Hi,
I have a List and library in SharePoint. I build an app that contains the info of our clients (Company name, address, email...), i created a flow to when i add an attachment it moves from the list to the library, and its works fine.
What the sales department wants is, that the attachment moves to a folder of the specific Client (Company Name).
Can i automatice this ?
your support will help me a lot
Solved! Go to Solution.
Assuming you have the client name somewhere as dynamic content you just add it to the Path. So the path becomes
/Archivero/ClientName. Here's a simple example I created
In the action where you create the file in the library, just add the name of the folder you want to the path where the file will be created. If the folder doesn't exist, it will be created. If the folder does exist the file will be stored there.
hi @Anonymous Maeby we need more details to help you.
Proud to be a Flownaut!
I create or modify a client, I add an invoice, the list moves to the library and this works well.
Create or modify
add an attachment
@Pstork1 where i need to put ? can you help me?
flow
instead of being in the sharepoint library, it is stored in the specific folder of the company
Sp
you add it to the Folder Path in the Create File action inside your Loop.
The folder I currently have is a "Archivero" sharepoint library. What action do I need to add in order to automatically create each client's folder? (Sorry I'm new to these tools, can you help me step by step?)
Assuming you have the client name somewhere as dynamic content you just add it to the Path. So the path becomes
/Archivero/ClientName. Here's a simple example I created
Hi @Pstork1
What you tell me is just what I need. However, I do not have the client's name as dynamic content. How can I do it? Is it from flow, sharepoint or powerapps?
Can you show me, your complete Flow?
I don't know what your data looks like. But if the Client name isn't available then how can you put the file in a folder that is named after the client? I can tell you how to do it, but the data needs to come from somewhere. I can't really help you with that.
My data comes from a sharepoint list. Then start an application from here, so that the sales team can record the information of each customer. Finally apply a flow so that the attached documents moved from this list, to a sharepoint library. So that your documents are stored here for each client (quotes, invoices, etc.) and that is where I require support, so that each client has its own folder.
The first column "Empresa" is the one that defines the name of the client / company
data
So pass that value,Empresa , to the Flow when you call it. Then use the passed value when creating the folder path for the document.
Very good!
I made a new client and created the folder named "Empresa". When I create a second client, instead of creating a folder with the company name, the attachment is simply added to this first folder. Did I do something wrong?
Flow
Library
If you use the same folder Path (as specified in your Compose Action) then it will add the next document to the same folder. You need to change the value you put in Folder Path to get a different folder.
Perfect!
I've finally made it! many thanks !
I just put the company name as trigger
trigger
thanks for the step by step support and your patience
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