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KhodrKobei
New Member

ASSISTANCE FOR A FLOW

Hi,

 

It is my first time doing automate and I am not very versed.

 

I want to create a flow based on when a Sharepoint list is updated to send an email to the person in the form.

 

Background -- Financial planning

 

A Sharepoint form was created for people to submit information for a project. Owner fills out the form. After the form is filled out, FINANCE department fills out the Cost Center and Product Number for the request. 

 

I want to create a flow that sends an email to the individuals attached to the form when these items are added after?

 

Is there a template? Do I have to add specifics somewhere to target which section? The information goes to a list so each line should be a separate "form".

 

Thank you!

 

 

7 REPLIES 7
jnernst
Advocate II
Advocate II

You can make a PowerApps that has a button, previews the information, and lets you push to send an email pretty quickly.

As long as that's something you're interested in.

But yes, that is very do-able.

KhodrKobei
New Member

Can you explain the process?

jnernst
Advocate II
Advocate II

First, you'll need two lists on Sharepoint. One location for the Owner to fill out the first form.

And the second location for the finance department to fill out the second bit of it.

 

The Product Number will work very well as a Foreign Key... or a Reference number across tables.

 

Once you have your list (In both case) click on an item and click on the "box and pencil" symbol.

And choose "Customize with PowerApps."

jnernst_0-1648671965326.png

This is the fastest way to build around a pre-existing list.

This fields in the form are the same fields in your Sharepoint list. Once submitted they will update the sharepoint list accordingly to your form submission. Lots of possibilities.

 

This is a lot to take in, so let me know when you get this far!

KhodrKobei
New Member

Ok,

So this is the form. When it is filled out, it goes to a Sharepoint list. Are you saying I need to create separate Sharepoint lists? 

 

Basically, pretend that Supplier ID I not filled out by the owner so finance goes in to the Sharepoint and updates the supplier ID. When that is updated, an email is automatically sent out. Does that make sense? Screen Shot 2022-03-30 at 4.35.04 PM.png

No sir, and never mind. I suggest we just do it all through Power Automate. I do suggest using a Unique Identifier that will follow each item through this process. 

 

And yes, new info makes much more sense.

 

Make the trigger "When an Item is Modified."

Set a "Condition Control" next.

Make the control "Supplier ID (As Dynamic Content)" "does not equal" "null (As an Expression)" 

This ensures that when an item is modified, items that don't have the Supplier ID filled out won't be finalized.

Under the "Yes" Add a "Send an Email" Enter the necessary information.

Keep the "No" empty.

Underneath all of that put a "Terminate/Cancel" This will ensure that once everything does what it is supposed to do, it won't keep running.

 

Try that and let me know how everything goes.

 

Best of luck,

 

Josh

KhodrKobei
New Member

Screen Shot 2022-04-04 at 3.12.42 PM.png

Hello,

 

I have done what you stated. However, I want to make the email tell the individual that a change was done-- for example -- " COST ID for PROJECT NAME has been CHANGED TO XXXXXXX"

 

KhodrKobei
New Member

Hi,

 

I actually have figured it out I believe. However, how do I make this based on the Project name? Like, I want the Project name to be the trigger for the change because the Sharepoint list is going to have several project names within the document and I want each line to represent a separate project. 

 

Screen Shot 2022-04-04 at 3.25.39 PM.png

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