Use a Document from a Smart Form

If you are using a Smart Form with a FilePicker field in the Collect data phase of your Flow, it is possible to retrieve a file uploaded to the Smart Form and utilize it within other flow blocks downstream. For instance, a user could upload a quote to a Smart Form and the flow could retrieve it, convert it into a document, and attach it to an email.

In this example, note that there is an intermediary step where we must process the FilePicker output from the Retrieve Data from Smart Forms block to convert it to a Smart Flows document to be consumed as an input in other blocks. See Process a Smart Forms Upload using Fetch Document for more information.

Process a Smart Forms Upload using Fetch Document

To convert the output of a FilePicker field to a document that can serve as an input of another flow block, you must insert a Fetch document block in your flow. This step coverts the content of the FilePicker field (a base64 string) into a Smart Flows document. Subsequent flow blocks, such as those listed below, can then utilize this document: 

• Store in Microsoft SharePoint

• Send to e-signature provider

• Save in CRM/ERP system

• Send e-mail (body or attachment)

• Convert document

In the image below, you can see the E-mail (smtp) block is linked to the output of the Fetch document block.