optional user data

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Posted on by Kodyzak

Hello all,

i am creating a chatbot which will ask some data from the user.. but...

Lets say for an example there will be three questions for First name, Last name and masters degree.. If someone do not have masters degree i need him to let this answer blank.. But how to proceed to go to the next task? Asking user if he has masters degree is not the solution because there will be (or should be) around 30 optional fields in my chatbot

Thanks for advices

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Kodyzak 22 on at

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Re: optional user data

Thank you very much guys, adaptive cards looks very promising

I created some flows with adaptive cards but i realized i am not able to use all Power Automate features from Microsoft Studio without upgrading to premium.. The question is.. if i create bot with premium features, will the bot work for users without premium?
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MattJimison 577 Most Valuable Professional on at

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Re: optional user data

Hi, @Kodyzak . You have a few options.

Make the master's degree question a choice field where the first option is none (only will work depending on what you're trying to capture for this field)

If you want to stick with an open-ended question in Copilot Studio, but don't want to first ask them if they have a master's degree, I'd recommend providing directions in the question telling the user to enter "none" or "n/a" when not applicable. This allows the bot to continue asking questions and you can use that for anything that is considered optional. (note: when you use Copilot to create an optional field in a topic you'll see that it normally goes about it by asking a yes/no question first, but instructing a user to enter 'none' would simplify your topic if you have several like this)

Use adaptive cards (not all values have to be populated in an adaptive card - you can pick what needs filled out)

Finally, if you have 30 form fields, consider whether a bot is the best experience for your users, or if a PowerApp makes more sense. I love Copilot Studio but I also understand some experiences are still better served in an alternate UI, especially when they require a lot more data collection from a user.

Cheers,
Matt

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Cheers,
Matt
Expiscornovus 31,709 Most Valuable Professional on at

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Re: optional user data

Hi @Kodyzak,

To which channel(s) are you going to publish this chatbot?

If the users have to login some of the answers might already be available via either system variables or looking at the user profile via an action (cloud flow and get user profile (v2) action.

That being said, if you want to have more of a forms type of input, you might consider an adaptive card?

https://learn.microsoft.com/en-us/microsoft-copilot-studio/authoring-ask-with-adaptive-card