Using the SharePoint Search API with Power Automate

Power Automate can call the SharePoint Search API but working with Search Results isn’t for the faint hearted. Here is a little journey I went on recently when I had a need to interact with Search results with Power Automate. To get results from Search, start with an API call using the Send an HTTP request to SharePoint action The Uri value is the API … Continue reading Using the SharePoint Search API with Power Automate

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

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

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

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

Link SharePoint List to a Document Library

SharePoint Lists are great for tracking activities. There are many scenarios where you may want to store a collection of documents for each List item. In this blog I explain how to use Column formatting to create the link to the documents related to a List item. In this example, we have a List that will track enquires and a Library with a folder per … Continue reading Link SharePoint List to a Document Library

Creating a Custom SharePoint News Digest with Power Automate

Microsoft provides a couple of ways to send out an update or digest email. You can use a simple Alert on the site pages library or use the built in News Digest feature to manually send a digest of selected articles. Sometimes you may need to create a custom solution and Power Automate is the right tool for the job. In this video I demo … Continue reading Creating a Custom SharePoint News Digest with Power Automate