Answered

Based off a date in a sharepoint list, move created item into folder

(0) Share

Report

Posted on by Maxwell123

Hello,

I have an app that uploads a photo to a document library. This document library is essentially a landing page for the data. I have 12 other documents libraries labeled like the following.

-------------------

October 2020

November 2020

December 2020

January 2021

------------------

I need to build a flow that is triggered from the document being created in Sharepoint and then checks the date that a user inputs and sends it to its perspective folder based off of the month. For example if a user submits a record with a selected date of 9/19/20 that the file is moved to the September folder.

Does anyone have any ideas on how to get this done?

Categories:

General topics

I have the same question (0)

All responses (8)

Answers (1)

Verified answer

sudharsan1985 1,325 on at

Like (0)

Report
Copy link

Link copied!
Hi @Maxwell123

You have to create an Automated Flow using the trigger When a file is created or modified (properties only)

Fill in the properties like Site Address, Library Name.

Add the action named Condition. You should add 2 conditions with And operator.

Check whether the file is checked out or not

Check whether it is a file and not a folder.

In the Yes branch of the condition, add the action Compose and define the following expression replacing the internal name of the date field. My date field name is UploadDate, you had to change it to yours.

formatDateTime(triggerOutputs()?['body/UploadDate'], 'MMMM yyyy')

Add the action Move file and fill in the following properties

Current Site Address - Source library site collection

File To Move - Choose the Identifier from the triggerOutput property.

Destination Site Address - If it is a same document library, choose the same site address or different based on your req.

Destination Folder - /<Dest document library name>/<Compose action output>

If another file is already there - Choose any of the option based on your req.

Try the above steps and let me know if you have any clarifications.

Happy Flowing...

Was this reply helpful? Yes No
Maxwell123 93 on at

Like (0)

Report
Copy link

Link copied!

Hello!

Thank you so much for your detailed response! I have built a similar flow and have been testing with this all morning. I am very stumped right now.

I have attached a couple of photos pertaining to my issues but I will go into detail on them below:

The condition reads:

ActionFailed. An action failed. No dependent actions succeeded.

The Compose action works and I have tried changing my manual date that it reads in powerapps and both times I can tell it is directed to the right library! I tried todays date and it is trying to send to my "October 2020" library and I tried november 1st and it tried to send to "November 2020"

On the Move File the error I get is "BadRequest"

I can tell that it is trying to move the right file but on the outputs part of the error report this is the attached string.
"message": "Missing or mismatched field definition on the destination list for source field '_x0076_zd7' type 'Text'. Source site template id 'GroupWebTemplateID', target site template id 'GroupWebTemplateID'. Total blocked root objects in this operation is [1].\r\nclientRequestId: a4615558-a877-459f-99fc-5643eabd77f5\r\nserviceRequestId: a4615558-a877-459f-99fc-5643eabd77f5"

Could this be that my date coming into Sharepoint from powerapps and the Sharepoint list column "PurchaseDate" is formatted for text?

Please Let me know if you need anymore information on this and I sincerely thank you for your help and insight!

Maxwell

Was this reply helpful? Yes No
sudharsan1985 1,325 on at

Like (0)

Report
Copy link

Link copied!

Hi @Maxwell123

Are you trying to move the files in the same library inside a folder or a different from the source library? Also, can you confirm the custom fields if any are the same in their name and datatype on both the libraries?

Was this reply helpful? Yes No
Maxwell123 93 on at

Like (0)

Report
Copy link

Link copied!

Hello,

I am trying to move a from one document library to another. To go over my process A user takes a picture of a credit card receipt and sends it off to a Sharepoint document library called "Credit Card Receipt Data" This essentially is a landing page for the data and from here I need to flow to check the "PurchaseDate" as sometimes these receipts will be uploaded in the month after they were bought. Based on the purchase date I need the flow to move the file to the correct document library like "October 2020" or November "2020"

Again I appreciate your help so much!!

Thanks

Was this reply helpful? Yes No
sudharsan1985 1,325 on at

Like (0)

Report
Copy link

Link copied!

Hi @Maxwell123

If you are moving to a different library, can you please confirm the fields are the same in name as well as in field type? Just try the flow with the new test libraries created without any fields, normal default document libraries. If your flow is successful in moving the file then the problem is with the fields. Try it out and let me know if you have any issues.

Was this reply helpful? Yes No
Maxwell123 93 on at

Like (0)

Report
Copy link

Link copied!

Hello!

I was 100% certain all the fields were exactley the same in both libraries however there was 30+ columns! My workaround was just to do a copy and delete instead of a move! Thank you so much for your insight and the time you took to help me out!

Was this reply helpful? Yes No
vrajpatel 2 on at

Like (0)

Report
Copy link

Link copied!

How to do this if I only want to move files that are older than 7 days?

Was this reply helpful? Yes No
IndianRich 2 on at

Like (0)

Report
Copy link

Link copied!

I don't want to move documents or files. I want to move list items into a folder. Used to be able to drag and drop into folder when you made a mistake. Now you can't do it. How do I do it in Power Automate based on a column setting with folder names? That seems like it would be a simple task.

Was this reply helpful? Yes No