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One of the most common automation requests I receive is how to generate formatted documents using SharePoint data. Whether it’s contracts, reports, or internal memos, Power Automate makes it possible to dynamically populate a Word document with data from SharePoint and other sources. In this post, I’ll walk through how to set up Word templates, use the Power Automate Word
For the rest of this month, my SharePoint (Power User) Managing Lists and Libraries self-paced course is FREE. This class is usually sold as part of our training plans, but for now anyone can take it for free. Here’s what this course includes: This modern and up-to-date course will cover planning and creating document libraries and Microsoft Lists, two of
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The solution in this post gives you a way to create an interface where users fill in required metadata AND can upload multiple files, and all of those files go into SharePoint. This is done using Microsoft Forms and Power Automate.
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In SharePoint back in the old days, there used to be a way to have fields/columns that were required for documents, and when a single document was uploaded, the user was prompted to fill in those required fields. As you may have noticed, in SharePoint Online, documents can be easily uploaded and bulk uploaded without anything prompting you or preventing
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This is a quick post about using Power Automate to copy specific files from library to library. In my use case, I’ve got a bunch of training files that I work on, and then share with my students. I have a library where I work on the files, and then a different library (in a different SharePoint site) where the
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In Microsoft Power Automate, you can create a flow that can take action based on specific columns being updated in SharePoint! This can be done on a list or library. There is an action called Get changes for an item or a file, which gives you a boolean for each field, whether it was just changed or not. Here’s how
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In this post, I’ll show you a way that a flow can be set up to manually trigger the same from from multiple locations in SharePoint. Here’s the back story. I created an approval workflow for a committee’s SharePoint site, for approving meeting minutes. Then, another committee wanted the same flow, then another and another. I ended up creating and
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