In this video series you will learn how to work with Microsoft Forms. The following 3 videos are included in this series:
Intro to Microsoft Forms - https://www.youtube.com/watch?v=YgWT9mJKEzk&t=19s
Create SharePoint List from Excel MS Forms - https://www.youtube.com/watch?v=9hBeckKMlrg&t=45s
Forms and Flow saving data and conditionals - https://www.youtube.com/watch?v=462l8JuJ9xM
Working with Forms
Intro to Microsoft Forms
Microsoft Forms are a great way to electronically gathering information from either an anonymous source or a source that is outside of your organization. In Shane’s Introduction to Microsoft Forms – No more Survey Monkey video, he demonstrates how to create a form and navigate the many different customizable features. You’ll learn what forms are, how to share them, how to view the data that they collect, and much more. Throughout the video Shane also discusses the differences between Microsoft Forms and Microsoft Forms Pro, and the additional options that are available with Forms Pro.
Key Timestamps:
0:00 Intro
1:16 Demo of the solutions
5:00 Create a new form and add different types of questions
9:12 Break the form up into sections
10:08 Create branching
11:11 Overview of form settings and multilingual
14:09 Overview of response results, analytics, and insights
17:21 Overview of themes
19:20 Forms within customer scenarios
Create SharePoint List from Excel MS Forms In Shane’s Microsoft Forms to SharePoint List: Create SharePoint List from Excel video, he demonstrates how to move data from Forms directly to SharePoint by using Power Automate. The goal is to automatically record form responses in SharePoint each time that a response is submitted. Shane takes the demo a step further by adding an action to send an email in order to notify the recipient of each form response.
Key Timestamps:
0:00 Intro
1:49 Demo of the solution
2:57 Create a new list from Excel in Power Apps
6:20 Create a Flow from the ‘Record form responses in SharePoint’ template
Forms and Flow saving data and conditionals
Learn about the relationship between Microsoft Forms and Flow in the context of a Covid-19 compliance app. In Shane’s Microsoft Forms and Flow – Saving data for a Corona Virus Compliance solution video, he demonstrates how to move data out of Forms and into a data source, and perform conditional logic using Power Automate. In this example SharePoint is used as the datasource. This app is a great example of how the Power Platform can be used to automate processes that were previously performed manually.
This video builds off of Shane’s Introduction to Microsoft Forms – No more Survey Monkey video, listed above.
Key Timestamps:
0:00 Intro
2:15 Demo of the solution
3:34 Create a branching rule within the form
6:59 Overview of form settings
8:16 Demo of how to send the form
9:00 Create a Flow from the ‘Record form responses in SharePoint’ template
12:23 Test the flow and form
14:37 Add an action to the flow to be notified if anyone says yes
Great video!