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Hi All,
I'd like to preface that I am very new to workflows so this may seem like a basic issue.
In short, our department has a Microsoft Form for our team members to submit requests for new products.
These requests may or may not include attachments, such as invoices etc.
We created a flow which creates a planner task for each request, although we cannot figure out how to add form attachments.
It may be worth mentioning that the form has 3 fields, each with attachment options and each attachment is associated with a different task created.
How do I configure the form to add the attachment needed to the planner task?
Thanks in advance for any assistance,
@Bradley_White These two videos below might be helpful. The first video will show you how to get your file uploads from your MS Form. You can then use the second video to see how to attach those files to your Planner task.
Although the videos don't cover your exact solution, the concepts covered in the videos should help. Feel free to upload screenshots of your progress as you build. Happy to help if you get stuck. I would recommend testing at each stage so that you can easily troubleshoot your flow instead of trying to build out your entire flow in one go.
How to Add Microsoft Form File Uploads to a SharePoint List Item
In this Microsoft Power Automate Tutorial I’m going to cover how to add file uploads to a SharePoint list item. First, I’ll show you how to get the file name and content from the File Uploads from your Microsoft Form, then I’ll show you how to add those files to a SharePoint item.
IN THIS VIDEO:
âś… Two types of MS Forms
âś… Where Microsoft Personal (OneDrive) Form File Uploads are Saved
âś… Where Microsoft Group Form File Uploads are Saved
âś… How to Add a File Upload Question to an MS Form
âś… How to get a Microsoft Form ID
âś… How to get a Microsoft Form Response
âś… How to Get the Dynamic Content Microsoft Form File Upload Content
âś… How to handle Single and Multiple Microsoft Form File Uploads
âś… How to use a Scope action to Organize and Group Your Flow Actions
âś… How to Get the File Content from an MS Form File Upload
âś… How to Collect All Files from Multiple File Upload Questions
✅ How to Handle MS Form Response When a File Isn’t Uploaded
âś… How to Attach an MS Form Single File Upload to a SharePoint List Item
âś… How to Attach Multiple MS Form File Uploads to a SharePoint List Item
âś… How to Attach MS Form File Uploads to an Email
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How to Email Attachments đź–‡ to Your Planner Tasks
When you add attachments to a Planner task from your computer, the files are automatically saved in the Documents document library of the SharePoint site associated with the M365 Group of your plan. Instead of downloading email attachments to OneDrive or SharePoint just so you can add them to a Planner Task—automate it.
In this Microsoft Power Automate Tutorial—I’m going to show you how build a flow that will take your email attachments and add them to a Planner task. All you need to do is copy a link to a task, forward the email to yourself and the attachments will be saved onto SharePoint and attached to your planner task.
At the end of the video I’ll show you how to use Trigger Conditions so this automation only runs when specific conditions are met.
IN THIS VIDEO:
âś… How to get the Message ID from an Email
âś… How to use the Get an Email (V2) action with a Manual Trigger
âś… How to use the split() function to split an email subject line
âś… How to use the Scope action to group your actions
âś… How to create a folder for email attachments on SharePoint
âś… How to use the Get Attachment (V2) action
âś… How to create attachment files in SharePoint
âś… How to use the Append to Array variable action to collect attachments
âś… How to add multiple attachments to a Planner Task
âś… How to switch a manual trigger to an automated trigger
âś… How to use Trigger Conditions in a when a New Email Arrives Trigger
âś… How to trigger your flow when only specific emails arrive
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