Hello.
I would like to build an automation which
For clarification this is what I would like to achieve:
Shift 1 makes certain decisions that can influence the operation of shift 2. With this form the operator of shift 2 can evaluate the decisions shift 1 has made. Shift 2 fills out this form, which should only be sent to the operator of shift 1. So in the steps above step one gets the name of shift 1, gathers the data of shift 2's reponses and sends this data to the operator of shift 1.
@MatthijsLVNL Take a look at this YT Tutorial: How to Get a Microsoft Form RSVP Response into a SharePoint List
I cover the following in this video tutorial:
✅ How to get a Microsoft Form Response into SharePoint
✅ How to get a Microsoft Form ID
✅ How to get a Microsoft Form response
✅ How to Build a Microsoft Form with Conditional Fields
✅ How to used Branching in Microsoft Forms
✅ How to format Microsoft Form multiple choice responses for a SharePoint multi-choice column
✅ How to parse a Microsoft Form multiple choice response as string of text
✅ How to convert a text response to a number
✅ How to use the Switch action
✅ How to create a custom email confirmation for a Microsoft Form submission
✅ How to Create a Custom View in a SharePoint list
✅ How to use the Compose Action
✅ How to write Power Automate Expressions
Hope this helps!
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I think I understand what you what you want to do.
I assume your users are internal and sign in with thay M365 account. If this is the case then when thay fill out the form the form responce captures thair email address in the background. So when looking at forms and responces remember to get the user account information from their profile. There are pleant of videos that could help you with this, see one post below:
I would keep your form as is, but write the data to a SP list so you have the data all in one place and can keep track of this for a managment point of view. Once the Shift 1 fills out the form the SP list is written to with the data and that flow stops. See above but subsitute the excel for a SP list.
The next flow will start with when an item is created which will start the creation of the PDF file with all the information in it and send this to the Shift 2 person. The flow ends.
The above will genrate a lot of files in a persons onedrive so I would store the PDF file created in the SP list item then delete the file in ondrive. The above will involve the premium plan to use the word template action. I assume you can add this plan to the Shift Manangers plans.
The only issue I have is the shift leaders name, what happens if they fall ill, or are on leave, or there is an issue with getting to site due to an acident on the roads. Can the process work if this is the case. Does a mananger need to be copied in or deputy to the emails to make sure everyone knows about the issues. But that is whole different question altogether.
All my responces are ment to point you in the right direction in my view and not meant to do the work for you.
Regards,
Andrew
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