cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Reylin
Advocate II
Advocate II

Need help making Sharepoint Document Set with Power Automate

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? 

1 ACCEPTED SOLUTION

Accepted Solutions

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. 

 

  1. You can only create the default Document Sets with Power Automate. You cannot create custom Document Sets, you cannot create custom Content types. 
  2. You must get the Content Type ID for the default Document Set from the Library Settings > Content Types: Document Set.
    the ID is located on the page "List Content Type", in the URL after ctype=
  3. There must NOT be a folder or document set with the same name as the Document Set you're creating with the Flow. 

Here is the HTTP request that worked: 
Annotation 2020-01-24 104524.png

 

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]

 

View solution in original post

12 REPLIES 12
Gristy
Resident Rockstar
Resident Rockstar

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. 

Gristy
Resident Rockstar
Resident Rockstar

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?
Annotation 2020-01-20 161458.png

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.

Gristy
Resident Rockstar
Resident Rockstar

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? 🙂 

Hi @Reylin ,

 

Please take a try with @Gristy 's suggestion.

 

Best regards,

Alice       

 

Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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: 
Annotation 2020-01-21 165607.png

 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
Annotation 2020-01-21 165902.png

and the one retry says "BadGateway"
Annotation 2020-01-21 170000.png

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. 

 

  1. You can only create the default Document Sets with Power Automate. You cannot create custom Document Sets, you cannot create custom Content types. 
  2. You must get the Content Type ID for the default Document Set from the Library Settings > Content Types: Document Set.
    the ID is located on the page "List Content Type", in the URL after ctype=
  3. There must NOT be a folder or document set with the same name as the Document Set you're creating with the Flow. 

Here is the HTTP request that worked: 
Annotation 2020-01-24 104524.png

 

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]

 

2028
Advocate I
Advocate I

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.

2028_1-1651849615843.png

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?

wskinnermctc
Super User
Super User

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.

https://powerusers.microsoft.com/t5/Building-Flows/Add-New-Document-Set-to-Document-Library-Using-HT... 

Helpful resources

Announcements

Win free tickets to the Power Platform Conference | Summer of Solutions

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**

Celebrating the June Super User of the Month: Markus Franz

Markus Franz is a phenomenal contributor to the Power Apps Community. Super Users like Markus inspire others through their example, encouragement, and active participation.    The Why: "I do this to help others achieve what they are trying to do. As a total beginner back then without IT background I know how overwhelming things can be, so I decided to jump in and help others. I also do this to keep progressing and learning myself." Thank you, Markus Franz, for your outstanding work! Keep inspiring others and making a difference in the community! 🎉  Keep up the fantastic work! 👏👏 Markus Franz | LinkedIn  Power Apps: mmbr1606  

Copilot Cookbook Challenge | Week 1 Results | Win Tickets to the Power Platform Conference

We are excited to announce the "The Copilot Cookbook Community Challenge is a great way to showcase your creativity and connect with others. Plus, you could win tickets to the Power Platform Community Conference in Las Vegas in September 2024 as an amazing bonus.   Two ways to enter: 1. Copilot Studio Cookbook Gallery:  https://aka.ms/CS_Copilot_Cookbook_Challenge 2. Power Apps Copilot Cookbook Gallery: https://aka.ms/PA_Copilot_Cookbook_Challenge   There will be 5 chances to qualify for the final drawing: Early Bird Entries: March 1 - June 2Week 1: June 3 - June 9Week 2: June 10 - June 16Week 3: June 17 - June 23Week 4: June 24 - June 30     At the end of each week, we will draw 5 random names from every user who has posted a qualifying Copilot Studio template, sample or demo in the Copilot Studio Cookbook or a qualifying Power Apps Copilot sample or demo in the Power Apps Copilot Cookbook. Users who are not drawn in a given week will be added to the pool for the next week. Users can qualify more than once, but no more than once per week. Four winners will be drawn at random from the total qualifying entrants. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once. If they are drawn multiple times, another user will be drawn at random. Prizes:  One Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value, does not include travel, lodging, or any other expenses) Winners are also eligible to do a 10-minute presentation of their demo or solution in a community solutions showcase at the event. To qualify for the drawing, templates, samples or demos must be related to Copilot Studio or a Copilot feature of Power Apps, Power Automate, or Power Pages, and must demonstrate or solve a complete unique and useful business or technical problem. Power Automate and Power Pagers posts should be added to the Power Apps Cookbook. Final determination of qualifying entries is at the sole discretion of Microsoft. Weekly updates and the Final random winners will be posted in the News & Announcements section in the communities on July 29th, 2024. Did you submit entries early?  Early Bird Entries March 1 - June 2:  If you posted something in the "early bird" time frame complete this form: https://aka.ms/Copilot_Challenge_EarlyBirds if you would like to be entered in the challenge.   Week 1 Results:  Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Copilot Cookbook Gallery:Power Apps Cookbook Gallery:1.  @Mathieu_Paris 1.   @SpongYe 2.  @Dhanush 2.   @Deenuji 3.  n/a3.   @Nived_Nambiar  4.  n/a4.   @ManishSolanki 5.  n/a5.    n/a

Your Moment to Shine: 2024 PPCC’s Got Power Awards Show

For the third year, we invite you, our talented community members, to participate in the grand 2024 Power Platform Community Conference's Got Power Awards. This event is your opportunity to showcase solutions that make a significant business impact, highlight extensive use of Power Platform products, demonstrate good governance, or tell an inspirational story. Share your success stories, inspire your peers, and show off some hidden talents.  This is your time to shine and bring your creations into the spotlight!  Make your mark, inspire others and leave a lasting impression. Sign up today for a chance to showcase your solution and win the coveted 2024 PPCC’s Got Power Award. This year we have three categories for you to participate in: Technical Solution Demo, Storytelling, and Hidden Talent.      The Technical solution demo category showcases your applications, automated workflows, copilot agentic experiences, web pages, AI capabilities, dashboards, and/or more. We want to see your most impactful Power Platform solutions!  The Storytelling category is where you can share your inspiring story, and the Hidden Talent category is where your talents (such as singing, dancing, jump roping, etc.) can shine! Submission Details:  Fill out the submission form https://aka.ms/PPCCGotPowerSignup by July 12th with details and a 2–5-minute video showcasing your Solution impact. (Please let us know you're coming to PPCC, too!)After review by a panel of Microsoft judges, the top storytellers will be invited to present a virtual demo presentation to the judges during early August. You’ll be notified soon after if you have been selected as a finalist to share your story live at PPCC’s Got Power!  The live show will feature the solution demos and storytelling talents of the top contestants, winner announcements, and the opportunity to network with your community.  It's not just a showcase for technical talent and storytelling showmanship, show it's a golden opportunity to make connections and celebrate our Community together! Let's make this a memorable event! See you there!   Mark your calendars! Date and Time: Thursday, Sept 19th Location: PPCC24 at the MGM Grand, Las Vegas, NV 

Tuesday Tip | Accepting Solutions

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   To enhance our collaborative environment, it's important to acknowledge when your question has been answered satisfactorily. Here's a quick guide on how to accept a solution to your questions: Find the Helpful Reply: Navigate to the reply that has effectively answered your question.Accept as Solution: Look for the "Accept as Solution" button or link, usually located at the bottom of the reply.Confirm Your Selection: Clicking this button may prompt you for confirmation. Go ahead and confirm that this is indeed the solution.Acknowledgment: Once accepted, the reply will be highlighted, and the original post will be marked as "Solved". This helps other community members find the same solution quickly. By marking a reply as an accepted solution, you not only thank the person who helped you but also make it easier for others with similar questions to find answers. Let's continue to support each other by recognizing helpful contributions. 

Reminder: To register for the Community Ambassador Call on June 13th

Calling all Super Users & User Group Leaders   Reminder: To register for the Community Ambassador Call on June 13th—for an exclusive event for User Group Leaders and Super Users! This month is packed with exciting updates and activities within our community.   What's Happening: Community Updates: We'll share the latest developments and what's new in our vibrant community.Special Guest Speaker: Get ready for an insightful talk and live demo of Microsoft Copilot Studio templates by our special guest.Regular Updates: Stay informed with our routine updates for User Groups and Super Users.Community Insights: We'll provide general information about ongoing and upcoming community initiatives. Don't Miss Out: Register Now: Choose the session that fits your schedule best.Check your private messages or Super User Forum for registration links. We're excited to connect with you and continue building a stronger community together.   See you at the call!  

Users online (3,854)