Unanswered

AutoFill excel file in sharepoint using User choices/input

(0) Share

Report

Posted on by EmilB

Hello,

I'm struggling a little bit with a use case. I want to register in a excel table in my sharepoint each choice of the user plus his user ID and full name.

I have a PVA bot, where the user basically will be asked 3 questions and will be proposed for the first two questions (Question 1 &2) entity extraction and for the last one the entire answer. Here is a sample of action for the user :

here is my excel table file

So the user IVAN talks, i get his ID and register in the collumn 2A, his name in 2B ... user MIKE talks and i complete the 3 row, etc etc

I tried several flows, but none of them is working. can please someone help me showing me step by step how can i can work it?

P.S. I have already set up the authentification in the bot

Thank you !

Categories:

Calling actions from Copilot Studio

I have the same question (0)

All responses (5)

Answers (1)

CU22081450-0 Most Valuable Professional on at

Like (0)

Report

Hi @EmilB ,

Do you are using the PVA for online or PVA for Teams?

I will create now a simple example for you, and I'll send here in a couple of minutes.

Was this reply helpful? Yes No
EmilB 19 on at

Like (0)

Report

i'm using the PVA for Online.

Thank you very much for your help

Was this reply helpful? Yes No
Verified answer

CU22081450-0 Most Valuable Professional on at

Like (2)

Report

Hi @EmilB ,

IF you want, you can import my solution into your environment or create your workflow manually. 🙂

Learn how to import a solution - Power Automate | Microsoft Docs

(solution attached here)

How to implement this integration? Basically is Power Virtual Agents + Power Automate + Excel + SharePoint.

Follow the steps below:

(FIRST OF ALL, CREATE YOUR EXCEL TEMPLATE, CREATE A TABLE WITH COLUMNS AND ROWS, STORE THIS EXCEL FILE INTO YOUR SHAREPOINT SITE)

1- Create your PVA action with the inputs that you want. I create 5 text inputs (UserId, UserName, Question1, Question2, Question3)

2- Create an action called "Add a row into a table" using the Excel Online (Business) connector.

Insert all parameters inside this action above:

- Location: Select your SharePoint (Group) name

- Document Library: Select your library inside your SharePoint site

- File: Select your file

- You will see all columns inside your Excel table, just select on the Dynamic content the value from

3- Insert a response to Power Virtual Agents

If you need support to create this action, you can see this video: (2) Add actions using Power Automate to a Power Virtual Agents bot - YouTube

TemplatePVAwithEx...

pva-with-excel.png

Was this reply helpful? Yes No
EmilB 19 on at

Like (0)

Report
@renatoromao , thank you very much, it helped me a lot. I took your example and added many other elements in the excel table and its working nicely.

I was wondering, this example is working as this "Bot asks, user answers then using power automate I register the answers in SharePoint" so I can easily now fill the excel file". However, is it possible to fill excel file if the user writes one single sentence "I want to do Action X, with consequence Y " or " i want to create condition 1 with name Condition1 . So the bot/powerautomate will extract key elements and fill the excel file :
Action / Create in the Action Column,
X / condition 1 in the Name of Action,
Consequence / Name in the consequence column
and Y/Condition1 in the Consequence Name column
Like this I don’t have ask many questions, but I will just train the bot.

Was this reply helpful? Yes No
CU22081450-0 Most Valuable Professional on at

Like (0)

Report

Hi @EmilB ,

Great to know it!!! 🙂

Regarding your question, today, it's possible but only two properties inside the phrase.

We already talked about it here: Solved: Multiple entities in the same question - Power Platform Community (microsoft.com)

Was this reply helpful? Yes No