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Workflow Automation using Power Automate with Lists

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Posted on by 6

Hi, I want to use Power Automate to automatically instantiate (or start) a new List on a recurring basis. In Lists, I created a new list and added three tasks. I want to use that list as a template to create a new instance of that list on a monthly or quarterly basis. I want to specify on the list if the list should recur monthly or quarterly. The trigger would be a calendar date.

 

All the posts I've seen to date address using Power Automate with Lists or SharePoint to automatically instantiate a single recurring task, but have not addressed instantiating an entire list on a recurring basis.

 

Thanks for your assistance.

  • quailask Profile Picture
    quailask 6 on at
    Re: Workflow Automation using Power Automate with Lists

    @FLMike 

     

    I want business users to be able to create solutions with Power Automate, like automatically starting recurring workflow tasks stored in Microsoft Lists on a monthly or quarterly basis. Ideally, a business user would not need t know how to use HTTP. That point is not as important as the following, which is the main topic here:

     

    I'd like to understand the steps to create a recurring workflow using Power Automate, which would use a Microsoft List as a template to create instances of that list monthly or quarterly. 

     

    - Note - I just learned that Microsoft Lists are stored in SharePoint. "Lists data is stored in the SharePoint Online team site."

     

    Regards.

  • FLMike Profile Picture
    FLMike 31,580 on at
    Re: Workflow Automation using Power Automate with Lists

    @quailask 

     

    Why would business users be configuring HTTP requests? . 

  • quailask Profile Picture
    quailask 6 on at
    Re: Workflow Automation using Power Automate with Lists

    @FLMike 

     

    Thanks again for your response -- I do appreciate your idea. Still, that does not resolve my issue.

     

    I'm wondering if anyone else has a solution for this post?

  • FLMike Profile Picture
    FLMike 31,580 on at
    Re: Workflow Automation using Power Automate with Lists

    @quailask 

     

    I would suggest you guys invest in a contract that knows what they are doing instead of you doing it.

  • quailask Profile Picture
    quailask 6 on at
    Re: Workflow Automation using Power Automate with Lists

    @FLMike 

     

    Thank you for your prompt response. 

     

    I'm newer to Power Automate...how do I do this first step that you mentioned?  "Once you create your recurring flow to run.."  Do I create a flow within Power Automate?

     

    Also, how do you do this? "and inside you check whether or not it should create the list"

     

    One thing, I do not want to use SharePoint Lists. Rather, I want to use the Microsoft Lists app.

     

    We have business-side users, so ideally I'm not asking them to configure HTTP requests.

     

    Looks like you'll need to turn all the letters for me...

  • FLMike Profile Picture
    FLMike 31,580 on at
    Re: Workflow Automation using Power Automate with Lists

    @quailask 

     

    Once you create your recurring flow to run, and inside you check whether or not it should create the list (based on dates or whatever), you would then use the Send an HTTP request to SharePoint Action, to create the List in SharePoint, since there is no specific Action to do it.

     

    As I'm too lazy to type it up, here is how you do it. Create new SharePoint list from existing SP list with Power Automate (tomriha.com)

     

    Now how you store your configuration details and decide if its time to create it or not, is up to you, but the details I provided will give you the basis for what you want.


    If you like my answer, I would really appreciate if you please Mark it as Resolved, and give it a thumbs up, so it can help others

    Cheers

    Thank You
    Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
    https://gernaeysoftware.com
    LinkedIn: https://www.linkedin.com/in/michaelgernaey

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