A no code solution for reporting posts in Yammer

This step by step instructions are referenced in this blog post.

1 – Create the Report-a-Post Form

  • Create a Microsoft Form to use for reporting
    • Sample fields you could include: URL of the post, the name of the person you are reporting and an open text where the employee can share more details of why they are reporting the conversation.
    • If you aren't allowing anonymous reporting, collect identities through the “Record name” checkbox rather than a manually entered required field.
  • Include the form’s link to your Yammer Usage Policy and add to the Yammer 101 group.

2 – Setting up Flow to process the Form

You need to create two different Flows. The first one to copy the Form submission to a SharePoint list, and the other to notify a Yammer Group of a new entry in the SharePoint list.

This is convenient as everything is delivered in the Yammer post –including a link to the new submission and a link to the alleged breached post.

Before creating a Microsoft Flow, make sure you have a Yammer Group in mind for the notification to appear in, and a SharePoint list with appropriate permissions to store the Form data. If you don’t create a new Yammer group with an associated SharePoint list.

As the owner of the Flow, you will need to have full access to the SharePoint list, and it makes sense that everyone in the Yammer Group should have at least read-only access to that list.

Create a SP List:

  1. Click on ‘Settings’ cog icon, and select ‘Site contents’
  2. Click on ‘+ New’, and select ‘List’
  3. Then name your list (e.g. “Report a Post list”), then click ‘Create’
  4. Add the following columns (and update this for any of the fields you edited in the Form):
  5. A new SharePoint list comes preconfigured with a required “Title” column. Change the name of this column to one of the required fields in your Form.

3 – Flow from Forms to SharePoint

Open the “Record form responses in SharePoint” Flow template here. Click continue.

Fill in the template:

  1. Form Id, should be the Form created previously.
  2. The Site Address field, add the URL of the SharePoint site which includes the list as a custom value (e.g. “https://contoso.sharepoint.com/sites/mysite”)
  3. Select the List Name from the drop-down menu, using the list you created earlier.
  4. After selecting the list, the columns from that list should be visible. In each column, add the relevant Dynamic Content from the Form.

The filled in form will look like the image below

  1. Rename the flow by clicking on the name (“Record form responses in SharePoint”)
  1. Scroll to the end of the Flow and click ‘Save’

4 – Flow from SharePoint to Yammer

Open the “When a new item is created in SharePoint, post to my Yammer” Flow template here.

Click continue.

  1. Reconfigure the steps to make it fit your Yammer groups and organization.
  2. Remove the ‘Post messagescope’ box, click on the ellipses (…) on the top right of the box, and click “delete”
  3. Click the “+ New step” button
  4. Type in ‘Yammer’ in the search box, scroll down and select ‘Post message’
  5. Fill in the template: In the Site Address field, add the URL of the SharePoint site which includes the list as a custom value (e.g. “https://contoso.sharepoint.com/sites/mysite”)
  6. Then select the List Name from the drop-down menu, using the list you created earlier.
  7. Enter Network ID for the network you wish to post in
  8. Enter the Group ID for the Yammer Group you want the notifications to appear in
  9. Click “Show advanced options”
  10. Change Broadcast to “Yes”
  11. Change Title to “Alert! An inappropriate post has been reported!”
  12. In Message, enter the following HTML:
  13. A new <a href=”#”>inappropriate content report</a> has been submitted.
    <br/><br/>
    Click to the <a href=”#”>Yammer post</a> to view the alleged breach.
    <br/> <br/>
    This message is an automated notification using <strong>Flow</strong>
  14. Replace the first “#” above with the ‘Link to Item’ from the Dynamic content menu
  15. Replace the second “#” above with the ‘URL’ from the Dynamic content menu

Note: Make sure both sets of quotation marks are vertical, like this (“”), not like this (“”), otherwise the formatting in the finished Yammer post will not work as intended.

The filled in form will look like the image below

  1. Rename the flow by clicking on the name (“Record form responses in SharePoint”)
  2. Scroll to the end of the Flow and click ‘Save’

5 – Check the Results

When the ‘Report a post’ form is submitted:

The SharePoint list will result in a new item added to the list (see below).

When a new item is added to the SharePoint list:

A new ‘Announcement’ post in a Yammer group will automatically be posted, and members of the group will get a new item in their Yammer Inbox. Clicking on the hyperlink called ‘inappropriate content report’, will take you to the new item in the SharePoint list where you can read all the same data from the submitted form. Clicking on the hyperlink called ‘Yammer post’, will take you to the post where a breach has been reported.