Teams and Saving Files (virtual log)

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Occasional Visitor

Hi!

 

I'm trying to create a virtual log that we use daily and need a blank copy to start new every day.  Is there a way to do this in teams?  Either by locking an excel file for someone to save a copy every day with the date, or making the work flow easier to save as.

 

I have trouble doing save as in the TEAMS app- but once you open share point you can.  I've tried to find a way to make a duplicate copy and then rename it but haven't been successful.  I want to make the process as easy as possible on the group and am looking for solutions!  Thanks in advance 

1 Reply
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I would look into PowerAutomate (formerly known as Flow) and create a flow which triggers at a set time. This flow would:
- Take the current Excel list and move (and rename) it to a history folder
- Take the empty template list and copy it to the working folder