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Good morning, hoping I can pick your brain. I'm trying to achieve the following:
1. We create a SharePoint List or Document library to house attachments and replies.
2. We add a list of replies we require by keyword; e.g.
i. AG01
ii. AG02
iii. AG03
3. User replies to our team shared e-mail with an attachment and the keyword in subject (e.g. AG02).
4. That e-mail and attachment gets uploaded next to the entry in step 2 and checkmarks that we received a response for AG02.
@FZK i would suggest following:
1. Create a SharePoint list which stores all the keywords and the location of folders where the documents related to that keyword are stored, so SharePoint list will have two columns one Title column which you can rename to Keyword, and one more single line text column called Folder path which will point to folder in document library for this keyword, below is example data of the list
| Keyword (Title) | Folder Path |
CN001 | Documents/CN001 |
CN002 | Documents/CN002 |
1. Then create a flow with the trigger when new email arrives in shared mailbox
2. In the flow add Get Items action to get data from the list that you created as per above instructions
3. Then add filter array action to see which keyword from the list does the email contain, use below condition in filter array action
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contains(triggerBody()?['Subject'], item()?['Title'])4. Add condition action, and use following expression on left side of condition and add expressions "true" in right side of condition and select equals to from dropdown
empty(body('Filter_Array'))5. In Yes branch of condition add Compose action and use following expression to get the folder path in which the attachments are to be saved
body('Filter_Array')?[0]['FolderPath']6. Further create another flow with template "https://powerautomate.microsoft.com/en-US/templates/details/f7a46809e53c42108034e56acf83bb79/save-my-email-attachments-to-a-sharepoint-document-library/" to know the steps on how to save attachments to document library. Note this another flow will only be used for reference for you to know actions to configure for saving attachments to library, later on your can delete this another flow. Use the folder path in Create file action to save attachments to given folder path of the keyword
@annajhaveri Is this what you meant? If you can please provide more guidance that would be greatly appreciated! So again this is what I am trying to achieve:
Note we are dealing in hundreds of entries so I'm trying to avoid my team manually checking e-mail by e-mail and marking things received for that particular unique value.
@FZK instead of storing the attachments in list, i would suggest that you store the attachments in document library. The document library can have a column named keyword, where you can save the keyword, in the column value, and then user can apply filter on keyword column in library so they would be able to see all attachments pertaining to that keyword.
You can start with using "Save attachments to OneDrive (Business) on new email in shared mailbox" template. Though you will need changes to flow to save email to SharePoint library, which you can take reference from another template "Save my email attachments to a SharePoint document library"
@FZK i think this is achievable, have you started creating the flow?
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