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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
Learn about digital transformation and automation with the Free Power Automate Week from March 25-30, 2024. Discover how Power Automate can boost productivity and creativity, learn to create and manage workflows, and connect to various apps and services. Enjoy self-paced videos, step-by-step labs, and quizzes to enhance your skills. Sign up now and transform the way you work.
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April 19-23, 2021, I’ll be holding 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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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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When building flows in Power Automate, there’s a trick when it comes to updating a field where you can select multiple items. This applies to: People-pickers Lookups Choice fields Managed metadata Especially if the field is required in SharePoint, flow will insist that you populate it with a value, even if that record already has one. In this post, I’ll
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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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