Flow scenario #7: Custom action responses to SharePoint list item

In this post I will explore how you could get response from custom Kaizala forms into a SharePoint list. I will not cover the basics of creating a form from the Kaizala Management Portal, adding it to a group etc. For those, please read the Part A of the post: Flow scenario #2: Get response from custom Kaizala forms.

This scenario broadly has 3 steps:

  1. Create a SharePoint list (with relevant fields we want input on)
  2. Create the Kaizala Form
  3. Setup the Flow (to capture Kaizala Form response into SharePoint list)

Banner

 

Create a SharePoint list

For the purpose of this demo, I have created a SharePoint list on a test site like below:

create sharepoint list

And in the list, I have added 2 columns (Title column exists by default):

  • Title: to capture the issue
  • Reported by: to capture who is reporting the issue (of type Single Line of Text)
  • Reported On: to capture when the issue was reported (of type Date)

Sharepoint list

Create the Kaizala Form

I am not going through how to create it, you can refer to the Part A of this post. For this demo, I have created a simple form with just one text field that looks like this:

Empty form

Setup the flow

This would be a simple Flow consisting of 2 blocks:

  • Trigger: when someone responds to a custom action
  • Action: add item to the SharePoint list

Trigger

Add the trigger “When someone responds to a custom action” and Select the Group, the relevant Action Package and set Action to All (shown below).

Flow trigger

Action

Add the SharePoint action “Create item” and fill in the site address, list name and configure the SharePoint list columns.

Flow action - with comments

Once you have the trigger and action set, save your flow. The complete flow just consists of 2 blocks and looks like this:

flow screenshot

Testing out the flow

Adding a response to the form in Kaizala will now add and entry in the SharePoint list. For this demo, below are the screenshots for the response I added on Kaizala and the entry in the SharePoint list:

Adding issue response in Kaizala
Reporting an issue using the Kaizala Form

 

Entry of issue in the SharePoint list
SharePoint list item created corresponding to the response added using Kaizala Form

 

Hope that was helpful. Do let me know what you think through the contact page. Thank you for reading!

9 thoughts on “Flow scenario #7: Custom action responses to SharePoint list item

  1. Hello Gladson,

    I was following this article and I am unable to get List Name created in the SharePoint list in the dropdown of the create item action.

    Thanks in advance.
    Akash

    Like

  2. Hi Gladson,
    How to Remove ” Survey Response” title from a custom form. And also Question numbers.
    Even though i am creating a custom form., Kaizala still shows “Survey Responce” and also i do not want to show Question numbers on top of each question

    Like

  3. Hello Gladson
    In my custom action I have configured a picture as question 3 (Upload Image), How can I save the picture into a specific OneDrive folder?
    I hope you can help me.
    Regards.

    Like

  4. Hello,
    I having trouble to upload image/photo from Kaizala Custom Action (Form) to be uploaded into Sharepoint List as attachment. Do you happen to know how-to?

    I have tried using MediaResource from Upload Media from URL. Unfortunately, putting MediaResource directly to FileContent [Sharepoint: Add Attachment] doesn’t yield result.

    Like

    1. Upload media from URL action will not work for SharePoint media as the URL needs auth.

      You can use the “Upload media from attachment” Kaizala action where you can provide the content of the attachment from SharePoint as input (retrieved using Get attachment content).

      Like

  5. Hi Gladson,
    For Action Card – Survey : Multiple choice, I cannot transfer the data to sharepoint column even I have set column format (in sharepoint) – multiple lines of text and enhance rich text
    Previously can, but now cannot. I do try also format column in sharepoint as choice. But still cannot.
    Hope your can help.
    Thank you

    Like

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