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Copy file to new folder in sharepoint

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Posted on by JeffreyS

I have some basic flows setup in my tenant that I have done myself. I am not a "flow wiz" by any means but understand the basics. I have a situation/event I would like to automate in my SharePoint/Teams site and I am hoping someone here could help me out.

I have two Teams channels, General & Inspections. (Basically 2 separate SP document library folders.) - I have a PDF file that is basically a blank template form that I will call INKING and store in the GENERAL folder. In the Inspections folder, I create subfolders of customer names when going out to inspect properties and have been manually "copy/pasting" the Inking PDF to these folders.

Is there a Flow I can create that when a user creates a new (Customer) folder in the INSPECTIONS folder, that automates/triggers a copy of the Inking PDF to be copied into the newly created folder?

There are some other things my mind is trying to add to a process with this one event, but right now it would be greatly beneficial to automate this one process for some of us.

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Building flows

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rimatos on at

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Hi @JeffreyS ,

In essence you will need to create a Flow that will trigger upon the creation of a folder.

Unfortunately there is no direct approach for this, but there is a workaround using the condition action that will help you achieve this, and can be found in this post here.

The idea will be to verify the property of the dynamic content IsFolder. After this is done you can simply use the copy File action to get the file from one folder to the other.

Hope this helps you move forward!

Regards,

Ricardo

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JeffreyS 6 on at

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THANK YOU for this Ricardo! - I will paly around with this and see if I can get it to work!!

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JeffreyS 6 on at

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Ok. I was able to follow the help in the other post to get the "When item is created (InFolder)" but the problem I end with is the copy command doesn't know the new folder name. I think this is where you said I would have to verify this, but I am having a problem figuring out how to obtain the string/formula so it knows where to copy to. Copy the file from /Documents/General to /Documents/Inspections/(randomly named new folder)

Ok, I came up with something that may help and it is more involved. I have an Inspection LIST. And I have that currently as a planner trigger. I can use this to build and expand to possibly do my "create folder" and copy file. In this flow I had already created, when we add a name to the list, it created a planner event to put their name in the planner/to-do app and add 5 days to get an inspection complete, also sending a notification that a planner event was just assigned.

Building from this where I have the inspection list to track names, I can also use for the trigger that provides the folder name. I am exploring the options available that when a new item is added to the INSPECTION LIST, it will also use the 'Full Name' field to create that folder using the name. Then I should be able to copy the PDF file from the template folder to the newly created Folder in the name of 'Full Name' field from the list. ?

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rimatos on at

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HI @JeffreyS ,

Yes that should work for sure. In fact, when using the Trigger When a file is created (properties only) you will see that in the available dynamic content you have the Full path which contains the full path for an item or folder that was inserted. You could use this to check which was the Folder that got newly created.

Let me know if this helped!

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