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Power Platform Community / Forums / Power Automate - Building Flows / Use multiple forms to ...
Power Automate - Building Flows
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Use multiple forms to create/update a single excel spreadsheet row

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Posted on by Wastta 1

Hi all

Currently we have four project related actions with associated forms.

  1. Proposal/setup
  2. Win
  3. Loss
  4. Closure
  5. Amend/Add

I would like data for every project to be stored on a single worksheet.

Data for each project to be contained in a single row.

Form 1 would create a row for each new project and input data to the relavent sections specified in the form [that correspond to column headings]

Forms 2, 3, 4 & 5 would update the data in the row that corresponds to the project number with data that matchess column headings specified.

Each time an action is completed on the spreadsheet using one of the four forms an alert is sent to the owner of the spreadsheet.

 

I am can create a basic forms to excel flow, its the next steps that I'm struggling with.

 

Many thanks 

Categories:
Business Process Flows
I have the same question (0)
  • Unknown geen idee Profile Picture
    Unknown geen idee 1,757 on at
    Re: Use multiple forms to create/update a single excel spreadsheet row

    Dear W,

     

    Looks like a fun process flow.

     

    I hope I could make a few suggestions ... if I were to create this, I would not try to 'update' the same file with all kind of input. I would record all the updates as they come in. Likely I would create 2 tables:

    • Table 1 would include all the updates from all the different forms. As such you will have a complete history of all the input your have received. See it as a transaction record.
    • Table 2 would hold the most updated project details as destilled from Table 1. Based on some logic, likely based on latest date or something like that. Table 2 does not really need to exists, you could create this dynamically at any time.

    BTW, I suspect your problem lies at identifying which row you should update and when. If you really want to update just 1 row you would have to do this by creating a unique identifyer for the row. In your case this would likely be a project ID or something like that. In your form output you include this ID such that you know which row to update.

    In addition, you will likely have to include some date field per data element in the row such that you can track when the update was ... one of the main reasons why I do not recommend trying to do all of this in 1 and the same table.

     

    Hope the suggestions help,

    Happy flowing,

    Koen

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