JonnyAlpha Posted June 23, 2025 Posted June 23, 2025 Hi all, I am trying to set up an MS to track the progress of a filter unblock / block request. I have created the form, which needs to be filled out by the person requesting the change, the school ICT Coord, the DSL / HT and then onto the schools IT Support who are offsite. How can you have an MS Form that needs to be completed by different parties at different stages? Has anyone done this before and could offer any help. Many thanks
machy Posted June 23, 2025 Posted June 23, 2025 Does it need to be filled out by separate people or just get approved? if the latter then power automate and the approvals module is probably perfect On Form Submission > Start Approval (which can be set to multi people having to ok) > Email to 3rd party support
Rob_D Posted June 23, 2025 Posted June 23, 2025 Same machy, we've got a form going into a Power Automate/flow that uses Approvals for the different sign-offs before going the IT team (we also have it write to a spreadsheet for logging). Only gotcha we have is that it's used so infrequently these days the flow keeps turning itself off.
JonnyAlpha Posted June 24, 2025 Author Posted June 24, 2025 Trying to set this up now, using ChatGPT to talk me through it!! Wow this is not easy 🙂
Rob_D Posted June 25, 2025 Posted June 25, 2025 I think you can ask co-pilot to make you Power Automate flows, or at least get you started.
NegativeKillDeath Posted June 25, 2025 Posted June 25, 2025 (edited) I will say this about creating flows. Fully flow chart the process you are trying to replicate in Power Automate first. Speak to every person who is involved in the process and don't assume that when person x says they pass it to person y thats what actually happens. Adjusting a flow because "finance still need to process a course that cost £0" is a PITA. Edited June 25, 2025 by NegativeKillDeath Spelling
machy Posted June 25, 2025 Posted June 25, 2025 Hopefully this shoves you in the right direction I Just did this for a Proof of concept for you, your needs will need tweaking obvs 2
Davit2005 Posted June 25, 2025 Posted June 25, 2025 (edited) On 23/06/2025 at 11:27, JonnyAlpha said: Hi all, I am trying to set up an MS to track the progress of a filter unblock / block request. I have created the form, which needs to be filled out by the person requesting the change, the school ICT Coord, the DSL / HT and then onto the schools IT Support who are offsite. How can you have an MS Form that needs to be completed by different parties at different stages? Has anyone done this before and could offer any help. Many thanks If you have a Helpdesk system why not use that. It is altogether in one place i.e. request > assigned to person for authorization > assigned to tech to change if agreed > call closed with outcome and/or further info. Edited June 25, 2025 by Davit2005 1
Rob_D Posted June 25, 2025 Posted June 25, 2025 2 minutes ago, Davit2005 said: If you have a Helpdesk system why not use that. It is altogether in one place i.e. request > assigned to person for authorization > assigned to tech to change if agreed. In our case, because we don't want to have to make the DSL and SLT helpdesk agents. 1
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now