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Session Id : Gfas9OMKNKSwQT/pnibdJv
Power Automate - Using Flows
Unanswered

Set up a flow based on SharePoint field edited value

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Posted on 1 Apr 2020 14:45:28 by

Hi everyone,

I spend enough time trying to figure out my own and now it is time to ask for some help.

I'm not a programmer or IT so if you can help explain easy and simple as possible with screen capture, that'd be really helpful. Unfortunately, I wasn't able to figure out attaching images or screen capture for my current sharepoint or power automated screen 😞

 

I made an example scenario so it can be explained easier.

 

Jenna's team is trying to manage all analysis related request from her team members on Sharepoint. Jenna created a sharepoint list and will manage the list as well as notification flow.

Toby, Andy, Alex, Jenna and Chris works at the same company and they all use Outlook.

Toby (Requester) need a 2019, 2020 chocolate sales report.

 

Here are fields listed in Sharepoint list item ( These fields are all in one row in Sharepoint

<Toby need to fill out>

  • Priority: High ( Column Type: Choice. Light, Medium, High)
  • Request Topic: Sales Report ( Column Type: choice. Pricing, competitor analysis, sales report)
  • Requester name: Toby ( Single line text)
  • Request Date: 4/1/2020
  • Required date: 4/10/2020

<Jenna to fill out>

  • Process Requester: ( Column Type: Choice. Andy, Alex, Chris)

<Request Processor need to fill out>

  • Status ( Column Type: Choice. In progress, completed)

 

 

  1. Toby create a new item request on Sharepoint.
  2. Jenna receive an email notification saying Toby submitted a new request on chocolate sales report.
  3. Jenna assign Andy as a request processor on Sharepoint.
  4. Andy receive an email notification saying that he have a new request to process from Toby that need to be completed by Apr 10.
  5. Andy changed status to in progress on sharepoint.
  6. Toby received an email notification on Andy changed status to in progress on his chocolate sales report request
  7. Andy received a reminder notification on 4/7/2020 ( 3 days before the due date) saying that Toby's chocolate report is due on 4/10/2020.
  8. Andy changed the status to completed on sharepoint.
  9. Toby got an email saying that Andy completed with his chocolate sales report request.

 

I'm not sure if everything I listed even possible to get it done. I've been searching and reading forums for the last 2 days but instruction is too complicated to follow or I don't get a same result or option to choose.

  • ScottShearer Profile Picture
    25,236 Most Valuable Professional on 01 Apr 2020 at 16:10:03
    Re: Set up a flow based on SharePoint field edited value

    @Uncjen23 

    Let me get you started:

    You'll probably want to use a SharePoint "when an item is created or modified" trigger

    You'll probably want to use the Office 365 Send an Email Acton to send emails

     

    To see if a status or any other column changed, it can get complicated.  The easy way to do it is to have a separate hidden column that stores the same data and sync the two via Flow.  When an item changes and the Flow starts, check the two values to see if they are the same or different.  If they are different, take action as appropriate.  Then, sync the two columns.  There is a more complicated method of doings this as well that involves versioning and a SharePoint HTTP action.

     

    Please note that you will likely find yourself in an infinite loop when you update the item  Here is a link to a blog post that I wrote that shows you how to avoid this issue.

     

    My suggestion to you is to give it a try and post specific questions when and if you get stuck - someone is always willing to assist.

     

     

     

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