Hi y'all,
I fulfill a lot of material requests via email and it is is a common occurrence where action items are getting lost between my company's different teams. I was hoping to make some sort of microsoft flow sharepoint tracker that updates milestone columns off of our email back and forths to make it plainly obvious what action item is pending for material requests. (I control how the email requests are submitted via a VBA template I made, so I can make the email say whatever I want)
I was thinking of having my teams utilize "quick things" with a key phrase (that I determine) to trigger a conditional function in the automation flow. (for example, if the email contains "Mark_as_on_work_order" in the body of the email, it would update the "on work order" column of sharepoint with the date and time on the appropriate request)
Teams:
- Team 1 (requests materials)
- Team 2 (adds materials to work order)
- Team 3 (warehouse order fulfillment)
Note: action items get lost typically between team 2 and 3 which causes material delays to team 1 due to our inefficient process.
Basic Milestones:
- Request is made by Team 1
- Material is added to Work Order by Team 2
- Work order is fulfilled by Team 3
I think that microsoft needs some sort of key ID to differentiate which column should be updated but there is very little about emails that are constant to make as an ID. I was thinking of making a time stamp & site name populate in the subject line that can be parsed to recognize a common thread. It would probably be unique enough for this purpose, thoughts?
I have figured out how to make the sharepoint create a new line for a new request, but I cannot for the life of me figure out how to make sharepoint update based on subsequent responses. Please help and thank you in advance!
-KL
