MS Forms & Power Automate - Part 1: Personal v. Group forms

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  • เผยแพร่เมื่อ 17 ธ.ค. 2024

ความคิดเห็น • 12

  • @StephV272
    @StephV272 ปีที่แล้ว

    FANTASTIC series! Not only did you show us what to do (was spinning my wheels with Personal vs Group Forms), but also WHY we need to do it. So now we can apply that logic to future scripts. Many thanks!

  • @carolca7382
    @carolca7382 5 หลายเดือนก่อน

    Thank you, Chad! This is very helpful, clear and informative! Your videos are a big help to my job! Please keep them coming!

  • @Masoom36
    @Masoom36 4 หลายเดือนก่อน +1

    This is great! Thanks!

  • @XxJaeByrdxX
    @XxJaeByrdxX ปีที่แล้ว

    Great job on the videos, I had a question about attaching multiple attachments with different questions how do you get that to work in the power automate side?

    • @cvkealey
      @cvkealey  ปีที่แล้ว

      You just repeat the actions for each question. I usually put them into a scope so it's easy to copy and reuse. If you do that, just be sure to update the dynamic content inside each copy of the scope. See this playlist for more information: Microsoft Forms, Uploaded Files and Power Automate: th-cam.com/play/PLMVyjgrWIGnwQowO2RsvHg0pZ8EozvAG-.html

  • @shenalhooks
    @shenalhooks 2 ปีที่แล้ว

    Hi! Your videos have been the most helpful. Thank you! My question is once we created the Group (I created one in Teams), created the Form, and created the Flow, is the flow shared to the group so that they can edit it if I ever leave the organization? If so, where can I see that the Flow is shared with the Group? If not, how do I ensure that the group has access to the Flow? Thank you in advance!

    • @cvkealey
      @cvkealey  2 ปีที่แล้ว +1

      Excellent questions! Flows are all personally owned, so until/unless you add a co-owner, you are the only person who has access to it. Also, automated flows run with the connections configured in the flow (which, more often than not, are created/owned by the creator of the flow). It's a bit too complicated to fully explain here, but it sounds like a good topic for another video. The short answer is: you can add a group as a co-owner of the flow, but when/if your account/license is disabled, another member of the group will need to update the connections in the flow to ensure that it continues to run reliably. Give me a couple days to set up a proper demo environment and I'll record a video on how that would work.

    • @shenalhooks
      @shenalhooks 2 ปีที่แล้ว

      @@cvkealey Awesome! Thank you so much for the info. I look forward to the upcoming demo.

  • @solitairel
    @solitairel 2 ปีที่แล้ว

    For the form ID, you can use the customer value approach for a personal form too, correct? I have a situation in which someone has SHARED a form with me, but we don't have the option of a group form. I'm building the flow, so to do that, since the form name doesn't appear in my drop-down, I can use the form ID, I believe. Would you please confirm?

    • @cvkealey
      @cvkealey  2 ปีที่แล้ว

      I have not tried this myself, so can't absolutely confirm that it would work. However, as long as you have permission to view the responses, I suspect it would.

  • @vallalor8624
    @vallalor8624 2 ปีที่แล้ว

    Q on the "Get user profile (V2)" ... when I create a Personal Form, the form collects the user details who created it, but when I created a Group Form, it just says Anonymous. How can I get the User info in a Group Form without asking them to enter their name and email?

    • @cvkealey
      @cvkealey  2 ปีที่แล้ว

      It sounds like the form is set up as anonymous. In order to get the info for the submitter, it needs to be set for "people in my organization" and the "record name" checkbox needs to be checked.