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Showing posts with the label SharePoint

How to setup reminder in approval flow?[Part-4]

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  In this Approval series we will send reminder for Approval flow. We know how to created a simple approval flow? . but what happened if you are waiting for a long time for your request to be approved. As i have already mentioned in my part 1 of this series, by default Reminder can not be configured in Approval action. Here we will create reminder for approval flow. So, we have created a SharePoint list called Leave Management. when employee submits a leave request, then approver(manager) gets a request via Outlook mail/Microsoft Teams notification. If the manager approves (accept/reject) the request, then the requestor gets the response mail in Outlook and the request gets updated with the current status. Sometimes, employee waits for a long time for approval, in that case, we will send the reminder mail to.. For more details, Please visit my site :  How to setup reminder in approval flow?[Part-4] | Gopenly

How to store Microsoft forms responses in a SharePoint list?

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  We know that Microsoft forms is very easy to design and collect responses. But it becomes very handy when you include Microsoft forms connector with flow and save responses in a SharePoint List. Power Automate has trigger " When a new response is submitted ," and one action, " Get response details ".  This action pulls in the details of the form response as dynamic content that you can use in your flow. Use Case - When user submit form responses then responses will be recorded into a Sharepoint List. For more information, Please check my site:  How to store Microsoft forms responses in a SharePoint list? | Gopenly

How to capture comments in approval flow? [Part-3]

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  In my previous two articles i have explained about the basics of an approval flow and how you will create simple approval flow. If you did not see my previous posts then i would recommend you to see my previous approval series  Part 1  and  Part 2  before proceeding further. Use Case- When user will create one leave request in SharePoint Leave Management List, it will go for approval to his/her manager. Once manager approved/reject we will notify to user for their leave request  along with manager comments.  Comments are... For more details, Please visit my site:  How to capture comments in approval flow? [Part-3] | Gopenly

How to create a simple approval flow? [Part-2]

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In my previous article , I have explained about approval process. Now we will see how to create a simple approval flow using power Automate. Use Case- When user will create one leave request in my Leave Management List, it will go for approval to his/her manager. Once manager approved/reject we will notify to user for their leave request along with manager comments. For more information Please visit my site:  How to create a simple approval flow?[Part-2] | Gopenly  

What is an Approval flow in Power Automate(MS Flow)?[Part-1]

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  Today, Approval process is a part of every organization. Approval processes standardise organization’s internal process. Approval process could be either for leave or for some expense report. In Power Automate, when we use approval action, approvers are notified and they can review and act accordingly. In flow, we use approval actions which will perform actions after trigger starts the flow. For example, when a new item is created to a SharePoint list then trigger an approval flow for somebody who can review the newly created item. For more information Please visit my site:  What is an Approval flow in Power Automate(MS Flow)?[Part-1] | Gopenly

SharePoint Get Items and Filter Query in Flow [Part-3].

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  In my  previous post , i have explained Filter query in details. Now i will cover up some most useful filter query syntax examples. Filter Query Examples in SharePoint Get items action- Working with dates:  In filter query, date value must be in same date format of your column date format. you can check your column date format by simply running your flow. Once your flow run successfully, Expand your get items action and check output by click to download link. This will open a new tab where you can search your column name. For more details, Please visit my site:  SharePoint Get Items and Filter Query in Flow [Part-3]. | Gopenly

SharePoint Get Items and Filter Query in Flow [Part-2]

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In my  previous post , I have explained basic details of Sharepoint Get items. Now in this article, i will cover up more details about   Filter Query . Filter Query in Get items- Within the SharePoint Get items action there is a Filter Query . This Filter Query can be used to select the required items. As a citizen developer, Filter query syntax is not clear and how do we use it?. So filter query syntax is like this- Column Internal Name   Operator   Value SharePoint Column Internal Name:   For filter query it is important to use SharePoint Internal column name to fetch required list items. But some times users are not able to figure out what is SharePoint Internal column name?. To get Internal column name,  Go to List/Library settings  then  click on your required column name . For more details, Please visit my site:  SharePoint Get Items and Filter Query in Flow [Part-2] | Gopenly  

SharePoint Get Items and Filter Query in Flow [Part-1]

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  In Flow, Get Items is a SharePoint action which allows you to get items from SharePoint list. Similarly There is another SharePoint action called Get files which allows you to get files from Sharepoint document library. You can not use Get files for SharePoint list but the capabilities for both the actions are same. Important Points- The default item limit is 100. Items are paginated by default. For larger list, you can increase this limit up to list view threshold limit of 5000 items.  Flow will generate error dialog if you are going beyond 5000 limit. For more details, Please visit my site:  SharePoint Get Items and Filter Query in Flow [Part-1] | Gopenly

How to send reminder email to a SharePoint group users?

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  In my  Previous post , I have explained basics of the Reminder flow. Now we will understand how to send reminder for users who are part of a SharePoint group. Advantage of this reminder is that you can easily manage users in your SharePoint group. Use case- Reminder for specific group of users to provide inputs weekly for example their availability for interview slots. Steps- Since this is a reminder flow so my trigger would be ‘Recurrence’ . you can set your interval and frequency for recurrence. We will initialise 3 variables –  Group (Type-String), i (Type-Integer) and Users (type-Array). For more details Please my site:  How to send reminder email to a SharePoint group users? | Gopenly

How to transpose Excel table via flow?

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  Have you ever build Power Automate (Flow) for transposing Excel table?. I came across such problem and designed a flow.  This flow transpose your excel table data. I have one excel sheet- Sales Data inside SalesTable. It has three columns- 1. CustomerID 2. Category 3. Sales. I want to transpose above table into following format- For details please visit my site:  How to transpose Excel table via flow? | Gopenly

How to get attachments from SharePoint list and then send in email via Flow?

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  In  Power Automate Community , i have seen lots of user face issue with getting attachments from SharePoint list via flow. Today i will explain how you can retrieve multiple attachments from SharePoint list and then send those attachments in email via flow. So i have one SharePoint list-  Holiday List  where user needs to upload travel documents for booking. Here i am attaching dummy documents like passport & Visa. Once i save documents in list then my flow will trigger and send documents as attachment in email. One important step in this process is you need to create attachment array where you need to add... For more details please visit my site URL:   How to get attachments from SharePoint list and then send in email via Flow? | Gopenly

SharePoint Calculated Column formulas based on Date and Time

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  In  SharePoint Calculated Column, A formula starts with an equal sign (=) like we do calculation in math. In   create column page   you will see one dedicated space for writing formula, where you will write formula for calculated column. Though you can use  other formula & function  in calculated column but we usually face difficulty with Dates so i am covering here some important dates formula for calculating column. Adding/Subtracting to a date Add number of days to a date-  A dding 30 days in my Project Start Date column For more details pls see my site URL:  SharePoint Calculated Column formulas based on Date and Time | Gopenly

How to create calculated column in SharePoint List/Library?

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  In my previous post, where i have explained “ What is a calculated column in SharePoint? ” and now i will show how calculated column will be created in SharePoint List/Library. Steps- Go to your SharePoint List/Library. Click on  +Add column  then Click on  more..  This will redirect to a create column page. For More details please check my site URL :  How to create calculated column in SharePoint List/Library? | Gopenly

What is a calculated column in SharePoint?

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  In SharePoint,   Calculated column   is another special type of column (metadata). it will calculate values based on other columns for the same row in the same SharePoint list or library. Calculated Column uses Excel-like syntax to calculate the new values.You can create Calculated Columns on any list or library or at the site level(and then add it to the list or library). Columns that can be referenced in Calculated Column Formula- Single line of text Number Date & Time Currency Choice Location Yes/No Calculated Column Return Types: Single line of text (String) Number ( you can set decimal place and also display number as percentage like 50%) Currency (You can select currency format & set number of decimal place) Date and Time ( You can set return type as Date only or Date with time only) Yes/No (Boolean return type) For more details Please visit my site URL: what is a calculated column in SharePoint? | Gopenly

How to get Week number from Date in SharePoint?

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In SharePoint, we know the functionality of calculated columns. Whenever we need to do some calculation based on existing columns in list we use Calculated column. Microsoft has given very good   reference   for all formulas in calculated column. And trust me date column is very intriguing feature in SharePoint list. Today, I will show you how to calculate Week number from given date in SharePoint list. For more details, Please visit my site URL:  How to get Week number from Date in SharePoint Online? | Gopenly