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Power automate capabilities

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Posted on by NeilNPH

I'm curious to now whether or not power automate can do the following tasks. This would be really beneficial to me. I'd have to get someone with the skills to set this up since my knowledge implimenting flows is limited atm.

I already have an excel file used as a template. I have a form created using MS Forms. The idea is that when an individual fills in the form power automate will create a copy of the excel template, fill in the details in excel from MS Forms and move the excel file to the relevant folder. It would also be useful if flow could also send the data from forms to another excel file too?
I have a load of forms that are the master copies. What I have done is copied all the relevant master forms into a folder a customer template folder. The idea being that at the start of each customer the whole template folder is copied so that it can be pasted and renamed for that particular customer. Can power automate do a better system that upon activating a flow a selection of master files are automatically copied and pasted into the necessary folders?
With quotes I’m required to add the manufacturers technical information for the equipment to be installed. The idea is to have a quote template that has three links for different manufactures and if for that one job I click on manufacturer 1s link their technical data is automatically included into the quote. I can then delete the two other links. Is this possible?

Thankyou for your time.

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AWorley 414 Super User 2024 Season 1 on at

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1. Power Automate uses Excel Tables to merge data into excel. As long as you have the template be a table it can map to any field you have selected. Please keep in mind that forms has a export feature under "responses" in the editor view.

The trigger should be "when a new response is submitted" and "Get Response details". You can pull all of the answers from the form using the "Get Response details" values.
Trigger:

From the Get Response details you can apply any field to any Excel tables you wish. Each Table will require their own Action.

2. As for the copying as long as the templates are in Sharepoint/OneDrive you can modify them as you see fit using the SharePoint category. Under the Get File Content Action + Create File Action. From here you can pass any string values you want; MS Forms can collect the name of the person who responded to the Form.

3. Not entirely sure on this one. Maybe you can get the row values and do a switch action to delete the current item.

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NeilNPH 29 on at

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Thanks took me a while to respond resolved this problem.

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