Tips, tricks and ideas for non developer geeks
There are currently 477 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, and D365 Marketing (Customer Insights - Journeys).
Creating a Forms Pro survey is pretty simple. Adding in some logic to check for a number, or make sure a field is formatted as an email address is straight forward enough too. We also have the ability to do formatting checks using custom regular expressions which I wrote about here. I’ve been told it’s … Continue reading Ten Custom Expressions To Use With Forms Pro
Once you have sent out your survey invitations (either direct from Forms Pro or using Power Automate to generate and send out the invitation emails), how do we know what’s happened to them? If you have looked in the Common Data Service using a Model-Driven App, or have paid attention to the invitations in Forms … Continue reading What Does The Survey Invite Status Mean?
For each presentation I do, I hope at least someone will find value in the content, and maybe even want to get more info. Subscribing to my newsletter is a good way to do this. About a year ago I started using Forms Pro surveys as part of the session, and always include a question … Continue reading Adding Newsletter Subscribers To ConverKit Via Zapier & Power Automate
I’ve written about using survey variables in Forms Pro to create a personalised experience for your clients. You can use variables in email templates, in the survey questions and sub-titles, and when embedding within a website. We can also use variables as hidden values, used specifically as a way to link surveys and their responses … Continue reading Connecting Forms Pro Surveys Using Variables
Survey variables can be used in a Forms Pro survey to personalise forms, but also to pass information back and forth from the invitation to the response. When using these variables, they can be seen in a field named ‘Context Data’ in a survey response. If you have a license for Power Apps and can … Continue reading Extracting Survey Variables From Forms Pro Responses (Without Access To CDS)
We recently looked at using the Restrictions option on a Text field in Forms Pro, which gives us the option to set it as an Email address. This provides validation checking to make sure the value entered by the respondent is correct. What if you have other fields like this? We have an option in … Continue reading Custom Regex Validation In Forms Pro
Recently I was asked if I had a list of all of the Forms Pro related expressions I had used in Power Automate flows I’d created. A kind of ‘library’ or ‘cheat sheet’ so to speak. I hadn’t so figured it was as good a time as any to create something. So, here are some … Continue reading Power Automate Expressions To Use With Forms Pro
If you are sending out surveys to anonymous people, perhaps the first time you are collecting any kind of data from someone, an email address is a likely piece of information you’ll want to gather. Up until now, this has just been a text question with no validation at all. People could miss out the … Continue reading Email Address Validation in Forms Pro
So many good blog posts come about from questions asked by others in the community. Add in some collaboration, and the creative and inquisitive minds of others, and you’ve got yourself a nice work around to fix a slight annoyance. Al Eardley tagged me on Twitter with the following question. How can we prevent line … Continue reading Retaining Line Breaks In Multi-Line Text Fields From Forms Pro
It’s 2020 and no doubt you feel like you’ve never been away from work, straight back into it! Hopefully, you had some time off at the end of the year, and maybe even took some of it to think about your plans and goals for the coming 12 months. For me, one of the things … Continue reading Four Ways To Learn Forms Pro
