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Anonymous
Not applicable

Can I do this with Forms, PowerAutomate and Excel?

I've been tasked with taking a PDF form that we manually enter into an Excel spreadsheet and creating a Form that can be filled out online, processed through PowerAutomate and auto-populate a spreadsheet. I believe this is all possible but need some guidance to know what parts I need to put together to make it happen. 

 

I have experience in creating a somewhat robust Form and PA but when it comes to JSON or Excel scripts, I find them online - I'm not a coder. 

 

This is my vision of how it would work. I'm not looking for details at this point; I just want to know it can be done and maybe of the process I need to do it:

  • Agent fills out a form that contains information for a business card and other collateral like letterhead, envelopes and brochures. (I've got this part down)
  • PA takes that information and moves it into an Excel template, creating a new row.
    • The Excel sheet looks up some additional Agent information using a unique "agent code" that grabs the information from another spreadsheet. 
    • Excel adjusts some of the data (Agent Code in column A is used to create a reference to an image file in another column 27777 becomes 27777_CMYK.eps in Column M, for example)
    • There's a multiple choice question that needs to be placed into separate columns.
    • An email is sent to the submitter with a summary of his/her answers. (I've done this before, so I'm good here)
  • At noon every Monday, the spreadsheet is emailed to person in our dept.
  • At the same time, a new template is created that somehow, magically, PA knows to download into.
    • Alternately, at noon, Dept. Person gets an email that says "hey, it's noon Monday. Go get that Excel sheet and create a new one"

Again, right now, I just need to know that this is possible and for the bullets above what I need to ask the internet in order to figure out. Many thanks in advance to anyone who can help me think this through.

 

Fay

3 REPLIES 3

The first part of your problem is possible with these actions:

David_MA_0-1665588136827.png

You will need a second scheduled flow to email the spreadsheet each Monday with these actions (corresponding actions for get file content and metadata are also there for getting the file from SharePoint:

David_MA_1-1665588515975.png

The part I don't know how to do would be the part about creating a new template and then having the workflow recognize it.

Anonymous
Not applicable

That helps a bunch. Much appreciated.

This solution might be how you could handle generating the new template. Instead, when the flow runs on Mondays, you would move all the existing rows to a new spreadsheet, delete the existing rows, and then e-mail the new spreadsheet that was generated. You could name the new file each week with that Monday's date. Solved: Move all rows of a table to another table in Excel... - Power Platform Community (microsoft....

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