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Power Automate - Building Flows
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Building Connection from SharePoint Folder to Sharepoint List

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Posted on by 6

I am trying to make a flow of approved document smoother. 

I have a SharePoint List that contains attachment. Whenever the Progress Level = Pending Close Out, the attachment (pdf file) will automatically send to a SharePoint folder filtered by Branch name, "To Be Signed" folder. 

I have figured this step out in Power Automate. 

 

This is the step I need help with:

Within the SharePoint "To Be Signed" folder, there is a sub-folder for "Signed and Approved".

Whenever the branch managers come into "To Be Signed" folder and sign the document on Adobe, they will simply drag the pdf file to the "Signed and Approved" folder.  

Then the pdf file will automatically attach back to the SharePoint List based on names and delete itself out of the "Signed and Approved" folder. 

 

I don't know how to link the pdf file to the SharePoint List?

  • Alhaha Profile Picture
    6 on at
    Re: Building Connection from SharePoint Folder to Sharepoint List

    Good morning Cheng,

    Thank you for helping me through this. 

     

    On SharePoint, I have a column Title named First, Last H. It has basically the full name of the individual.

    I am thinking of comparing Title (SharePoint) to the file name (only last name part). 

     

    It works! However, the output from the filter array gave me a bunch more information. 

     

    On SharePoint we have the columns like this:

    Alhaha_0-1670951747361.png

    Could you help me to filter this down further? 

     

    Thank you for your help. 

  • v-chengfen-msft Profile Picture
    on at
    Re: Building Connection from SharePoint Folder to Sharepoint List

    HI @Alhaha ,

    The first point:
    Could you please tell me:
    1. What does the file name look like, what part of the file name do you want to compare?
    for example:
    you want to judge
    FCT_342_LAST_FIRST_TypeOfDocument.docx
    Does it contain the value of [Last Name M] (sharepoint list column)?

     

    Second point:
    There is an error in the formula you used. There is no FisrtN formula in power automate

    Please try:

    last(split(triggerBody()['text'],'_')?[2])

    vchengfenmsft_1-1670921668102.png

     

    vchengfenmsft_0-1670921565301.png

    FCT_342_LAST_FIRST_TypeOfDocument.docx   ----> T

     

     

    If this post helps, then please consider Accept it as the solution to help the other members find it.

     

    Best Regards

    Cheng Feng

     

     

  • Alhaha Profile Picture
    6 on at
    Re: Building Connection from SharePoint Folder to Sharepoint List

    Hi Cheng,

     

    I followed your solution. However, at Array Filter, I got an empty outputs

    Alhaha_0-1670869284959.png

    My file naming convention is FCT_342_LAST_FIRST_TypeOfDocument

    My SharePoint List Title is Last, Name. But it could be varied based on the person who is inputting it. Sometimes, it is Last Name M. 

     

    I thought that would be the case of empty output, so I use Last(FirstN(split(triggerOutputs()?['body/{Name}'], '_'),3)) to get only the last name of the file and compare it to the Title from the List. 

     

    It doesn't work still. 

     

    Could you help me further with this?

    Alhaha_1-1670869630083.png

     

     

     

     

  • v-chengfen-msft Profile Picture
    on at
    Re: Building Connection from SharePoint Folder to Sharepoint List

    Hi @Alhaha ,

    Do you want:
    1. When the branch managers put the PDF file in the "Signed and Approved" folder.
    2.flow puts it into the corresponding Sharepoint list as an attachment according to the file name

    Here is test for your reference:

    Here is share point list:

    vchengfenmsft_0-1670551633293.png

    Here is  "Signed and Approved" folder

    vchengfenmsft_1-1670551684330.png

    Here is flow:

    vchengfenmsft_4-1670552064121.png

    vchengfenmsft_5-1670552304138.png

    Here is result:

    vchengfenmsft_2-1670551701183.png

     

    vchengfenmsft_3-1670551739202.png

     

    If this post helps, then please consider Accept it as the solution to help the other members find it.

     

    Best Regards

    Cheng Feng

  • Alhaha Profile Picture
    6 on at
    Re: Building Connection from SharePoint Folder to Sharepoint List

     

    Alhaha_1-1670447508905.png

    this is what I have so far but it fails

     

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