Microsoft Forms to PDF without Premium Actions in Power Automate

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  • Опубликовано: 15 июл 2024
  • I will show you how to build the complete Power Automate solution where a user can complete a Microsoft Form, the response details will populate a Word Template without the need to use premium actions and then convert the file to PDF using a OneDrive feature. Further details are available here www.damobird365.com/microsoft...
    Want to submit an idea or feedback? forms.office.com/r/4EqE7VHVfH
    00:00 Intro
    01:30 Start of Demo - Template Document & Microsoft Form
    02:27 SharePoint Doc Library Configuration
    03:15 Uploading the Word Template and adding Dynamic Content
    05:20 Building the Flow
    13:33 Test Mode - see the flow and MS Form in action
    15:16 Email received with Certificate
    15:58 Summary and Close
    I've covered how to simplify the column metadata process with Content Types here • Populate a Word Docume... OR May 2022, how about Excel to PDF with Office Scripts • Create professional PD... Please buy me a coffee www.buymeacoffee.com/DamoBird365 ☕
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Комментарии • 379

  • @DamoBird365
    @DamoBird365  3 года назад +8

    Check out my video demonstrating how to use content types to setup those extra metadata columns. ruclips.net/video/Qj8SIiGJRnc/видео.html 😉

    • @701eeepc
      @701eeepc Год назад

      ok, thanks again for sharing the other video. I am going to explain to you my goal so that you might suggest what is easier for me. I'm developing an application form where a candidate fills a ms form up and I'm collecting all data such as name, surname, id_card and so on in a SharePoint list. My goal is for each created row in the list to fill a word template up then convert it to pdf and send it via email as a summary report for each candidate. I also had looked at another video where they pull data off from the list and insert them in an html table and then converted to pdf, but it's not a nice layout that's why I am interested in nesting your piece of flow into mine to get a nice pdf report. Tell me what's the best for get to this goal.
      The doubt that I have is you push these data into columns defined in a document library and not from a list that for me is better because is just like an SQL table.
      Thanks again.

  • @alejandronieves9413
    @alejandronieves9413 2 года назад +4

    Thank you man, these is just what I was looking for along time ago. I like how you explained with just the neccessary steps. Keep doing it!

  • @mrpufferfish66
    @mrpufferfish66 2 года назад +2

    Excellent stuff! Just what I required. Clear instructions and works very well.

  • @GazaAli
    @GazaAli Год назад +1

    Oh my, that is quite clever of you! I've scoured the internet looking for how to save a client's response to a list via power automate, and this does the trick rather ingeniously.

  • @morganmcgary921
    @morganmcgary921 2 года назад +2

    this method for generating a PDF that actually takes in formatting is amazing! Thanks for sharing this!

  • @FatBeardedITGuy
    @FatBeardedITGuy 2 года назад +2

    Great tutorial!! Works like a charm and just what I needed.

  • @gr8502
    @gr8502 3 года назад +7

    Wow dude. This is mega cool. Safety professional here and I think you saved our company thousands! Good work, delivery, keep up the good work!

  • @erinross1755
    @erinross1755 2 года назад +1

    I'm so glad I found this. Thank you so much for the step by step.

  • @Calaban63
    @Calaban63 2 года назад +2

    This worked perfectly for me - and at the first go, too! Perfect. Just what I needed. Thank you so much.

    • @DamoBird365
      @DamoBird365  2 года назад

      Thank you for letting me know. I really appreciate the feedback. If there are any ideas for content, please drop me a message below.

  • @afangrywarrior
    @afangrywarrior 2 года назад +2

    This is amazing! I was stuck about to subscribe to a service to convert a form to a PDF and this was exactly what I needed. Plus it was easy to follow and worked flawlessly!

    • @DamoBird365
      @DamoBird365  2 года назад

      Thank you for the kind comment - appreciated. Glad it got you sorted.

  • @sankhlayashraj
    @sankhlayashraj 9 месяцев назад +1

    This was brilliant. Loved the details shared by you.

  • @flipopperman8741
    @flipopperman8741 3 года назад +1

    Thanks a lot for going through the effort to create the tutorial. It was really helpful.

  • @Lyriks_
    @Lyriks_ Год назад +1

    Thanks i loved that you putted all the steps in your website by the way, you are my go-to source for power automate cool stuff

  • @alejandraz77
    @alejandraz77 2 года назад +1

    Thank you for this awesome demonstration. I was able to follow along and create a flow!

    • @DamoBird365
      @DamoBird365  2 года назад

      Nice one Alejandraz! 👍👍

  • @villagehomeservices6019
    @villagehomeservices6019 2 года назад

    works!! you really have to follow exactly what you do here.... I'm a beginner and sure beats trying to figure it out on my own.... Will need to work harder to make my videos as good. nice work!!

  • @WychfinderYT
    @WychfinderYT Год назад +1

    Thanks for your reply. All sorted out now. Much appreciated.

  • @watkinsmetabolic
    @watkinsmetabolic Год назад

    Just wanted to thank you for this detailed and straightforward tutorial. Using this video as a guide, I was able to complete a complicated Forms-Windows-PDF-SharePoint flow that has improved the efficiency of our clinic intake process dramatically. Thank you again!

    • @DamoBird365
      @DamoBird365  Год назад +1

      That’s amazing. Thanks for sharing your success. I would love to hear what other ideas you might have. 👍

    • @watkinsmetabolic
      @watkinsmetabolic Год назад +1

      @@DamoBird365 would love to learn how to best attach a date/time field that populates the exported PDF with the date/time the form is submitted. Probably a quick and easy fix, but I’ve not had any success working that into my flow. 👍🏻

    • @DamoBird365
      @DamoBird365  Год назад

      @@watkinsmetabolic I’ve a video on Dates in Power Automate
      ruclips.net/video/ybPWtu1i1j0/видео.html. You just want another field in your list and use formatdatetime.

  • @willalford3592
    @willalford3592 2 года назад +1

    Thank you. Absolutely perfect instructions. It couldn't have gone any better. I only had one mistake but quickly found I had missed adding a .docx to one of the filenames.

  • @SgtTyrjin
    @SgtTyrjin Месяц назад +2

    I just used this to create the automation for a lengthy Attestation form we are using as part of my company's recruiting process, it worked PERFECTLY! Can't say enough how much I appreciate you putting this video together. I understood about 90% of it, but even so I just followed all of your steps as shown and got the results I needed. Thank you so much!

    • @DamoBird365
      @DamoBird365  Месяц назад

      Amazing and thank you for your comment, I appreciate it hugely 🙏

  • @mbudhikurniawan4632
    @mbudhikurniawan4632 2 года назад

    Thank You DemoBird, Very Helpful

  • @WolfsburgSlim
    @WolfsburgSlim 10 месяцев назад +2

    This is the best tutorial to convert Word to PDF without using HTML. This worked, I worked for weeks trying to find a working flow and this one worked right out of the box! Thank you!!!

    • @DamoBird365
      @DamoBird365  10 месяцев назад

      Thank you very much 👍

  •  2 года назад +1

    Excellent, Thank you man.

  • @jy4133
    @jy4133 3 года назад +1

    Thank you very much! You help me a lot !

  • @cydmansg1979
    @cydmansg1979 Месяц назад +1

    fantastic demo! thanks! it really helps me man!

  • @kitaakita-p5812
    @kitaakita-p5812 Год назад

    It was very helpful.
    I sincerely appreciate your creative code.

  • @OrcunBahadir
    @OrcunBahadir Год назад +1

    Thank you very much for these valuable instructions. It really helped me to achieve my goals through the use of Power Automate. Please keep up the good work!

  • @nikeshlondhe8901
    @nikeshlondhe8901 Год назад +1

    It really helped me lot. Thank you so much

  • @danicasmayhem
    @danicasmayhem 8 месяцев назад

    You really helped an intern from all across the world!! tysm

    • @DamoBird365
      @DamoBird365  8 месяцев назад

      Cheers Daniela. Thanks for stopping by. 👍

  • @jamesclark2020
    @jamesclark2020 4 месяца назад +1

    Another great example. Awesome.

  • @Willysoft81
    @Willysoft81 2 года назад

    Thank you for sharing your knowledge with us. It's very helpfull. regards.

  • @kipasdinding7801
    @kipasdinding7801 2 года назад

    Thank you so much sir!

  • @robofski
    @robofski 3 года назад +1

    Very neat!

  • @gilshapero7176
    @gilshapero7176 Год назад +1

    Thanks! Saved me a lot of time

  • @SiyamandRashid
    @SiyamandRashid Год назад

    Thank you very much for the video, I have figured out how to delete the word files after it has been generated.

  • @Hambrony88
    @Hambrony88 2 года назад +5

    In my case I have 3 separate forms I need to populate depending on the response on the forms. It is because our City has different verbiage when a Commission or Board meeting is Cancelled/Rescheduled/Special Meeting. So, in order to populate the correct form based on the nature of the meeting update, you need to add a couple steps to what is seen in the video. Do everything the same you see in this video, except right after the first "Create File" step, add a "Condition -Control" action. In this Yes/No action, choose the response field from your form that you'd like to pull from. Ex. In my form the question is called "Meeting Status Update", so I choose that field. Then, I set it to say "Is equal to" = Cancellation. Under the "Yes" side, I add all the same actions you see in the video. You will want to make sure that you are pointing all your commands at the correct template. Once you are comfortable with the detail on Condition 1, you can click the 3 dots at the far right of that condition and "Copy to my Clipboard". Now, go and click "Insert a new step" ABOVE that condition and BELOW that same first "Create File". It will give you two options. Choose "Add a Parallel Branch". When that opens you will see the tab options All-Built-In-Standard-Premium-Custom-My clipboard. Choose "My clipboard" and then Click on the condition you just copied. Go into the actions of the new condition and update the portions that need to point at the next template you're trying to fill out. In my case I have "Rescheduled" as my second condition. I hope this helps, I will respond if anything doesn't make sense.

    • @Tamil_Kumaran
      @Tamil_Kumaran 2 года назад

      Hi John, I have a similar requirement and could not get it working. Do you think I can connect with you to get this sorted?

  • @moyura2
    @moyura2 5 месяцев назад +1

    Any suggestions on using signature with the Ms Forms. Thank you so much for sharing this valuable use case. Just, I noticed that you're nearing 10K. Well done, keep up the good work!

    • @DamoBird365
      @DamoBird365  5 месяцев назад +1

      Not something I’ve covered before. PowerApps would be better for that. Ps thank you 🙏

  • @Hambrony88
    @Hambrony88 2 года назад +1

    I actually figured it out so please omit my assistance needs. Thank you!

    • @DamoBird365
      @DamoBird365  2 года назад

      Are you able to share how? Might help the next person? Cheers.

    • @Hambrony88
      @Hambrony88 2 года назад

      @@DamoBird365 - Absolutely! I will start another thread.

  • @michaelagordon9352
    @michaelagordon9352 9 месяцев назад

    Thank you so much for this video! Super easy to implement and extremely helpful. I was wondering if you could help with one thing I am realizing would visibly look better on my PDF. If a field was not populated on the form so no data to go into the field on the document how can I have that end up as a blank vs showing the name of my metadata field in the light grey it shows as when the doc was created?

  • @SiyamandRashid
    @SiyamandRashid Год назад

    Thanks again for the video, in the step Create file 3 ( creating a copy of the file on sharepoint) can we do that in the Create file 2 step staright away in order to reduce the number of the steps?

    • @DamoBird365
      @DamoBird365  Год назад +1

      Create file 2 is there to allow conversion to pdf. The populated doc needs to be on OneDrive to be converted to pdf. You then need another create file to bring that pdf back to SharePoint or save to OneDrive if you’d prefer.

    • @SiyamandRashid
      @SiyamandRashid Год назад +1

      @@DamoBird365 Understood, thank you very much again :)

  • @jorgemolano1623
    @jorgemolano1623 2 года назад +1

    HELLO THANK FULL SUPPORT !!!

  • @ChaosTool8
    @ChaosTool8 2 года назад +1

    This was really good. Thank you for posting. Anyway to hide fields [fieldname] if they aren't filled out? This is a really great process of generating quality form responses.
    Thanks again!

    • @DamoBird365
      @DamoBird365  2 года назад

      Other than supplying blank values to the fields? I am not sure to be honest. You could try using one quick part and supply many lines of data from PowerAutomate?

  • @clgr6593
    @clgr6593 2 года назад

    Hello. First of all, great tutorial. It helped me a lot. I would like to add a step were a supervisor needs to approve this first befor the email gets send. Is that possible? Do you know how to do that?
    Thanks.

  • @charlest1025
    @charlest1025 Год назад

    Thanks for this. This has been a simpler approach to using content controls compared to my earlier work. My only issue is that the content isn't wrapping within the cells of a table, any suggestions on what I'm doing wrong?

    • @DamoBird365
      @DamoBird365  Год назад

      I am not sure to be honest. Maybe try the forum ? powerusers.microsoft.com/t5/Forums/ct-p/FL_Comm_Forums

  • @FeedwithbeaT
    @FeedwithbeaT 2 года назад

    Thank you for the clear and excellent applicable instructions.
    Would it be possible to additionally include an image in the Word/PDF file, that is uploaded by MS Forms?

    • @DamoBird365
      @DamoBird365  2 года назад

      There isn’t a way to add images for free I’m afraid. You can add images with the premium action.

  • @tammyroberts4525
    @tammyroberts4525 2 года назад

    Thank you so much for the very informative tutorial. I was wondering if you could give some advice as to why the time is incorrect on word document and the pdf, but is correct in the SharePoint Documents. I would like the date and time the form was submitted to show on the pdf. I used the Compose and instead of the date time function I used convertfromutc to Eastern Time. This works when the file is added to the document list. Under Update file properties I selected Submission time and mapped it with my Word document in share point, but it seems to be 4 hours ahead.

    • @DamoBird365
      @DamoBird365  2 года назад

      Definitely a time zone thing. Flow runs in UTC. I don’t quite understand where your date is wrong but I would suggest you need to convert it as you’ve suggested.

  • @wessgaldamez208
    @wessgaldamez208 3 года назад +2

    This is totally awesome!!! I have a question tho, I'm using MS Forms to get the data but I'm also performing some calculations in Excel Online, is there a way to get those fields to auto-populate in the PDF as well once the calculations are done?

    • @DamoBird365
      @DamoBird365  3 года назад

      You should be able to pull in data from multiple sources using a flow and then just save them to your file properties. If the data is in a table, try using get rows. Alternatively you might need to use an office script. ruclips.net/video/UspiIlj6hSQ/видео.html

  • @joeyarmaxy12
    @joeyarmaxy12 2 года назад

    Thanks for the tutorial, but I have a question what if i want to send an approval with the attachment instead of an email, and then based it on a condition if Yes send an another approval and then email notification and if rejected send an email notification.

  • @davidlockebreaux8064
    @davidlockebreaux8064 2 года назад

    This is SOOOOO helpful, thank you!!! Question, please...is there any way to convert responses from forms to currency when then importing that value into the word template?

    • @DamoBird365
      @DamoBird365  2 года назад

      You could take a look at docs.microsoft.com/en-us/azure/logic-apps/workflow-definition-language-functions-reference#formatNumber

  • @matthewdancis2069
    @matthewdancis2069 2 года назад

    Hello! This video is extremely helpful. The one thing I've had trouble with is the email to the respondent. How did you set your form to require an email and how did you link the flow to that particular input on the form? Was it just a text question?

    • @DamoBird365
      @DamoBird365  2 года назад

      You’ve two options. An internal form captures the logged on user if its not anonymous. Otherwise a text input, albeit no validation so you have to hope that they don’t mistype.

  • @shivabkumar7999
    @shivabkumar7999 5 месяцев назад +1

    great video Damien. Is it possible to delete the data written to the document library columns after the Word and PDf file is generated?

    • @DamoBird365
      @DamoBird365  5 месяцев назад +1

      Once the pdf has been created, I don’t see why not 🤞

  • @muhamadrezaldi
    @muhamadrezaldi 2 года назад

    thank you its awesome , im using office 2019 to edit the template, can i user another version office ?

    • @DamoBird365
      @DamoBird365  2 года назад

      Are you experiencing problems? If you are not seeing the developer tab, you might need to make it visible. support.microsoft.com/en-us/office/show-the-developer-tab-in-word-e356706f-1891-4bb8-8d72-f57a51146792

  • @nobby-green
    @nobby-green 2 года назад

    Great video, and just what i was looking for. Quick question, my form has around 36 questions, and not all of them are always selected, due to branching. is there a quick way to hide the parts on the document that has no data? i.e. it doesnt show the field name? hope this makes sense. Maybe an iif statement if its null?

    • @DamoBird365
      @DamoBird365  2 года назад

      If you used one quick part, you could create the desired output potentially, add the answers to an array, filter out blanks, join the strings. Otherwise, if you are looking to specifically create a PDF, take a look at my latest video using Excel to PDF. It might inspire.

    • @nobby-green
      @nobby-green 2 года назад

      @@DamoBird365 thanks for the reply. I’ll check that out. I have found a way to hide them in the developer tab. Once your in design view you can hide by right mouse and select font. Within there you can check hide. 👍

  • @videobewerker111
    @videobewerker111 Год назад +1

    Hello Damo, If there needs to be a approval (written digital signature) by 1 external person, what would be the easiest solutions without using Adobe Sign (with template)?

    • @DamoBird365
      @DamoBird365  Год назад

      I haven’t looked at non premium, which I’m assuming you are looking for. Being external makes it challenging too, hence why a 3rd party would be easiest. Maybe one to ask on forum powerusers.microsoft.com/

  • @lotdorp3367
    @lotdorp3367 3 месяца назад

    Thank you! I've got one problem, I cannot get the Metadata in SharePoint into my Word template. I have (after running the flow) the Metadata from the filled in Form in SharePoint and also a Word document but not a filled in Word document. What am I doing wrong? Thanks in advance!

  • @davidaza
    @davidaza 2 года назад +1

    Amazing video, worked like a charm. Is there anyway to populate the certificates from an existing list/database? i have a Microsoft Form that is already on use and would like to send the certificate to those that already submitted the form

    • @DamoBird365
      @DamoBird365  2 года назад +2

      The short answer is yes and you’re the 2nd person to ask about lists to word this week. I think it’s on my to do 👍

  • @imxeek6157
    @imxeek6157 7 месяцев назад

    Amazing video! I was wondering if you know an alternative for encodian but without using any premium conection

    • @DamoBird365
      @DamoBird365  7 месяцев назад

      This video is exactly that? Unless you’re not talking about populating a word doc.

  • @JohannaEllaMayErroba
    @JohannaEllaMayErroba 3 года назад +2

    Hello! First of all, thanks so much for this. Absolutely helpful. Just wondering, would you have an example of a flow from an already existing Excel directory? It's exactly like this flow but instead of Forms, I want to use an already populated Excel sheet as data source. Hope you can help.

    • @DamoBird365
      @DamoBird365  3 года назад

      Hey Johanna, thanks for reaching out. If you're looking to use an excel sheet as your source for the Word/PDF file and avoid the premium action, you will still need to set up the metadata columns for the word file. It is possible to run a flow directly from a row in a sheet. You could send me your requirements to ideas@damobird365.com if it is easier. Happy to discuss via email and share screenshots etc.

    • @markyaney9820
      @markyaney9820 Год назад

      @@DamoBird365 Does this mean we wouldneed to set up a new column in SharePoint to match all columns on the Excel sheet that auto updates from MS Forms?

    • @DamoBird365
      @DamoBird365  Год назад +1

      @@markyaney9820 depends on what you are trying to do. If the aim is to populate the word doc from excel yes, but if you just want to convert new form submissions to a doc template, the video demonstrates this process. Good luck 👍

    • @markyaney318
      @markyaney318 Год назад

      @DamoBird365 yes, the intent is to populate the word document template from the excel workbook that holds all the MS Forms responses

  • @eduardoboro86
    @eduardoboro86 5 месяцев назад +1

    Instead of the naming being the date, in your "Compose" Step, how can I make it be the Last Name, First Name of the data from the MS Form?

  • @al85v
    @al85v Год назад +2

    Very well done! I have a form that has 70 questions and 6 sections lol I guess I need a column created for each question in share point list?

    • @DamoBird365
      @DamoBird365  Год назад +1

      If you’ve got premium, you could just use the word connector. But if you’re specifically trying to avoid it, this is one method or you write html or excel. ruclips.net/video/L67m8wgd4Ak/видео.html

    • @al85v
      @al85v Год назад

      @@DamoBird365 cheers!

  • @abhishekpatil01
    @abhishekpatil01 2 года назад

    Hi, thanks for this video which made this flow super easy to execute. I have one query, I want recipient to receive final output in docx along with pdf. How do I do that?

    • @DamoBird365
      @DamoBird365  2 года назад

      You should be able to define your own file name and use the dynamic file content for both files on the send email action, attachments.

  • @drewsorber3570
    @drewsorber3570 Год назад

    This was super helpful, thank you! Is there any way I could have the word document attach to the email instead of a PDF?

    • @DamoBird365
      @DamoBird365  Год назад

      You can attach the word doc to an email but I am not 100% sure if the quick part metadata will display. Remember that the file must be opened in word desktop to display the data. Best to give it a go and report back on your findings. 👍

  • @zishanmansuri8880
    @zishanmansuri8880 11 месяцев назад +1

    Hello, Excellen work as always.
    I have one question. What if instead of a single value i have an array. How to put that in the word document as table?
    Thanks

    • @DamoBird365
      @DamoBird365  11 месяцев назад

      Non premium is not so easy as you would not be able to insert a table. You could attempt to format the text with return lines. Here’s the premium method ruclips.net/video/lBXSsEIlWok/видео.html

  • @user-jh1jo9pd2u
    @user-jh1jo9pd2u 6 месяцев назад

    Hello! Great tutorial! How to let the flow run again in case i need to re-submit a saved form in the form portal. Thank you

    • @DamoBird365
      @DamoBird365  6 месяцев назад

      You can rerun from flow history?

  • @fk3834
    @fk3834 2 года назад

    Hi There. Great video! I am having issues with the create file step at 7:05. I followed the steps provided. However, the flow fails. It states there is an issue with the folder or file name. I have followed the exact steps you provided so I can't work out what is going on. Any help would be appreciated. Thank you.

    • @DamoBird365
      @DamoBird365  2 года назад +1

      If you’re looking for a PDF, then OneDrive is your free option, otherwise word has a premium connector for document templates and conversion to pdf.

  • @muhammadirfan4931
    @muhammadirfan4931 2 года назад +1

    Great tutorial sir!
    Can I use template .xlsx file instead of .docx file to fill the entry data?

    • @DamoBird365
      @DamoBird365  2 года назад

      Take a look at this ruclips.net/video/lskqQNDegXc/видео.html

  • @weerachaichibthong4377
    @weerachaichibthong4377 3 года назад

    Thank you so much sir. If we have form exam , need to insert image in the quiz answer of student and convert file form to pdf. What we can do?

    • @DamoBird365
      @DamoBird365  3 года назад

      Hi there, you could watch ruclips.net/video/WUIOHm9-SRA/видео.html. In this video I insert images (images generated from Excel but the concept is the same) into HTML, Word and convert to PDF. HTML is free. I don't think you can easily insert images into Word for free, you would need the premium action as far as I know.

  • @user-cz2jt6go2c
    @user-cz2jt6go2c Год назад

    This was brilliant thank you so much! How do i go about adding picture attachments that are attached to the microsoft form into the word template?

    • @DamoBird365
      @DamoBird365  Год назад +1

      For a non premium, you would have to consider html as this method doesn’t support images. Otherwise the premium connector or encodian.

    • @user-cz2jt6go2c
      @user-cz2jt6go2c Год назад +1

      @@DamoBird365 Thank you. I will leave as is for now. I dont fancy trying to add a HTML action in just yet. Only just got the hang of what you've shown in this video and have approx 30 forms to do.

  • @WychfinderYT
    @WychfinderYT Год назад

    Hi Damien. Thank you very much for taking the time to share this information. One question; How do you deal with a date that needs to be included in the certificate? I've tried without success and just get an error. Your help with issue would be much appreciated. Thanks, Adrian

    • @DamoBird365
      @DamoBird365  Год назад

      You could use something like formatdatetime(utcnow(),’dd MMMM yyyy’)

    • @DamoBird365
      @DamoBird365  Год назад

      Also check out Working with Dates in Power Automate #PowerAutomate
      ruclips.net/video/ybPWtu1i1j0/видео.html

  • @user-sj5ze8ln6w
    @user-sj5ze8ln6w 4 месяца назад +1

    Hi Damien, love the videos and find them really useful for a beginner.
    I’m having trouble with this flow where the metadata from the form shows in the sharepoint folder but isn’t showing in the document itself.
    Is this something you have come across before?

    • @DamoBird365
      @DamoBird365  4 месяца назад

      are you opening the document in the browser or the desktop client? That's all I can think of as I think this only works in the desktop client. You can otherwise ask on the forum powerusers.microsoft.com/t5/Forums/ct-p/FL_Comm_Forums. Good luck with your development 👍

    • @user-sj5ze8ln6w
      @user-sj5ze8ln6w 4 месяца назад +1

      It is through the desktop app and i’ve just not tracked down the reason why.
      Will have a hunt in the forums and ask if anyone can point me in the direction.

    • @DamoBird365
      @DamoBird365  4 месяца назад

      @user-sj5ze8ln6w I’m not sure then. Let me know when you solve it 👍

    • @jmclean981
      @jmclean981 4 месяца назад

      @@user-sj5ze8ln6w did you ever find a reason. When i use the flow - the document only appears with the FIELDS in the email. If i run manual using template in document library - works perfectly... Wierd!

  • @701eeepc
    @701eeepc Год назад

    Hi fox, easy question: Can you do that by using a sharepoint list instead of document library? I am developing an automated flow and collecting data from ms forms to a sharepoint list and for me it would be better not to change my current solution. Please let me know. Thanks.

    • @DamoBird365
      @DamoBird365  Год назад

      You would need to take the data from the list to the doc lib. This solution depends on the data being in the column metadata of the file. Alternatively, if you have premium licensing, you can use the Word connector straight from the list.

  • @bobmcroberts5188
    @bobmcroberts5188 Год назад +1

    I was able to get this to work, however the added columns now appear for every file in the main “Documents” folder (and those nested within) I was hoping to get this set up in a separate document library so the columns only appeared in one place, but not for the rest of my document libraries. Did I do something wrong or is this just how it is?

    • @DamoBird365
      @DamoBird365  Год назад

      You are correct with your finding but you could setup content types and try this method instead ruclips.net/video/Qj8SIiGJRnc/видео.html

  • @albertograterolteran2023
    @albertograterolteran2023 2 года назад

    Thanks for the video but It confuse me when I am going to build the template .docx I mean in my microsoft form I have 7 questions: two of then are text fields, one of date, and the rest are optional question. How do I replicate the same tipe of questions with the quick parts options?

    • @DamoBird365
      @DamoBird365  2 года назад

      Hi there, there are more details on my blog post here www.damobird365.com/microsoft-forms-to-pdf-no-premium-actions/. Just repeat the same setup. If a question is unanswered, it will be blank on your Word quick part.

  • @seanbrennan705
    @seanbrennan705 3 года назад

    Phenominal Video. Saved my organization a ton of money by not needing a paid service. My flow is running perfectly but I have one issue. My Form contains several questions that requires a "check all that apply" answer. In the Sharepoint list and subsequently the PDF file these answers are produced without line breaks. Is there a way to place line breaks between these responses?

    • @DamoBird365
      @DamoBird365  3 года назад

      Hey Sean, I have an article on how to do this here www.damobird365.com/easily-address-escaped-characters-in-forms-response/ and have picked up your message on the forum powerusers.microsoft.com/t5/Building-Flows/How-to-create-line-breaks-when-creating-a-pdf-from-a-form-with/m-p/1008909#M136616. Thank you for reaching out! If you have any other concepts you would like explored, drop me a message ideas@damobird365.com.

  • @Norrinisradd
    @Norrinisradd 4 месяца назад

    Great instruction, thank you! This inspired me to make a flow using the create file option via OneDrive where I create an html file, convert to pdf, then save as pdf. Would you know how I can apply this for a multi-page pdf? The form responses for my form do not fit on one pdf. All the data is present on the html output and the html file contains all data on a widened page. however, when the file is converted to pdf, I only get 1 page of data in portrait view with the last half of the form response missing.

    • @DamoBird365
      @DamoBird365  4 месяца назад +1

      The conversation of html to pdf is by no means perfect. I’ve covered a few methods for doc creation here ruclips.net/video/L67m8wgd4Ak/видео.html

    • @Norrinisradd
      @Norrinisradd 4 месяца назад

      Thank you for your reply @@DamoBird365 I will check out your link

  • @nishantsubedi2280
    @nishantsubedi2280 2 месяца назад

    Hi Damian,
    Thank you for the video it is really help, but I have an issue. When receiving into the email why my pdf is blank. In the sharepoint and one drive it is working perfectly but when the pdf is attached into the email it's blank. Can you please help me to fix the issue??

  • @danicasmayhem
    @danicasmayhem 7 месяцев назад

    Hi Damon, I've encountered a couple of issues. Firstly, I need to include the date and time in the file I'm creating, but since my company is based in the US and I'm in a different time zone, using utcNow results in a timestamp based on the US time (I tried changing my time zone setting but it didn't help fix it). Additionally, with multiple-choice questions, when inserted in quick parts, they appear as ["Option A", "Option B"]. I'd prefer them to be listed one below the other without the square brackets and quotes. Any suggestions on how to resolve these issues?

    • @DamoBird365
      @DamoBird365  7 месяцев назад

      Hi, there’s an action or expression for timezone learn.microsoft.com/en-us/troubleshoot/power-platform/power-automate/converting-time-zone-power-automate you can also use join() on your outputs to create a string.

    • @danicasmayhem
      @danicasmayhem 7 месяцев назад

      @@DamoBird365 Thank you so much!! I'll try doing that!

  • @andrevandermerwe940
    @andrevandermerwe940 2 года назад

    Is there a way to do this except with the addition of a graph that is generated based on values provided by the client, from the form?

    • @DamoBird365
      @DamoBird365  2 года назад

      You could try this - Power Automate | Office Scripts | Send Charts via Email & Teams
      ruclips.net/video/Tj2jasorczU/видео.html

  • @user-qe4zn2uu9j
    @user-qe4zn2uu9j 10 месяцев назад +1

    Hi Damien, thank you so much for this, I knew nothing about power automate and have successfully recreated your tutorial! I have a question about an additional step. I would like to drop the completed 'certificate' into two separate SharePoint folders - is this possible, please?

    • @DamoBird365
      @DamoBird365  10 месяцев назад +1

      Absolutely. Use create file to duplicate the same file elsewhere. Well done on your first flow 👍

    • @user-qe4zn2uu9j
      @user-qe4zn2uu9j 10 месяцев назад

      @@DamoBird365 Thank you for coming back so quickly! I have managed to do it and get a copy of the PDF, what I would like is a copy of the word document too so that I can see the info in the columns on the front screen. I have managed to get a word document into the file by adding another create file action and using the different file path and changing the output to .docx but it is saying the file contains unreadable data and none of the meta data is showing in the columns? :(

    • @DamoBird365
      @DamoBird365  10 месяцев назад

      @user-qe4zn2uu9j I think that you would have to set the meta data at the new doc lib too I’m afraid.

  • @klau517
    @klau517 Год назад +1

    hola, tengo una consulta cuando creo el flujo me dice que el documento ya existe cada que envio un formulario entonces no se como hacer para que me lo tome sin problema y que adicional no se me almacene en sharepoint una copia de ese archivo.

    • @DamoBird365
      @DamoBird365  Год назад

      hola, espero que esto se traduzca. cree un nombre de archivo único etiquetando la fecha y hora en el nombre del archivo. formatdatetime(utcnow(),'yyyyMMddhhmmss'). ¡Buena suerte!

  • @jpbo98
    @jpbo98 8 месяцев назад

    Is it posible to use this method or something similar to add images to a word?

  • @ksecurity73
    @ksecurity73 2 года назад

    I have made flow by the above youtube vided. But there is a problem which date field in convert file(preview) module. A date field in word property is changed to one day earlier in converted pdf file. I am in South Korea UTC +9 hours time zone. Is there any solution?

    • @DamoBird365
      @DamoBird365  2 года назад

      Hi, I suspect it will be the timezone as you have identified. Flows run in UTC. you can possibly convert the time using the convert time zone action or expression. support.microsoft.com/en-us/topic/converting-time-zone-in-microsoft-power-automate-8bce2441-1859-4d76-2f51-985d9c96534d

  • @carolina1267
    @carolina1267 2 года назад +1

    This has helped a lot, thanks for your time. However, I can't seem to make the name of the file in the first create file to work. It says theres invalid characters. Tried everything I know :(

    • @DamoBird365
      @DamoBird365  2 года назад

      Can you supply an example output from the error including the path. Could you have a rogue space at the end of your path?

  • @adshabrack
    @adshabrack 2 года назад

    This worked great, with one exception. The date on my word doc is set to auto-update, but is not. I have to open the original file each morning to allow it to update it and save. Do you know how to correct this? Thanks in advance!

    • @DamoBird365
      @DamoBird365  2 года назад

      You could just use a dynamic value from flow? Formatdatetime(utcnow(), ‘dd/MM/yyyy’)

  • @muhamadazfar6788
    @muhamadazfar6788 9 месяцев назад

    Hi Damian, do you know why the flow give an error when I try to get content the 2nd time? The file .docx was created succesfully and I was able to update its properties. When I try to get the content of the new file, it said the route did not exist. Any idea?

    • @DamoBird365
      @DamoBird365  9 месяцев назад

      Are you getting file content using path or id? Maybe you’ve chosen the wrong dynamic value?

  • @cooperacademycounseling2017
    @cooperacademycounseling2017 2 года назад

    Thank you for this video. I am getting stuck at how to get a custom document property. How did you get the personal message and pm continue to populate to that list? I am a school counselor and would love to use this to make my work a little streamlined!

    • @DamoBird365
      @DamoBird365  2 года назад

      I’ve got your email and will reply there. 😉

    • @gogogolem
      @gogogolem 2 года назад

      @@DamoBird365 I'd like to know too. Any chance?

    • @DamoBird365
      @DamoBird365  2 года назад

      @@gogogolem 2:28, create the columns 👍

  • @lucavorraro4426
    @lucavorraro4426 5 месяцев назад +1

    Salve e complimenti per il tutorial, ti volevo gentilmente chiedere se è possibile importare nel documento word anche un test di valutazione/gradimento..
    Nel caso fosse possibile quale colonna si deve creare in sharepoint?
    Ciao e grazie

    • @DamoBird365
      @DamoBird365  5 месяцев назад

      Do you mean a star rating ? Like ⭐️⭐️⭐️⭐️⭐️ ? You can only add strings using this method. You could ask here powerusers.microsoft.com/

  • @seanbyrnes830
    @seanbyrnes830 Год назад +1

    In the convert file the flow is failing, saying conversion is not supported. "InputFormatNotSupported / Bad Request". Any advice? The "ID" is from "Create file 2".

    • @DamoBird365
      @DamoBird365  Год назад

      Try opening the file on OneDrive manually. I suspect it hasn’t been created correctly.

  • @joyt5074
    @joyt5074 2 года назад +1

    Can you still create a separate flow to create an excel sheet from the responses in the form without affecting this flow?

    • @DamoBird365
      @DamoBird365  2 года назад

      Absolutely. You can also build forms direct from an excel sheet, meaning you don’t need a flow to save the data to excel or watch my video on the api call to forms and download the data from forms direct in excel as you require it.

  • @SiyamandRashid
    @SiyamandRashid Год назад

    It Would be greate if you can make a video on : approval fllow and put signature on pdf files after approval and send back the approved request to the requester

    • @aminlalani4755
      @aminlalani4755 Год назад

      Any update on this? I am also interested in this and have reached out to @DamoBird365 !

  • @nicoletaylor3701
    @nicoletaylor3701 2 года назад

    It's kicking an error in the convert file step. Any ideas?

  • @josephbeaulieu4093
    @josephbeaulieu4093 2 года назад +1

    I recently went through this and it worked wonderfully. However, in my current flow there are several text fields. I've noted with FORMS has a 4000 character per Form limit. However Sharepoint is at a 255 per text field limit for "Single Line of text". I have seen various insight stating to use "multiple lines of text" formatted columns. Will this method still work? Would it maintain stability?

    • @DamoBird365
      @DamoBird365  2 года назад

      I've never tried for this particular scenario, albeit I have used multiline in other solutions for that particular reason. If you give it a go and test, please report back.

    • @josephbeaulieu4093
      @josephbeaulieu4093 2 года назад

      @@DamoBird365 Roger that. More to come. Thank you for checking back!

    • @jkdesjardines
      @jkdesjardines Год назад

      Did you ever find an answer to this question? Having a similar issue

  • @MonsieurCee
    @MonsieurCee 3 года назад +2

    This is great! currently looking at using forms to make some things a bit easier at work, is there a way to attach images from forms upload?

    • @DamoBird365
      @DamoBird365  3 года назад

      Hi Andrew, not done it myself but you can certainly use attachments from Forms, so embedding them elsewhere should be possible. Let me know what your requirements are, otherwise feel free to reach out and tag me here powerusers.microsoft.com/t5/Microsoft-Power-Automate/ct-p/MPACommunity

    • @AHLANWASAHLANable
      @AHLANWASAHLANable 2 года назад

      @@DamoBird365
      hi
      grate explain
      how are u
      plz i won't this methods
      to convert forms to docx to pdf to email uploading image
      there is away fot that
      thanks

    • @DamoBird365
      @DamoBird365  2 года назад +1

      @@AHLANWASAHLANable the only possible method for images that I know of is to rename the docx to zip, extract the files, edit the xml and re-zip. Check this out ruclips.net/video/dHW-rAqx7qM/видео.html

    • @AHLANWASAHLANable
      @AHLANWASAHLANable 2 года назад

      Hello dear I hope you will explain how soon You are really creative

    • @DamoBird365
      @DamoBird365  2 года назад

      @@AHLANWASAHLANable do you want to drop me requirements to ideas@damobird365.com? I have a GitHub demo that shows how to extract images from file attachments of forms but no video yet github.com/DamoBird365/PowerAutomate/blob/main/RUclipsDemos/MicrosoftFormGetAttachmentsandEmail.zip

  • @Stephanie-jq5ju
    @Stephanie-jq5ju Год назад

    Hi, great tutorial! Can you do exactly this but instead of triggering from an MS Form, I have the email recipients name and email on an excel sheet? I want to do this but I can't find anything about it :(

    • @DamoBird365
      @DamoBird365  Год назад

      You could do. Ultimately you want to get the data from the excel sheet to a new document with columns. So instead of using the dynamic data from a form response, use the data from a list row.

  • @Luka0012
    @Luka0012 10 месяцев назад

    Hello, when choosing "Send and email" step, I get an error saying "Connection not found. Please create a new connection and change your application to use the new connection.". Did anyone else had this issue? Do you know how to resolve it?

  • @richardzehr4388
    @richardzehr4388 2 года назад

    Thanks very much for this tutorial! I am having trouble with a maximum characters limit through the "Update File Properties" section. Max characters is 255. Any way to increase that?

    • @DamoBird365
      @DamoBird365  2 года назад +1

      Interestingly, you’re the 2nd post today with the same query and I am unsure. They are off to try using the multi line of text field type. If you are able to try this and report back, it would help others for sure. Hopefully it works.

    • @richardzehr4388
      @richardzehr4388 2 года назад +1

      @@DamoBird365 yes the multiple lines of text when adding columns in sharepoint worked out.
      Also - if you have any "/" in your MS Form questions i do not believe the update file properties will work correctly. I had been having the issue with the number of characters and then used multiple lines in sharepoint but my update file properties kept failing. Removed the "/" from a question in the form and it worked after that.
      This is an amazing tutorial! Thanks!

    • @DamoBird365
      @DamoBird365  2 года назад

      Thanks for sharing! Really pleased you got it sorted.

  • @user-ik6im2oc2h
    @user-ik6im2oc2h 9 месяцев назад

    I'm new to Power Automate, It seems I am unable to drop the work document into the sharepoint list, this was done at 3.19 in the video. is it a permission thing? or can I just skip that step. Need this for a project I'm working on. Thank you

    • @DamoBird365
      @DamoBird365  9 месяцев назад

      Hi there, it’s a document library, rather than a list. Hope that helps.

    • @user-ik6im2oc2h
      @user-ik6im2oc2h 9 месяцев назад

      I have a different version, so my screen doesn't look the same as yours. Thank you for the clarification@@DamoBird365

  • @mrmpanah74
    @mrmpanah74 8 месяцев назад +1

    Thanks so much, I have been looking for this information for a long time. Also in my scenario, I have 68 images that will be uploaded to the Microsoft form. How can I display these images in PDF format using the ''document template'' in Word? Thanks

    • @DamoBird365
      @DamoBird365  8 месяцев назад

      You would need to use premium for images to word unless you build an html file and convert to pdf.

    • @mrmpanah74
      @mrmpanah74 8 месяцев назад

      @@DamoBird365 thanks for the reply, I am new to this, can you please provide more info on how to build a html file? or how I use the premium for images? I am confused a bit and have tried many ways including adding 'populate a Microsoft word template' etc but can't get the image to the template. Please help. thanks

    • @mrmpanah74
      @mrmpanah74 8 месяцев назад

      ​@@DamoBird365 Finally, I built a Word template using Premium, but it can only be less than 10MB; if it is larger, an error message appears. Is there a way around this? Thanks in advance.

  • @TheJamj17
    @TheJamj17 Год назад +1

    😃
    Excellent, it worked fine for me.

  • @iso5537
    @iso5537 4 месяца назад +1

    I did exactly what you showed. The flow works so far. However, I have two problems. Word recognizes the input of forms in the document properties but they are not displayed in the text? In addition, the attachment in the mail cannot be opened, an error message appears.

    • @DamoBird365
      @DamoBird365  4 месяца назад

      One possible cause is that the text only displays in Desktop, regarding the error, have you left out the file extension? Maybe worth posting on the forum and folk will help you out powerusers.microsoft.com/t5/Forums/ct-p/FL_Comm_Forums 👍

  • @mumind23
    @mumind23 2 года назад

    Hi. Is it possible to apply this method while i need to add a sign to Word doc as image? I get sign by PenInput in Powerapps. How may i add signs to Word docs for each? I get sign by PenInput in powerapps, convert Jpeg and save to same folder with word template in Sharepoint. Added an Image field in Word template and linked to this jpeg. But flow doesnt update image for each word doc. Keep image as i added first. Are there a solution?

    • @DamoBird365
      @DamoBird365  2 года назад +1

      There is not an easy free method for adding images albeit there is a method where you unzip the word doc and edit the xml. Here is a demo ruclips.net/video/dHW-rAqx7qM/видео.html