
- Create a Flow from a template at flow.microsoft.com and search forms. Choose "Send form responses for approval". Fill in "When a new response is submitted" and choose Form Id Vacation Request from the drop-down menu. Choose Response Id for the Response Id field. Fill in Start an approval action by choosing anyone assigned list and fill in title field with First and Last name fields and that they are requesting a vacation. Manually add the email address in the Assigned to field. Add the Flow condition Response is equal to Approve. Be sure you type Approve and not Approved or else the Flow will fail.
If yes, add the dynamic content to populate the SharePoint list from the Form and Approval fields. If no, do nothing.
- Fill out the Vacation request form in Microsoft Forms and wait for Approval.
- Approve the Vacation Request Flow in email or Flow approval panel.
- See Flow update the Vacation Request SharePoint list with the Forms and Approval Fields.
Comments
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Forms, SharePoint Online and Flow Oh My! Create a request in Forms and save to SharePoint with Flow!
Hello,
Do you know if MS has improved this template so that the flow knows the first name and last name? Seems silly that this hasn't been incorporated. Especially if you only allow "users from your organization" to complete the survey. They are signing in with their credentials, the FORM should know their name. Thoughts?
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Forms, SharePoint Online and Flow Oh My! Create a request in Forms and save to SharePoint with F
UPDATE: I figured it out. I took the instructions too literal and left the "if no" area blank and also in the Condition I had "Approved" instead of "Approve".
I must be missing a step. When a request is "approved" on the sharepoint list its showing that it wasn't approved. What did I miss?
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