I've looked all around for a way to make a Document Set in my SharePoint Site Document Library with Power Automate.
I've found many resources to use, but they all use different forms of coding/script. There is JSOM, HTML, HTTP, JSON, REST API, C#, etc... so many different things going on.
Currently the languages I know are PowerShell, Java, and Python. I found some java looking stuff in there, but I still had a hard time getting my head around how to actually do this.
All I want is a simple flow to create a Document Set when a file is created in my SharePoint Document Library. My PowerApp creates these files, and there seems to be no way to make the Document Set in the PowerApp, I am told I need to use PowerAutomate for this.
Can someone help me with this please?
Solved! Go to Solution.
I got it working and I can change the metadata and play with document sets all I want.
There are a few rules I didn't know about in order to make this work.
Here is the HTTP request that worked:
Syntax
Method: POST
Uri:
_vti_bin/listdata.svc/[yourDocumentLibraryName]
If you have spaces or special characters in your Document Library name, you may need to read more here: https://knowhere365.space/microsoft-flow-sharepoint-document-set-creation/
Headers:
Key: Slug
Value:
[siteURL]/[yourDocumentLibrary]/[theNameOfYourNewDocumentSet]|[documentSetContentTypeID]
take a look at the pklumsail connector - it is very cheap and very easy to configure, i use it heaps for document sets and permission management.
I will bring it up with my boss. But I don't know if they want to spend that much money on something they're paying me to figure out... even if it means I need to learn some new programming languages.
I know there is a way to do this task with Power Automate, I just need a little help. I'm sure someone has done this before.
well another option would be to use powershell via azure function, but it will end up costing a lot more than the premium plumsail connectors, not to mention save you a lot of time.
however you can also create it using a SharePoint HTTP call and create it via the REST API.
https://julieturner.net/2016/11/create-sharepoint-document-set-and-set-metadata-using-rest/
We may already have the Azure services. How would I be able to automate the process with PowerShell?
Regarding the other method.... I have an HTTP Request up here and I've read that article regarding the REST API. Where and how do I write code in here?
var webUrl = window.location.protocol + "//" + window.location.host + _spPageContextInfo.webServerRelativeUrl;
var createDocSet = function(listName, folderName, folderContentTypeId){
var listUrl = webUrl + "/" + listName;
var folderPayload = {
'Title' : folderName,
'Path' : listUrl
};
//Create Folder resource
return $.ajax({
url: webUrl + "/_vti_bin/listdata.svc/" + listName,
method: "POST",
contentType: "application/json;odata=verbose",
data: JSON.stringify(folderPayload),
headers: {
"Accept": "application/json;odata=verbose",
"Slug": listUrl + "/" + folderName + "|" + folderContentTypeId
}
});
};
var webUrl = window.location.protocol + "//" + window.location.host + _spPageContextInfo.webServerRelativeUrl;
var createDocSet = function(listName, folderName, folderContentTypeId){
var listUrl = webUrl + "/" + listName;
var folderPayload = {
'Title' : folderName,
'Path' : listUrl
};
//Create Folder resource
return $.ajax({
url: webUrl + "/_vti_bin/listdata.svc/" + listName,
method: "POST",
contentType: "application/json;odata=verbose",
data: JSON.stringify(folderPayload),
headers: {
"Accept": "application/json;odata=verbose",
"Slug": listUrl + "/" + folderName + "|" + folderContentTypeId
}
});
};
This is the code from the article. After I adjust it for my needs, would I just slap it into the body of my HTTP Request?
After doing some reading, I'm hoping this is the right Uri and Headers, but I don't know forsure. Its my first time making an HTTP Request.
you will need to re-rewrite it in the correct format in the body section.
here is a proper flow example
https://knowhere365.space/microsoft-flow-sharepoint-document-set-creation/
Thank you! I will read up and try my best to come up with a flow using these resources. When its done, would you mind looking over it with me to make sure it makes sense? 🙂
Heya @Gristy
So I thought I was going to get it working, but its not working right now. I followed the guides and I should be producing the same values in my flow as they are. I don't understand.
Here is what I did for my main HTTP Request:
with variable folderName being exactly what the guides said they should be:
[SiteAddress]/TESTLibrary/TestFolder|0x0120D52000148C3220A60BF742BBE92D3B8545196F00A89AFE183D27EF41A020CA7E33353C91
with TestFolder being the changing variable I use compose for.
It is stuck on the HTTP Request. Look
and the one retry says "BadGateway"
It would be helpful if someone knows the exact code to create a Document Set. I believe I have the required code, but I don't know forsure. It seems like the resources I'm using are slightly outdated, so maybe something was changed, or maybe I'm missing something.
I can't find a good resource to find out what exactly "Slug" does, but I'm assuming that is the command creating the document set?
I got it working and I can change the metadata and play with document sets all I want.
There are a few rules I didn't know about in order to make this work.
Here is the HTTP request that worked:
Syntax
Method: POST
Uri:
_vti_bin/listdata.svc/[yourDocumentLibraryName]
If you have spaces or special characters in your Document Library name, you may need to read more here: https://knowhere365.space/microsoft-flow-sharepoint-document-set-creation/
Headers:
Key: Slug
Value:
[siteURL]/[yourDocumentLibrary]/[theNameOfYourNewDocumentSet]|[documentSetContentTypeID]
I've managed to create a custom content type document set.
Simply replace the document set content type ID with the list document set custom content type ID, which can be obtained as follows.
I'm not convinced about using _vti_bin/listdata.svc, as it is a deprecated legacy Sp2010 api. Is there a similar endpoint for _api?
Check out my post about 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
You can create and set the metadata in a single step.
Welcome to our November Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members. If you're new to the Community, please make sure to follow the latest News & Announcements and check out the Community on LinkedIn as well! It's the best way to stay up-to-date with all the news from across the Power Platform and beyond. This month's highlights:- - Our most active community members- Microsoft Power Up Program- Microsoft Community Days website - The latest blogs and more COMMUNITY HIGHLIGHTS Check out the most active community members of the last month. These hardworking members are posting regularly, answering questions, kudos, and providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, just get active! FLMikePstork1Nived_NambiarWarrenBelzSprongYeManishSolankiLaurensMwskinnermlcAgniusExpiscornovuscreativeopinion KatieAUinzil2kHaressh2728hafizsultan242douicmccaughanwoLucas001domliu Power Up Program Click the image below to discover more about the amazing Microsoft Power Up Program, as Reem Omar, Abbas Godhrawala, Chahine Atallah, Ruby Ruiz Brown, Juan Francisco Sánchez Enciso, Joscelyne Andrade Arévalo, Eric G. and Paulina Pałczyńska share how non-tech professionals can successfully advance into a new career path using Microsoft #PowerPlatform. To find out more about this amazing initiative, click here to apply for the program and reboot your journey into low-code app development today! Community Days - Event Website Have you checked out the Community Days website yet? Dedicated to the volunteer community organizers around the world, Community Days is the perfect place to find an event near you or add an event for wider exposure. Many thanks to Thomas Daly, Sharon Weaver, Sedat Tum, Jonathan Weaver, Manpreet Singh, David Leveille, Jason Rivera, Mike Maadarani, Rob Windsor and the team for all their hard work. Anyone can host a Community Day on any topic relevant to our industry, just click the image below to find out more. EVENT NEWS Power Platform French Summit - Paris/Virtual - 6-7th Dec It's not long now until the Power Platform French Summit, which takes place both virtually and in-person at the Microsoft France conference center in Paris on 6-7th December 2023. If you can't make it in-person, all sessions will also be broadcast on virtual networks for better distribution and accessibility. There's a fantastic array of speakers, including Jérémy LAPLAINE, Amira Beldjilali, Rémi Chambard, Erika Beaumier, Makenson Frena, Assia Boutera, Elliott Pierret, Clothilde Facon, Gilles Pommier, Marie Aubert, Antoine Herbosa, Chloé Moreau, Raphaël Senis, Rym Ben Hamida, Loïc Cimon, Joséphine Salafia, David Zoonekyndt, Aïcha Charpentier, Henry Jammes, Milene Rochard, Mehdi EL YASSIR, and many more. Click the image below for more information. LATEST COMMUNITY BLOG ARTICLES Power Apps Community Blog Power Automate Community Blog Copilot Community Blog Power Pages Community Blog
This is the TENTH post in our ongoing series dedicated to helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we feature new content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other! This Week: All About Community Support Whether you're a seasoned community veteran or just getting started, you may need a bit of help from time to time! If you need to share feedback with the Community Engagement team about the community or are looking for ways we can assist you with user groups, events, or something else, Community Support is the place to start. Community Support is part of every one of our communities, accessible to all our community members. Power Apps: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pa_community_support Power Automate: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpa_community_support Power Pages: https://powerusers.microsoft.com/t5/Community-Support/ct-p/mpp_community_support Copilot Studio: https://powerusers.microsoft.com/t5/Community-Support/ct-p/pva_community-support Within each community's Community Support page, you'll find three distinct areas, each with a different focus to help you when you need support from us most. Community Accounts & Registration is the go-to source for any and all information related to your account here in the community. It's full of great knowledge base articles that will help you manage your community account and know what steps to take if you wish to close your account. ● Power Apps ● Power Automate ● Power Pages, ● Copilot Studio Using the Community is your source for assistance with everything from Community User Groups to FAQ's and more. If you want to know what kudos are, how badges work, how to level up your User Group or something else, you will probably find the answers here. ● Power Apps ● Power Automate ● Power Pages ● Copilot Studio Community Feedback is where you can share opportunities, concerns, or get information from the Community Engagement team. It's your best place to post a question about an issue you're having in the community, a general question you need answered. Whatever it is, visit Community Feedback to get the answers you need right away. Our team is honored to partner with you and can't wait to help you! ● Power Apps ● Power Automate ● Power Pages ● Copilot Studio
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This is the ninth post in our series dedicated to helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we feature new content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other! Today's Tip: All About the Galleries Have you checked out the library of content in our galleries? Whether you're looking for the latest info on an upcoming event, a helpful webinar, or tips and tricks from some of our most experienced community members, our galleries are full of the latest and greatest video content for the Power Platform communities. There are several different galleries in each community, but we recommend checking these out first: Community Connections & How-To Videos Hosted by members of the Power Platform Community Engagement Team and featuring community members from around the world, these helpful videos are a great way to "kick the tires" of Power Platform and find out more about your fellow community members! Check them out in Power Apps, Power Automate, Power Pages, and Copilot Studio! Webinars & Video Gallery Each community has its own unique webinars and videos highlighting some of the great work being done across the Power Platform. Watch tutorials and demos by Microsoft staff, partners, and community gurus! Check them out: Power Apps Webinars & Video Gallery Power Automate Webinars & Video Gallery Power Pages Webinars & Video Gallery Copilot Studio Webinars & Video Gallery Events Whether it's the excitement of the Microsoft Power Platform Conference, a local event near you, or one of the many other in-person and virtual connection opportunities around the world, this is the place to find out more about all the Power Platform-centered events. Power Apps Events Power Automate Events Power Pages Events Copilot Studio Events Unique Galleries to Each Community Because each area of Power Platform has its own unique features and benefits, there are areas of the galleries dedicated specifically to videos about that product. Whether it's Power Apps samples from the community or the Power Automate Cookbook highlighting unique flows, the Bot Sharing Gallery in Copilot Studio or Front-End Code Samples in Power Pages, there's a gallery for you! Check out each community's gallery today! Power Apps Gallery Power Automate Gallery Power Pages Gallery Copilot Studio Gallery
In the bustling world of technology, two dynamic leaders, Geetha Sivasailam and Ben McMann, have been at the forefront, steering the ship of the Dallas Fort Worth Power Platform User Group since its inception in February 2019. As Practice Lead (Power Platform | Fusion Dev) at Lantern, Geetha brings a wealth of consulting experience, while Ben, a key member of the Studio Leadership team at Lantern, specializes in crafting strategies that leverage Microsoft digital technologies to transform business models. Empowering Through Community Leadership Geetha and Ben's journey as user group leaders began with a simple yet powerful goal: to create a space where individuals across the DFW area could connect, grow their skills, and add value to their businesses through the Power Platform. The platform, known for its versatility, allows users to achieve more with less code and foster creativity. The Power of Community Impact Reflecting on their experiences, Geetha and Ben emphasize the profound impact that community engagement has had on both their professional and personal lives. The Power Platform community, they note, is a wellspring of resources and opportunities, fostering continuous learning, skill enhancement, and networking with industry experts and peers. Favorite Moments and Words of Wisdom The duo's favorite aspect of leading the user group lies in witnessing the transformative projects and innovations community members create with the Power Platform. Their advice to aspiring user group leaders? "Encourage diverse perspectives, maintain an open space for idea-sharing, stay curious, and, most importantly, have fun building a vibrant community." Building Bridges, Breaking Barriers Geetha and Ben encourage others to step into the realm of user group leadership, citing the rewarding experience of creating and nurturing a community of like-minded individuals. They highlight the chance to influence, impact, and positively guide others, fostering connections that extend beyond mere technology discussions. Joining a User Group: A Gateway to Growth The leaders stress the importance of joining a user group, emphasizing exposure to diverse perspectives, solutions, and career growth opportunities within the Power Platform community. "Being part of such a group provides a supportive environment for seeking advice, sharing experiences, and navigating challenges." A Year of Milestones Looking back at the past year, Geetha and Ben express pride in the group's growth and global participation. They recount the enriching experience of meeting members in person at the Microsoft Power Platform conference, showcasing the diverse range of perspectives and guest speakers that enriched the community's overall experience. Continuous Learning on the Leadership Journey As user group leaders, Geetha and Ben recognize the continuous learning curve, blending interpersonal skills, adaptability, and dedication to foster a vibrant community. They highlight the importance of patience, persistence, and flexibility in achieving group goals, noting the significance of listening to the needs and suggestions of group members.They invite all tech enthusiasts to join the Dallas Fort Worth Power Platform User Group, a thriving hub where the power of community propels individuals to new heights in the dynamic realm of technology.
Are you attending Microsoft Ignite in Seattle this week? If so, we'd love to see you at the Community Lounge! Hosted by members of our Community team, it's a great place to connect, meet some Microsoft executives, and get a sticker or two. And if you're an MVP there are some special opportunities to meet up! The Community Lounge is more than just a space—it's a hub of activity, collaboration, and camaraderie. So, dive in, explore, and make the most of your Microsoft Ignite experience by immersing yourself in the vibrant and dynamic community that awaits you.Find out the schedule and all the details here: Community Lounge at Ignite! See you at #MSIgnite!
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