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
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
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
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
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
I am frequently asked to setup SharePoint libraries that contain folders and where different users or groups of users will have access to specific folders based on a set of rules. Common use cases include client folders where a sales manager can see all folders but each sales person only sees folders for their clients. Power Automate can be used to set permissions on either … Continue reading Set SharePoint Folder Permissions with Power Automate
Can SharePoint be used to manage Controlled Documents? This was the subject of a webinar I ran recently. I demonstrated some of the advanced document management features and using Power Automate to build approval processes. During the webinar I talk about the common requirements for a controlled document system, process complexities and the some of the additional things you could do to enhance a solution. … Continue reading Controlled Documents with SharePoint Online
SharePoint lightbulb moments 