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

SharePoint tip: Create a News Post button

I love the simplicity of Modern SharePoint News Posts, they make it easy to create and publish nice looking news posts with rich content. There are a few things that could be improved, for example creating a site where many people can contribute News Posts means the home page of the site is also editable. Making the home page read only removes the Add button, … Continue reading SharePoint tip: Create a News Post button

Where should I save my stuff?

Almost every day I get asked “where should I save this?”. Sometimes it from clients, sometimes it’s from my team and sometimes I’m asking myself. Will so many choices of where you could save you document, it is no wonder any people simply don’t know. Do I save to the network drive, SharePoint, OneDrive, Teams, somewhere else? Oh it’s all to hard, I’ll save to … Continue reading Where should I save my stuff?