Advanced Document Reminders with Power Automate and SharePoint

I’m often asked about reminder functionality for things like controlled documents and contract management. Microsoft added basic reminder functionality by providing a template solution for Power Automate. What if you need something a little more advanced? The answer is to build a custom reminder Flow. In this example I provide tips on how to build a custom workflow and show an example of the reminder … Continue reading Advanced Document Reminders with Power Automate and SharePoint

SteveApril 17, 2022Leave a comment

Power Automate, SharePoint

Document Numbering with Power Automate

A common requirement for controlled document systems is document numbering or naming. SharePoint includes an out of the box ‘Document ID‘ system which can give you a unique number with a prefix, but it doesn’t provide enough flexibility for many scenarios. In this blog I’ll explain how to use Power Automate to generate document numbers. Document Naming conventions Power Automate can concatenate values from lookups … Continue reading Document Numbering with Power Automate

SteveMarch 26, 2022April 17, 20222 Comments

SharePoint

50 Things you can do with SharePoint

On Monday I complete my 50th orbit of the sun. I think my mum is still coming to terms with the fact that her little boy is now twice the age she was when she had me! Back then New Zealand was a pretty small place, there we just 6 people born in the entire country that day, so I made the paper. To celebrate … Continue reading 50 Things you can do with SharePoint

SteveFebruary 26, 2022February 26, 20221 Comment

Power Automate, SharePoint

Create a PDF from a SharePoint List Item with Power Automate

Do you need to create a PDF file using data from a SharePoint List? In this video I demonstrate how to create a PDF file with Power Automate in less than 5 minutes. This is great for all sorts of things, from generating a certificates for completing a course, receipts from a business process and much more. To create this workflow I started with a … Continue reading Create a PDF from a SharePoint List Item with Power Automate

SteveJanuary 25, 2022Leave a comment

Uncategorized

Christchurch to Dunedin in a Tesla Model 3

In December I received a call from Tesla to schedule the delivery time for my Tesla Model 3. I’d ordered the car earlier in the year and the anticipation of getting behind the wheel was through the roof! I couldn’t wait to get it on the open road! Since then, I’ve had many people asking me all sorts of questions about Tesla’s and so I … Continue reading Christchurch to Dunedin in a Tesla Model 3

SteveJanuary 8, 2022May 15, 2022Leave a comment

Uncategorized

That was 2021

Someone much smarter than me once said something like don’t let others define you. When I think of 2021, is hard not to immediately think of the pandemic and the impact it has had on our lives. Don’t forget to take time to remember the good stuff too. Like most people I’ve had my struggles this year. I tend to keep it inside a bit … Continue reading That was 2021

SteveDecember 31, 2021December 31, 2021Leave a comment

Power Automate, SharePoint

Setting SharePoint Permissions with Power Automate

Power Automate can be used to set permissions on items in SharePoint Lists and Libraries. This can allow custom permissions to be set based on metadata or other parameters. In this post I will explain how to set permissions on an item using a Flow that triggers on item creation. Microsoft provides some documentation on Power Automate and SharePoint permissions, but this only helps with … Continue reading Setting SharePoint Permissions with Power Automate

SteveDecember 10, 20217 Comments