Category: Flow

M365 Philly Virtual

M365 Philly Virtual

I’m sharing my “A 50 minute digital transformation” slide deck from the M365 Philly Virtual. Thanks to those that attended, I really appreciate it! NY m365-philly-virtual-a-50-minute-digital-transformationDownload

Import Excel data into an existing SharePoint List using Power Automate

Import Excel data into an existing SharePoint List using Power Automate

Have you ever needed to import Excel data into an existing SharePoint List? Creating a new list and importing data is easy enough using the Create a list based on a spreadsheet feature but adding data to an existing List is not that straight forward. This blog post will show how I used Power Automate … Continue reading Import Excel data into an existing SharePoint List using Power Automate

Build a safety issue solution using SharePoint and Power Automate- Part 4

Build a safety issue solution using SharePoint and Power Automate- Part 4

In the first three parts of this blog series (Part 1, Part 2, Part 3), we used Power Automate buttons as a way to report safety issues and store them in a SharePoint list. We created an approval and categorization process for the "admin" of the safety issue solution. Will we finish things off by … Continue reading Build a safety issue solution using SharePoint and Power Automate- Part 4

Build a safety issue solution using SharePoint and Power Automate- Part 3

Build a safety issue solution using SharePoint and Power Automate- Part 3

Building on the first two entries of this blog series (Part 1, Part 2), we will continue adding functionality to our Power Automate and SharePoint solution. In this post, we will create and customize an approval process for the "admin" of the safety issue solution. Let's jump into Power Automate and create a new Flow … Continue reading Build a safety issue solution using SharePoint and Power Automate- Part 3

Build a safety issue solution using SharePoint and Power Automate- Part 2

In the first part of this blog series, we used a Power Automate button to report safety issues and a SharePoint list to store the entry. In this post we continue to build upon our solution by adding: A new list to categorize and assign safety issue types.Attributes to reflect the business process.List column formatting … Continue reading Build a safety issue solution using SharePoint and Power Automate- Part 2

Tech Community: Lock file for approval

This post is inspired by following Microsoft Tech Community conversation: https://techcommunity.microsoft.com/t5/PowerApps-Flow/Locking-a-file-for-approval/m-p/876434 The user wants to “create a document approval flow whereby the document is locked during the approval process so it can't be altered”. Using a custom Power Automate flow and SharePoint site columns we can lock the file and start a review and approval … Continue reading Tech Community: Lock file for approval

Tech Community: Flow to notify based on column input

This blog post is inspired by the following Microsoft Tech Community conversation: https://techcommunity.microsoft.com/t5/PowerApps-Flow/Flow-to-notify-based-on-column-input/m-p/812666 The user wants to send an email to users “assigned” to a document after it has been uploaded. In this demo I am using a standard document library with an additional site column called “AssignedTo”. Within your Document Library, click “Flow” and … Continue reading Tech Community: Flow to notify based on column input

Tech Community: Naming attachments

This post is inspired by following Microsoft Tech Community conversation: https://techcommunity.microsoft.com/t5/PowerApps-Flow/Naming-of-attachments-in-Flow/m-p/874218 Using Power Automate, Outlook attachments are being saved to SharePoint. Attachments need to be renamed based on extracted text from the email subject line. For example: “text1 text2 11849850 – text3” The part of the Flow that I am interested in will extract text … Continue reading Tech Community: Naming attachments

Tech Community: Document review

This blog post is inspired by the following Microsoft Tech Community (SharePoint > PowerApps & Flow) conversation: https://techcommunity.microsoft.com/t5/PowerApps-Flow/SharePoint-MS-Word-Content-Review-Flow-Reality-Check/m-p/848021 The stated requirements are: “send a link to a SharePoint document with a message for them to review, make comments, and save when done”“create a Status flag for the documents so when a link has been sent … Continue reading Tech Community: Document review