[Angela Holland]

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We were able to figure this out….

Another user created the form (he did not create a “Group” form). So the file that we were uploading to the form was going to into his One Drive, because he created the form. Forms creates a folder inside the persons that created the form One Drive. Since I didn’t have access to his One Drive, I couldn’t pull the spreadsheet from the Power Automate email notification (no access error). We recreated the form under a Group group, which I do have access to and linked that form to the Power Automation instead and was able to access the file uploaded to the form. In short:

If the user that is trying to access the file in the form (or the email link from the Power Automate email notification) has access to either the personal One Drive folder (of the user that created the form) or the Groups Shared Drive (if the form is created as a Group Form), then they can access the file that is uploaded to the form.

[Angela Holland]

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We recently switched from Concur to Continia several months ago for Document Capture and Expense Management. We really like how Continia is directly integrated inside Business Central, giving our AP one software to work out of and it has allowed more controls and monitoring of invoices/expense reports. I would be happy to speak our experience if needed as well.