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Move SharePoint Designer Workflows to Power Automate

SharePoint Designer has been the go-to tool for creating workflows in SharePoint for many years. However, Microsoft has been phasing out support for SharePoint Designer, and it is no longer available for download from the Microsoft website.

This means that it’s time to move your old SharePoint Designer workflows to Microsoft Power Automate.

Microsoft Power Automate is a cloud-based service that allows you to create automated workflows between your favorite apps and services. With Power Automate, you can create workflows that integrate with SharePoint, Microsoft Teams, Outlook, and many other popular tools.

In this blog post, we’ll walk you through the steps of migrating your old SharePoint Designer workflows to Microsoft Power Automate. If you’re interested to read more about the basics of what Power Automate is, check out my post, What is Power Automate?

Step 1: Identify your SharePoint Designer workflows

The first step in moving your SharePoint Designer workflows to the cloud, is to identify which workflows you want to keep. Review all of your workflows and decide which ones are still needed and which ones can be retired. Use the Microsoft 365 Assessment tool to scan your tenants for legacy workflow usage, if you’re not sure where they are.

Step 2: Determine the complexity of your workflows

Next, you need to determine the complexity of each individual workflow. Some workflows may be simple and straightforward, while others may be more complex and involve multiple steps and conditions. Look at each workflow to determine its functionality, and document which lists and libraries are using them and why.

Step 3: Plan your strategy

Once you have identified the workflows you want to re-create as flows, and determined their complexity, it’s time to plan your strategy. Keep in mind that “migration” with this product really entails re-creating them from scratch as flows. There is not a system in place that will create/move them automatically. Your plan should include the following:

Step 4: Create new flows in Power Automate

With your plan in place, it’s time to start creating your new workflows in Power Automate. This is a manual process, one workflow at a time. You can use the templates provided by Microsoft, or create your own custom workflows. I usually like to try out the templates just for inspiration and ideas. For real world projects, I create each flow from blank, not from a template.

When creating each new flow, you should focus on simplifying the process and reducing complexity where possible. Power Automate provides a wide range of hundreds of actions and connectors that allow you to integrate with other systems and applications, so you can take advantage of these to streamline your workflows.

Four years ago (in 2018), I streamed a video where I went over some concepts / actions and how to translate them from SharePoint Designer workflows to Power Automate flows.

Step 5: Test your new workflows

Once you have created your new flows in Power Automate, it’s important to test them to ensure that they work as expected. You should test each workflow thoroughly, making sure that it behaves as it did in SharePoint Designer and that any integration points with other systems or applications are working correctly. Most likely you’ll love the flow interface and performance much better than the old SharePoint Designer way.

Microsoft has created documentation on how to translate specific actions that were used in workflows, to the new way to build them in a flow.

Here is an example. Look at all of the things that you can accomplish in flow that you couldn’t do in SPD!

List actionSharePoint workflowPower Automate flow
Get itemsNot availableYes
Create an itemYesYes
Update an itemYesYes
Delete an itemYesYes
Copy a list itemYesYes, by reusing ‘Create an item’ action
Get attachmentsNot availableYes
Get attachment contentNot availableYes
Add attachmentNot availableYes
Delete attachmentNot availableYes
Set field value in current itemYesYes, using ‘Update an item’ action
Get changes for an itemNoYes

Conclusion

“Migrating” from old SharePoint Designer workflows to Microsoft Power Automate can be a tedious process, but with careful planning and execution, it can be done successfully. By following the steps outlined in this blog post, you can ensure that your migration is as smooth and seamless as possible, and that your new workflows work as expected, and even better.

Learn Power Automate from me, in my Basics and Advanced courses.

Would you like to learn all about how to create flows in Power Automate? Check out my online self-paced courses at my website, IW Mentor, by clicking the link above. I’ve written other blog posts about Power Automate also.

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