Get Survey Responses from Forms to SharePoint and Planner
A Power Automate tutorial by Peter Kalmström
Power Automate can be used with many different platforms,
and in this article we will combine Power Automate with
Forms, Planner and SharePoint. For the flow to work as described
in the demo, you should log in to Power Automate with the
account you used when you created the survey.
It is often efficient to store responses
from a Microsoft Forms survey in SharePoint, so that they
can be shared and managed in various ways. Sometimes, it
is also suitable to get the responses into Planner, for
example when the Forms survey responses require some kind
of work process.
In the demo below, Peter Kalmström creates a flow that fetches
responses from a Forms survey and adds them as items in
a SharePoint list and tasks in a Planner plan. The flow
runs automatically every time someone submits responses
to the Forms survey.
We imagine a scenario where people report problems via a
Forms survey, by giving responses to specific questions.
To keep it simple, Peter's form has only three questions:
name, problem details and contact details, and the name
is used as title for the SharePoint item and Planner task.
You can of course use more questions - it will work in the
same way, with one item/task per submitted group of responses.
The helpdesk workers manage the tasks in Planner, and managers
can study the reported problems in SharePoint.
If you are unfamiliar with Forms, refer to the
previous article
where Peter shows how to create a Forms survey.
If you need a more advanced tool for tasks management, we
recommend our product
Kanban Task Manager.
With
Kanban Task Manager, the flow only needs to add the
responses to SharePoint. Kanban Task Manager will
take care of the visualization and give a place for tasks
cooperation and management inside SharePoint.
