I have a SharePoint survey. The problem I am having is that once people complete the survey, SharePoint simply stores the responses and only gives me the option to download them onto a spreadsheet or view them on the site.
I am looking for a way, either using Microsoft Flow or other workflow mechanism, to have the system recognize that person A from a SharePoint list responded to the survey, therefore their task is complete. This way, if someone on that list has not responded, they would get a reminder email to do so.
I have created a Microsoft Flow program that searches a list of names every day and another list of dates, so it then knows when to send the original emails with the link to the survey and to whom.
However, I need another Microsoft Flow program or something to somehow check the survey responses, the created by and date of completion of the survey and determine who still needs to complete the survey. The survey list does keep track of whether the survey is completed, but I cannot figure out a way for Flow to see this survey list as any other sharepoint list.
Maybe SharePoint would allow survey responses to flow into a sharepoint list that Flow can see and I can go from there?
Any suggestions would be appreciated. Thanks!
I would suggest instead of a SharePoint list for your survey, create the survey in Forms and then create a Flow for any new Form responses for that survey.
Related
Good day beautiful people,
Overall description
I have been assigned to a project where recruiters are using excel file to gather information about new joiners, leavers and people changing positions. Later on it is uploaded to SharePoint where this data is connected to some other files, dashboards and so on. There is also a copy of it, in InfoPath, but the program is working terribly wrong so personally for me this is no-go zone.
My goal
I would like to make this more automated and user friendly, so that's why I wanted to move it to the SharePoint. I want users to have one page, subpage, app to fill up necessary data, edit it if needed and then publish to the SharePoint.
Problem
I have visited tens of pages how to create SharePoint form without InfoPath, how to create SP form with PowerApps but most of these articles provides nothing useful. Just brief overview and I am not that power user of SP to get this done in no time.
Question
Is there a way, that I can make this working within accepted mater of time (few days) so the end result will be exactly what I need?
Make some lists in SharePoint with the columns they need, use that as your data source. Link your PowerApps application to that source, et voila. Recruitment can now fill their data in with what you need, and via Power Automate you can process the data and send it to the correct locations afterwards.
I have recently created a list on our team's SharePoint site for tracking the list of action items for the team on a real-time basis and subsequently working to connect it with Excel for report generation. I wanted to add a few more functionalities but, am unable to understand how to go about it. The list of functionalities is as shared below -
Send auto-notification to assigned people in the action item list for all items overdue on a weekly basis.
Send auto-notification to assigned people in the action item list once the deadline for closure (as indicated in the list) is within 15 calendar days on a weekly basis.
Send a auto-summary report to the designated team managers on a weekly basis indicating the list of items overdue and pending for closure in next 7 calendar days.
Any help and guidance on how to add these functionalities to our existing SharePoint list will be highly appreciated.
Thanks in advance.
Note: I am not a SharePoint Developer but, have interest in the topic. I do not have any coding experience. I have been trying to experiment with the tool to reduce some of our mundane activities and hence, wanted to check with the experts if the above functionalities are actually possible.
For these functionalities, I would suggest you build scheduled flow to send notifications evety week.
So, I'm working on this project where my client wants to send forms with simple yes and no questions to their customers, adding each customer to a SharePoint list when the form is submitted. The customers gets different scores depending on their answers.
My client is using Office 365 and wants it all "out of the box".
What I have done i I've created a form (with Forms) that adds a row with the answers and the score to a new row on an Excel spreadsheet every time one hits the submit button on the form. So far, so good. What i need help with is exporting and updating the spreadsheet to a SharePoint list. I have been looking at Flow and think that's the way to go, but I'm in over my head.
Suggestions? Help? Tips?
Oh well well, after 5 minutes of searching I've found beautiful out-of-the-box solution leveraging Microsoft Form, Flow and SharePoint apps:Microsoft Forms and Flow - Leveraging Real-Time Survey Results in the Cloud
So basically:
Create survey with Microsoft Forms
Create Microsoft SharePoint list with columns which will map to your survey question/answers
Use Microsoft Flow When a new response is submitted trigger
Add Microsoft SharePoint Create item action connected to Flows trigger and map your question to columns
Read the article, it contains more useful information.
I have a big Infopath form which is part of a complex workflow that involves collecting input and signatures from various users, as well as approvals.
Currently, that same workflow is being done manually — the Infopath form is actually a PDF form and the workflow steps are performed by the actual users who fill out the form, emailing it afterwards to whoever they think it may concern.
I'm on the process of automatizing this using our Sharepoint Server infrastructure, so the first thing was translating the PDF form to an Infopath one. The second would be to produce a Sharepoint workflow that would implement the business process of getting that form properly filled.
So my question is: is it possible to implement a Sharepoint Workflow that sends the full form to the correct users based on the information gathered by the form itself? Ideally, the form would be passed around using the rules defined in the workflow process, users would fill whatever necessary, submit the form and the workflow would continue based on whatever is filled. This form would not only be the initiator form, but the form to be handled in all the workflow tasks.
Breaking the form apart is not desirable as this would confuse our users, and some of them need the overview provided by the full form view. Also, I'd like to use Sharepoint as the form distributor, instead of the email service, if possible.
Any pointers in how to do this would be greatly appreciated.
This is possible.
Here are the pointers in brief:
Create a content type with your infopath form as item form
Create a visual studio workflow that is associated to your content
type
In the code of the workflow you can implement any rules of
processing the form. you're able to get the form data from the list
item you workflow runs in context of.
I need to get an appointment into someone's Outlook calendar based on requests from their employees. The application runs in SharePoint (WSS 3.0). My first impressions are to use iCal or send meeting requests, but I haven't done either before & I'm looking for a very quick & easy way to get it done. Any ideas?
Sorry, there's no easy answer that I know of or can find. I'm sure you can do via code but not easily within the SharePoint point-and-click interface.
From this thread it seems writing an event handler on a Calendar list would be the most effective way.
So from a 10,000 ft perspective, you'd build a system or workflow in Sharepoint that results in creating calendar entries in a SharePoint calendar. Then have an event listener whose job it is to create iCal emails when new items are created in that SP calendar.
Brian Wilson (not the Beach Boy) has a few blog posts on getting started with event handlers in SP
actually, you can do it. using sharepoint designer, set up a workflow to add item to list (calendar) based upon entries to a list (either new or edit). then, you'll need to sync outlook with the sharepoint calendar.