Archiving cases on Sharepoint

Like (0) Share

Report

Posted on 22 Mar 2024 22:34:50 by Amaya2013

103

Hi Guys,

I'm new to Power automate and need your help with archiving cases on sharepoint site.

Only cases with certain criteria can be considered for archiving. The Modified date criteria should be older than 6 months .

Any help will be much appreciated.

All responses (11)

Answers (1)

Amaya2013 103 on 25 Mar 2024 at 15:11:28

Like (0)

Report

Re: Archiving cases on Sharepoint

That's great - Thanks a lot for your help @Expiscornovus
Verified answer

Expiscornovus 31,719 Most Valuable Professional on 25 Mar 2024 at 14:14:33

Like (1)

Report

Re: Archiving cases on Sharepoint

Hi @Amaya2013,

In your opening post you mentioned you want to archive it on C:\Archived-Cases, which is a path of a folder on a local drive letter C. That made your question a bit confusing for me. 😅

Thanks for clarifying your requirements. Moving a file from a SharePoint Online library to a folder in another SharePoint Online library is easier and doesn't require a gateway.

Try something like the below

1. Make sure you use the Identifier dynamic content field in the File to Move field of the Move File action
Amaya2013 103 on 25 Mar 2024 at 13:54:19

Like (0)

Report

Re: Archiving cases on Sharepoint

Thanks @Expiscornovus - What I'm trying to do is copying the files from one folder on sharepoint to another folder (Archive) on sharepoint so basically Get file content and Create file both use sharepoint . Not sure why it's throwing an error message as below:
Expiscornovus 31,719 Most Valuable Professional on 25 Mar 2024 at 13:23:05

Like (1)

Report

Re: Archiving cases on Sharepoint

Hi @Amaya2013,

That would be details of the local machine, which can access the local folder on that machine.

Like mentioned in one of my earlier replies, this does require a setup of a gateway:

https://learn.microsoft.com/en-us/data-integration/gateway/service-gateway-install

Apologies if that wasn't clear.
Amaya2013 103 on 25 Mar 2024 at 12:45:04

Like (0)

Report

Re: Archiving cases on Sharepoint

Sorry, In Create file (File System) , What should be the connection name? Thanks
Expiscornovus 31,719 Most Valuable Professional on 25 Mar 2024 at 12:03:45

Like (0)

Report

Re: Archiving cases on Sharepoint

Hi @Amaya2013,

What did you use in the Site Address and File Identifier fields of the Get file Content action?

Btw, I also see you have used the Create file action from the OneDrive for Business connector. I was talking about a different action in my suggested approach.
Amaya2013 103 on 25 Mar 2024 at 11:55:08

Like (0)

Report

Re: Archiving cases on Sharepoint

@Expiscornovus - Thanks, I've tried as you suggested but getting below error message :
Expiscornovus 31,719 Most Valuable Professional on 25 Mar 2024 at 11:41:47

Like (0)

Report

Re: Archiving cases on Sharepoint

Hi @Amaya2013,

Sorry, my bad. I made the wrong suggestion 😅.

That is the Copy File action of the SharePoint connector. It should have been the Create File action of the File System connector, that is a different action.

In order to use that Create File you will also need a Get File Content action. That action can use the Identifier field.

Below is an example
Amaya2013 103 on 25 Mar 2024 at 11:24:39

Like (0)

Report

Re: Archiving cases on Sharepoint

@Expiscornovus - I'm using the below "Copy File" action but it's throwing an error:

Any help will be much appreciated.
Amaya2013 103 on 25 Mar 2024 at 11:01:08

Like (0)

Report

Re: Archiving cases on Sharepoint

@Expiscornovus - Thanks for your response. I've used Get Files (Properties only) action to get details about cases that need to be archived.

Now as you suggested I'm using Copy File action to move the cases from one folder to another before deleting them . I'm unsure what to select under "Files to copy" as below. Hope you can help me with this! Thanks