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Power Platform Community / Forums / Power Automate / Idea for flow, is this...
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Idea for flow, is this possible?

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Posted on by 4

Hi there!

I would like to make a flow, that uses exel and outlook meetings.

When i schedule a meeting in outlook, i want some of the text from the text field, to transfer to our budget, that we have in exel.

Alternativley, if that isn't possible, i want to write the customers information in our budget exel, and then have it send out a meeting invitation, with text pulled from the exel sheet. Is this possible? 

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  • Community Power Platform Member Profile Picture
    Microsoft Employee on at

    As far as I know, it currently isn't possible to take a substring of a text.

     

    The other way is to make use of "Onedrive - when a file is modified" to trigger a change of the excel-sheet.

     

     

    However with a sharepoint list this would be easier to realize.

  • Rasmusdahl Profile Picture
    4 on at

    I have no programming experience what so ever, so i would have to have this made. Could you roughly scetch what information i should have ready, to make the programmers job easier?

  • Community Power Platform Member Profile Picture
    Microsoft Employee on at

    Would you like to use sharepoint list or excel file?

  • Rasmusdahl Profile Picture
    4 on at

    We are currently using excel for all our budgets, so i think it would be difficult to teach a whole company to use sharepoint.

  • Community Power Platform Member Profile Picture
    Microsoft Employee on at
    Create an Excel file in OneDrive and add two pages to it. One for new meetings and one for the history. Add the columns you need to both pages and Name both tables
  • v-micsh-msft Profile Picture
    Microsoft Employee on at

    Hi @Rasmusdahl,

    So basically you would like Microsoft Flow to create an Event with the information from Excel, right?

    There is no corresponding Excel trigger to work, so if we would like to take use of the information from Excel, we need to use the Get Rows for Excel. (There is also another action called Get Row, which would need the special Row ID, as the Row ID is auto-generated by the Flow service, so here this action should not be the first choice).

     

    After the Get Rows Action from Excel, we need to add a condition to filter the special Text fields, if not, Microsoft Flow would generate Events as many as the row number in Excel. 

    After that, under the if Yes part, add the create Event action, see screenshots:

    34.PNG

    For the trigger, is there any other services that we may take use of, for example, Email?

    If we could use Email as the trigger, then the flow here should be much easier.

    Please reply back if you need any further assistance.

     

    Regards

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