Forms - Create an automated workflow for Microsoft Forms with Power Automate Tutorial

In this video, you will learn how to create an automated workflow for Microsoft Forms using Power Automate.
The video covers the steps to set up the flow, including selecting a template, connecting services, filling in form details, and adding actions such as creating tasks in Planner and posting messages in Microsoft Teams.
This tutorial will help you streamline your form processes and save time by automating tasks.

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With Microsoft Power Automate,

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you can create a flow for Microsoft Forms

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that performs one or more tasks automatically

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after it's triggered by an event.

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Let's find out how to use Flows with

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Microsoft Forms in the following scenario,

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we want to create an automation

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that is triggered by a new response

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submitted from Microsoft Forms.

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After creating the form in Microsoft Forms,

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setting up the Team and

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Channels in Microsoft Teams.

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And adding the Planner tab in this channel.

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Let's go back to Power Automate

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homepage to create our flow.

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The easiest way to add a form to

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Flow is to start with a template.

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First, search the Template

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Gallery for Microsoft Forms.

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Remember,

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if you find a template that's similar

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to what you want to do but is not

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exactly right for your scenario,

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you can still create a flow from

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the template and then customize it.

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Let's pick this one.

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When a new response is submitted

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from Microsoft Forms,

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Power Automate creates a task in Planner

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and post a message in Microsoft Teams.

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Here by pressing continue,

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we connect to our services.

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Now let's fill in at least all mandatory

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fields marked with a red asterisk.

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Keep in mind that the title

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of the form is the form ID.

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In this case it is Satisfaction Survey.

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You can either add a custom

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item or simply use the search

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bar to locate the form ID.

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Let's specify the name of the team and

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channel in which to post our message,

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then press Create.

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Under the Details section,

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let's click on Edit to give our

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workflow a name, then press Save.

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The new name appears right here.

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Each step contains a trigger

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with a set of actions.

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Note that you can add more steps.

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You can also add, edit,

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and remove triggers and actions.

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You can even copy and paste

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actions in the same flow or across

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flows to speed up the process.

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When a new response is submitted

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from Satisfaction Survey in

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Microsoft Forms is our trigger,

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our first action is.

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To get response details in Microsoft

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Forms and for that we need a unique

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identifier of the response which is

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represented here by response ID.

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Then our next action is to

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create a task in Planner.

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We have already defined the plan ID.

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Let's personalize the title.

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If the field does not

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contain a drop down menu,

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you can type in a text and combine

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it with dynamic contents in

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Power Automate Dynamic Content.

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Refers to data produced from

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a trigger or action.

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Basically,

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it lets the user select the fields

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that reference the previous steps.

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To add dynamic content,

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click here and under the Dynamic

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Content tab you can either use

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the search bar or scroll up

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or down to view your options.

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Make sure to add a space between

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first name and last name.

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Next, let's designate the bucket ID,

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then the start date.

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Submission time is appropriate.

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This field is optional.

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Let's leave it blank here.

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Let's obtain the responder's e-mail.

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As a last action, we want to

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post our message in a channel.

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Post as Flowbot is one of several options,

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let's leave it as is.

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We do want it to post in a channel

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under a team called Winning

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Project and it's channel named.

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Client surveys.

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Then let's include a message with a

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dynamic title, adjust the format.

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Let's also personalize the link

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and add a dynamic title.

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All done at the end of each flow

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terminate the default action.

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It terminates the execution of a Logic

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App run with the succeeded status.

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When done, press save.

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Now that we've finished our workflow,

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let's run a manual test.

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Let

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me submit the survey.

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Your flow ran successfully.

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Message appears.

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Let's verify this in Teams.

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We can find our message here and

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locate our task in Planner here.

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If you need to go back to your workflow,

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this is where you can find and

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edit your customized flow.

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Now you know how to create an

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automated workflow Microsoft

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Forms with Power Automate.

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