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>
<Jenna to fill out>
<Request Processor need to fill out>
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.
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.