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lancequismundo
Regular Visitor

Help creating another flow to update existing details in excel

Hi all,

 

I've set up a flow where filling out a form automatically updates an Excel file and when approvers give their nod, the file will also get updated accordingly.

 

However, I'm facing a challenge in implementing a feature where once all approvals are secured, an email triggers automatically to notify the finance team for another input of the final payment details and the excel file row will also be updated.

 

Any help on how do a work around since connecting another form is not supported currently?

lancequismundo_1-1713188435577.png

 

lancequismundo_0-1713188416197.png

Excel file that needs to be updated.

lancequismundo_2-1713188607970.png

 

7 REPLIES 7

@lancequismundo Can you switch to the Classic Editor and while in edit mode—expand all your actions and upload a screenshot of your flow? It'll help to provide more insight.

 

In the meantime, you might find these YT Tutorials helpful: 

 

How to Get a Microsoft Form RSVP Response into a SharePoint List

 

IN THIS VIDEO:

 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

 

----

 

How to Get Microsoft Form File Uploads Attached to an Email 📧

 

In this Microsoft Power Automate Tutorial I’m going to cover where file uploads from your Microsoft Forms are saved. I’ll also show you how attach the uploaded files to an email and how to dynamically name the files and customize the recipient of the email based on the selections made in your Microsoft Form. I will also cover how to handle responses that don’t include any file uploads.

 

IN THIS VIDEO:

‌ Two types of MS Forms

‌ Where Microsoft Personal (OneDrive) Form File Uploads are Saved

‌ Where Microsoft Group Form File Uploads are Saved

‌ How to Add a File Upload Question to an MS Form

‌ How to get a Microsoft Form ID

‌ How to get a Microsoft Form Response

‌ How to Get the Dynamic Content Microsoft Form File Upload Content

‌ How to handle Single and Multiple Microsoft Form File Uploads

‌ How to use a Scope action to Organize and Group Your Flow Actions

‌ How to Get the File Content from an MS Form File Upload

‌ How to Collect All Files Uploaded to a MS Form and Attach to an Email

‌ How to Handle MS Form Response When a File Isn’t Uploaded

‌ How to Create an Email Key

‌ How to Send an Email to a Specific Recipient Based on Form Selection

‌ How to Create a Dynamic Output Based on Form Selection

 

Hope this helps!

If I helped you solve your problem—please mark my post as a solution .
Consider giving me a 👍 if you liked my response!

👉 Level up your Power Automate skills by checking out my tutorials on YouTube
👉 Tips and Tricks on TikTok and Instagram
lancequismundo
Regular Visitor

lancequismundo_0-1713192048239.png

I want to add another flow trigger when the request is approved, an email trigger will automatically notify the finance team via email for another input of the final payment details and the excel file row will be updated.

@lancequismundo Could you pls expand these actions and upload a screenshot?

creativeopinion_0-1713192333959.png

 

lancequismundo
Regular Visitor

lancequismundo_0-1713192424103.png

The below conditions are just for the attachment of documents and after that the condition below it is only either approved or disapproved

lancequismundo_1-1713192505487.png

I'd like to incorporate an additional step: once the request is approved, an email trigger will activate. Upon receiving a response to that email, the result will be added to the Excel row containing the all the new details.

@lancequismundo Can you expand this action? Unclear as to what's going on in this action.

creativeopinion_0-1713193737819.png

 

When you say: once the request is approved, an email trigger will activate. Do you mean that you want to send an email? If so, then you will need to add a Send an Email action to the Yes branch.

creativeopinion_1-1713193759232.png

 

 

Spoiler
Apologies for the messy flow, the only action inside that is that when the request is rejected it will send a new email that the request was rejected to the person who submitted the request.

@lancequismundo It's a For each (aka Apply to Each) action—not a condition action. The logic doesn't make sense in this case.

 

You are already using a Condition action to check the outcome—if the Outcome is equal to Approve, you are updating the row with "Approve". This means, an email action should go here, in the YES branch if approved.

creativeopinion_0-1713194386144.png

 

If the outcome is not approve (assuming you only have two outcomes—approve or rejected), then a Send an Email action can go into the no branch. 

creativeopinion_1-1713194428760.png

Alternatively, you can streamline your flow by using variables instead and setting those depending on the outcome. This way, you only require a single Update Row and a single Send an Email action. Variables are like containers that hold values.

 

First you need to initialize your variables in the root of the flow.

creativeopinion_4-1713194782132.png

Then you set them in your condition action. You need to Update a Row and Send an Email regardless of the approval outcome. A single action for each is required. Utilize the dynamic content in each action accordingly.

creativeopinion_3-1713194760009.png

Hope this helps!

If I helped you solve your problem—please mark my post as a solution .
Consider giving me a 👍 if you liked my response!

👉 Level up your Power Automate skills by checking out my tutorials on YouTube
👉 Tips and Tricks on TikTok and Instagram

 

 

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