{"id":3658,"date":"2018-11-06T14:07:28","date_gmt":"2018-11-06T19:07:28","guid":{"rendered":"http:\/\/lisa.rushworth.us\/?p=3658"},"modified":"2020-04-29T22:51:10","modified_gmt":"2020-04-30T03:51:10","slug":"3658","status":"publish","type":"post","link":"https:\/\/www.rushworth.us\/lisa\/?p=3658","title":{"rendered":"Did you know \u2026 you can send a \u201creceipt\u201d for Microsoft Forms submissions?"},"content":{"rendered":"

I had a maths professor who mused that, back when he<\/em> was an undergrad, calculators were a newfangled thing that kids only halfway trusted. You\u2019d complete your test; and, time permitting, you would power on that calculator and see if it agreed. Decades later, kids didn\u2019t even do a mental check that the calculator\u2019s results were halfway reasonable. As a technology becomes more familiar, innate trust is built. In the interim \u2026 trust but verify. Beyond trust, it\u2019s nice to have a copy of what you\u2019ve submitted when discussing your submissions with someone else. Or, for a periodic survey, to remind you what you said last time. Or because you are particularly proud of a particular turn of phrase and would like to use that one again. For whatever reason you want to create a \u201creceipt\u201d for Forms submissions, you can<\/em> do it.<\/p>\n

The first thing you need is a Form created under your user ID. Go to https:\/\/forms.office.com\/<\/a> and click \u201cNew Form\u201d<\/p>\n

\"\"<\/a><\/p>\n

Give your form a name and add some questions<\/p>\n

\"\"<\/a><\/p>\n

From the hamburger menu in the upper right-hand corner, select \u201cSettings\u201d<\/p>\n

\"\"<\/a><\/p>\n

Verify that the form is restricted to \u201cpeople in my organization\u201d and \u201cRecord name\u201d is selected.<\/p>\n

** If the form needs to be available to individuals outside of the organization, you would need a form field to request their e-mail address \u2026 otherwise we don\u2019t know where to send the receipt.<\/p>\n

\"\"<\/a><\/p>\n

OK, we\u2019ve got a form. Now we need to add a workflow to send the submitter a copy of their responses. Go to https:\/\/flow.microsoft.com<\/a> and select the \u201cMy Flows\u201d tile<\/p>\n

\"\"<\/a><\/p>\n

Click on \u201cNew\u201d and \u201cCreate from blank\u201d to begin creating the workflow.<\/p>\n

\"\"<\/a><\/p>\n

Click \u201cCreate from blank\u201d again to confirm you really don\u2019t want one of their templates<\/p>\n

\"\"<\/a><\/p>\n

In the search field, type \u201cMicrosoft forms\u201d and select the trigger \u201cWhen a new response is submitted\u201d<\/p>\n

\"\"<\/a><\/p>\n

Select the form for which you want to generate a receipt \u2013 in my case, the form I just created.<\/p>\n

\"\"<\/a><\/p>\n

Select \u201cNew Step\u201d<\/p>\n

\"\"<\/a><\/p>\n

Type \u201cMicrosoft forms\u201d in the search dialogue again, and select \u201cGet response details\u201d.<\/p>\n

\"\"<\/a><\/p>\n

Click the inverted caret for \u201cForm Id\u201d and select your form again.<\/p>\n

\"\"<\/a><\/p>\n

Click in the \u201cResponse Id\u201d field \u2013 a new pane will appear to the right of your workflow. Click the \u201cSee more\u201d button across from \u201cWhen a new response is submitted\u201d<\/p>\n

\"\"<\/a><\/p>\n

Select \u201cList of response notification Response Id\u201d<\/p>\n

\"\"<\/a><\/p>\n

You\u2019ll see the selection populated in the \u201cResponse Id\u201d section. Click \u201cAdd an action\u201d<\/p>\n

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In the search dialog, type \u201csend an email\u201d. To send the receipt from your<\/em> mailbox, select \u201cSend an email\u201d \u2013 to send the receipt from a generic mailbox to which you have send-as access select \u201cSend an email from a shared mailbox\u201d.<\/p>\n

\"\"<\/a><\/p>\n

Click in the \u201cTo\u201d field \u2013 the dynamic content pane will appear on the right again. Click \u201cSee more\u201d across from \u201cGet response details\u201d. If this form is locked down to submitters within the organization and the submitter’s name is recorded, you can select \u201cResponders\u2019 email\u201d, otherwise select the form question where you\u2019re quested the submitter’s e-mail address (warning \u2013 since there\u2019s nothing verifying the individual actually owns the e-mail address, forms that take freeform e-mail address submissions can be used to \u201cspam\u201d others).<\/p>\n

\"\"<\/a><\/p>\n

You\u2019ll see \u201cResponders\u2019 E\u2026\u201d populated into the \u201cTo\u201d field. Type in a reasonably descriptive subject for your message.<\/p>\n

\"\"<\/a><\/p>\n

I start by creating my message template \u2013 pretty<\/em> messages will require HTML, so click to \u201cShow advanced options\u201d and set \u201cIs HTML\u201d to yes.<\/p>\n

\"\"<\/a><\/p>\n

Now\u2019s the part where we include the individual\u2019s response data \u2013 click back into the \u201cBody\u201d field and you\u2019ll see the dynamic content pane again. Within the message body, click where you want the response to appear (here, it\u2019s after my first \u201c<LI>\u201d tag. Then select the question whose response you want to insert into that position.<\/p>\n

\"\"<\/a><\/p>\n

It\u2019s generally helpful to type something<\/em> before the answer to remind the person what the question was \u2013 it\u2019s freeform text, and pretty much anything you can do in HTML is acceptable here.<\/p>\n

\"\"<\/a><\/p>\n

Once you have finished creating your message template, scroll down to the bottom and click \u201cSave\u201d<\/p>\n

\"\"<\/a><\/p>\n

You may get a warning that a \u201cfor each\u201d container has been added for you \u2026 that\u2019s good, we want to generate a receipt for each submission!<\/p>\n

\"\"<\/a><\/p>\n

Now that your workflow has been saved, click \u201cTest\u201d<\/p>\n

\"\"<\/a><\/p>\n

Select \u201cI\u2019ll perform the trigger action\u201d and then click \u201cSave & Test\u201d<\/p>\n

\"\"<\/a><\/p>\n

Return to your form and click \u201cPreview\u201d. Complete your form and click submit.<\/p>\n

\"\"<\/a><\/p>\n

Return to Flow. If you are quick enough, you\u2019ll see a message that your flow is running. Wait. Eventually you\u2019ll see the results. You can click on the \u201cSend an email\u201d section to see detailed results.<\/p>\n

\"\"<\/a><\/p>\n

Including the e-mail address to which the receipt was sent and the status code (200 is good).<\/p>\n

\"\"<\/a><\/p>\n

Check your mailbox too \u2013 you should have a message:<\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n\n\n

\n
\n \n \n \n \n \n \n \n \n \n \"\"\n <\/div>\n<\/form>\n\n\n","protected":false},"excerpt":{"rendered":"

I had a maths professor who mused that, back when he was an undergrad, calculators were a newfangled thing that kids only halfway trusted. You\u2019d complete your test; and, time permitting, you would power on that calculator and see if it agreed. Decades later, kids didn\u2019t even do a mental check that the calculator\u2019s results …<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[677],"tags":[675,689,688,687,265],"class_list":["post-3658","post","type-post","status-publish","format-standard","hentry","category-office-365","tag-did-you-know","tag-microsoft-flow","tag-microsoft-forms","tag-o365","tag-office-365"],"_links":{"self":[{"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/posts\/3658","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=3658"}],"version-history":[{"count":5,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/posts\/3658\/revisions"}],"predecessor-version":[{"id":6346,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=\/wp\/v2\/posts\/3658\/revisions\/6346"}],"wp:attachment":[{"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=3658"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=3658"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.rushworth.us\/lisa\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=3658"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}