Microsoft Forms to PDF without Premium Actions in Power Automate

[@DamoBird365]

Check out my video demonstrating how to use content types to setup those extra metadata columns. kzbin.info/www/bejne/h5ubhHyffK-FpMU 😉

[@701eeepc]

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.

[@WolfsburgSlim]

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]

Thank you very much 👍

[@SgtTyrjin]

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]

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

[@gr8502]

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!

[@GazaAli]

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]

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

[@afangrywarrior]

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]

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

[@LeghrandDeJesus]

Thank you for sharing this! I tried this and it worked seamlessly. Worth a subscribe!

[@Hambrony88]

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]

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?

[@alejandronieves9413]

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!

[@sbisca]

great demo, thanks! Is it possible to somehow dynamically set an image property in addition to the text fields in the document library and in the word document template ?

[@DamoBird365]

You can’t ‘easily’ do images with non premium. It would require accessing the xml, which is not straightforward or easily repeatable.

[@watkinsmetabolic]

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]

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

[@watkinsmetabolic]

@@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]

@@watkinsmetabolic I’ve a video on Dates in Power Automate kzbin.info/www/bejne/r5OziKerZs5koJI. You just want another field in your list and use formatdatetime.

[@Calaban63]

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

[@DamoBird365]

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

[@Lyriks_]

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

[@sankhlayashraj]

This was brilliant. Loved the details shared by you.

[@denischarpentier8075]

My form has around 20 questions and some are conditioned by the answer to the previous one so I had to figure out a thing or two in the template, but overall this technique works very well, thanks !

[@justinlilly9943]

You are my favorite person in the whole wide world today.

[@DamoBird365]

@@justinlilly9943 wow, thank you 🙏

[@OrcunBahadir]

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!

[@DamoBird365]

Thank you Orcun 👍

[@mrpufferfish66]

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

[@NostalgicNate85]

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

[@erinross1755]

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

[@willalford3592]

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.

[@SiyamandRashid]

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

[@danicasmayhem]

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

[@DamoBird365]

Cheers Daniela. Thanks for stopping by. 👍

[@WychfinderYT]

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

[@eduardoboro86]

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]

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]

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. kzbin.info/www/bejne/gmeanmutnMlnd80

[@al85v]

@@DamoBird365 cheers!

[@klau517]

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]

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!

[@villagehomeservices6019]

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!!

[@flipopperman8741]

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

[@cydmansg1979]

fantastic demo! thanks! it really helps me man!

[@alejandraz77]

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

[@DamoBird365]

Nice one Alejandraz! 👍👍

[@SiyamandRashid]

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]

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]

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

[@Tabarnac2010]

We can add the template to powerautomate directly, and avoir bad requests.. as it will skip the part of copying and pasting a file. I will simply fill the information , could be from MS Forms or Lists. Another variant is create a shareable link to the file and add it to MS Lists or to an email.

[@lotdorp3367]

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!

[@RealDyl75]

at 7:36, "Get File Content" doesn't show up for me. Any ideas?

[@DamoBird365]

Do you mean you don’t have the action? I am not sure.

[@iso5537]

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]

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 👍

[@moyura2]

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]

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

[@thipiga58]

Hi! I have a Microsoft form with a logo, description and another section with closing statement. I need the contents of the form along with the form submission details saved in a PDF as soon it is submitted in a private folder in a shared Microsoft Teams. Is this possible? If so, how can this be done without the use of the premium features?

[@joeyarmaxy12]

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.

[@seanbyrnes830]

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]

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

[@Amie-i3t]

this tutorial has been the best find for me and i have been able to automate a number of our company forms. The flow has been working fine up until today, when an error occurred whilst trying to update file properties and character length of one of the fields exceeded 255. Could you provide any advice on where/how to incorporate a Condition to the cloudflow to truncate the field response to less than 255 characters

[@DamoBird365]

@@Amie-i3t you could use slice()? learn.microsoft.com/en-us/azure/logic-apps/workflow-definition-language-functions-reference#slice

[@jeremychambers7861]

I have a question, this process creates a Word file and then converts it to PDF. But when I open the word file the fields are still pointers to my Document properties. Is there a way to have it display the submitted data instead? Thanks again, great video!

[@Luka0012]

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?

[@fk3834]

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]

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.

[@nishantsubedi2280]

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??

[@aravindporayath-rj6ph]

I have a word template and once we enter something in the template, data needs to entered in excel and also a folder needs to be created in sharepoint and we need to save the word document in the folder.. Is this possible to do?

[@DamoBird365]

Are you manually adding data to a template? You could use ai builder to extract it. Everything else you mention is indeed possible.

[@aravindporayath-rj6ph]

It is like a form.. So we fill the form and save as a document... Can you please show an example.

[@videobewerker111]

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]

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/

[@michaelshelnutt3534]

@8:50, my dynamic content is not showing (that matches the fields).

[@DamoBird365]

Hi Michael, you'll need to give me a bit more detail. Last time we spoke you were trying to save the file to SharePoint, have you achieved that? Maybe drop me an email or open up a call on the PowerPlatform and tag me with where you are at.

[@shivabkumar7999]

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]

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

[@joyt5074]

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

[@DamoBird365]

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.

[@jamesclark2020]

Another great example. Awesome.

[@DamoBird365]

Cheers James 👍

[@lucavorraro4426]

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]

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

[@NatalieAllen-z6c]

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]

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

[@NatalieAllen-z6c]

@@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]

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

[@carolina1267]

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]

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

[@mrmpanah74]

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]

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

[@mrmpanah74]

@@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]

​@@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.

[@michaelagordon9352]

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?

[@michaelshelnutt3534]

@ 4:44- I don't have that choice in Word. My Quick Parts choices jump from Manager to Publish Date.

[@DamoBird365]

Did you upload your file before or after creating the columns? If after, try re-uploading as the old file won’t inherit the new columns/metadata.

[@michaelshelnutt3534]

@3:19... how do you bring your Word doc into the SharePoint? I have tried to drag and drop from my OneDrive and it doesn't work.

[@DamoBird365]

@@michaelshelnutt3534 you can select the doc in OneDrive via the ellipses... and copy to. You should be able to pick SharePoint from there.

[@michaelshelnutt3534]

@@DamoBird365 what ellipses? There are none in One Drive and there are none in SharePoint. I am lost.

[@DamoBird365]

@@michaelshelnutt3534 I've hit you with a reply on the community forum powerusers.microsoft.com/t5/General-Power-Automate/Ideas-for-creating-an-Employee-Training-Site/m-p/879055#M68256

[@zishanmansuri8880]

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]

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 kzbin.info/www/bejne/onO7hKZ7ftGKpc0

[@kitaakita-p5812]

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

[@SiyamandRashid]

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]

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

[@Hambrony88]

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

[@DamoBird365]

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

[@Hambrony88]

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

[@jpbo98]

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

[@ryantrujillo4991]

This is such a great resource! My first flow and wow! In my form I have multiple choice questions and the output to the form has ["...."] for each response...i tried to put replace(replace(replace(outputs('Get_response_details')?['body/r4f03c555a0ea4434aad7b75659ecdd0c'],'[',''),']',''),'"','')))) in the update file properties but it's invalid...anyway to format and clean up the output that's put in the word template for multiple choice questions...it flows beautifully but the output looks wonky

[@DamoBird365]

It’s an array. Check out damobird365.com/easily-address-escaped-characters-in-forms-response/

[@ryantrujillo4991]

Thank you! Where in the flow would this solution go and each question that has multiple answers would need this? Thank you so much for lighting quick reply

[@nicoletaylor3701]

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

[@Norrinisradd]

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]

The conversation of html to pdf is by no means perfect. I’ve covered a few methods for doc creation here kzbin.info/www/bejne/gmeanmutnMlnd80

[@Norrinisradd]

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

[@APMerry]

Thanks for this guide, I've hit a wall when attaching the file to an email. I receive an email but the PDF is corrupted. The copy that get's saved on sharepoint opens up okay, so I know the conversion works.

[@DamoBird365]

Have you included the file extension?

[@wessgaldamez208]

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]

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. kzbin.info/www/bejne/i6TTmnyin5ubibM

[@phiza365]

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]

You can rerun from flow history?

[@IanFreeman-b1f]

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]

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 👍

[@IanFreeman-b1f]

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]

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

[@jmclean981]

@@IanFreeman-b1f 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!

[@JohannaEllaMayErroba]

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]

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 [e-mail] if it is easier. Happy to discuss via email and share screenshots etc.

[@markyaney9820]

@@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]

@@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]

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

[@CVL00]

Thank you for your great efforts Mr. DamoBird, I have used this on employees when they submit their responses they will get a certificate of attendance in their email but I have a problem with the date written on the certificate it does not change according to the submission date can you help me?

[@DamoBird365]

you could maybe make that a dynamic value? I suspect you have it fixed? You can then use utcnow('dd MMMM yyyy')

[@samanshaik749]

Excellent, but convert the file flow is failing , saying file cannot open , while opening through one drive directly its showing corrupted file.but from share point i can open.

[@DamoBird365]

Are you missing the file extension ? Maybe one to explore in the forum powerusers.microsoft.com/

[@josephbeaulieu4093]

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]

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]

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

[@jkdesjardines]

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

[@iahsawairi1318]

Hello! I am new in Power Automate. I would like to send Certificates in pdf format using Power Automate. I will be sending it all at once. The difference to what you did here is that I already have the details in Sharepoint list and not from Forms. Will appreciate if you can help me. Thank you!

[@DamoBird365]

The same steps apply. If you want to avoid using the premium connector, you will have to setup columns for the metadata in the new doc lib and save the column data from the item to the doc. I have a 2nd video that shows you how to do it with content types. Very similar.

[@BlueNavyIndigo]

I have tried to follow this but my PDF document only gets the output of the forms and the text in the Word template. The shapes and other non-character features are left out. What am I doing wrong?

[@DamoBird365]

Probably nothing wrong. If the majority of your content is there, it’s probably just not supported. You can try the forum.

[@andrevandermerwe940]

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]

You could try this - Power Automate | Office Scripts | Send Charts via Email & Teams kzbin.info/www/bejne/ipuVm5SppNeWsLc

[@ksecurity73]

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]

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

[@patondennison128]

Hi, How do we make contact with you to develop flows for us in South Africa?

[@DamoBird365]

You can drop me an email on [e-mail] or find me on social media as DamoBird365 and I will see how I can help. I’m on the Microsoft forum too powerusers.microsoft.com/

[@Stephanie-jq5ju]

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]

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.

[@CraigSowter]

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]

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

[@CraigSowter]

@@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.

[@brayanestibenrojasecheverr4130]

can you help me please? I´m gettin this error 'The template validation failed: 'The action(s) 'get_a:row' referenced by 'inputs' in action 'Condition' are not defined in the template.'.'.

[@DamoBird365]

I’m not sure to be honest. Maybe one for the forum powerusers.microsoft.com/

[@nikeshlondhe8901]

It really helped me lot. Thank you so much

[@albertograterolteran2023]

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]

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.

[@danicasmayhem]

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]

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]

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

[@muhamadazfar6788]

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]

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

[@hill1272]

This is fantastic, thank you! We are using forms to gather data on field trainings, and automate certificate send outs for up to 20 attendees. On the form, we have a line for each attendee, is there a way to generate a new certificate for each attendee in one flow?

[@DamoBird365]

You would need to get the names etc in an array. So if the dataset is in an excel file or list, you get the rows or items and use an apply to each with the flow above in the loop.

[@hill1272]

@@DamoBird365 so i have attendee name listed as text field on the form and have 20 total lines listed. should i populate into an excel file from the form first, and then reference that column to get the names?

[@DamoBird365]

@@hill1272 are you supplying the names as a string? Like Damien,Jill,Brian,etc or a text field per name, up to 20 attendees? If the data is all collected by the form, you can create an array but I need to understand how you capture the attendees.

[@hill1272]

@@DamoBird365 Have lines on the form that include: date of training trainer training type attendee 1 attendee 2 attendee 3 etc....

[@DamoBird365]

@@hill1272 you need to create an array. Add a compose and add a opening and closing [ ]. In between this add each dynamic answer for attendee1-20, in single quotes and separated by a comma. Ie [‘attendee1’,’attendee2’,’attendeeX’] then use the compose as the input to an apply to each. It will loop through the names and I assume the rest of the answers date, trainee etc are same for all 20. You might need to include a filter array where item() is not blank, to remove the non existent attendees.

[@daianarios961]

You are genius!!!

[@DamoBird365]

Thank you

[@charlest1025]

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]

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

[@701eeepc]

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]

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.

[@mbudhikurniawan4632]

Thank You DemoBird, Very Helpful

[@tammyroberts4525]

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]

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.

[@abhishekpatil01]

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]

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.

[@neilt2347]

Great tutorial, many thanks. I’ve created a Form that a whole department at work will use. When the email is sent at the end of the flow I want it sent to a central email address (I’m fine with that) but I want the email to be sent from the person who submitted the response on the form and not my own email address. Is that possible? Thanks

[@DamoBird365]

The flow is triggered by the form submission which is owned by another user. The outlook connector will use the connection for that owner. You can send on behalf of, if permissions are in place but that owner would need access to a lot of mailboxes 🤷‍♂️ flows triggered by button can have connections run as the user, for instance pressing a button in a Power App.

[@neilt2347]

Thank, understand that. One other question - I’ve created a couple of delete file steps at the end once email has been set. One for deleting the create file in one drive and one for deleting the pdf that is moved back to sharepoint. They work fine but also adding a delete step to delete the initial docx fine we create at the beginning (using Create File - ID) but get an error message when the flow runs saying it can’t find the file. Any tips? Thanks.

[@DamoBird365]

@@neilt2347 this always catches me out too. I think there is a dynamic value for file identifier or similar, check the dynamic value and change it.

[@nobby-green]

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]

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]

@@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. 👍

[@sumsumtulang25]

Hi DamoBird365, when I was trying to fill up the part in the update file properties, no dynamic value was found for the form. Only have list of response notifications Response ID. I used this one and an error message 'could not find list item'. How do I get the form dynamic value appear?

[@DamoBird365]

They should appear automatically. Are you in the new designer? I would recommend sharing more details on the forum.

[@sumsumtulang25]

@@DamoBird365 yes I'm in the new designer automatically so I did not change. I will try to use the old designer and see how it goes. Will update again ☺️

[@sumsumtulang25]

@@DamoBird365 when i put in get response details, it automatically change into loop(for each). Same goes with update file properties and send an email v2. When I put update file properties inside the loop of get response details, I am able to see the dynamic content values from the form. I need to play around with this.

[@DamoBird365]

@sumsumtulang25 I would suggest you build from the classic. Start from scratch. There’s a bug in the new designer that turns off split, it’s a trigger setting. That results in many responses coming into a flow at once, hence the apply to each. If you start from scratch in classic, split is on.

[@Leoarcongomez]

Hola que tal r, muy bueno tu video! Hace poco realice un flujo que se desencadena al contestar un form, luego rellena una plantilla de word con las respuestas del formulario, convierte la plantilla en pdf y la envía por correo (sin premium). pero, aun no se como insertar las imágenes adjuntas en el form al mismo correo donde envío el pdf. Me gustaría me ayudaras (la imagen puede estar ya sea dentro del pdf o insertada en el correo ). Gracias Saludos desde Colombia

[@DamoBird365]

Hola, envíeme un correo electrónico a [e-mail]. Confirme, ¿su formulario permite adjuntar archivos? ¿Quieres que estas imágenes se adjunten a un correo electrónico? ¿Quiere que las imágenes sean adjuntos o se muestren como imágenes?

[@Leoarcongomez]

@@DamoBird365 deseo enviar en el mismo correo la plantilla de word y tambien las imagenes adjuntas en el form.

[@Leoarcongomez]

@@DamoBird365 Si, el form permite adjuntar imagenes.

[@DamoBird365]

@@Leoarcongomez Haré un video la semana que viene. Descargue e importe la demostración / I will do a video next week. Please download and import demo github.com/DamoBird365/PowerAutomate/blob/main/KZbinDemos/MicrosoftFormGetAttachmentsandEmail.zip

Excellent, Thank you man.

[@clgr6593]

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.

[@gilshapero7176]

Thanks! Saved me a lot of time

[@DamoBird365]

No problems Gil 👍