Flow to save document in SharePoint and extract metadata from (PDF) filename

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Posted on by Webmagic

Hello,

We would like to create the following flow:

- An email with PDF attachment will send to a functional O365 mailbox. The PDF filename has the following structure: 001_LocA_Letter.pdf -- : Nr_Location_DocType.pdf

- Flow to save PDF from e-mail message and store in library

- Flow to extract metadata properties Nr, Location and DocType from PDF filename and save this as metadata in a document library including the PDF file.

Anyone has a good example?

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Building flows

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PieterVeenstra 13 on at

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HI @Webmagic,

You could use DocParser for this.

I wrote a post a while back about getting data from Invoices in PDF format:

https://veenstra.me.uk/2018/09/26/do-you-process-your-invoices-with-microsoft-flow-and-docparser/

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Webmagic 28 on at

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Hello Pieter,

Thanks, but for our case I need an option to extract the fields based on the filename of the PDF:
Field01_Field02_Field03.pdf --> store file and populate Field01, Field02,Field03 as metadata in the document library.

Any ideas?

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Webmagic 28 on at

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I would like to get metadata out of the filename using a Flow. Example - "PDF_DATE_USER.pdf"
Sharepoint columns: Filetype: PDF Date: DATE User: USER

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PieterVeenstra 13 on at

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Ok, that is even easier.

Simply run a

split(<filename>, '_')

where the <filename> can come form your dynamic content.

The above exprssion can be used in a compose action.

You will thne have an array.

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Webmagic 28 on at

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Hello Pieter,

Thanks for your input. Do you have screenshot/visual example to make it more clear for me? I new in using flow. Thanks

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PieterVeenstra on at

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Hi @Webmagic,

Doesthis help:

The COmposeactions has

split(triggerBody()?['{Name}'],'_')

By going to the inputs field,clicking on the Expression tab and then typeing split() and then you can click on the Dynamic content tab and select Name

In the select you can then take the output from the compose

in the Select mappings I use

outputs('Compose_2')[0]

to select the first part of the file name

outputs('Compose_2')[1]

for the second part

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Webmagic 28 on at

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Webmagic 28 on at

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Webmagic 28 on at

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Webmagic 28 on at

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Thanks @Pieter_Veenstra for your help flow is working now:

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