Good Morning.
I am working on improving certain workflows so I am not generating duplicate final reports each time.
Here is my question: Are we able to have different users add different entries to the same form/survey from different devices?
Example: Field foreman starts a survey for an inventory request thru their field android tablet. (Power Automate to send a notification that a new survey has been started, BUT not submitted). This notification would trigger an internal process for our warehouse to pull the items and prepare them to be received by our foreman/crew. Once that is done, the warehouse employee would use their tablet to open that same form/survey and input the number of items they pulled/prepared. By them hitting submit, it will NOW trigger Power Automate to run the report and e-mail the final PDF report.
In the future, there might be an added entry from a different person from a different department that would add to the form prior to completing the final PDF report.
From this example, is this possible?
Thank You
You should be able to do this using the inbox. The users would have to hit submit at each step (Field and Warehouse). You should be able to set up Power Automate to trigger when there is a submission or an edit to an existing submission. Then set conditions based on specific fields to direct the flow to either a notification for someone to go to the inbox and finalize or that it is final and a report can be generated..
Follow-up. I tested it with one of our warehouse guys on their tablet and worked perfectly. Only thing I am stuck on is once all users are complete with their entries, how is it removed from the Inbox? OR does it remain there?
I am working on a Power Automate Flow and want somehow to remove it from the inbox once completed so other users/supervisors don't think it's incomplete.
I think this will work for that. Base it on a question that is populated in the second part.
https://doc.arcgis.com/en/survey123/desktop/create-surveys/prepareforediting.htm
Thank you for the information. I was not aware of the inbox feature. This might open many new possibilities for us, IF I can get it to work the way I envision it to work.