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Martyna0210
Level: Power Up

flow to approve document uploaded to sharepoint via dynamics 365

hi 

 

I am trying to create an approval flow, to approve a document that is uploaded to sharepoint via dynamics 365

 

Dynamics 365 and Sharepoint integration uploads documents to sharepoint from Dynamics 365 to a folder created for a specific dyanmics 365 record, but when I try to create the flow and select a trigger 'For a selected item' it asks me to enter List Name - I am guessing this is where the flow will be looking for the selected documents? but I dont have a list name, I just want the flow to trigger when a docuement is selected and those docuements aren't uplaoded to a specific list name

 

has anyone tried to do something similar? 

 

many thanks,

 

Martyna 

2 REPLIES 2
Community Support Team
Community Support Team

Re: flow to approve document uploaded to sharepoint via dynamics 365

Hi @Martyna0210,

 

The trigger "For a selected item" would worked when a document in a sharepoint libaray is selected.

If you want to trigger a flow when a docuement is selected and those docuements aren't uplaoded to a specific libarary,where are those documents saved in?

 

Please refer to link below to learn more about trigger a flow for a selected file:

https://flow.microsoft.com/en-us/blog/flow-in-spo-document-libraries/

 

Best regards,

Alice

 

martynam
Level: Power Up

Re: flow to approve document uploaded to sharepoint via dynamics 365

hi Alice,

 

thanks for your email, sorry I might be missing something 

 

the 'For a selected item' trigger still requires me to enter list name, and I dont understand what it should be in this scenario?

 

when a file is uploaded to Sharepoint via Dynamics 365 a folder is created for each CRM record and the file is saved in that folder, but the folder is different for each record, I guess thsi is what is meant by 'list name' or 'library' ?

 

if the folder is differnt everytime what should I enter in the flow?

 

any insight is appreciated 

 

many thanks,

 

Martyna  

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