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

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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Objectifs :

Learn how to create an automated workflow using Microsoft Power Automate with Microsoft Forms, specifically focusing on triggering actions based on new form responses.

Chapitres :

  1. Introduction to Microsoft Power Automate and Forms
    Microsoft Power Automate allows users to create automated workflows that can perform tasks automatically when triggered by specific events. In this guide, we will explore how to set up a flow that activates when a new response is submitted through Microsoft Forms.
  2. Setting Up the Environment
    Before creating the flow, ensure that you have set up your Microsoft Form, created a Team in Microsoft Teams, and added a Planner tab in the relevant channel. This setup is crucial for the automation to function correctly.
  3. Creating the Flow
    To create a flow, navigate to the Power Automate homepage. The simplest method to integrate a form is by using a template. Search the Template Gallery for Microsoft Forms. If you find a template that closely matches your needs, you can customize it after selecting it. For this scenario, we will choose the template that triggers actions when a new response is submitted from Microsoft Forms.
  4. Connecting Services and Filling Mandatory Fields
    After selecting the template, click 'Continue' to connect to your services. Fill in all mandatory fields, which are marked with a red asterisk. The title of the form serves as the form ID; in this case, it is 'Satisfaction Survey.' You can either enter a custom item or use the search bar to find the form ID. Specify the team and channel where the message will be posted, then click 'Create.'
  5. Editing Workflow Details
    In the Details section, click 'Edit' to name your workflow and then press 'Save.' The new name will appear in the workflow overview. Each step in the flow consists of a trigger and a set of actions, which can be added, edited, or removed as needed.
  6. Defining Triggers and Actions
    The trigger for our flow is 'When a new response is submitted from Satisfaction Survey in Microsoft Forms.' The first action is to get response details, which requires a unique identifier known as the response ID. The next action is to create a task in Planner, where you can personalize the task title. If a field does not have a dropdown menu, you can type text and combine it with dynamic content.
  7. Using Dynamic Content
    Dynamic content refers to data generated from a trigger or action, allowing users to select fields that reference previous steps. To add dynamic content, click the designated area and use the search bar or scroll through the options. Ensure to add a space between the first name and last name when combining them.
  8. Finalizing the Flow
    Designate the bucket ID and set the start date, which can be left blank if not needed. Obtain the responder's email and set the final action to post a message in a channel. Choose 'Post as Flowbot' and specify the team and channel, including a dynamic title in the message. After completing all steps, terminate the flow with the default action to indicate successful execution.
  9. Testing the Workflow
    Once the workflow is complete, run a manual test by submitting the survey. A success message will confirm that the flow ran successfully. Verify the results in Microsoft Teams to see the posted message and locate the task in Planner.
  10. Conclusion
    You have now learned how to create an automated workflow using Microsoft Forms and Power Automate. This process enhances productivity by automating tasks based on form submissions, allowing for efficient management of responses and related actions.

FAQ :

What is Microsoft Power Automate used for?

Microsoft Power Automate is used to create automated workflows that connect different applications and services, allowing users to automate repetitive tasks and improve efficiency.

How do I create a flow in Power Automate?

To create a flow in Power Automate, start by selecting a template or creating a new flow from scratch. Define the trigger event, add actions, and customize the flow according to your needs.

What types of triggers can I use in Power Automate?

You can use various triggers in Power Automate, such as new responses in Microsoft Forms, changes in data in SharePoint, or incoming emails in Outlook.

Can I customize a template in Power Automate?

Yes, you can customize a template in Power Automate to better fit your specific scenario by modifying the actions and settings after selecting the template.

What is dynamic content in Power Automate?

Dynamic content refers to data generated from previous steps in a flow that can be used to personalize messages or tasks, allowing for more tailored automation.

How can I test my flow in Power Automate?

You can test your flow in Power Automate by manually triggering it or by submitting a new response in Microsoft Forms to see if the flow executes as expected.

What should I do if my flow doesn't work?

If your flow doesn't work, check the trigger and actions for any errors, ensure all required fields are filled out, and review the flow's run history for troubleshooting.

Quelques cas d'usages :

Automating Survey Responses

Use Power Automate to automatically create tasks in Planner and send notifications in Microsoft Teams whenever a new response is submitted in Microsoft Forms. This can streamline project management and ensure timely follow-ups.

Streamlining Event Registrations

Set up a flow that triggers when a new registration form is submitted. Automatically add the registrant's details to a Planner task and notify the event team in Teams, improving coordination and response times.

Feedback Collection and Action

Create a flow that captures feedback from Microsoft Forms and generates tasks in Planner for team members to address the feedback. This ensures that all feedback is tracked and acted upon efficiently.

Client Survey Management

Automate the process of managing client surveys by creating a flow that posts survey results in a designated Teams channel and creates tasks for follow-up actions in Planner, enhancing client engagement.

Performance Review Automation

Implement a flow that triggers when performance review forms are submitted, automatically creating tasks in Planner for managers to review and follow up, ensuring a structured review process.

Glossaire :

Microsoft Power Automate

A cloud-based service that allows users to create automated workflows between different applications and services to synchronize files, get notifications, collect data, and more.

Flow

A sequence of automated actions that are triggered by specific events, allowing users to automate tasks across different applications.

Microsoft Forms

A web-based application that allows users to create surveys, quizzes, and polls to collect information from respondents.

Trigger

An event that starts a flow in Power Automate, such as a new response submitted in Microsoft Forms.

Template

A pre-built flow in Power Automate that can be customized to fit specific needs, allowing users to quickly set up automation.

Planner

A task management tool that helps teams organize their work visually, allowing users to create, assign, and track tasks.

Dynamic Content

Data produced from a trigger or action in Power Automate that can be used to personalize messages or tasks within a flow.

Response ID

A unique identifier assigned to each response submitted in Microsoft Forms, used to retrieve specific response details.

Bucket ID

An identifier for a specific category or section within a Planner plan where tasks can be organized.

Flowbot

An automated bot in Microsoft Teams that can post messages on behalf of a flow created in Power Automate.

résultat(s)
00:00:00
With Microsoft Power Automate,
00:00:01
you can create a flow for Microsoft Forms
00:00:05
that performs one or more tasks automatically
00:00:08
after it's triggered by an event.
00:00:10
Let's find out how to use Flows with
00:00:13
Microsoft Forms in the following scenario,
00:00:16
we want to create an automation
00:00:18
that is triggered by a new response
00:00:21
submitted from Microsoft Forms.
00:00:22
After creating the form in Microsoft Forms,
00:00:26
setting up the Team and
00:00:28
Channels in Microsoft Teams.
00:00:30
And adding the Planner tab in this channel.
00:00:33
Let's go back to Power Automate
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homepage to create our flow.
00:00:37
The easiest way to add a form to
00:00:39
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
00:00:49
to what you want to do but is not
00:00:52
exactly right for your scenario,
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you can still create a flow from
00:00:56
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
00:02:59
a trigger or action.
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Basically,
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it lets the user select the fields
00:03:04
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.
00:03:37
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.
00:05:02
Now you know how to create an
00:05:05
automated workflow Microsoft
00:05:06
Forms with Power Automate.

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résultat(s)
00:00:00
Com o Microsoft Power Automate,
00:00:01
você pode criar um fluxo para o Microsoft Forms
00:00:05
que executa uma ou mais tarefas automaticamente
00:00:08
depois de ser acionado por um evento.
00:00:10
Vamos descobrir como usar o Flows com
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Microsoft Forms no seguinte cenário,
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queremos criar uma automação
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que é desencadeada por uma nova resposta
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enviado do Microsoft Forms.
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Depois de criar o formulário no Microsoft Forms,
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criação da Equipa e
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Canais no Microsoft Teams.
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E adicionando a guia Planner neste canal.
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Vamos voltar ao Power Automate
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homepage para criar o nosso fluxo.
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A maneira mais fácil de adicionar um formulário a
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Fluxo é começar com um modelo.
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Primeiro, pesquise o modelo
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Galeria para Microsoft Forms.
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Lembre-se,
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se você encontrar um modelo semelhante
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ao que você quer fazer, mas não é
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exatamente certo para o seu cenário,
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você ainda pode criar um fluxo de
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o modelo e, em seguida, personalize-o.
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Vamos escolher este.
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Quando é enviada uma nova resposta
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do Microsoft Forms,
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O Power Automate cria uma tarefa no Planner
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e publique uma mensagem no Microsoft Teams.
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Aqui, pressionando continuar,
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Ligamo-nos aos nossos serviços.
00:01:13
Agora vamos preencher pelo menos todos os obrigatórios
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campos marcados com um asterisco vermelho.
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Tenha em mente que o título
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do formulário é o ID do formulário.
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Neste caso é a Pesquisa de Satisfação.
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Você pode adicionar um personalizado
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ou simplesmente use a pesquisa
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para localizar o ID do formulário.
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Vamos especificar o nome da equipe e
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canal no qual postar nossa mensagem,
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em seguida, pressione Criar.
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Na secção Detalhes,
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vamos clicar em Editar para dar o nosso
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fluxo de trabalho um nome e, em seguida, prima Guardar.
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O novo nome aparece aqui.
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Cada etapa contém um gatilho
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com um conjunto de ações.
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Observe que você pode adicionar mais etapas.
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Você também pode adicionar, editar,
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e remover gatilhos e ações.
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Pode até copiar e colar
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ações no mesmo fluxo ou entre
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fluxos para acelerar o processo.
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Quando é enviada uma nova resposta
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da Pesquisa de Satisfação em
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Microsoft Forms é o nosso gatilho,
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a nossa primeira ação é.
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Para obter detalhes da resposta na Microsoft
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Formas e para isso precisamos de um
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identificador da resposta que é
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representado aqui pelo ID da resposta.
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Então a nossa próxima ação é
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criar uma tarefa no Planner.
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Já definimos o ID do plano.
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Vamos personalizar o título.
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Se o campo não
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conter um menu pendente,
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Você pode digitar um texto e combinar
00:02:52
com conteúdos dinâmicos em
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Automatize o conteúdo dinâmico do Power.
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Refere-se a dados produzidos a partir de
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um gatilho ou ação.
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Basicamente,
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Ele permite que o usuário selecione os campos
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que fazem referência às etapas anteriores.
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Para adicionar conteúdo dinâmico,
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clique aqui e sob o Dinâmico
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Guia Conteúdo que você pode usar
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a barra de pesquisa ou desloque-se para cima
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ou para baixo para ver as suas opções.
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Certifique-se de adicionar um espaço entre
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nome próprio e apelido.
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Em seguida, vamos designar o ID do bucket,
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em seguida, a data de início.
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O tempo de submissão é adequado.
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Este campo é opcional.
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Vamos deixar isso em branco aqui.
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Vamos obter o e-mail do respondente.
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Como última ação, queremos
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Publique nossa mensagem em um canal.
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Postar como Flowbot é uma das várias opções,
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vamos deixar como está.
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Queremos que ele publique em um canal
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sob uma equipa chamada Winning
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Projeto e seu canal nomeado.
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Inquéritos a clientes.
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Em seguida, vamos incluir uma mensagem com um
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título dinâmico, ajuste o formato.
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Vamos também personalizar o link
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e adicione um título dinâmico.
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Tudo feito no final de cada fluxo
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Encerre a ação padrão.
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Encerra a execução de uma lógica
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O aplicativo é executado com o status bem-sucedido.
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Quando terminar, pressione salvar.
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Agora que terminamos nosso fluxo de trabalho,
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Vamos executar um teste manual.
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Deixe
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eu envio a pesquisa.
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Seu fluxo foi executado com êxito.
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A mensagem é exibida.
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Vamos verificar isso no Teams.
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Podemos encontrar a nossa mensagem aqui e
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localize nossa tarefa no Planner aqui.
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Se você precisar voltar ao seu fluxo de trabalho,
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é aqui que você pode encontrar e
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Edite seu fluxo personalizado.
00:05:02
Agora você já sabe como criar um
00:05:05
fluxo de trabalho automatizado Microsoft
00:05:06
Formulários com Power Automate.

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résultat(s)
00:00:00
Con Microsoft Power Automate,
00:00:01
puoi creare un flusso per Microsoft Forms
00:00:05
che esegue automaticamente una o più attività
00:00:08
dopo che è stato attivato da un evento.
00:00:10
Scopriamo come usare Flows con
00:00:13
Microsoft Forms nel seguente scenario,
00:00:16
vogliamo creare un'automazione
00:00:18
che viene innescato da una nuova risposta
00:00:21
inviato da Microsoft Forms.
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Dopo aver creato il modulo in Microsoft Forms,
00:00:26
configurazione del Team e
00:00:28
Canali in Microsoft Teams.
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E aggiungendo la scheda Planner in questo canale.
00:00:33
Torniamo a Power Automate
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homepage per creare il nostro flusso.
00:00:37
Il modo più semplice per aggiungere un modulo a
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Il flusso consiste nell'iniziare con un modello.
00:00:42
Per prima cosa, cerca nel modello
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Galleria per Microsoft Forms.
00:00:47
Ricorda,
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se trovi un modello simile
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a quello che vorresti fare ma non lo è
00:00:52
esattamente adatto al tuo scenario,
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puoi comunque creare un flusso da
00:00:56
il modello e poi personalizzalo.
00:00:58
Scegliamo questo.
00:00:59
Quando viene inviata una nuova risposta
00:01:01
da Microsoft Forms,
00:01:03
Power Automate crea un'attività in Planner
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e pubblica un messaggio in Microsoft Teams.
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Qui premendo continua,
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ci connettiamo ai nostri servizi.
00:01:13
Ora compiliamo almeno tutti i campi obbligatori
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campi contrassegnati da un asterisco rosso.
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Tieni presente che il titolo
00:01:21
del modulo è l'ID del modulo.
00:01:23
In questo caso si tratta di Satisfaction Survey.
00:01:26
Puoi aggiungere una personalizzazione
00:01:28
articolo o semplicemente usa la ricerca
00:01:30
barra per individuare l'ID del modulo.
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Specifichiamo il nome del team e
00:01:40
canale in cui pubblicare il nostro messaggio,
00:01:42
quindi premi Crea.
00:01:44
Nella sezione Dettagli,
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facciamo clic su Modifica per dare il nostro
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assegna un nome al workflow, quindi premi Salva.
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Il nuovo nome appare proprio qui.
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Ogni passaggio contiene un trigger
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con una serie di azioni.
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Nota che puoi aggiungere altri passaggi.
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Puoi anche aggiungere, modificare,
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e rimuovere i trigger e le azioni.
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Puoi persino copiare e incollare
00:02:12
azioni nello stesso flusso o trasversalmente
00:02:15
flussi per accelerare il processo.
00:02:17
Quando viene inviata una nuova risposta
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da Satisfaction Survey in
00:02:22
Microsoft Forms è il nostro fattore scatenante,
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la nostra prima azione è.
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Per ottenere i dettagli della risposta in Microsoft
00:02:29
Moduli e per questo abbiamo bisogno di un unico
00:02:33
identificatore della risposta che è
00:02:36
rappresentato qui dall'ID della risposta.
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Quindi la nostra prossima azione è
00:02:41
creare un'attività in Planner.
00:02:43
Abbiamo già definito l'ID del piano.
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Personalizziamo il titolo.
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Se il campo non lo fa
00:02:48
contiene un menu a discesa,
00:02:50
puoi digitare un testo e combinarlo
00:02:52
con contenuti dinamici in
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Power Automate Dynamic Content.
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Si riferisce ai dati prodotti da
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un trigger o un'azione.
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Fondamentalmente,
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consente all'utente di selezionare i campi
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che fanno riferimento ai passaggi precedenti.
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Per aggiungere contenuti dinamici,
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clicca qui e sotto la voce Dinamica
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La scheda Contenuto può essere utilizzata in entrambi i casi
00:03:12
la barra di ricerca o scorri verso l'alto
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o verso il basso per visualizzare le opzioni.
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Assicurati di aggiungere uno spazio tra
00:03:18
nome e cognome.
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Quindi, designiamo l'ID del bucket,
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quindi la data di inizio.
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L'orario di invio è appropriato.
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Questo campo è facoltativo.
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Lasciamolo vuoto qui.
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Otteniamo l'e-mail del risponditore.
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Come ultima azione, vogliamo
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pubblica il nostro messaggio in un canale.
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Pubblicare come Flowbot è una delle diverse opzioni,
00:03:45
lasciamolo così com'è.
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Vogliamo che venga pubblicato in un canale
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in una squadra chiamata Winning
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Project e il suo canale si chiama.
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Sondaggi tra i clienti.
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Quindi includiamo un messaggio con a
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titolo dinamico, regola il formato.
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Personalizziamo anche il link
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e aggiungi un titolo dinamico.
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Tutto fatto alla fine di ogni flusso
00:04:14
termina l'azione predefinita.
00:04:16
Termina l'esecuzione di una logica
00:04:19
L'app è stata eseguita con lo stato di successo.
00:04:21
Al termine, premi Salva.
00:04:25
Ora che abbiamo terminato il nostro flusso di lavoro,
00:04:27
eseguiamo un test manuale.
00:04:31
Lascia
00:04:37
invio il sondaggio.
00:04:41
Il flusso è stato eseguito correttamente.
00:04:43
Viene visualizzato il messaggio.
00:04:44
Verifichiamo questo in Teams.
00:04:47
Possiamo trovare il nostro messaggio qui e
00:04:50
individua la nostra attività in Planner qui.
00:04:55
Se hai bisogno di tornare al tuo flusso di lavoro,
00:04:57
qui è dove puoi trovare e
00:05:00
modifica il tuo flusso personalizzato.
00:05:02
Ora sai come creare un
00:05:05
flusso di lavoro automatizzato Microsoft
00:05:06
Moduli con Power Automate.

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résultat(s)
00:00:00
С помощью Microsoft Power Automate
00:00:01
вы можете создать поток для Microsoft Forms
00:00:05
который автоматически выполняет одну или несколько задач
00:00:08
после того, как оно вызвано событием.
00:00:10
Давайте узнаем, как использовать Flows с
00:00:13
Microsoft Forms в следующем сценарии,
00:00:16
мы хотим создать автоматизацию
00:00:18
это вызвано новым ответом
00:00:21
отправлено из Microsoft Forms.
00:00:22
После создания формы в Microsoft Forms
00:00:26
настройка команды и
00:00:28
Каналы в Microsoft Teams.
00:00:30
И добавление вкладки Planner в этот канал.
00:00:33
Вернемся к Power Automate
00:00:35
домашняя страница для создания нашего потока.
00:00:37
Самый простой способ добавить форму в
00:00:39
Flow — начать с шаблона.
00:00:42
Сначала выполните поиск в шаблоне
00:00:44
Галерея форм Microsoft.
00:00:47
Помните,
00:00:47
если вы найдете похожий шаблон
00:00:49
на то, чем вы хотите заниматься, но не хотите
00:00:52
идеально подходит для вашего сценария,
00:00:53
вы все еще можете создать поток из
00:00:56
шаблон, а затем настройте его.
00:00:58
Давайте выберем этот.
00:00:59
Когда будет отправлен новый ответ
00:01:01
из Microsoft Forms,
00:01:03
Power Automate создает задачу в Планировщике
00:01:05
и опубликуйте сообщение в Microsoft Teams.
00:01:08
Здесь, нажав «Продолжить»,
00:01:10
мы подключаемся к нашим сервисам.
00:01:13
Теперь давайте заполним хотя бы все обязательные
00:01:16
поля, отмеченные красной звездочкой.
00:01:19
Имейте в виду, что заголовок
00:01:21
формы — это идентификатор формы.
00:01:23
В данном случае это опрос удовлетворенности.
00:01:26
Вы можете добавить свой собственный
00:01:28
товар или просто воспользуйтесь поиском
00:01:30
панель для поиска идентификатора формы.
00:01:37
Давайте укажем название команды и
00:01:40
канал, в котором можно разместить наше сообщение,
00:01:42
затем нажмите «Создать».
00:01:44
В разделе «Сведения»
00:01:47
давайте нажмем «Редактировать», чтобы дать нам
00:01:51
придумайте название рабочего процесса, затем нажмите «Сохранить».
00:01:54
Новое имя появится прямо здесь.
00:01:59
Каждый шаг содержит триггер
00:02:01
с набором действий.
00:02:03
Обратите внимание, что вы можете добавить больше шагов.
00:02:06
Вы также можете добавлять, редактировать,
00:02:08
и удалять триггеры и действия.
00:02:10
Вы даже можете копировать и вставлять
00:02:12
действия в одном и том же потоке или поперек
00:02:15
потоки для ускорения процесса.
00:02:17
При отправке нового ответа
00:02:20
из опроса об удовлетворенности в
00:02:22
Microsoft Forms — наш триггер,
00:02:24
наше первое действие:
00:02:26
Чтобы получить информацию об ответе в Microsoft
00:02:29
Формы, а для этого нужны уникальные
00:02:33
идентификатор ответа, который
00:02:36
представлен здесь идентификатором ответа.
00:02:38
Затем наше следующее действие —
00:02:41
создайте задачу в Planner.
00:02:43
Мы уже определили идентификатор плана.
00:02:45
Давайте персонализируем заголовок.
00:02:47
Если в поле нет
00:02:48
содержат выпадающее меню,
00:02:50
вы можете ввести текст и объединить
00:02:52
его с динамическим содержимым в
00:02:55
Power Automate, динамический контент.
00:02:57
Относится к данным, полученным из
00:02:59
триггер или действие.
00:03:00
По сути,
00:03:01
это позволяет пользователю выбирать поля
00:03:04
которые ссылаются на предыдущие шаги.
00:03:06
Чтобы добавить динамический контент,
00:03:07
нажмите здесь и в разделе «Динамический»
00:03:10
Вкладка «Контент», которую вы можете использовать
00:03:12
панель поиска или прокрутка вверх
00:03:14
или вниз, чтобы посмотреть варианты.
00:03:16
Обязательно добавьте пробел между
00:03:18
имя и фамилия.
00:03:20
Далее давайте назовем идентификатор корзины,
00:03:24
затем дату начала.
00:03:26
Подходящее время подачи заявки.
00:03:28
Это необязательное поле.
00:03:30
Давайте оставим это поле пустым.
00:03:32
Давайте получим электронное письмо респондента.
00:03:37
В качестве последнего действия мы хотим
00:03:39
опубликовать наше сообщение в канале.
00:03:41
Опубликовать сообщение как Flowbot — один из нескольких вариантов,
00:03:45
давайте оставим все как есть.
00:03:46
Мы действительно хотим, чтобы это было опубликовано в канале
00:03:49
под руководством команды Winning
00:03:51
Проект и название канала.
00:03:53
Опросы клиентов.
00:03:54
Затем давайте добавим сообщение с
00:03:57
динамический заголовок, настройте формат.
00:04:01
Давайте также персонализируем ссылку
00:04:08
и добавьте динамический заголовок.
00:04:11
Все сделано в конце каждого потока
00:04:14
прервать действие по умолчанию.
00:04:16
Оно прекращает выполнение логики
00:04:19
Приложение запущено со статусом «Успешно».
00:04:21
По завершении нажмите «Сохранить».
00:04:25
Теперь, когда мы завершили рабочий процесс,
00:04:27
давайте проведем ручной тест.
00:04:31
Давайте
00:04:37
я отправлю опрос.
00:04:41
Ваш процесс прошел успешно.
00:04:43
Появляется сообщение.
00:04:44
Давайте проверим это в Teams.
00:04:47
Наше сообщение можно найти здесь и
00:04:50
найдите нашу задачу в Планировщике здесь.
00:04:55
Если вам нужно вернуться к рабочему процессу,
00:04:57
здесь вы можете найти и
00:05:00
отредактируйте свой настраиваемый процесс.
00:05:02
Теперь вы знаете, как создать
00:05:05
автоматизированный рабочий процесс Microsoft
00:05:06
Формы с помощью Power Automate.

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résultat(s)
00:00:00
Con Microsoft Power Automate,
00:00:01
puede crear un flujo para Microsoft Forms
00:00:05
que realiza una o más tareas automáticamente
00:00:08
después de que lo desencadene un evento.
00:00:10
Vamos a descubrir cómo usar Flows con
00:00:13
Microsoft Forms en el siguiente escenario,
00:00:16
queremos crear una automatización
00:00:18
que se desencadena por una nueva respuesta
00:00:21
enviado desde Microsoft Forms.
00:00:22
Tras crear el formulario en Microsoft Forms,
00:00:26
configurar el equipo y
00:00:28
Canales en Microsoft Teams.
00:00:30
Y añadiendo la pestaña Planificador en este canal.
00:00:33
Volvamos a Power Automate
00:00:35
página de inicio para crear nuestro flujo.
00:00:37
La forma más fácil de añadir un formulario a
00:00:39
El flujo consiste en empezar con una plantilla.
00:00:42
Primero, busca en la plantilla
00:00:44
Galería para Microsoft Forms.
00:00:47
Recuerda,
00:00:47
si encuentras una plantilla similar
00:00:49
a lo que quieres hacer pero no es
00:00:52
exactamente adecuado para su escenario,
00:00:53
todavía puedes crear un flujo desde
00:00:56
la plantilla y, a continuación, personalízala.
00:00:58
Vamos a elegir esta.
00:00:59
Cuando se envía una nueva respuesta
00:01:01
de Microsoft Forms,
00:01:03
Power Automate crea una tarea en Planner
00:01:05
y publica un mensaje en Microsoft Teams.
00:01:08
Aquí, pulsando continuar,
00:01:10
nos conectamos a nuestros servicios.
00:01:13
Ahora rellenemos al menos todos los obligatorios
00:01:16
campos marcados con un asterisco rojo.
00:01:19
Tenga en cuenta que el título
00:01:21
del formulario es el identificador del formulario.
00:01:23
En este caso se trata de una encuesta de satisfacción.
00:01:26
Puedes añadir una personalizada
00:01:28
artículo o simplemente usa la búsqueda
00:01:30
barra para localizar el ID del formulario.
00:01:37
Vamos a especificar el nombre del equipo y
00:01:40
canal en el que publicar nuestro mensaje,
00:01:42
luego presiona Crear.
00:01:44
En la sección Detalles,
00:01:47
hagamos clic en Editar para acceder a nuestro
00:01:51
asigne un nombre al flujo de trabajo y, a continuación, pulse Guardar.
00:01:54
El nuevo nombre aparece aquí mismo.
00:01:59
Cada paso contiene un disparador
00:02:01
con un conjunto de acciones.
00:02:03
Ten en cuenta que puedes añadir más pasos.
00:02:06
También puedes añadir, editar,
00:02:08
y eliminar los desencadenantes y las acciones.
00:02:10
Incluso puedes copiar y pegar
00:02:12
acciones en el mismo flujo o de forma transversal
00:02:15
flujos para acelerar el proceso.
00:02:17
Cuando se envía una nueva respuesta
00:02:20
de Satisfaction Survey en
00:02:22
Microsoft Forms es nuestro detonante,
00:02:24
nuestra primera acción es.
00:02:26
Para obtener los detalles de la respuesta en Microsoft
00:02:29
Formularios y para eso necesitamos un único
00:02:33
identificador de la respuesta que es
00:02:36
representado aquí por el ID de respuesta.
00:02:38
Entonces, nuestra siguiente acción es
00:02:41
crear una tarea en Planner.
00:02:43
Ya hemos definido el ID del plan.
00:02:45
Personalicemos el título.
00:02:47
Si el campo no
00:02:48
contienen un menú desplegable,
00:02:50
puedes escribir un texto y combinarlo
00:02:52
con contenido dinámico en
00:02:55
Power Automate Dynamic Content.
00:02:57
Se refiere a los datos producidos a partir de
00:02:59
un desencadenante o una acción.
00:03:00
Básicamente,
00:03:01
permite al usuario seleccionar los campos
00:03:04
que hacen referencia a los pasos anteriores.
00:03:06
Para añadir contenido dinámico,
00:03:07
haga clic aquí y debajo de la sección Dinámica
00:03:10
Puedes usar la pestaña de contenido
00:03:12
la barra de búsqueda o desplázate hacia arriba
00:03:14
o hacia abajo para ver tus opciones.
00:03:16
Asegúrese de añadir un espacio entre
00:03:18
nombre y apellidos.
00:03:20
A continuación, designemos el ID del bucket,
00:03:24
a continuación, la fecha de inicio.
00:03:26
El tiempo de envío es apropiado.
00:03:28
Este campo es opcional.
00:03:30
Dejémoslo en blanco aquí.
00:03:32
Vamos a obtener el correo electrónico del respondedor.
00:03:37
Como última acción, queremos
00:03:39
publicar nuestro mensaje en un canal.
00:03:41
Publicar como Flowbot es una de varias opciones,
00:03:45
dejémoslo como está.
00:03:46
Queremos que se publique en un canal
00:03:49
bajo un equipo llamado Winning
00:03:51
El proyecto y su canal se llaman.
00:03:53
Encuestas a clientes.
00:03:54
A continuación, vamos a incluir un mensaje con
00:03:57
título dinámico, ajusta el formato.
00:04:01
Personalicemos también el enlace
00:04:08
y añada un título dinámico.
00:04:11
Todo se hace al final de cada flujo
00:04:14
termina la acción predeterminada.
00:04:16
Termina la ejecución de una lógica
00:04:19
La aplicación se ejecuta con el estado correcto.
00:04:21
Cuando termines, presiona guardar.
00:04:25
Ahora que hemos terminado nuestro flujo de trabajo,
00:04:27
hagamos una prueba manual.
00:04:31
Dejemos
00:04:37
presento la encuesta.
00:04:41
Tu flujo se ejecutó correctamente.
00:04:43
Aparece el mensaje.
00:04:44
Verifiquemos esto en Teams.
00:04:47
Podemos encontrar nuestro mensaje aquí y
00:04:50
localiza nuestra tarea en Planner aquí.
00:04:55
Si necesitas volver a tu flujo de trabajo,
00:04:57
aquí es donde puedes encontrar y
00:05:00
edite su flujo personalizado.
00:05:02
Ahora ya sabe cómo crear un
00:05:05
flujo de trabajo automatizado Microsoft
00:05:06
Formularios con Power Automate.

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