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How to verify MS Form submitted outside of the organisation? (Flow + Forms)

The case

Company recruiting many short-term contractors.

Each new employee needs to provide some information in addition to their service agreement, like conflicts of interest questionnaire, privacy authorization etc.

We can easily create a Form to get all the required data including Name and email.

See simplified example below.

 1_form_example.png

Short-term contractors do not have organisational accounts.

To be able users outside of the organisation submit a response, Form should allow anyone with the link submits a response.

 2_form_settings.png

It means that anyone can submit a response on behalf of another anonymously.
Which is definitely not right.

 

The solution

  • Create a Form with the required fields, including Name and Email;
  • Create a Flow triggered by a newly submitted response with the following logic:
    - Send a verification email to the Email address filled in the response
    - Handle received back response accordingly: do nothing if not verified or process further if verified

Thanks to @MGLovesFlow for sharing how Forms can be powered with Flow and SharePoint.

So I will not examine how to create Form and connect Flow to it.

In addition, let us focus on how to verify the response.

 

1. Send a verification email

3_email.png

This is a very simplified email.

All details provided in the email body.
In the real world business cases, you can attach a generated PDF to the email with all the provided details.

 

 2. Handle response

4_handle_response.png

If an email was confirmed you can build required business logic in ‘If yes’ branch.

Comments
About the Author
  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
  • I am a Microsoft Business Applications MVP and a Senior Manager at EY. I am a technology enthusiast and problem solver. I work/speak/blog/Vlog on Microsoft technology, including Office 365, Power Apps, Power Automate, SharePoint, and Teams Etc. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. I am a leader of the Houston Power Platform User Group and Power Automate community superuser. I love traveling , exploring new places, and meeting people from different cultures.
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