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Procurement Process

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Posted on by ThomasEarlS1

Hi Everyone!

I am very new to Power Automate and have managed to get so far but could really do with some help in finishing my flow off to help me complete this quarters objective.

I am implementing a new procurement process. The data for each order required is currently captured via Forms.

Flow then pulls the data into a row on my procurement tracker and email is sent to me containing all the relevant information regarding the order for ease instead of having to open the table each time a procurement request is made.

The current flow process is below:

Procurement Flow.PNG

I have add in a column to my procurement tracker which allows me to update the order status of each procurement request. Listed below:

1. Ordered

2. Pending Approval

3. Delivered

I would like an email sent to the respondents email address relating to the relevant order each time the order status is updated.

Can this be done?

Thank you everyone!

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Building flows

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ScottShearer 25,270 Most Valuable Professional on at

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@ThomasEarlS1

There is no action that trigger a Flow when a rows is updated. You could design a way to do this build it would be slow and complicated. You would start with a SharePoint trigger that fires when a document is changed and go from there....

I suggest that a better way to go would be to store you data in a SharePoint list rather than Excel. You can have a Flow trigger when a row of data has changed. If you want to work in Excel, you can link Excel to the SharePoint list (read only).

The issue will be checking for a change in a column - SharePoint does not directly support monitoring column changes. Here is a link to a blog post that I wrote that discuss how this can be done.

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abm abm 32,865 Most Valuable Professional on at

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Hi @ThomasEarlS1

You are storing this info in Excel and the only trigger for Excel in Power Automate is selected row. Please see the below link how to use selected item and execute the flow.

https://sergeluca.wordpress.com/2018/07/24/run-a-flow-for-a-selected-excel-item/

So once you change the status select the row and run the flow.

If your information is stored in SharePoint or SQL you could utilise the auto trigger based in column values (Status changes).

Thanks

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