Tag Archives: Workflows

SharePoint Quick Steps Column: One-Click Buttons

Laura Rogers thinking about the new SharePoint quick steps column type

Microsoft just rolled out a brand-new column type in SharePoint Lists and Microsoft Lists called the quick steps column — and it changes everything about how end users can interact with their data. No JSON. No code. Just buttons. If you’ve been following my blog for a while, you might remember my post from 2018 about creating a button in

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The New Teams Workflow Builder is Here

If you’ve ever wanted a way to give your end users the ability to create their own simple automations – without having to teach them Power Automate – Microsoft has just answered your wish. The new Workflows app in Microsoft Teams is a simplified, friendly interface for creating flows, and it’s so easy to use that almost anyone can get

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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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Flow Update Multi-Select Column

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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Flow when a SharePoint Column is updated

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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Trigger a Flow from Multiple SharePoint Libraries

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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Run Power Automate as Part of a SharePoint Site Design

Back in the old days of SharePoint, you could save a whole site as a template, and any workflows that were on that site, were automatically part of the template.  So, sites that were created from that template then automatically had the workflows included. Now, “Site Designs” are the new way of creating a sort of site template in SharePoint

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