Skip to main content

Notifications

Copilot Studio - General
Answered

PVA - Get documents from Sharepoint

Posted on by 35

Hi all,

 

I would like to download or open a Sharepoint document from PVA. 

Today, it is always the same link and same document which is displayed ... Where should I configure the name of the document to search in the SP library please?

Could you please help me with step by step procedure  ?  I'm struggling.... here is my flow :

aurlho_0-1605690084354.png

Thank you in advance 

Categories:
  • CydmanSG Profile Picture
    CydmanSG 10 on at
    Re: PVA - Get documents from Sharepoint

    Hi @renatoromao 

    Good day to you, I used your template and it is working without error but it doesn't return anything on PVA. 

     

    Can you help what I have missed?

     

    Your inputs will be highly appreciated.

     

    CydmanSG_0-1702118401771.png

     

    CydmanSG_1-1702118443621.png

     

    CydmanSG_2-1702118468486.png

     

    CydmanSG_3-1702118506510.png

     

    CydmanSG_4-1702118531018.png

     

    CydmanSG_5-1702118554708.png

     

    CydmanSG_6-1702118580585.png

     

    CydmanSG_7-1702118603287.png

     

     

  • aurlho Profile Picture
    aurlho 35 on at
    Re: PVA - Get documents from Sharepoint

    Thank you very much @renatoromao  for your help and patience! After having searched for a long time, in fact it was not "Title" but "Name" that I had to use in the filter array...
    Good day to you !

  • renatoromao Profile Picture
    renatoromao 6,762 on at
    Re: PVA - Get documents from Sharepoint

    @aurlho ,

     

    You need to change the apply to each property, you need to use the Items or Value output from Filter Array action, your are using ~corps~ 

  • aurlho Profile Picture
    aurlho 35 on at
    Re: PVA - Get documents from Sharepoint

    Thank you very much @renatoromao  ... I will try.
    I used your template but now the bot is not responding at all ...

     

    aurlho_0-1605699796411.png

    aurlho_1-1605699857151.pngaurlho_2-1605699907446.png

     

     

  • Verified answer
    renatoromao Profile Picture
    renatoromao 6,762 on at
    Re: PVA - Get documents from Sharepoint

    Hi @aurlho ,

     

    You can change the properties after upload in your environment, but I created a sample workflow to help you. (you can see attached below)

    https://docs.microsoft.com/en-us/power-automate/import-flow-solution

  • aurlho Profile Picture
    aurlho 35 on at
    Re: PVA - Get documents from Sharepoint

    @renatoromao 

    Oh... I'm noob sorry ! 🙄

    I know that i'm not far but some configurations must be missing. Here is my flow ...

    aurlho_0-1605697327892.png

    aurlho_1-1605697451582.pngaurlho_2-1605697468612.png

     

     

  • renatoromao Profile Picture
    renatoromao 6,762 on at
    Re: PVA - Get documents from Sharepoint

    @aurlho 
    Oh no 😞 

    You are using the wrong property on the Apply to each action.

    Inside the first field on Apply to each that is written "value" you need to remove that, and click again on this field, and select the list items, body, values, or something like that on the Dynamic content.

  • aurlho Profile Picture
    aurlho 35 on at
    Re: PVA - Get documents from Sharepoint

    Hello Renato, 

    Thanks for your feedback!

     

    Below is the flux in detail :

    aurlho_0-1605696340414.png

    I have the step "Apply to a string" but the link displayed in my PVA Bot is still the same (and same document).

    How can i tell it to look for a specific file name in the Sharepoint base ?

    In Odata filter ? But i don't know what to fill in...

     

    Thank you very much in advance

     

  • renatoromao Profile Picture
    renatoromao 6,762 on at
    Re: PVA - Get documents from Sharepoint

    @aurlho ,

     

    Adding...

    Regarding your question about the filter, you can filter the SharePoint documents by metadata/properties in this document library. You can filter on a Filter array or filter using the OData field on SharePoint action.

  • renatoromao Profile Picture
    renatoromao 6,762 on at
    Re: PVA - Get documents from Sharepoint

    Hi @aurlho ,

     

    Please, take a picture of your Apply to each action.

    Basically, you created a variable at the beginning of your workflow. Inside the Apply to each, you need to use the "append to a string variable" action and insert in the Value field the dynamic content called "Link to the item".

     

    Now, on your last action of your workflow, just send to PVA the variable.

Helpful resources

Quick Links

Welcome to the Power Platform…

We are thrilled to unveil the newly-launched Power Platform Communities!…

Getting Started…

Welcome to the Power Platform Community! We appreciate your visit…

Welcome to the new Power Platform Community!…

We are excited to announce our new Copilot Cookbook Gallery in the Community…

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 138,287

#2
RandyHayes Profile Picture

RandyHayes 76,308

#3
Pstork1 Profile Picture

Pstork1 63,172

Leaderboard