Sharepoint - how to move a file by the value in a column?

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Posted on by OlivierCazal

1st, i'm a very newbie to Power Automate/Flows usage. So i apologize for any errors in the wording...

Environment: Sharepoint site with tags (column true/false type, column choice type, etc.).

The need: When a tag is modified, the associated pdf file is moved to another Sharepoint site.

If i'm right, because it's a non-Microsoft format file (pdf), Power Automate doesn't know how to move a Sharepoint file with its metadata; instead, we need to copy the file, its content, its metadata and then delete the source file (ex: https://joannecklein.com/2018/01/02/a-modern-transfer-to-another-location-in-office-365/).

I was able to copy files + content + metada for all the files in the site.

I was unable to copy the files for a trigger condition (For example, when a column value is set to true).

Could you explain to me the best way to successfully create this sort of flow, please?

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Using flows

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ScottShearer 25,294 Most Valuable Professional on at

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@OlivierCazal

Please post a screen shot of your Flow that doesn't work and include a screen shot of trigger condition, Also post the column types referenced in the trigger condition.

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OlivierCazal 26 on at

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Hello Scott, here are the informations you need:

Teams Channel GENERAL [sharepoint site https://(...)/sites/(...)]
column Traitement (choice = 'OUI' 'non')
column Avertir (yes/no)
column Entité (choice = our 8 enterprises)
column Fournisseur (choice = all of our suppliers)

01. When an accountant submits an invoice pdf file :
* he/she fills in the both column Entité and Fournisseur
* when he/she changes the value to yes in the column Avertir, a team message is published to inform the IT manager

02. When the IT manager changes the value to OUI in the column Traitement:
* a team message is published to inform all our acountants the invoice is in process
* the selected files are moved to a private channel to certify only the IT manager validates or not the invoices

01. is OK from my part [easy piece of cake, i have no credit 🙂 ]
02. is where i'm unable to resolve the case

Here are the screenshots (*) for 02.:

(*) sorry for the language, our m365 tenant is in French.

Resume:
Spoiler (Highlight to read)

Relative translation:
When a file is added or modified (properties only)
Obtain a token @mention user (3 users email id, so 3 tokens)
Publish the message in a chat or channel
Obtain the files (properties only)
Apply to each
Relative translation:When a file is added or modified (properties only)Obtain a token @mention user (3 users email id, so 3 tokens)Publish the message in a chat or channelObtain the files (properties only)Apply to each
In details before "Apply to each":
Spoiler (Highlight to read)
site address = source Sharepoint site
Condition trigger=

Site address = source Sharepoint site

site address = source Sharepoint siteCondition trigger= Site address = source Sharepoint site
"Apply to each" details:
Spoiler (Highlight to read)

Relative translation:
For "Condition", "est égal à " means "equals"
For "Si Oui" part which means "If Yes":
Obtain the file metadata
Obtain the file content
Create a file
Update the file's properties
Delete the file

With "IF YES" details:
Where:
"Adresse du site" is the source Sharepoint site
"Identificateur" is the file identifier

Where:
"Adresse du site" is the destination Sharepoint site
"Nom de fichier (...)" is the file name with extension
"Corps" is the file content
"Titre" is title

Where "Addresse du site" is the source Sharepoint site
Relative translation:For "Condition", "est égal à " means "equals"For "Si Oui" part which means "If Yes":Obtain the file metadataObtain the file contentCreate a fileUpdate the file's propertiesDelete the fileWith "IF YES" details:Where:"Adresse du site" is the source Sharepoint site"Identificateur" is the file identifierWhere:"Adresse du site" is the destination Sharepoint site"Nom de fichier (...)" is the file name with extension"Corps" is the file content"Titre" is titleWhere "Addresse du site" is the source Sharepoint site

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OlivierCazal 26 on at

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Hi everybody, does anyone could help me for this case, please?

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