Power Automate Forms To Excel

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Whats up friends!Welcome to this video where we talk about the Microsoft Forms Connector!We cover the trigger, the action, and how to build something cool wi. By Microsoft Power Automate Community Track Microsoft Forms responses in an Excel Online (Business) spreadsheet. The spreadsheet must have columns: SubmissionTime, ResponderEmail.

  1. Sign in to Power Automate.

  2. Select My flows in the left pane, and then select New flow > Instant cloud flow.

  3. Name your flow, select Manually trigger a flow under Choose how to trigger this flow, and then select Create.

  4. Expand Manually trigger a flow, and then select +Add an input > File as the input type.

  5. Replace the word Input with File Content (also known as the title).

  6. Select + New step > AI Builder, and then select Process and save information from forms in the list of actions.

  7. Select the form processing model you want to use, and then select the document type.

  8. In the Form field, add File Content from the trigger:

  9. In the successive actions, you can use any columns and tables extracted by the AI Builder model. For example, let's say that our model is trained to extract the Invoice Id and the Total Amount values, and we want to post those to a Microsoft Teams channel. Just add the Post a message to Teams action, and then select your columns from the list of tokens.

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    • To retrieve the value for a column, select <field_name> value . For example, for the INVOICE column, select INVOICE value.
    • To retrieve the confidence score for a column, select <field_name> confidence score . For example, for the INVOICE column, select INVOICE confidence score.

Parameters

Input

NameRequiredTypeDescriptionValues
AI ModelYesmodelForm processing model to use for analysisTrained and published form processing models
Document typeYeslistThe file type of the form to analyzePDF Document (.pdf), JPEG Image (.jpeg), PNG Image (.png)
FormYesfileForm to process
Power Automate Forms To Excel

Output

NameTypeDescriptionValues
{field} valuestringThe value extracted by the AI model
{field} confidence scorefloatHow confident the model is in its predictionValue in the range of 0 to 1. Values close to 1 indicate greater confidence that the extracted value is accurate
{table}{column} valuestringThe value extracted by the AI model for a cell in a table
{table}{column} confidence scorefloatHow confident the model is in its predictionValue in the range of 0 to 1. Values close to 1 indicate greater confidence that the extracted cell value is accurate

Note

More output parameters may be proposed such as field coordinates, polygons, bounding boxes and page numbers. These are not listed on purpose as mainly intended for advanced use.

Common use cases

Microsoft Form To Excel Flow

Iterate a form processing table output in Power Automate

To illustrate this procedure, we use the following example where we have trained a form processing model to extract a table that we have named Items with three columns: Quantity, Description and Total. We wish to store each line item from the table into an Excel file.

  1. Select the field you wish to write the cell for a table. The dynamic content panel will open showing everything that the form processing model knows how to extract. Search for {your table name} {your column name} value. In our example from above, it’s Items Quantity value.
  1. Once you add this value, the action where you added it is automatically inserted into an Apply to each control. This way, every row in the table will be processed when the flow is run.

  2. Keep adding columns you want to iterate.

Remove currency symbols (€, $,…) in a form processing output in Power Automate

Let’s imagine that the Total value extracted by the form processing model has a currency symbol, for example: $54. To remove the $ sign, or any other symbols you want to omit, use the replace expression to remove it. Here's how to do it:

Power Automate Forms To Excel

replace(<form processing output>, '$', ')

Convert a form processing output string to a number in Power Automate

Microsoft Forms To Excel Power Automate

AI Builder form processing returns all extracted values as strings. If the destination where you want to save a value extracted by AI Builder form processing requires a number, you can convert a value to number using the int or float expression. Use int if the number has no decimals. Use float if the number does have decimals. Here's how to do it:

float('<form processing output>')

Remove blank spaces in a form processing output in Power Automate

To remove blank spaces from output values, use the replace function:

Microsoft Form To Spreadsheet

replace(<form processing output>, ' ', ')

Convert a form processing output string to a date in Power Automate

AI Builder form processing returns all outputs as strings. If the destination where you want to save a value extracted by form processing requires to be in date format, you can convert a value that contains a date into date format by using the formatDateTime expression. Here's how to do it:

Power Automate Form Data To Excel

formatDateTime(<form processing output>)

Filter email signature from a flow so that is not processed by the form processing model (Office 365 Outlook)

For incoming emails from the Office 365 Outlook connector, email signatures are picked up by Power Automate as attachments. To keep these from being processed by the form processing model, add a condition to your flow that checks if the output from the Office 365 Outlook connector named Attachments is Inline is equal to false. In the If yes branch of the condition, add the form processing action. With this, only email attachments that are not inline signatures will be processed.

See also

Power automate export forms to excel

Microsoft Forms Automatically Update Excel

Format for ssd mac. Note

Ms Forms To Excel Power Automate

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Power Automate Forms To Excel

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