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Sharepoint List Automate

Posted on by 49

Hello,

 

I have the following Sharepoint list.

 

ReeX_0-1696496984550.png

 

How can I automate it so that if the "Yes" option is selected, today's date and time are entered in the remaining columns, along with the person who changed the data? I tried to use a formula, but unfortunately, it didn't work.

 

 

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  • Verified answer
    AndrewR1 Profile Picture
    AndrewR1 1,513 on at
    Re: Sharepoint List Automate

    Hi @ReeX I think the best way to do this is as follows: 

     

    Set up an automation that will run when an item is create or modified of your SharePoint List Items: 

    This is my example flow that will get the item that is modified then assess if the date and status field are not null if yes it will update the items person field with the modified users information: 

    AndrewR1_0-1696502030247.png

     

    Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. Remember, you can accept more than one post as a solution.

     

    If the content was useful in other ways, please consider giving it Thumbs Up.

     

    Thanks
    Andrew

  • ReeX Profile Picture
    ReeX 49 on at
    Re: Sharepoint List Automate

    Hi @AndrewR1 

     

    I meant that at the start, the columns are empty, and after manually changing the value to "yes", today's date and the user who entered "yes" should appear in the remaining two columns. How can I configure this in Sharepoint without using PowerApps? Do I have to use Flow, or is there another solution?

  • AndrewR1 Profile Picture
    AndrewR1 1,513 on at
    Re: Sharepoint List Automate

    Hi @ReeX is this in your SP list that you have screen grabbed? if so in your SP Column settings you will need to set the default property of these to: 

     

    Date 

    AndrewR1_0-1696497369915.png

     

    Status: 

    AndrewR1_1-1696497444982.png

    This will not apply to existing items in your list I would suggest you use Edit Gird View and update the existing items. But going forward this will be set by default when creating new Items in your SP list. 

     

    If this in a canvas app you will want to set the DataCardValue DefaultDate property to: 

    Date: 

    Today()

    Status: 

    Distinct(Filter(YourList,YesNo="Yes"),Value)

    Please click Accept as solution if my post helped you solve your issue. This will help others find it more readily. It also closes the item. Remember, you can accept more than one post as a solution.

     

    If the content was useful in other ways, please consider giving it Thumbs Up.

     

    Thanks
    Andrew

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