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Power Automate - Building Flows
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Form > XLS > Outlook to Sched and Send Meeting

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Building my first Forms Flow. Here is goal and thanks for ideas as I'm getting stuck on whether "FIle", "Table", and "Row" are connecting correctly. Betting I didn't make appropriate links. Moving from "File" to "Table" fields gave me msg about dynamic link and not sure how to handle that.

 

  • My partner sales rep Andy fills out Form requesting meeting with MSFT rep Bob. Andy listed Bob's email in the Form.
  • Upon completion of Form, flow adds a new row to an existing tab in my XLS and the "Seller Requests" tab
  •  This XLS is stored in my Teams Channel files section.
  • At same time the Flow will send an Outlook meeting request to both reps (Andy and Bob) + myself for 10am 1 week out
    • BTW great if could check both sides availability but Bob is federated but outside our organization
  • Inside the Outlook meeting request would be my meeting agenda template with info from the Form that was submitted

 

Bob, Andy requested a meeting. Please fill out this form to accept and we will set a call up. We will add your responses to the East Region XLS in our Teams site as new row so we can track all the new meetings requested by the Form. You will receive a response for a meeting 1 week out which we can adjust based on free/busy. The calendar request will include the info from the original Form Andy submitted in an agenda template we've created. We will copy Andy in the meeting request.

  • thjeffri Profile Picture
    Microsoft Employee on at
    Re: Form > XLS > Outlook to Sched and Send Meeting

    Hi PLedMSFT,

     

    I think the thing that's causing you issues is the Table selection in the Excel action.  For this to work, you need a Table in your Excel file.  The simplest way to do this is to use the Format as Table button in the Excel Ribbon:

     

    thjeffri_0-1595346391976.png

     

    There are other ways to do this, including creating the Table directly in your flow.  However this is probably only be necessary in complex scenarios.

     

    After you've created your Table and saved your Excel file back to the Teams Channel, close and reopen your flow.  When you click the Table dropdown, you should see the Table you added as an option.  Doing this will also give you separate fields for each column in your Table instead of one "Row" field.

     

    As for the rest of your question, you'll need to make use of the "Get response details" action of the Forms connector.  You provide the "List of response notifications Response Id" dynamic value into that action, and it outputs all of the response details as individual dynamic content values for you to use in the rest of your flow.  That will leave you with a flow that looks like this:

     

    thjeffri_1-1595347328141.png

     

     

    I hope this helps!

     

    Tom

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