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Community site session details

Session Id : 58uPrtSCgdzGUXc/zjfhSk
Power Automate - Using Flows
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New to flow and setting up simple thing

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Posted on 15 May 2024 09:05:51 by 2

Hello out there.

 

need help with setting up a flow between to sharepoints

 

i have two sharepoints one that have all the products that are in the system and one that handles the loans that is both active and later done.

 

have already used lookup to get the name of the product from the other sharepoint.

 

the problem is i need to have a workflow that changes when i example creates new loan then status of the product in the other is reserved.

 

hope any can help first time working with workflow in teams

i need to make it so when a loan is active on a produc

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  • Verified answer
    Shravan Profile Picture
    128 on 16 May 2024 at 00:41:23
    Re: New to flow and setting up simple thing
    1. Create a new flow in Power Automate and choose the trigger "When an item is created" (SharePoint) for the "loans" SharePoint list.

    2. Add an action to get the product information from the "products" SharePoint list. Use the "Get items" action and configure it to filter the products based on the information from the loan (e.g., using the lookup field).

    3. Add a condition to check if product information was found. If the product information is found, proceed with updating the product status. If not, you may want to send an email notification or take other appropriate actions.

    4. Add an action to update the product status in the "products" SharePoint list. Use the "Update item" action and configure it to set the status field to "reserved" or the appropriate value.

    5. Test your flow to ensure that it works as expected. Create a new loan in the "loans" SharePoint list and verify that the corresponding product's status is updated in the "products" SharePoint list.

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