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Power Platform Community / Forums / Power Automate / Moving files with diff...
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Moving files with different names

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Hello,

 

I am updating our check request process.  I built a Flow that is triggered by someone filling out an MS Forms when they need to pay a vendor without an invoice.  The Flow creates a folder named with the Vendor name from Forms.  (Let's call this folder "Vendor ABC").  In the Vendor ABC folder is a document the Flow creates which summarizes the Form answers.  Up to this point the Flow works perfectly.

 

As part of the Check Request Form, users must upload supporting documentation for the check request.  With MS Forms, there is a default Sharepoint location (let's call this folder "Check Request Support") where these uploads go and there is no way to change that (my understanding).  I want to move the documents from Check Request Support folder to Vendor ABC folder, but I hit two issues:

 

1.  It seems like a need a secondary trigger to move the documents from Check Request Support.  I can do this with a separate flow using the trigger "When a file is created", but I think it needs to be all in one flow for issue #2.

 

2.  I want the documents in Check Request Support to go to Vendor ABC folder that was created from the Form.  Since Vendor ABC will be a different folder name each time I need the flow dynamic.  I have no problem doing this with the Vendor Name location; my problem is I don't know how to tell power automate "Go get whatever is in Check Request Support and move it to Vendor Name".  Documents in Check Request Support will be different names every time.  I am using 'Move File' action for Sharepoint and more specifically I don't know how to reference the file uploaded in 'File to Move' field since it could be named anything.

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  • Andrew_J Profile Picture
    1,962 Moderator on at

    @Phatassets 

     

    I hope I can guide you.  But some qestions to start:

     

    Where is the folder created for Vendor ABC is this SharePoint or OneDrive

    I assume you want all the data in one place

     

    I will get back to you after I get some answers.

     

    Regards,

     

    Andrew

     

     

  • Phatassets Profile Picture
    2 on at

    Hi Andrew,

     

    Vendor ABC is in Sharepoint as well.  And yes, I just want one place where the Summary document created by the Form and the support documents can be together.

  • Andrew_J Profile Picture
    1,962 Moderator on at

    @Phatassets 

     

    Thanks for the response.

     

    So Forms stores all the information in the users OneDrive that cannot be shared with anyone.  So once the folder is created there then this needs to be moved to SharePoint and location of the document library. 

     

    In your case I would stop creating the VENDOR  ABC folder in SharePoint and wait until the person has finished all the input into the form, uploaded all the supporting information.  This will create the folder named VENDOR ABC you need in OneDrive.  

     

    We then need to create manually a folder in OneDrive call Accounts Check Request, or what ever you want to call it, then put the check request form in there. This folder will need to remain there and ideally should not be renamed.  However it could be located in Sharepoint as if you or the users were to leave then the flow would not work. If you put in SharePoint then maybe say DONT MOVE as part of its name.

     

    Continuing the flow, we need short delay 5 minutes followed by copying the check request form from the Accounts Check Request folder to VENDOR ABC folder.  Then another delay of five minutes.

     

    Then we need to move the whole of Vendor ABC folder to your SharePoint site. Once done and again with a further delay, delete the folder and contents on OneDrive which will keep OneDrive clean.

     

    I hope you can follow the above and proceed with inputing the flow, let me know how you get on please.

     

    Regards,

     

    Andrew

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