How do I connect Microsoft Forms to Dazychain?

Dazychain can be connected to Microsoft Forms. This enables our user's internal customers to submit matters and related details directly into Dazychain for triage and assignment by users.

An organisation's OneDrive, Microsoft Form and Dazychain need to be connected in order for information to pass through. Then a Dazychain team member completes the final step of the configuration.

Duplicate and setup provided Microsoft Form

1. Navigate to the shareable link provided to you, the link will take you to the template page where you can duplicate the form.

2. Select Duplicate it
   
   

3. The form will be copied over as a template into your Microsoft Forms account, once this is complete rename the form to remove (copy).

4. Check that the form has created the Upload file component and the file path in your OneDrive application matches the format /Apps/Microsoft Forms/<Form name>/Document/<File name>.

Connect your accounts

1. Login to your Microsoft Power Automate and select Connections from the side menu
2. Click + New Connection from the top banner
   
3. Search and Select OneDrive for Business
   
4. Click Create which will prompt a sign-in from Microsoft
   
5. Repeat the process for the Forms connection
6. Create a new connection and follow the sign-in prompts.
7. Create a custom connector by navigating to the Custom Connectors tab in the left pane and selecting New Custom Connector
   
8. Select Import an OpenAPI File from the dropdown menu
   
9. Provide a name for your Dazychain connector and upload the JSON file, provided to you, called Dazychain-Connector.json then select Create Connector.
   
10. Navigate to Connections and select +New connection.
    
    
11. Select the new connection then add API token.
    

Create new flow

1. Navigate to My Flows and select New flow.
   
2. Select form from dropdown box in the action trigger, then create a new action called Get response details.
   
3. Select the form from the dropdown box and add the Response Id.
4. Add a new action called Data Operation then select Compose.
   
5. Add the data provided to you by the Dazychain developer. This step contains the workflow ids required to map to the Legal matter types within Dazychain.
6. Add a new action called Filter array.
   
7. Within the new action select Output in the From field and within the value field add the function expression item()?['name'] and in the second value field add Legal matter type.
   
   
8. Add a new step called Initialize variable.
   
9. Initialize a documentArray variable.
   
10. Add a new step called Parse JSON then add the schema the Dazychain developer has provided, and select Document for the Content field.
    
11. Add a new operation called Apply to each.
    
12. Add the Body from the Parse JSON step.
    
13. Add a new action called OneDrive for Business → Get file content using path
    
    
14. Add file path where the Microsoft Intake Form will be located in OneDrive.
    
15. Add a new action called Append to array variable.
    
    
16. Select the documentArray variable from the Name dropdown box and add the following content into the Value field.
    
17. Add a new step called Create matter.
    Ensure the correct connection for Dazychain is utilised, otherwise, select the correct connection and add the necessary API key.
    
18. Add the following function expression first(body('Filter_array'))?['id'] within the archetypeId field.
19. The context, title, and description fields should be buy in lowercase, Intake - Legal matter type - Your full name, and Matter details for the description.
    
20. Add the collaborators id and collaborators label provided to you by the Dazychain developer.
21. Within the collaborators collectionName type workgroup.
22. Select Switch input entire array and add the documentArray variable in the documentBase64 field.
23. Skip documents links inputs.
24. Begin adding the templateId and attributeId the Dazychain developer has provided to you for the attributes value that will be collected in the form e.g Internal client name and email, division, region, etc.
25. Add a new step called File matter and add the folderId provided to you by the Dazychain developer. Then add the following function expression into the matterId and matterName fields.
    matterId: body('Create_matter')?['_id']
    matterName: body('Create_matter')?['title']

    After your first test run your function expression will turn from pink to green.