Microsoft Forms with Response & Cases

This guide will walk you through the process of setting up a custom form for end-users to report cases, which will then feed into SureView as an Alarm and can be promoted to SureView Cases.

Table of Contents

1. Create a Microsoft Form
2. Configure SureView Cases Template
3. Create an Action Plan in SureView Response
4. Set up SMTP Alarm in SureView Response
5. Set up Power Automate Flow for Email Notification

1. Create a Microsoft Form

1. Go to Microsoft Forms.
2. Click on "New Form" to create a new form.
3. Add relevant questions to gather necessary information for case reporting.
4. Save your form.

2. Configure SureView Cases Template

1. Log in to SureView Cases.
2. Navigate to the Templates section of the Settings page. (US or EU)
3. Either create a new template or edit an existing one that corresponds to the type of cases you want to raise.
4. Ensure the "Creatable via API" option is checked for this template.

3. Create an Action Plan in SureView Response

1. Log in to SureView Response.
2. Go to the Action Plans setup page. (US or EU)
3. Create a new Action Plan or edit an existing one.
4. Add a "Raise to Case" task in the Action Plan.

4. Set up SMTP Alarm in SureView Response

1. In SureView Response, navigate to the Alarm Setup page. (US or EU)
2. Create a new SMTP Alarm.
3. Associate the newly created Action Plan with this alarm.
4. Save the alarm and note the generated email address.

5. Set up Power Automate Flow for Email Notification

Since Microsoft Forms doesn't have a built-in option to send form responses to a custom email address, we'll use Microsoft Power Automate to create a flow that sends the form responses to the SureView Response email address.

1. Go to Microsoft Power Automate.
2. Click on "Create" and choose "Automated flow".
3. Name your flow and select "When a new response is submitted" as the trigger for Microsoft Forms.
4. Click "Create".
5. In the flow editor, add a new step and search for "Send an email (V2)".
6. Configure the email step:
   • To: Enter the email address generated by SureView Response in step 4.
   • Subject: Enter a subject line (e.g., "New case report submitted").
   • Body: Use dynamic content to include form responses. You can customize this to include all relevant information from the form.
7. Save and test your flow.

Workflow Summary

With this setup complete, the process will work as follows:

1. An end-user submits the Microsoft Form.
2. The form submission triggers an email to SureView Response.
3. SureView Response creates an Alarm based on the email.
4. The associated Action Plan can be used to promote the Alarm to a Case in SureView Cases.

This integration allows for seamless case reporting and management across Microsoft Forms and the SureView ecosystem.