How are you all?
I’m currently working on an ICT System Access flow that pulls data from a Microsoft Form, gets approval from IT, populates a Word template, and converts it into a PDF. This process has been running smoothly for a few months now. However, with the recent acquisition of new software, we need to update this flow.
Since the new software has specific roles and permissions, nearly all users and managers are selecting incorrect information on the form. IT needs to verify that the values are accurate before approving.
To address this, I’ve been working on a solution where the values from the Microsoft Form are copied to a SharePoint List. An approval email is then sent to IT with a link to the list, allowing IT to review and update the values before giving approval. The challenge I’m facing is ensuring that once IT updates these values in the SharePoint list, those updated values are populated into the Word template and converted into the PDF. Currently, it’s still pulling the values from the Microsoft Form instead of the updated SharePoint list, or no values at all, showing me different errors.
The flow is as follows:
Microsoft Form Submit -> Get Values from the Form -> Add values to a SharePoint List -> IT receives an email to verify -> IT manually updates the values on the SharePoint list and approves the email -> New updated values from SharePoint List are populated to a Word Template -> Convert to PDF -> User receives all details via email and PDF File
Everything works as expected (in bold black), excepts for retrieving the up-to-date values from the list (in bold red).
Can anyone assist with this please?
Thank you very much,
Gabriel Porto
