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stormin_30
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Joined Aug 19, 2020
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Re: Copy some columns values from List A to List B based on another columns value
Hi markikav1955, I would look at having two Flow: Import Excel to List B Sync List A contacts to List B The Sync would look for blank entries in List B and populated contact values in List A. If you simplify the tasks it will make this more approachable. I hope this helps. NormRe: Copy some columns values from List A to List B based on another columns value
Hello markikav1955, For all new items created in List A, you could create a simple Flow that would copy the required values to List B using the When a new item is created trigger. For multiple records with conditions in List A, you could create a Scheduled Flow with the SharePoint Get items action. Let me know if you need help with any of this. NormRe: Power Automate/SharePoint Online issue
Hello CR-88, Assuming the button is calling the "For a selected file" trigger it has to be in the default environment. See this link for more information: https://docs.microsoft.com/en-us/sharepoint/dev/business-apps/power-automate/sharepoint-connector-actions-triggers#for-a-selected-file I hope this helps. NormRe: Create Salesforce item when a new List item is created in SPO
Hi ALDINA3003, If a "record" is the same as a "case" is Salesforce then the template is definitely worth looking into. Here is the Salesforce Power Automate documentation: Salesforce - Connectors | Microsoft Docs The HTTP rest API documentation would come from Salesforce. I would check-in with the Power Automate Community. I suspect more people there have experience with what you are trying to achieve. I hope this helps. NormRe: Importing dates from Excel into Sharepoint list
Hello All, I agree with the approach that RobElliott provided. I've done this before but using a variable (vs compose) to convert and store the Excel date. More details here: Import Excel data into an existing SharePoint List using Power Automate – Norm Young I hope this helps. NormRe: Looking for a SharePoint Contract Management
Hi robearth, I have used SharePoint and Power Automate in the past for agreement & contract management. The solutions were simple and met the requirements. At a high-level the solutions included: List to store metadata: name, contact info, signatory, start date, renewal date etc. Folders to store associate documents. Document Sets would be preferred but the lack of related Power Automate actions was limiting IMO. Power Automate to create folders, execute approvals, send reminders etc. If your company is currently using Excel to manage this process you have a great starting point for your List build. I've included a bunch of links to my blog in this response to try and give you a head-start. I'm happy to help you further with this one. I hope this helps. NormRe: Filter Query Error
Hi Daniel Bonner, Confirm the column name by going into List settings > column > check the URL path for the internal column name ("Field="). Set the "Get items" action OData filter query to: <your column name> ge 'addDays(utcNow(), 30, 'yyyy-MM-dd')' There are single quotes around the expression! I hope this helps. Norm
