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
Memorable Member
Memorable Member

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

Power Platform Connections Ep 15 | L. Baybutt | Thursday, 1 June 2023

Episode Fifteen of Power Platform Connections sees David Warner and Hugo Bernier talk to Microsoft MVP Lewis Baybutt aka Low Code Lewis, alongside the latest news and community blogs.   Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.        Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions.  Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions. 

May 2023 Community Newsletter and Upcoming Events

Welcome to our May 2023 Community Newsletter, where we'll be highlighting the latest news, releases, upcoming events, and the great work of our members inside the Biz Apps communities. If you're new to this LinkedIn group, be sure to subscribe here in the News & Announcements to stay up to date with the latest news from our ever-growing membership network who "changed the way they thought about code".         LATEST NEWS "Mondays at Microsoft" LIVE on LinkedIn - 8am PST - Monday 15th May  - Grab your Monday morning coffee and come join Principal Program Managers Heather Cook and Karuana Gatimu for the premiere episode of "Mondays at Microsoft"! This show will kick off the launch of the new Microsoft Community LinkedIn channel and cover a whole host of hot topics from across the #PowerPlatform, #ModernWork, #Dynamics365, #AI, and everything in-between. Just click the image below to register and come join the team LIVE on Monday 15th May 2023 at 8am PST. Hope to see you there!     Executive Keynote | Microsoft Customer Success Day CVP for Business Applications & Platform, Charles Lamanna, shares the latest #BusinessApplications product enhancements and updates to help customers achieve their business outcomes.         S01E13 Power Platform Connections - 12pm PST - Thursday 11th May Episode Thirteen of Power Platform Connections sees Hugo Bernier take a deep dive into the mind of co-host David Warner II, alongside the reviewing the great work of Dennis Goedegebuure, Keith Atherton, Michael Megel, Cat Schneider, and more. Click below to subscribe and get notified, with David and Hugo LIVE in the YouTube chat from 12pm PST. And use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.         UPCOMING EVENTS   European Power Platform Conference - early bird ticket sale ends! The European Power Platform Conference early bird ticket sale ends on Friday 12th May 2023! #EPPC23 brings together the Microsoft Power Platform Communities for three days of unrivaled days in-person learning, connections and inspiration, featuring three inspirational keynotes, six expert full-day tutorials, and over eighty-five specialist sessions, with guest speakers including April Dunnam, Dona Sarkar, Ilya Fainberg, Janet Robb, Daniel Laskewitz, Rui Santos, Jens Christian Schrøder, Marco Rocca, and many more. Deep dive into the latest product advancements as you hear from some of the brightest minds in the #PowerApps space. Click here to book your ticket today and save!      DynamicMinds Conference - Slovenia - 22-24th May 2023 It's not long now until the DynamicsMinds Conference, which takes place in Slovenia on 22nd - 24th May, 2023 - where brilliant minds meet, mingle & share! This great Power Platform and Dynamics 365 Conference features a whole host of amazing speakers, including the likes of Georg Glantschnig, Dona Sarkar, Tommy Skaue, Monique Hayward, Aleksandar Totovic, Rachel Profitt, Aurélien CLERE, Ana Inés Urrutia de Souza, Luca Pellegrini, Bostjan Golob, Shannon Mullins, Elena Baeva, Ivan Ficko, Guro Faller, Vivian Voss, Andrew Bibby, Tricia Sinclair, Roger Gilchrist, Sara Lagerquist, Steve Mordue, and many more. Click here: DynamicsMinds Conference for more info on what is sure an amazing community conference covering all aspects of Power Platform and beyond.    Days of Knowledge Conference in Denmark - 1-2nd June 2023 Check out 'Days of Knowledge', a Directions 4 Partners conference on 1st-2nd June in Odense, Denmark, which focuses on educating employees, sharing knowledge and upgrading Business Central professionals. This fantastic two-day conference offers a combination of training sessions and workshops - all with Business Central and related products as the main topic. There's a great list of industry experts sharing their knowledge, including Iona V., Bert Verbeek, Liza Juhlin, Douglas Romão, Carolina Edvinsson, Kim Dalsgaard Christensen, Inga Sartauskaite, Peik Bech-Andersen, Shannon Mullins, James Crowter, Mona Borksted Nielsen, Renato Fajdiga, Vivian Voss, Sven Noomen, Paulien Buskens, Andri Már Helgason, Kayleen Hannigan, Freddy Kristiansen, Signe Agerbo, Luc van Vugt, and many more. If you want to meet industry experts, gain an advantage in the SMB-market, and acquire new knowledge about Microsoft Dynamics Business Central, click here Days of Knowledge Conference in Denmark to buy your ticket today!   COMMUNITY HIGHLIGHTS Check out our top Super and Community Users reaching new levels! These hardworking members are posting, answering questions, kudos, and providing top solutions in their communities.   Power Apps:  Super Users: @WarrenBelz, @LaurensM  @BCBuizer  Community Users:  @Amik@ @mmollet, @Cr1t    Power Automate:  Super Users: @Expiscornovus , @grantjenkins, @abm  Community Users: @Nived_Nambiar, @ManishSolanki    Power Virtual Agents:  Super Users: @Pstork1, @Expiscornovus  Community Users: @JoseA, @fernandosilva, @angerfire1213    Power Pages: Super Users: @ragavanrajan  Community Users: @Fubar, @Madhankumar_L,@gospa  LATEST COMMUNITY BLOG ARTICLES  Power Apps Community Blog  Power Automate Community Blog  Power Virtual Agents Community Blog  Power Pages Community Blog  Check out 'Using the Community' for more helpful tips and information:  Power Apps , Power Automate, Power Virtual Agents, Power Pages 

Announcing | Super Users - 2023 Season 1

Super Users – 2023 Season 1    We are excited to kick off the Power Users Super User Program for 2023 - Season 1.  The Power Platform Super Users have done an amazing job in keeping the Power Platform communities helpful, accurate and responsive. We would like to send these amazing folks a big THANK YOU for their efforts.      Super User Season 1 | Contributions July 1, 2022 – December 31, 2022  Super User Season 2 | Contributions January 1, 2023 – June 30, 2023    Curious what a Super User is? Super Users are especially active community members who are eager to help others with their community questions. There are 2 Super User seasons in a year, and we monitor the community for new potential Super Users at the end of each season. Super Users are recognized in the community with both a rank name and icon next to their username, and a seasonal badge on their profile.  Power Apps  Power Automate  Power Virtual Agents  Power Pages  Pstork1*  Pstork1*  Pstork1*  OliverRodrigues  BCBuizer  Expiscornovus*  Expiscornovus*  ragavanrajan  AhmedSalih  grantjenkins  renatoromao    Mira_Ghaly*  Mira_Ghaly*      Sundeep_Malik*  Sundeep_Malik*      SudeepGhatakNZ*  SudeepGhatakNZ*      StretchFredrik*  StretchFredrik*      365-Assist*  365-Assist*      cha_cha  ekarim2020      timl  Hardesh15      iAm_ManCat  annajhaveri      SebS  Rhiassuring      LaurensM  abm      TheRobRush  Ankesh_49      WiZey  lbendlin      Nogueira1306  Kaif_Siddique      victorcp  RobElliott      dpoggemann  srduval      SBax  CFernandes      Roverandom  schwibach      Akser  CraigStewart      PowerRanger  MichaelAnnis      subsguts  David_MA      EricRegnier  edgonzales      zmansuri  GeorgiosG      ChrisPiasecki  ryule      AmDev  fchopo      phipps0218  tom_riha      theapurva  takolota     Akash17  momlo     BCLS776  Shuvam-rpa     rampprakash  ScottShearer     Rusk  ChristianAbata     cchannon  Koen5     a33ik  Heartholme     AaronKnox  okeks      Matren  David_MA     Alex_10        Jeff_Thorpe        poweractivate        Ramole        DianaBirkelbach        DavidZoon        AJ_Z        PriyankaGeethik        BrianS        StalinPonnusamy        HamidBee        CNT        Anonymous_Hippo        Anchov        KeithAtherton        alaabitar        Tolu_Victor        KRider        sperry1625        IPC_ahaas      zuurg    rubin_boer   cwebb365   Dorrinda   G1124   Gabibalaban   Manan-Malhotra   jcfDaniel   WarrenBelz   Waegemma   drrickryp   GuidoPreite   metsshan    If an * is at the end of a user's name this means they are a Multi Super User, in more than one community. Please note this is not the final list, as we are pending a few acceptances.  Once they are received the list will be updated. 

Check out the new Power Platform Communities Front Door Experience!

We are excited to share the ‘Power Platform Communities Front Door’ experience with you!   Front Door brings together content from all the Power Platform communities into a single place for our community members, customers and low-code, no-code enthusiasts to learn, share and engage with peers, advocates, community program managers and our product team members. There are a host of features and new capabilities now available on Power Platform Communities Front Door to make content more discoverable for all power product community users which includes ForumsUser GroupsEventsCommunity highlightsCommunity by numbersLinks to all communities Users can see top discussions from across all the Power Platform communities and easily navigate to the latest or trending posts for further interaction. Additionally, they can filter to individual products as well.   Users can filter and browse the user group events from all power platform products with feature parity to existing community user group experience and added filtering capabilities.     Users can now explore user groups on the Power Platform Front Door landing page with capability to view all products in Power Platform.      Explore Power Platform Communities Front Door today. Visit Power Platform Community Front door to easily navigate to the different product communities, view a roll up of user groups, events and forums.

Microsoft Power Platform Conference | Registration Open | Oct. 3-5 2023

We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5 2023! But first, let's take a look back at some fun moments and the best community in tech from MPPC 2022 in Orlando, Florida.   Featuring guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more.   Register today: https://www.powerplatformconf.com/   

Users online (2,827)