Make sure Excel file is updated before proceeding to next step

(0) Share

Report

Posted on by remyrat

Hello,

I have a Flow that takes an Excel file, creates a PDF.

The issue I have is with the Excel files that the Flow uses.

The Flow works like this:

When an item is updated in a Sharepoint list, the information is pushed as a new row to an Excel Online file I'll call ListVersion. Then a second file, FormVersion takes that information from the ListVersion file and puts it into a more visually appealing "form" format which is converted to a PDF.

The issue is that when I run the flow, I do not always get the most recent data in the resulting pdf. It seems I have to have both workbooks open for the information to be updated, even though I have automatic updates enabled.

This defeats the purpose of the flow; I don't want to have to manually refresh the workbook links or have to open these files every day.

I tried building in a delay to my flow, but it doesn't seem to help.

Here's my Flow currently:

Is there a better way to do this?

Categories:

Building flows

I have the same question (1)

All responses (2)

Answers (0)

remyrat 32 on at

Like (0)

Report

I increased the time of the delay to ten minutes, which has allowed the pdf file to be updated correctly. However, this still hasn't solved the need to open the Excel online workbooks every so often to re-enable the links. Any suggestions? I'm open to completely changing this process if there is a better way.

1 people found this reply helpful.

Was this reply helpful? Yes No
wskinnermctc 6,519 Moderator on at

Like (0)

Report

I would try to skip the Excel altogether. You can make a Word document template (your form) and put fields that can be populated. Then just convert the word document to a pdf.

https://www.youtube.com/watch?v=1HyacOSm-6k

Here's a video I googled quick that shows the basic process.

Was this reply helpful? Yes No