Forms choices to SharePoint choices

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  • Опубликовано: 3 фев 2025

Комментарии • 28

  • @cavorka216
    @cavorka216 11 месяцев назад

    You turned an already very good video and upped your game for an even better one with multiple use cases. Thanks for such a clear explanation (twice!).

  • @commandercoolify
    @commandercoolify 3 месяца назад +1

    This is amazing, thank you so much!

  • @chriswho6794
    @chriswho6794 3 месяца назад

    Great video! But what if I wanted to use metadata columns on my SharePoint list from that form? Term store tags can be better across a site collection for consistent and managed data. But is it worth the effort to do something like what you did from a form? Is it even possible?

    • @cvkealey
      @cvkealey  3 месяца назад +1

      Setting managed metadata columns is pretty much the same as setting choice columns. If it's a single-select column, you just need to feed it the value. If it's a multi-select, it needs to be an array of the values in the appropriate format.

    • @chriswho6794
      @chriswho6794 3 месяца назад

      @cvkealey exact matched values from form choice to column metadata choices, letter for letter, or is there something else funky with the metadata tags because they are no longer simple choice pills and are in the term store library?

    • @cvkealey
      @cvkealey  2 месяца назад +1

      @@chriswho6794 Actually, it's a bit more complicated. The instructions here should help get you there, though: tomriha.com/how-to-update-sharepoint-managed-metadata-column-power-automate/

  • @jasonbanks9600
    @jasonbanks9600 Месяц назад

    This doesn't seem to work the same way anymore with Microsoft Lists now fully integrated into SharePoint...

    • @cvkealey
      @cvkealey  Месяц назад

      If you mean the "Forms" function in Microsoft Lists, that largely eliminates the need for a power Automate flow, but there are still some cases where you'd need a flow. For example, if you want the form to be filled out by people outside your organization.

    • @jasonbanks9600
      @jasonbanks9600 Месяц назад

      I understand use cases for forms within lists and generally Microsoft forms. This Power Automate “select choice” option flow, however, only seems to work when applied to a SharePoint library list. With a general Microsoft list, the flow populates a choice field with [“Value”] instead of using one of the selected choices.

    • @cvkealey
      @cvkealey  Месяц назад

      Microsoft lists are SharePoint lists. They are the same thing, under the branding. Can you be more specific about the issue you're seeing?

    • @jasonbanks9600
      @jasonbanks9600 Месяц назад

      @@cvkealey Yes, they're the same. Within our tenant, the document library looks much like what's at 09:56, but list are updated with what a user would see in the stand alone Microsoft Lists application...I'm not sure how to describe without providing a visual, so will figure it out. Thank you,

    • @cvkealey
      @cvkealey  Месяц назад

      Yes, working with libraries is still different from lists, regardless of the similarities in the UI. Working with lists (in power automate) is the same regardless of where they live (personal lists or SharePoint).

  • @ltimestwo
    @ltimestwo Год назад

    In the select multi select step of your tutorial, I found that I do not have an "expression" option. I have "Function" and "Dynamic content". I was able to find the json code under function, and that seems to be the same, but after that, it will not let me pull dynamic content in the From field, within the json parentheses. It says no dynamic content is available. Is there a work around? What can I type to hard code it in?

    • @cvkealey
      @cvkealey  Год назад

      Function (the fx button/icon) is the same as expression. For the purpose of this video, the data in a multi select choice question response is just a one column array of the selected options. What is it you want to do with those values?

    • @ltimestwo
      @ltimestwo Год назад

      @@cvkealey Thank you so much for responding! I have a multi choice question on my form that I am trying to parse over to my Sharepoint list. I am trying to enter the Multi select plain option from dynamic content, within the Json function. When I enter the json function, json(value), no dynamic content is populating for me to put in the value field. It says dynamic content not available. It will let me type into the editor, can I manually type something in the value area to make it work?

    • @cvkealey
      @cvkealey  Год назад

      @@ltimestwo So, when you go to the Dynamic Content, you're not seeing the outputs from the "Get response details action" in your flow?

    • @cvkealey
      @cvkealey  Год назад +1

      @@ltimestwo It might be best to post a message in the Power Automate Community (powerusers.microsoft.com/t5/Building-Flows/bd-p/BuildingFlows) with some screenshots of your flow. You can tag me there (@ChadVKealey) and I'll take a look.

  • @ChamilaRupasinghe-w8r
    @ChamilaRupasinghe-w8r Год назад

    Great presentation. how do I get a choice "other" which I can type text?

    • @cvkealey
      @cvkealey  Год назад

      Do you mean how do you enable that in the Form? If so, you just click the "Add "Other" option" link below your choice question in the form. Or, do you mean how do you get the value to send to SharePoint? I show how to get the value right here: ruclips.net/video/-3CvB3Cq69o/видео.html.

    • @ChamilaRupasinghe-w8r
      @ChamilaRupasinghe-w8r Год назад

      @@cvkealey Thank you for your reply. But when I try to add or type a text response (under other) when filling a form response (like in 2.13 min in your ruclips.net/video/-3CvB3Cq69o/видео.html) , it doesn't allow me to do it (its just a selction). How does it work on your end?

    • @cvkealey
      @cvkealey  Год назад

      @@ChamilaRupasinghe-w8r It's a setting on the question in the form. As a user filling out the form, you cannot enable it. Someone with editing access to the form needs to enable the "Other" option in that question.

    • @ChamilaRupasinghe-w8r
      @ChamilaRupasinghe-w8r Год назад

      @@cvkealey I think I got it. Thanks a million!

  • @terencechew7901
    @terencechew7901 10 месяцев назад

    Hi Chad its a very useful video! I couldnt find the advanced options to single select plain value or multi select plain value, as I can only see the advanced parameters thats all so my list only shows an array of values. How do I make it into many pop up values like the one in the video?:)

    • @cvkealey
      @cvkealey  10 месяцев назад

      Where are you looking for the advanced options? In your form? In Power Automate? In the list or column settings?

    • @terencechew7901
      @terencechew7901 10 месяцев назад

      @@cvkealey looking for it in Power Automate

    • @cvkealey
      @cvkealey  10 месяцев назад

      If you're using the new editor, "advanced options" is now "advanced parameters". Click the "Show all" button to view them.

  • @anzhelikacherina2229
    @anzhelikacherina2229 Год назад

    Hi Chad! Unfortunately, I didn't find an email address on the About page. Is there any way to contact you and discuss possible collaboration on the content? Thank you.

    • @cvkealey
      @cvkealey  Год назад

      I'm not sure what sort of "collaboration" you mean. However, I'm on LinkedIn, so you can look me up there and ask to connect.