This post will show how to create or add new instance of a Document Set (like adding a new folder) to a SharePoint Document Library using the power automate action 'Send HTTP Request to SharePoint' as a POST request with the URI using the ListItem update method AddValidateUpdateItemUsingPath
Below is code text that shows headers and body format of the http request that will add a new Document Set to a Document Library as a ListItem using AddValidateUpdateItemUsingPath:
POST https://{site_url}/_api/web/lists/GetbyId('{ListIDofDocumentLibrary}')/AddValidateUpdateItemUsingPath
Accept: "application/json;odata=none"
Content-Type: "application/json"
{
"listItemCreateInfo": {
"FolderPath": {
"DecodedUrl": "{YourSiteDecodedURL&PathofParentFolder}"
},
"UnderlyingObjectType": 1
},
"formValues": [
{
"FieldName": "HTML_x0020_File_x0020_Type",
"FieldValue": "Sharepoint.DocumentSet"
},
{
"FieldName": "ContentTypeId",
"FieldValue": "{TheContentIDofDocumentSetContentTypeforDocumentLibrary}"
},
{
"FieldName": "FileLeafRef",
"FieldValue": "{DesiredNameofNewDocumentSetfolder}"
}
],
"bNewDocumentUpdate": false,
"datesInUTC": true
}
Below are screenshot examples of 2 separate http requests which are the same. However, the examples show what a request would look like if filled manually with text while the other is filled with dynamic content.
Below is a screenshot of the http response output once the Document Set is created. It will include the Id number of the newly created Document Set that can be used in following flow steps to get the item if needed.
Table of Contents for This Post:
I wanted to make personnel folders for each of our employees in a SharePoint document library. I decided to use Document Sets instead of generic folders because it could have additional custom metadata column/fields like Full Name and EmployeeID that would be put on any of the files added into the personnel folder (document set).
From what I have searched and attempted in PA; it seems like there were two $free methods for creating a document set.
This method requires that a generic folder be made within the document library and then convert the folder to a content type of a document set by changing the property contentID of the folder.
I don't use this Method 1 of converting a folder to a document set because it appears to have underlying issues and I do not want those causing problems later.
This method uses a http REST request that has a uri and header that put's a lot of identification data together and creates a new document set. The uri will be /_vti_bin/listdata.svc/{DocumentLibraryName} and a header "Slug" with a value of Path/{DesiredNameofNewDocumentSetFolder}|{contenttypeID}. This method is consistent and probably the most commonly used from what I can tell.
I have been making document sets using Method 2 and has been working for me. However, I do not like the method because I could not add metadata to the initial creation. Also, I don't know how long the method will be stable and the "Slug" is not very clear what is happening as an action and has the possibility of changing the name of the document set.
I'm sure I'm not the first to figure this out, but I never found an exact write up, so I'm making this post. Through trial and error I have made an HTTP Request POST to add a new Document Set to a SharePoint Document Library by treating it as a list item instead of a folder by using AddValidateUpdateItemUsingPath.
Usually when you try to create a document set as a folder Microsoft Working with Folders and Files Using REST SharePoint would block the action since it has to treat some of the properties of a document set as a list item instead of a folder. However, using the AddValidateUpdateItemUsingPath for a list item on the list of the document library is a way to work around.
The use of AddValidateUpdateItemUsingPath within an HTTP POST request is primarily used as a way to update a list item without changing the version number. However, if the property ‘bNewDocumentUpdate’ is set to false, then it will create a new item.
We can use this to create a new list item in the document library list so long as some key properties are included within the post request. See the Microsoft Learn section Working with list items by using REST - Create List Item in a Folder
Here are some sites that discuss using AddValidateUpdateItemUsingPath:
The Uri within the http request requires getting the list title or listid and then the endpoint /AddValidateUpdateItemUsingPath. I do not use list titles since I prefer using the ListId to avoid any errors. The Id of a list for a document library is a GUID that can be found in the properties of the document library. Within my flow I get the listId of the list of the document library with a prior http request and put it in a variable. However, you should be able to use either Uri to achieve the same result.
URI: _api/web/lists/GetByTitle('{ListTitleOfDocumentLibrary}')/AddValidateUpdateItemUsingPath
URI: _api/web/lists/GetById('{ListId}')/AddValidateUpdateItemUsingPath
The HTTP POST request body to create a new instance of a document set (like adding a new folder) has a format and some key elements that must be included. Beyond the key elements the post request needs to be formatted correctly with JSON spacing between items and any column names for additional metadata must be named correctly to match the SharePoint field internal name.
The body is separated into 3 parts:
{
"listItemCreateInfo": {
"FolderPath": {
"DecodedUrl": "{YourSiteDecodedURL&PathofParentFolder}"
},
"UnderlyingObjectType": 1
},
"formValues": [
{
"FieldName": "HTML_x0020_File_x0020_Type",
"FieldValue": "Sharepoint.DocumentSet"
},
{
"FieldName": "ContentTypeId",
"FieldValue": "{TheContentIDofDocumentSetContentTypeforDocumentLibrary}"
},
{
"FieldName": "FileLeafRef",
"FieldValue": "{DesiredNameofNewDocumentSetfolder}"
}
],
"bNewDocumentUpdate": false,
"datesInUTC": true
}
There are some key items that have to be included within the request for it to function properly. I will list them below and then follow with a description for each.
This is in the section listItemCreateInfo. This is the location where the new documentset will be added. It is basically the decodedUrl of the site and path of the parentfolder.
If you wanted a documentset added in the rootfolder of a documentlibrary named "MyDocLibrary" the decodedUrl should read "https://sunmc.sharepoint.com/sites/CORP/MyDocLibrary" and the new documentset will show in the main folder of MyDocLibrary after it is created.
If you wanted to put a documentset inside of a subfolder "MySubFolder" of the document library then the decoded Url should read "https://sunmc.sharepoint.com/sites/CORP/MyDocLibrary/MySubFolder" and the documentset will be added into MySubFolder.
This is an easy item that must always show a value of 1 (not "1" text, but just the integer number 1). This identifies the documentset as a File System Object Type of 1-Folder. The values of ObjectType are (0-File, 1-Folder, 2-Web). DocumentSets are considered 1-Folder types.
The FieldName "HTML_x0020_File_x0020_Type" and FieldValue "SharePoint.DocumentSet" showing this is a document set is crucial for this http to function properly. This FieldName and FieldValue should not change since it should be the same default for everyone. This must be included when adding a document set as a listitem.
This field contains the ProgId which is described as "Lookup field to the identifier of a client application that can be used to edit this document." It might be possible to use ProgID in place of this field but I have not tested it. I suspect it would be more difficult since ProgID is a lookup type field and this one is a text.
Surprisingly, the actual column name is "HTML_x0020_File_x0020_Type" which is a Generic List Data Fields .
The ContentTypeId of the documentset must be included in the request so sharepoint knows what contenttype to use. To get the contenttypeId of the documentset you must go to the document library settings and view the content types. You will see the documentset content type you added to your document library, and if you click on it you can see the very long contentypeid in the browser webaddress. To use the contenttypeId in this flow it is best to search for the id in a prior http request by searching contenttypes by name and getting the ContentTypeId to put in a variable that can be put in this POST request.
The FileLeafRef is basically the name of the documentset/folder you are creating. You can't use special characters that are Microsoft Folder and File Invalid Characters since the document set is a folder. This is going to be a required column since all folders need names. This is also different than a Title column. BE ADVISED! Duplicate FileLeafRef are not allowed in a document library. If you create a new documentset with the same name as another folder/docset this will error and not create the item. The http request will continue to attempt until eventually time out without a specific error response.
The property "bNewDocumentUpdate" must be set to false. When this is set to false it will create a new list item. If you have it set to true then it is attempting to update a file as opposed to create a new file. It will error if you use true since the request is in the incorrect format.
The property datesInUTC can be set to true or false. Most likely you want this set to true. If this is set to false, then any dates you are posting into a sharepoint date/time column must be in a text format which is done by converting the date to "MM/dd/yyyy". If datesInUTC is set to true, then you can use the full date/time format that comes from power automate and it will go directly into a SharePoint date/time column. You may need to do some timezone adjustments depending on your data.
The additional metadata fields of your document set such as employeeId’s, special dates, or any other custom columns you want to fill must be written in the correct format to be recognized. This requires using the internal column/field name or the EntityPropertyName of a column field. So if you have a custom column with spaces or special characters in the name, you need to find how sharepoint references the column. This can usually be done by going to the column in the list settings and viewing the name in the browser URL. However, this is also found by getting the Fields of the list using an http request that get’s details of each column/field.
Below are some references showing examples of columns or metadata fields.
Below I am going to show an example flow that I used to create a new document set/folder for employees listed in an excel list. This flow has initial settings/selections that will help get values to populate variables which will ultimately be used in the http post to create a new document set for each employee.
These are screenshots of the Document Library view and the Document Library Settings. You can see the full name of the Document Library, Column Names, and the Document Set ContentType that was added to the library in the Settings.
Below is a screenshot of the fake employees Excel list I'm using to create document sets as personnel folders for each employee.
Below is an overall view of the steps used in my example power automate flow.
The majority of the steps are to help get specific Ids and fill in variables; however, this is not required for the http post create a new document set. You could literally have 1 step which is the http request and somehow manually enter data in the http post request to create a new document set.
1. Initialize Variables - These are variables that will hold specific info to be used in the flow such as ListId or ContentTypeId - (None of the variables are set when initialized, they will all be set/filled later in the flow.)
2. Settings to Select Parent Folder and Name of Content Type
3. Scope A - This gets the Site Address and DecodedUrl so it can be used in the flow and the DecodedURL can be used as part of the path to create the new document set.
4. Scope B - This uses the Set1 selected folder to get specific properties which can identify the document library and list of the document library.
5. Scope C - This will get the list of the document library and set the ListId that will be used in the Uri
6. Scope D - This will use the ContentTypeName from Set3 to find the ContentTypeID for the list
7. List Rows Present in Table - This is the source data list of employees that will be used to create document sets for each employee.
8. Apply to Each Excel Row - This is the section where the document set is created and then the response of the http request is parsed to get the new ItemId of the created document set.
Below are detailed screenshots of the example flow steps:
When the flow is run and the http post to create a new document set is completed, it will automatically have a response to the http request within the flow. This response contains the Id of the newly created document set. The Id is the unique interval item number that every item in a list has when it is added (this is not the uniqueId which is a full guid format).
The http response will have all of the fields that were originally included as well as the Id field. This must be parsed out of the JSON response so the Id can be used in following flow steps. The Id is in a text format when it is parsed out and must be converted to a number format to be used correctly.
Below are the results of running the flow and adding document sets to the Document Library:
Below are some select outputs of the example flow to show items that were used in the http request like DecodedUrl, Parent Folder Path, and ContentTypeID:
Below is an output of the http request that created a new document set. All of the fields that were included in the request are returned with the response, and it now includes the additional "Id" field which contains the list item integer Id of the document set.
This method of creating a document set using an http request and AddValidateUpdateItemUsingPath is not a massive change or easy button over the method that uses a "Slug" header. However, there is benefit of being able to add metadata with the initial creation. Also, if someone is clever enough I'm sure they could make some form of batch requests and then prevent the apply to each needed in my example for each row in excel.
If you have any feedback or notice there could be a problem with creating document sets with this method please add a comment to let us know. The convert folder to document set method seemed viable until others left comments about potential issues. So please don't hesitate to add some input.
Thanks 👋
Solved! Go to Solution.
I made the post and consider it solved.
Below is code text that shows headers and body format of the http request that will add a new Document Set to a Document Library as a ListItem using AddValidateUpdateItemUsingPath:
POST https://{site_url}/_api/web/lists/GetbyId('{ListIDofDocumentLibrary}')/AddValidateUpdateItemUsingPath
Accept: "application/json;odata=none"
Content-Type: "application/json"
{
"listItemCreateInfo": {
"FolderPath": {
"DecodedUrl": "{YourSiteDecodedURL&PathofParentFolder}"
},
"UnderlyingObjectType": 1
},
"formValues": [
{
"FieldName": "HTML_x0020_File_x0020_Type",
"FieldValue": "Sharepoint.DocumentSet"
},
{
"FieldName": "ContentTypeId",
"FieldValue": "{TheContentIDofDocumentSetContentTypeforDocumentLibrary}"
},
{
"FieldName": "FileLeafRef",
"FieldValue": "{DesiredNameofNewDocumentSetfolder}"
}
],
"bNewDocumentUpdate": false,
"datesInUTC": true
}
Below are screenshot examples of 2 separate http requests which are the same. However, the examples show what a request would look like if filled manually with text while the other is filled with dynamic content.
I made the post and consider it solved.
Below is code text that shows headers and body format of the http request that will add a new Document Set to a Document Library as a ListItem using AddValidateUpdateItemUsingPath:
POST https://{site_url}/_api/web/lists/GetbyId('{ListIDofDocumentLibrary}')/AddValidateUpdateItemUsingPath
Accept: "application/json;odata=none"
Content-Type: "application/json"
{
"listItemCreateInfo": {
"FolderPath": {
"DecodedUrl": "{YourSiteDecodedURL&PathofParentFolder}"
},
"UnderlyingObjectType": 1
},
"formValues": [
{
"FieldName": "HTML_x0020_File_x0020_Type",
"FieldValue": "Sharepoint.DocumentSet"
},
{
"FieldName": "ContentTypeId",
"FieldValue": "{TheContentIDofDocumentSetContentTypeforDocumentLibrary}"
},
{
"FieldName": "FileLeafRef",
"FieldValue": "{DesiredNameofNewDocumentSetfolder}"
}
],
"bNewDocumentUpdate": false,
"datesInUTC": true
}
Below are screenshot examples of 2 separate http requests which are the same. However, the examples show what a request would look like if filled manually with text while the other is filled with dynamic content.
What about action 'Create new document set' in SharePoint Connector ?
https://learn.microsoft.com/en-us/connectors/sharepointonline/#create-new-document-set
https://learn.microsoft.com/en-us/connectors/sharepointonline/#create-new-document-set
Thanks for showing that. It is a new connector that was added sometime after January 20, 2023. I don't know when it was added since I can't see any kind of history like that, but I know it wasn't available in January from checking the learn site history.
It had to come out rather recently, and honestly I wasn't looking for it.
I'll make an instruction reference for the simple connector.
Looks like all my work is now obsolete ☹️
But at least we have an easy connector now 😀
Your hard work is greatly appreciated. I don't think it is obsolete because the connector only lets you create an out of the box document set. I was able to use your helpful information to create my custom document sets. Thank you SO MUCH for sharing!!!
Thank you for this post. It helped me creating docsets with a dynamic url. Hope you can help with the following. How can I extract the ID of the docset so that I can use it in other actions?
Thank you in advance for your time!
Hi @Pearple
The steps to get the ID are in the original example photos above. If you look at the actions that follow "Send an HTTP request to SharePoint POST Add New DocumentSet" you can see they are about getting the ID of the new document set and putting it into the variable.
It is basically using Parse JSON on the HTTP Request that was used to create the new Document Set
The final HTTP request in the example is just to show using the ID of the document set in a new HTTP request. But you could use the variable anywhere.
Here are the details of the steps below:
The Schema used in the Parse JSON is below:
{
"type": "object",
"properties": {
"d": {
"type": "object",
"properties": {
"AddValidateUpdateItemUsingPath": {
"type": "object",
"properties": {
"__metadata": {
"type": "object",
"properties": {
"type": {
"type": "string"
}
}
},
"results": {
"type": "array",
"items": {
"type": "object",
"properties": {
"ErrorCode": {
"type": "integer"
},
"ErrorMessage": {},
"FieldName": {
"type": "string"
},
"FieldValue": {
"type": "string"
},
"HasException": {
"type": "boolean"
},
"ItemId": {
"type": "integer"
}
},
"required": [
"ErrorCode",
"ErrorMessage",
"FieldName",
"FieldValue",
"HasException",
"ItemId"
]
}
}
}
}
}
}
}
}
These are the steps below that use that Parse JSON to finally get the ID into a variable.
Let me know if this works for you,
Thank you for your quick response! I'm having trouble with converting the FieldValue Id to integer.
The body of the Select action to get the Id is:
It looks like FieldValue is replaced by "76"?
It is difficult to tell which Select action you are referring since I have 2 select actions in the example I made for you. But I think you have something backwards or selected out of order.
You want to Select the results from the Parse JSON and
Map the FieldName to FieldValue
Also, it seems like we are in different languages, so there might be some confusion with how my instructions or pictures are being translated.
Thank you, but I can't get it to work.
I'm referring to action 'Select the Fieldvalue to get the Id value of the new Document Set'.
Output of filter array
output of action 'Select the Fieldvalue to get the Id value of the new Document Set'.
The value of Fieldvalue is blanc, while "Fieldvalue" is replaced bij the value.
I can't figure out what is going wrong.
Good Morning @Pearple , I think I can see the issue you are having.
You need to change the Select action so that the Map field is a single box. The Map field can be changed from the Key Value Mode which has two boxes. You want the Map to be in Text Mode which is a single box.
You can change the mode by clicking the icon next to the Map field.
When the Select action Map field is in Text Mode there will be a single box where you can enter the expression item()?['FieldValue'] so that there is just a single value instead of a split column.
Do this and the output will only have "87" in the result instead of "87":""
Let me know if this works for you,
Do Not click Accept as Solution. Accepteer niet als oplossing. (Please do not click Accept as Solution button for any of my responses to you @Pearple . I made the original post as a reference for creating an HTTP request. I also made a Solution for the original post. If you mark one of my replies to you as a solution it will move that response up to the top of the original post. I do not want that to happen.)
@Pearple I'm not sure if this will be helpful to you, but this is a screenshot of how I got the ID after the http action that creates a document set (thanks to this very helpful post by @wskinnermctc).
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Discover the power of Skills in expanding conversational capabilities. (April 30, 2024) Upcoming Dynamics365 Events Leveraging Customer Managed Keys (CMK) in Dynamics 365 (Noida, Uttar Pradesh, Online) This month's featured topic: Leveraging Customer Managed Keys (CMK) in Dynamics 365, with special guest Nitin Jain from Microsoft. We are excited and thankful to him for doing this session. Join us for this online session, which should be helpful to all Dynamics 365 developers, Technical Architects and Enterprise architects who are implementing Dynamics 365 and want to have more control on the security of their data over Microsoft Managed Keys. (April 11, 2024) Stockholm D365 User Group April Meeting (Stockholm) This is a Swedish user group for D365 Finance and Operations, AX2012, CRM, CE, Project Operations, and Power BI. (April 17, 2024) Transportation Management in D365 F&SCM Q&A Session (Toronto, Online) Calling all Toronto UG members and beyond! Join us for an engaging and informative one-hour Q&A session, exclusively focused on Transportation Management System (TMS) within Dynamics 365 F&SCM. Whether you’re a seasoned professional or just curious about TMS, this event is for you. Bring your questions! (April 26, 2024) Leaders, Create Your Events! Leaders of existing User Groups, don’t forget to create your events within the Community platform. By doing so, you’ll enable us to share them in future posts and newsletters. Let’s spread the word and make these gatherings even more impactful! Stay tuned for more updates, inspiring stories, and collaborative opportunities from and for our Community User Groups. P.S. Have an event or success story to share? Reach out to us – we’d love to feature you. Just leave a comment or send a PM here in the Community!
We have closed kudos on this post at this time. Thank you to everyone who kudo'ed their RSVP--your invitations are coming soon! Miss the window to RSVP? Don't worry--you can catch the recording of the meeting this week in the Community. Details coming soon! ***** It's time for the SECOND Power Apps Copilot Coffee Chat featuring the Copilot Studio product team, which will be held LIVE on April 3, 2024 at 9:30 AM Pacific Daylight Time (PDT). This is an incredible opportunity to connect with members of the Copilot Studio product team and ask them anything about Copilot Studio. We'll share our special guests with you shortly--but we want to encourage to mark your calendars now because you will not want to miss the conversation. This live event will give you the unique opportunity to learn more about Copilot Studio plans, where we’ll focus, and get insight into upcoming features. We’re looking forward to hearing from the community, so bring your questions! TO GET ACCESS TO THIS EXCLUSIVE AMA: Kudo this post to reserve your spot! Reserve your spot now by kudoing this post. Reservations will be prioritized on when your kudo for the post comes through, so don't wait! Click that "kudo button" today. Invitations will be sent on April 2nd.Users posting Kudos after April 2nd at 9AM PDT may not receive an invitation but will be able to view the session online after conclusion of the event. Give your "kudo" today and mark your calendars for April 3, 2024 at 9:30 AM PDT and join us for an engaging and informative session!
TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users. With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips! This Week's Topic: Blogging in the Community Are you new to our Communities and feel like you may know a few things to share, but you're not quite ready to start answering questions in the forums? A great place to start is the Community blog! Whether you've been using Power Platform for awhile, or you're new to the low-code revolution, the Community blog is a place for anyone who can write, has some great insight to share, and is willing to commit to posting regularly! In other words, we want YOU to join the Community blog. Why should you consider becoming a blog author? Here are just a few great reasons. 🎉 Learn from Each Other: Our community is like a bustling marketplace of ideas. By sharing your experiences and insights, you contribute to a dynamic ecosystem where makers learn from one another. Your unique perspective matters! Collaborate and Innovate: Imagine a virtual brainstorming session where minds collide, ideas spark, and solutions emerge. That’s what our community blog offers—a platform for collaboration and innovation. Together, we can build something extraordinary. Showcase the Power of Low-Code: You know that feeling when you discover a hidden gem? By writing about your experience with your favorite Power Platform tool, you’re shining a spotlight on its capabilities and real-world applications. It’s like saying, “Hey world, check out this amazing tool!” Earn Trust and Credibility: When you share valuable information, you become a trusted resource. Your fellow community members rely on your tips, tricks, and know-how. It’s like being the go-to friend who always has the best recommendations. Empower Others: By contributing to our community blog, you empower others to level up their skills. Whether it’s a nifty workaround, a time-saving hack, or an aha moment, your words have impact. So grab your keyboard, brew your favorite beverage, and start writing! Your insights matter and your voice counts! With every blog shared in the Community, we all do a better job of tackling complex challenges with gusto. 🚀 Welcome aboard, future blog author! ✍️💻🌟 Get started blogging across the Power Platform Communities today! Just follow one of the links below to begin your blogging adventure. Power Apps: https://powerusers.microsoft.com/t5/Power-Apps-Community-Blog/bg-p/PowerAppsBlog Power Automate: https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/bg-p/MPABlog Copilot Studio: https://powerusers.microsoft.com/t5/Copilot-Studio-Community-Blog/bg-p/PVACommunityBlog Power Pages: https://powerusers.microsoft.com/t5/Power-Pages-Community-Blog/bg-p/mpp_blog When you follow the link, look for the Message Admins button like this on the page's right rail, and let us know you're interested. We can't wait to connect with you and help you get started. Thanks for being part of our incredible community--and thanks for becoming part of the community blog!
Join Microsoft product leaders and engineers for an in-depth look at the latest features in Microsoft Dynamics 365 and Microsoft Power Platform. Learn how advances in AI and Microsoft Copilot can help you connect teams, processes, and data, and respond to changing business needs with greater agility. We’ll share insights and demonstrate how 2024 release wave 1 updates and advancements will help you: Streamline business processes, automate repetitive tasks, and unlock creativity using the power of Copilot and role-specific insights and actions. Unify customer data to optimize customer journeys with generative AI and foster collaboration between sales and marketing teams. Strengthen governance with upgraded tools and features. Accelerate low-code development using natural language and streamlined tools. Plus, you can get answers to your questions during our live Q&A chat! Don't wait--register today by clicking the image below!
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