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Anonymous
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Copy, edit, and email Excel file from Sharepoint

I'm at a loss on this one. There are a lot of discussions around each of these small steps but nothing really is helping me connect it all together. Before I get too far into this let me lay out the order of operations that I am looking for:

 

  1. User presses button on app start screen
  2. An excel file is copied from sharepoint and created either in that location, a new folder on the sharepoint, or on the logged in users one drive (whichever is easier) with a new name
  3. User is taken to data input screen
  4. User inputs data into fields
  5. User presses button to add data to the before mentioned excel file
  6. Form resets and user can repeat steps 4/5 to add additional data rows to the excel file or press submit button
  7. Submit button sends the final excel file via email to distribution list

I have successfully created an app that can send data entered via email but I am being required to have the data sent via Excel file which is driving a lot of headache for me. I can copy a file but then trying to edit and continue to edit or send that file I am at a loss for. I think a lot of this is also trying to figure where the file should be copied to and how to name/refer back to it for the other steps. Any input is greatly appreciated!

1 ACCEPTED SOLUTION

Accepted Solutions
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Community Support
Community Support

Re: Copy, edit, and email Excel file from Sharepoint

Hi @Anonymous ,

Could you please share a bit more about your scenario?

Do you want to achieve your needs using single one flow (Power Automate)?

 

If you want to achieve your needs using single one flow, I afraid that there is no way to achieve your needs. As an alternative solution, I think two separated flows could achieve your needs.

First Flow -- bind to the Button on App Start screen and the "Submit" button:

6.JPG

 

7.JPG

Set the OnSelect property of the "Button" in your Start screen to following:

'FlowName1'.Run("No");
Navigate(DataInputScreen)

Set the OnSelect property of the "Submit" button to following:

'FlowName1'.Run("Yes") // Update the copied Excel file, and send an email to the Distribution list with the copied Excel file as attachment

 

Second Flow -- bind to "Add Row button" in Data Entry screen:

8.JPG

Set the OnSelect property of the "Add Row" button (Click it to add new records into the Excel table hosted in your SP Library) to following:

'FlowName2'.Run(Argument1Value, Argument2Value, Argument3Value, ....);
'FlowName1'.Run("No") // Update the copied Excel file from your SP Library, the Excel file with same name would be overrided with the latest copied one

 

Please consider take a try with above solution, check if the issue is solved.

 

Best regards,

Community Support Team _ Kris Dai
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

2 REPLIES 2
Highlighted
Resident Rockstar
Resident Rockstar

Re: Copy, edit, and email Excel file from Sharepoint

This is all possible in Power Automate. The steps you listed are identical to the way the Flow would be structured.

Here's a screenshot

help.png

Then for the Step 4/5 repeat, you'll set up a separate flow without the file creation process.

Highlighted
Community Support
Community Support

Re: Copy, edit, and email Excel file from Sharepoint

Hi @Anonymous ,

Could you please share a bit more about your scenario?

Do you want to achieve your needs using single one flow (Power Automate)?

 

If you want to achieve your needs using single one flow, I afraid that there is no way to achieve your needs. As an alternative solution, I think two separated flows could achieve your needs.

First Flow -- bind to the Button on App Start screen and the "Submit" button:

6.JPG

 

7.JPG

Set the OnSelect property of the "Button" in your Start screen to following:

'FlowName1'.Run("No");
Navigate(DataInputScreen)

Set the OnSelect property of the "Submit" button to following:

'FlowName1'.Run("Yes") // Update the copied Excel file, and send an email to the Distribution list with the copied Excel file as attachment

 

Second Flow -- bind to "Add Row button" in Data Entry screen:

8.JPG

Set the OnSelect property of the "Add Row" button (Click it to add new records into the Excel table hosted in your SP Library) to following:

'FlowName2'.Run(Argument1Value, Argument2Value, Argument3Value, ....);
'FlowName1'.Run("No") // Update the copied Excel file from your SP Library, the Excel file with same name would be overrided with the latest copied one

 

Please consider take a try with above solution, check if the issue is solved.

 

Best regards,

Community Support Team _ Kris Dai
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

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