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Community site session details

Community site session details

Session Id : kKvq+R8PunIFOHmWFIOsvf
Power Automate - Building Flows
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automated form with calendar on each line

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Posted on 27 Sep 2022 17:20:31 by 2

Hello! 

 

I am new to the Power Automate platform. I am trying to accomplish the following task and looking for advice:

 

I want to create a flow that sends an email out with a form on a monthly basis. The flow will get the emails from a master spreadsheet that has a list of projects and the associated project manager email for each project. Once a month, the flow will send one form to each project manager with all the projects they are managing. I want the form to contain one line for each project that includes all the months up until that project's end date, and allows them to input a number for each month. If they've already inputted this data previously, I want it to show the data by month they had entered before, and allow them to change it.

 

For example:

Project A

March

April

May

June

July

 

x

x

x

x

x

 

Project B

March

April

 

x

x

 

They will be able to update/change values or confirm for each project that the values are still accurate.

Their changes will automatically populate the master spreadsheet.

If there are no changes or confirmation by x days after receiving flow form, they will receive a reminder as part of the flow.

 

I haven't used the platform before, so I appreciate any help/pointers! Thank you.

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