Category Archives: Workflows

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

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Live Online August Class

August 22-26, 2022, I’ll be teaching my advanced online class!  Come join me and learn… Advanced Power Apps and Power Automate (two deep-dive courses all in one week) SharePoint is near and dear to my heart, so this course is geared towards SharePoint people. Learn how to build forms and automate business processes in this 5 day immersive course, held

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Action Button in Lists: Set Column Value

SharePoint Lists / Microsoft Lists have a capability that allows you to add a button to a row, which when clicked will set the value of one or more columns in that row.  For example, a “Complete Task” button, when clicked, could set the a status column in a row to “Completed” and set a person field called “Completed by” to the current user’s name.  All of this can be done without the need for any kind of workflow or flow.  You’ll also learn the logic of how to create a button that only shows for a certain person.

I’ll also show you a way to kick off a flow, without the flow panel popping out and without the user having to click to run the flow in multiple dialog boxes.

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Live Online- Advanced Power Apps & Power Automate in November

November 8-12, 2021, I’ll be teaching my live online class!  Come join me and learn advanced Power Apps and Power Automate (two deep-dive courses all in one week).  SharePoint is near and dear to my heart, so this course is geared towards SharePoint people. Learn how to build forms and automate business processes in this 5 day immersive course!  We

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Employee Onboarding in Microsoft 365

When it comes to automating business solutions in Microsoft 365, one of the most common solutions that my customers have asked for over the past 15 years, is an “employee onboarding” solution.  I wrote an old blog post back in 2014 about this, and even did a series on my Youtube channel, of a way to build an example employee

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FREE Power Automate Day 2021

This Friday, 7/16/2021 my company, IW Mentor, is offering a full day of free Power Automate advanced training (usually $50/mo).  This is a full 24 hours in which you can take my course, which is about 9 hours of content plus labs.  The free day starts at 12:00 AM on 7/16/2021 and ends at 12:00 AM on 7/17/2021. To register,

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Approval Templates – Forms in Teams

In Microsoft Teams, there is a way to create quick and easy forms to run through simple approval processes.  This is done in the built in “Approvals” app in Teams, and it uses Microsoft Forms.  In this post, I’ll show you how to use the approval templates, and how to create your own templates and share them with your whole

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