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Session Id : izeBGxv3FD8iSG2525g3Yc
Power Automate - Building Flows
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Cognito Forms Entries Export

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Posted on 28 Aug 2023 15:51:48 by 86

I have a Cognito form that I want to build a flow to export the entries weekly to an Excel file. The only connector that I see that looks right is to get file , but I'm not seeing anything on Cognito that would give me the file link. 

  • ToddVH Profile Picture
    86 on 11 Sep 2023 at 17:49:12
    Re: Cognito Forms Entries Export

    There would be no trigger.  I am just looking for a complete download of all entries that would happen once per week so that it can be attached to an email. 

  • Ryan_B Profile Picture
    446 on 28 Aug 2023 at 17:15:10
    Re: Cognito Forms Entries Export

    Are you using the trigger for this? I would think you could use the When a new entry is created trigger to grab the form's data and insert it into an Excel file stored either locally or in a SharePoint site. I would think this works the same way that Microsoft Forms does, but I've never used Cognito Forms so I couldn't tell you definitively.

     

    Alternatively, if you want an easier solution that isn't fully automated, because I personally don't like dealing with Excel, you can have the data go into a SharePoint list and manually export it to Excel from the list itself. But if you'd like to go down the fully automated route, there are plenty of resources out there that showcase how to do this. @RezaDorrani has a great video on this that can help you navigate the solution - Power Automate Export to Excel | Dynamically create Table, Columns & Add Rows to Excel | Send Email - YouTube

     

    For a simpler and quicker approach, especially if you're going to have a lot of rows, you can take the data and place it into a SharePoint list. Then you can create a CSV table from the list, create a file in SharePoint using this table, get the file content of this newly created file, and finally send it to whomever you need to via email. Optionally, if you don't need to archive or keep the data, delete the file after it's emailed. If you aren't going to delete the file, make sure the file names will always be unique. I used the current timestamp to ensure this. My flow is using JSON as it's coming from Power Apps, but you should be able to utilize the Get items action instead. Here is a rough breakdown:

     

    Ryan_B_2-1693242804839.png

    Ryan_B_0-1693242650184.png

     

    Hope this helps!

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