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I have a flow that is triggered when a "New Email Arrives" with an attachment which then creates a file in a SP document library with the attachment. Plumsail is then used to extract data from the PDF and the data is used to update the file properties in the SP document library. I have a few columns that are updated with data from the PDF through plumsail with the most significant being the Employee# column. Where I am having trouble is having the flow move a file if the Employee# is a duplicate keeping the newest file in the document library.
The flow I am looking for would be something like this:
New Email Arrives with Attachment > Attachment is saved as a file in SP document library > Attachment Data is extracted from PDF through Plumsail > Document Properties are updated including Employee# > IF Employee# is duplicate move older file to archived folder
I have everything up to the part in bold working fine. All of the threads I have read on this have not worked. Any help would be greatly appreciated.
Screenshots:
Document Library Columns:
Hi there,
Is your Employee # field a "Enforce Unique" column? And, is it required?
I'm going to assume both are "yes" just for the sake of responding for the moment.
I think what I'd do is, as soon as I get the Employee # from Plumsail, I'd stick it in a variable and filter the SharePoint Library on it. If the response is empty, then, I can go ahead as normal - if it's not, though, then use the output from that Filter to Move File to the Archive. THEN update the Employee # on my new file.
Have you tried something like that?
Cheers,
Rhia
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Michael E. Gernaey
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