Using Power Automate to Collect Data in a Dynamic Form or Dynamic Email

Hello,

I have a flow that I want to do the following

1. Read a table stored in Sharepoint that holds a list of projects and their start dates

2. Check each start date stored in a specific column

3. If today's date is 90 (or 180, 270, 360) days past the start date send an email to collect progress data from the owner of the project. Basically, I want to collect a progress report every quarter and write that back into the original table or into a second table with project ID as a Key between the two tables. I want the collection mechanism for the progress report to be populated with dynamic data from a table.

I can do steps 1 and 2 and I can send an email based on the date, but what I can't figure out is how to populate the email with dynamic data from the table and collect specific information from the user, preferable right in the email (Outlook).

Basically I'd want the email to look like this everything except the input box and check box come from the table:

Dear <project owner>

Please provide <quarter> progress information for <project name> <project ID>

Last quarter you stated that the project was <percent complete> complete.

Please input your current percent complete <INPUT BOX>

Click here to affirm that this information is correct to the best of your knowledge <check box>

Thank you,

FinOps

Then I'd like to update the original table with the new progress number.

Is that even possible? Can I create a dynamic message that contains previously entered info and then solicits new info?

Another way to do this would be to dynamically generate a form and then email a link to that form to the user. Is that possible?

Thanks in advance!

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Process Advisor

Hi @ChapinHall

What you are describing is Adaptive Cards in Outlook. They can also alternatively be sent to Teams Chat or Channel via a Bot or user. Tomasz has done a really good guide here https://poszytek.eu/en/microsoft-en/office-365-en/powerautomate-en/adaptive-cards-in-outlook-ultimate-guide/

Personally I like the send an adaptive card via flow bot and wait for response action. Your flow would send an adaptive card and upon completion would allow you to use your captured dynamic fields in your next action.

An example adaptive card with data capture can be seen here https://adaptivecards.io/samples/InputsWithValidation.html

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Cheers,
Damien

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