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Casey_Brown3's avatar
Casey_Brown3
Copper Contributor
Jul 13, 2023

Help with list automation

I have a project management type list I created for work.  I have a progress column, assigned date, due date and other columns.  I would like to have an automation where if the due date is past, the progress value for an item will change to Past Due (the progress value column is a choice column).  How can I do that with a flow?

  • H2O's avatar
    H2O
    Iron Contributor

    Casey_Brown3 

    Here are the steps on how to automate a SharePoint list using Power Automate:

    1. Go to the Power Automate app in your Office 365 account.
    2. Click the Create button.
    3. Select Automate a workflow.
    4. Select the SharePoint trigger.
    5. Select the When an item is created trigger.
    6. Select the SharePoint list that you want to automate.
    7. Click the Next step button.
    8. Select the Action.
    9. Select the Send an email action.
    10. Enter the email address that you want to send the notification to.
    11. Enter the subject line of the email.
    12. Enter the body of the email.
    13. Click the Create button.

    Once you have created the flow, it will be triggered whenever a new item is created in the SharePoint list. The email notification will be sent to the email address that you specified.

    Here are some additional tips for automating SharePoint lists using Power Automate:

    • You can use other triggers and actions to automate different tasks in SharePoint lists.
    • You can create multiple flows to automate different tasks in the same SharePoint list.
    • You can share flows with other users so that they can use them too.

    I hope this helps

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