cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
DaveNull
New Member

Update/Create Records in CDS when Excel file uploaded to SharePoint Folder

I'm trying to set up a flow that is triggered when an Excel file is created in a SharePoint folder, then runs row by row to either update or create (depending on if the vendor is already in the CDS or not) a vendor record. 

*****

Current config is: 

Trigger - When a file is created (SP);

Action - List rows present in a table (it won't recognize the name of the table in any document);

Action - List records in the CDS;

// Here I have nested "Apply to each" loops:

Apply to each - Value from the "List rows present in a table";  // pull the vendor ID from the first row

Apply to each - Value from the "List records of the CDS";  // loop through the records to see if that vendor ID is there

 

Condition - "List of rows" == "List of records"  // does the vendor ID from rows appear in records?

((Yes)) Action - Update record (CDS);

((No)) Action - Create record (CDS);

*****

The first problem that I'm having is getting the "List rows" action to recognize the name of the table in the Excel file. 

After that, is this the best way to do what I'm trying to do, or is there a better/smarter way? 

 

Thanks! 

1 ACCEPTED SOLUTION

Accepted Solutions
v-litu-msft
Community Support
Community Support

Hi @DaveNull,

 

Please refer to this post, it has a similar requirement, hopes it could help you:

https://powerusers.microsoft.com/t5/Using-Flows/Automatically-update-sharepoint-list-with-excel-data...

 

 

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

View solution in original post

1 REPLY 1
v-litu-msft
Community Support
Community Support

Hi @DaveNull,

 

Please refer to this post, it has a similar requirement, hopes it could help you:

https://powerusers.microsoft.com/t5/Using-Flows/Automatically-update-sharepoint-list-with-excel-data...

 

 

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

View solution in original post

Helpful resources

Announcements
MPA_User Group Leader_768x460.jpg

Manage your user group events

Check out the News & Announcements to learn more.

V3_PVA CAmpaign Carousel.png

Community Challenge - Giveaways!

Participate in the Power Virtual Agents Community Challenge

Carousel 2021 Release Wave 2 Plan 768x460.jpg

2021 Release Wave 2 Plan

Power Platform release plan for the 2021 release wave 2 describes all new features releasing from October 2021 through March 2022.

R2 (Green) 768 x 460px.png

Microsoft Dynamics 365 & Power Platform User Professionals

DynamicsCon is a FREE, 4 half-day virtual learning experience for 11,000+ Microsoft Business Application users and professionals.

Top Solution Authors
Users online (1,232)