Hi all,
I have a Microsoft Form [Form A] that is static, will not change, and will be used by multiple people in my organization. The submitters will input some info on the form specific to them (e.g. name, location, department, etc.). I have the Form set up to capture responses to an Excel file, and that's working just fine. I also have a Power Automate workflow that captures those responses and performs a number of actions (sending emails, creating files, etc.), and that is also working just dandy. I'm using some Excel scripts to grab info from other Excel files within the PA workflow and, again, that's all working correctly.
However, now I need to create a specific approval, and I'm not able to see how it's possible. What needs to happen is this approval needs to accept multiple inputs from the approver. This cannot just be a simple Approve / Reject step. For instance, the approver needs to answer multiple questions, some of them Yes/No, others a free-form text field, others multiple choice. It would look something like this:
----------------------------------------------------
Dear Approver:
Here is the info [submitter's name] input on Form A:
Email: [input from Form A]
Phone: [input from Form A]
Location: [input from Form A]
Department: [input from Form A]
Do you approve [submitter's name]'s request? Y/N
Please select reasons for the approval (select all that apply):
[] They're a hard worker
[] They told me I look good today
[] They need extra money for candy
Please enter any additional comments:
[free text field]
----------------------------------------------------
I looked into creating an Approval in PA, but it looks like that's only good for a single question, even though you can create custom responses. I also looked at the Microsoft Forms module in PA, and it doesn't look like you can create a brand new form from within a workflow. I did create a Form manually [Form B], and I thought maybe I could copy Form B as a template, creating a brand new Form and then use it to send to the Approver. I inserted placeholders for text within Form B's questions - writing %name% where the submitter's name would be, and then anticipating that I would use the text replace function to replace the placeholders with the actual data from Form A. However, I can't see how I could accomplish this.
Is there a way to do that - create a new Form from a pre-built template and insert text to override placeholders? Or is there a simpler way to accomplish this via approvals? I'm open to ideas, since I'm new to PA and have only been learning a short while. Thank you in advance!
-Josh
