The Excel requires check-out before edit in SharePoint will effect the Flow Excel connector to recognize table content

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Posted on by ilu989

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Hi All,

I'm stuck in the step with the Excel file requires check-out before it edit in SharePoint website, it will let the Flow Excel action can't recognize the Excel's table, for instance of "add a row in a table" and "update a row" with Excel connector, it will display error when SharePoint setting check-out function, below snapshot for reference:

↓↓SharePoint Library Versioning Setting requires check-out before edit (red circle) ↓↓

↓↓Flow can't capture the table info from Excel used "Add a row/updated action" with setting require check-out before the edit in SharePoint website, even input the table ID with Compose(output) ↓↓

↓↓Flow can recognize Excel table info for the user to input expression(No/CD/CAT/Sub CAT.....), this is no setting with requires check-out before edit: ↓↓

I have run the SharePoint "check-out file" action before running the Excel "add a row/update" action, this action can let the file check-out in SharePoint, but still can't let the excel connector read the table info in the same flow process, please refer to below snapshot:

check out-sharepint_Capture.JPG

Please advise, thank you.

Regards,

ilu989

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Building flows

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Pstork1 68,697 Most Valuable Professional on at

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Flow really isn't designed to work with Require Checkout enabled. Your only real choice is to turn off Require Checkout in the library.

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ilu989 164 on at

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@Pstork1

Thank you for your response!
Because I need the check-out function to manage multiple users for operating one Excel file but no overlapping issue, is there have another way to achieve this requirement? I found some website seem can be done, but still learning now, do you have any comment of these:
https://www.about365.nl/2019/06/13/publish-files-in-sharepoint-using-microsoft-flow-and-column-formatting/

https://sergeluca.wordpress.com/2018/10/28/microsoft-flow-advanced-tutorial-creating-a-csv-converter-from-scratch/

https://www.netwoven.com/2019/08/06/how-to-use-graph-api-to-read-sharepoint-online-excel-data-from-microsoft-flow/

Regards,
ilu989

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Pstork1 68,697 Most Valuable Professional on at

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Is this SharePoint Online or on-premises? If its online you really don't need checkout anymore to prevent overlapping changes. Office Online and OneDrive have enhanced SharePoint online so real-time co-authoring is now possible. So there normally isn't an issue with users doing conflicting edits anymore. If you are still concerned about that then I would create a second document library with Checkout disabled and put Excel files there that need Flow support.

In terms of the link, the first one is the only one that actually mentions Check-out and that one just talks about the ability of Flow to Checkout/Checkin a document. It doesn't address how it interacts with Require Checkout. Flow can do Checkin and Checkout. It just doesn't play well with Require Checkout.

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ilu989 164 on at

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@Pstork1 ,

Thanks again for your quick response.
Because the check-out configured in my case, it's run almost 3years for all users online, I don't think this usage habit will change.
Agree with your idea for the concern of second document library, and I search some website that explains MS Graph API might be can avoid for check-out enabled? Use GET/POST/PATCH/PUT/DELETE to do it!

Regards,
ilu989

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Pstork1 68,697 Most Valuable Professional on at

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Two things

1) If checkout is ingrained in the way people work, then turning off the require checkout won't really change anything

2) even if they forget to check it out the newer functionality will keep anything bad from happening.

But the decision is up to you.

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