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Step 1: Create the MS Form
Go to Microsoft Forms and create your form with the necessary questions.
Step 2: Set Up the Custom Excel Template
Open Excel and create your custom template.
Format the necessary cells as a table (Insert > Table) and ensure you have headers.
Save this Excel file to OneDrive or SharePoint.
Step 3: Create the Flow in Power Automate
Go to Power Automate and select Create > Automated cloud flow.
Name your flow and choose the trigger When a new response is submitted.
Select your form from the dropdown list.
Step 4: Get Form Responses
Add a new step and choose Get response details.
Select your form and map the Response Id from the dynamic content.
Step 5: Add Responses to Excel
Add another step and choose Add a row into a table.
Configure the following:
Location: Select the location of your Excel file (OneDrive or SharePoint).
Document Library: Choose the document library where your Excel file is stored.
File: Select your Excel file.
Table: Choose the table you created in your Excel file.
Map the form responses to the specific columns in your Excel table.
Step 6: Convert Excel to PDF
Add a new step and choose Convert file.
Select the Excel file and set the target type to PDF.
Step 7: Send the PDF via Email
Add a final step and choose Send an email (V2).
Configure the email details, including the recipient, subject, and body.
Attach the PDF file from the previous step.
Example Flow
Here’s a simplified example of what your flow might look like:
Trigger: When a new response is submitted.
Action: Get response details.
Action: Add a row into a table.
Action: Convert file (Excel to PDF).
Action: Send an email with the PDF attachment.
This should help you automate the process of collecting form responses, populating a custom Excel template, converting it to PDF, and emailing it.
If this fixes the issue, please mark as resolved to help others with find it.
Happy to help
Robu 1
