cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Attachments on Approvals from forms

Hi,

I'm trying to build a function into my approval flow where the file attached to a Microsoft Form submission is then attached to the following approval request. Is there a step I need to follow so that the file gets attached to the approval in the format it was submitted? Right now everything just converts to a generic file.

1 ACCEPTED SOLUTION

Accepted Solutions
Pstork1
Most Valuable Professional
Most Valuable Professional

I've got a walkthrough that I did on my Blog of just that scenario.  You can read it here:

Emailing File Attachments from Forms with Power Automate – What Me Pa..Panic? (dontpapanic.com)



-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

View solution in original post

14 REPLIES 14
Pstork1
Most Valuable Professional
Most Valuable Professional

I've got a walkthrough that I did on my Blog of just that scenario.  You can read it here:

Emailing File Attachments from Forms with Power Automate – What Me Pa..Panic? (dontpapanic.com)



-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Hi,

This will work when attaching files specifically to an approval step, yes? I'll try and work through it now and see what I get.

Yes, the walkthrough is about taking a file uploaded in response to a question in Microsoft Forms and sending it out for Approval using Power Automate.



-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.
e-wei
Frequent Visitor

Hi, is it possible to send the ms forms response itself and their attachments to approval? So the manager has to see the submitted forms and their attachment before approve or reject

 

Pstork1
Most Valuable Professional
Most Valuable Professional

There is no form that you can just attach.  But you can save the answers from the form response into the body of the approval or a pdf that you attach.  YOu would need to add the questions themselves since they aren't provided as part of the response.  However, each question would need to be handled individually since they don't come in as any kind of array.



-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.

Thank you @Pstork1 for your quick response. However I think it would be a possibility to increase the usage of MS Forms, if the responses could be automatically saved as pdf in best case with possibility to save on it also the approval results. We will be able to save a lot of time and paper in daily business, where forms could be one possible tool for. Maybe if you have some idea for workaround, please, let me know

Pstork1
Most Valuable Professional
Most Valuable Professional

I agree it would be nice, but unfortunately, that functionality doesn't exist in forms today and I haven't seen it on the road map.  As I said, it is possible to do what you are asking, but it would be a completely manual process to build out the form in the flow and save it as a PDF.



-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.
Anonymous
Not applicable

Hello Paul, thank you so much for this explanation. I have a question: when several attachments are added to the MS form, many emails will be sent (as many as attachments. At least, that's what I got on my test). Is there a way that all attachments to be sent in 1 unique email? Thank you again! 

Pstork1
Most Valuable Professional
Most Valuable Professional

To send all the attachments in one email you need to append each attachment to an array and then add the array to the email just before you send it. The mistake most people make is they add the attachment directly to the email action inside a loop.  That will send multiple emails.



-------------------------------------------------------------------------
If I have answered your question, please mark your post as Solved.
If you like my response, please give it a Thumbs Up.
Anonymous
Not applicable

I am trying actually to add an approval flow after "appending to array variable" which sends the attachments on email to be approved and after that a condition yes/no to answer the requester approved/rejected. Any chance you can explain step by step this last part? I am trying to combine different flows as I am not technical at all, so not sure what it's going wrong. Thanks a lot, Much appreciated it. 

e-wei
Frequent Visitor

I solved it in one flow. I used Start and wait for an approval, after that you can simply put the IF/NO condition and send email in both cases. If you need more explanation, you can add your own question to community.

ewei_0-1669115812105.png

 

Anonymous
Not applicable

Is not working when you want to add the attachments on the approval, the dynamic content changes and I cannot find the same info in the list. Thank you though

I would recommend you to post your question as new one and attach your flow, so the experts can help you easier to find out how to solve it correctly. Best regards

This doesn't work in the approval tool. do you know why that would be?

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (810)