I've been tasked with taking a PDF form that we manually enter into an Excel spreadsheet and creating a Form that can be filled out online, processed through PowerAutomate and auto-populate a spreadsheet. I believe this is all possible but need some guidance to know what parts I need to put together to make it happen.
I have experience in creating a somewhat robust Form and PA but when it comes to JSON or Excel scripts, I find them online - I'm not a coder.
This is my vision of how it would work. I'm not looking for details at this point; I just want to know it can be done and maybe of the process I need to do it:
- Agent fills out a form that contains information for a business card and other collateral like letterhead, envelopes and brochures. (I've got this part down)
- PA takes that information and moves it into an Excel template, creating a new row.
- The Excel sheet looks up some additional Agent information using a unique "agent code" that grabs the information from another spreadsheet.
- Excel adjusts some of the data (Agent Code in column A is used to create a reference to an image file in another column 27777 becomes 27777_CMYK.eps in Column M, for example)
- There's a multiple choice question that needs to be placed into separate columns.
- An email is sent to the submitter with a summary of his/her answers. (I've done this before, so I'm good here)
- At noon every Monday, the spreadsheet is emailed to person in our dept.
- At the same time, a new template is created that somehow, magically, PA knows to download into.
- Alternately, at noon, Dept. Person gets an email that says "hey, it's noon Monday. Go get that Excel sheet and create a new one"
Again, right now, I just need to know that this is possible and for the bullets above what I need to ask the internet in order to figure out. Many thanks in advance to anyone who can help me think this through.
Fay
