Process flow to answer referral form

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Posted on by Community Power Pla...

Hi there,

This is my first time posting here, apologies if I don't do this correctly.

The overall plan of what I'd like to do is:

1. User submits a request by filling out a form - currently this is a word doc type format(usually a technical question)

2. An assigned person sees the request, and begins answering the question.

3. OPTIONAL - it is then sent to another person for their approval

4. The answer is then sent to the initial User who needed the answer.

5. The answer is also published to a shared library so everyone can see these answers in the future. In an ideal world, it would be tagged to the specific realm of the query.

My initial thought was to do this in Lists and then use Power Automate to notify people of responses, but I'm not sure how editing responses and publishing the final response would work.

Have you got any ideas? Youtubes that might help me?

Thank you so much for your help

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Building Power Apps

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365-Assist 2,324 Moderator on at

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I also think Lists and Power Automate are the simplest solution. You could have different columns for each User.
E.g.
User 1 User Name
User 1 Request
User 2 User Name
User 2 Approval Status
User 2 Comments
etc
The flow would be set up to send User 2 etc. At the End you could send the relevant information back to User 1 via Email or Teams Chat.

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Community Power Pla... on at

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Do you have any ideas about how to "publish" the results? The answers are generally lengthy and legalistic in their response and we want to be able to publish and search (or at least categorise) for these afterwards in case someone comes across the same question in the future?

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365-Assist 2,324 Moderator on at

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Perhaps consider implementing Power Virtual Agents. They are great for Knowledge Base\QAs.

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