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Workflow assistance - Form Submission - Send E-mail for approval - Save and update in SharePoint.

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Posted on 12 Sep 2024 18:34:34 by 8
Hello,
 
I am trying to create a power automate flow which is triggered by a form with an attachment being submitted. When the form is submitted I want the following actions to occur:
  • Item to be created in sharepoint, when clicked on it takes you to the form and the attachment appears in the sharepoint list for easy viewing.
  • An email to be sent to an approver with a summary of whats in the form a copy of the attachment and the option to approve or reject.
  • Sharepoint item to be updated with an approved/rejected status, approved/rejected by and comments.
  • E-mail to be sent to requester based on outcome.
I have made numerous attempts following various videos but i'm struggling to achieve the above. Here is the flow I have built:
 
 
 
Challenges I am facing are:
 
  • I can't get the attached file to attach to the email or the SharePoint list, even though I have the column available on the sharepoint page:                  
  • 2 emails are being sent to the approver, one with the details and a link to the SharePoint view which isn't for the form. The other is a notification type email to see the form, not receiving anything with the option to approve/reject.                                                                       
Can anyone help me resolve these challenges? or am I asking for something that isn't possible?
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  • Verified answer
    creativeopinion Profile Picture
    creativeopinion 9,927 on 12 Sep 2024 at 19:30:03
    Workflow assistance - Form Submission - Send E-mail for approval - Save and update in SharePoint.
    To help you get your attachments into your SP item and in email, you might be interested in these YT tutorials:

    How to Add Microsoft Form File Uploads to a SharePoint List Item

    In this Microsoft Power Automate Tutorial I’m going to cover how to add file uploads to a SharePoint list item. First, I’ll show you how to get the file name and content from the File Uploads from your Microsoft Form, then I’ll show you how to add those files to a SharePoint item.

    IN THIS VIDEO:

    âś… Two types of MS Forms
    âś… Where Microsoft Personal (OneDrive) Form File Uploads are Saved
    âś… Where Microsoft Group Form File Uploads are Saved
    âś… How to Add a File Upload Question to an MS Form
    âś… How to get a Microsoft Form ID
    âś… How to get a Microsoft Form Response
    âś… How to Get the Dynamic Content Microsoft Form File Upload Content
    âś… How to handle Single and Multiple Microsoft Form File Uploads
    âś… How to use a Scope action to Organize and Group Your Flow Actions
    âś… How to Get the File Content from an MS Form File Upload
    âś… How to Collect All Files from Multiple File Upload Questions
    ✅ How to Handle MS Form Response When a File Isn’t Uploaded
    âś… How to Attach an MS Form Single File Upload to a SharePoint List Item
    âś… How to Attach Multiple MS Form File Uploads to a SharePoint List Item
    âś… How to Attach MS Form File Uploads to an Email

    ----

    How to Get Microsoft Form File Uploads Attached to an Email 📧
     
    In this Microsoft Power Automate Tutorial I’m going to cover where file uploads from your Microsoft Forms are saved. I’ll also show you how attach the uploaded files to an email and how to dynamically name the files and customize the recipient of the email based on the selections made in your Microsoft Form. I will also cover how to handle responses that don’t include any file uploads.
     
    I’m not going to cover how to get the values from your form since I've already covered that in a different tutorial.
     
    IN THIS VIDEO:
    âś… Two types of MS Forms
    âś… Where Microsoft Personal (OneDrive) Form File Uploads are Saved
    âś… Where Microsoft Group Form File Uploads are Saved
    âś… How to Add a File Upload Question to an MS Form
    âś… How to get a Microsoft Form ID
    âś… How to get a Microsoft Form Response
    âś… How to Get the Dynamic Content Microsoft Form File Upload Content
    âś… How to handle Single and Multiple Microsoft Form File Uploads
    âś… How to use a Scope action to Organize and Group Your Flow Actions
    âś… How to Get the File Content from an MS Form File Upload
    âś… How to Collect All Files Uploaded to a MS Form and Attach to an Email
    ✅ How to Handle MS Form Response When a File Isn’t Uploaded
    âś… How to Create an Email Key
    âś… How to Send an Email to a Specific Recipient Based on Form Selection
    âś… How to Create a Dynamic Output Based on Form Selection

    Hope it helps!

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