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

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

Set SharePoint Folder Permissions 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

Controlled Documents with SharePoint Online

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