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Hello lovely flowers, (are people who write flows called flowers?)
Can I use Power Automate to update a template document in a SharePoint document folder list of template documents?
My issue is the list of products changes all the time, so I need the template to update
My question is can I add steps to my flow that update the [New] Template with the revised Template.xlsx, each time it is revised?
Thank you for all your help
Guy
I see; This likely isnt a major focus of the sharepoint connector. It sounds like a sharepoint webpart(or multiple) generates the document from sharepoint itself. Looking over the connector the only two possible leads would be the "Generate document using SharePoint Syntex (preview)" and "Send an HTTP request to SharePoint".
Everything else is tied directly to sharepoint's functionality as a file share or SP Lists.
Here is an article depicting how one would go about creating the documents. Best Ways to Store Documents in SharePoint - EnovaPoint
@AWorley There is nothing to search for. SharePoint doesn't store the template as a document. I know where the document is but the document is not the template. The document is what SharePoint uses to create the template. I need to find the template so I can update that
If it helps I will describe further.
In any SharePoint document library there is a button [ + New v ]
Clicking on this allows you to create new documents or folders from a variety of templates
By default the document templates are blank Word documnet, blank Excel spreadsheet, etc
But at the bottom of the list is an option [+ Add template]
This allows you to set up new templates, eg. an Excel spreadsheet with a number of tables already defined, etc
The template is based on a document you store somewhere (in my case in a sub folder of the document library in question)
If you update the template document you do not update the template
So far as I can see you have to update the template document, Edit the New Menu, remove your previous template and create a new template from your updated template document
I can amend the template document using Power Automate
Now I want to use the amended template document to amend the template
Hm. That's not a very standard point in SharePoint as users can really just dump anything anywhere.
You could do a search using "when a file is created in a folder" and target the root of the SharePoint then run a condition on if the file display name "is equal to" FILENAME.xlsx and have Power Automate message you in teams with all the info you want when it finds a match ( I represented it with Compose here).
Hi @AWorley
But where is the template used by SharePoint for new documents stored? I can update my template document. But that does not update the template based on the document
Hi!
I assume it would be Flowers.
Without being able to see the flow or file locations it would be hard to properly identify what needs to be done. But there is an action that can perform "Copy File" that takes the destination and can overwrite the file in question as long as they are the same name.
I use this action for backing up my team(s) entire sharepoint.
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