Whats up Flow Community!
Today, the Team needs your help! We want to MAKE TEMPLATES GREAT! and to do that we really need your input. It will be super easy to help, I just have two questions.
I want to know, If you could have a Flow template, built by the Flow team, that you could just start using tomorrow, to solve one of your biggest issues... What would that be?!
Also, if you don't mind telling me your Job Role/Title - that data point will help me correlate how these different solutions could be helpful for different people.
Feel free to comment as many times as you would like. This is for us to get an idea of some of the things you all, as users are hoping we can help you solve.
Thanks for any input! It will directly benefit the product!
- Jon
Hi Jon,
Really a great idea here, hope more people could see this and join in!
Regards,
Mona
I'm a Project Manager at a consulting firm. I've put in a number of hours trying to create a Flow (or PowerApp?) to do the following, at the request of my company's leadership, but can't seem to find a good fit in Flow:
I've tried a number of ways to do this, but what has come closest is using a SharePoint list to enter data into a spreadsheet format and then use that data to populate tasks. But that has been difficult to configure and is very clumsy from a user perspective. Also, the variables for Tasks are different from those in Planner. And Tasks don't display on the monthly calendar, which is one of the leadership's biggest priorities with this.
Only a few ideas which would help us. Not sure if all of them fit to your question. Feel free to take out what would fit.
1. Make E-Mail a task
Sending a certain E-Mail to a specified E-Mail address (within O365) and Flow create a task with a category (taken from the subject) out of this automatically. Parallel saving a - maybe - existing attachment to OneDrive for business and adding this link to the task.
2. Fixing the mess with the different languages. Make Flow language (field names) only english. No mixture of different languages. Makes live much more complicated.
3. Provide better Office 365 connectors. E.g. adding the time zone to a calendar entry in O365 does not work at all.
Please give us all the fields, which are available in a calendar entry, in a task entry, ... Not only partly.
4. Provide better OneDrive / OneDrive for business connectors. If there is a new file in a subfolder, can't put that in the same subfolder without explicitly naming it.
5. Provide Lotus Notes connectors. We have a shared environment. MS Office with SharePoint, but also Lotus Notes for older databases. There are no connectors available at all. Not for Flow, not for PowerApps, not for PowerBI - so we are very limited, where to use Flow or the other PowerTools.
6. Provide connectors for MS To-Do. At the moment only for Wonderlist available.
7. Provide connectors/actions, which do some tasks for us. E.g. new picture gets saved, change the resolution/size and save it on a to specified location/send to specific e-mail.
6. Provide connectors for MS To-Do. At the moment only for Wonderlist available.
@Fritz I'm using the Outlook Tasks Connector. It works with MS To-Do, since both store information in the same place.
Trigger - new Teams activity alert
Action - send push notification
Action - send Outlook email notification
I'm a business analyst at a media company that is moving away from SharePoint despite using most other components of Office 365. Instead, we use Box for file sharing and Confluence for knowledge sharing.
I recently looked for a way to send file approval requests via email, having done so in SharePoint for years. It needs to be simple for busy managers to click inside the email to choose an action, such as approve, disapprove, or let's discuss--and then automatically update task status using that response. Alas, my teammate and I wound up creating a manual process to track approvals and changes.
It would also be very helpful to have a Flow connector to Confluence. I don't have specific user stories in mind, but I'd enjoy looking for ways to trigger actions from Confluence page changes.
Thank you!
Kristi
We had a need to sync contacts between Office 365 and Mailchimp. There is an existing MailChimp connector but it connects to personal contacts in Office 365. Is there a way to extend the MailChimp connector so that it connects with the global contacts defined under Office 365 Admin Center - see below:
To autumatically take emails meeting certian criteria:
I am a business analyst building approval workflows associated to items in a SharePoint list. What would be helpful is if the approval workflow were enhanced to;
- Allow an approver to forward an approval request to someone else
- Allow a requester to easily recall a request, removing the request from the current approver's "Approvals" page
- Allow a requester to easily re-submit a recalled request to start the workflow over again
Thanks for asking.
-Sue
Love this!
I am a Technology Trainer at a College.
We are beginning to use teams in trials, but some of the shortcomings would be great to use flow to intervene:
1. Teams/Planner: I have a task coming up due in 'x' days, email a reminder or push notification. (I currently have a similar one to this working that sends me a morning report of all my tasks in planner that are still outstandiing)
2. I find some people want a way to email/alert when something new is posted to the team, simpply following the channels does not seem to do it. Similar to the email tracking you can have for notifications when part of an O365 Group.
3. Forms: When entry is submitted, email certain person. OR At a set time each day, email a table of all submissions since the time the day before.
Definitely will be coming up with more.
Thanks for this great tool!
Hi @JonL
Thank you, this post.
I hope ..
Regards,
Yoshihiro Kawabata
Hello, I am a SharePoint application manager.
What we would like is:
- Planner to SharePoint(SP) Tasklist
- SP Tasklist to Planner
- Email to SP Tasklist item creation
- Email to SP Tasklist item update
for all connections all fields available not just a subset including lookup fields
The SharePoint trigger "When a file is created" only provides data about the actual file. Please include the SharePoint list item associated with the file.
Extend the functionality to allow Mail Subject to be updated! This stops me from moving from Outlook rules in the thick client to using flows for the majority of my needs.
Please please please: better sync options between Office 365 Calendar and Google Calendar!
- create new events works fine
- sync changes to existing events: template needed for this
- delete events: template needed for this
Purpose: use Google Home to make inquiries about my Office 365 Calendar (there is no link, thus the google calendar sync request)
This page refers to the ability to sync to google when office event changes but I cannot find this template:
I am slowly figuring it out on my own but I have very little free time to devote to this.
I am the SharePoint developer for my company. I would love to see the below options in the approval Templates for SharePoint.
1. Like others said, when using the "When File is created" trigger we really need all the columns availbale to in actions\conditions. I created a custom column that I wanted to be updated when the document is approved (Condition: Response equals approved, if Yes Update item. Right not you will not see the custom column that was created, but this worked in Designer Workflows)
2. When the Approval is sent to the assigned person it says it was from me. Would like option to change that to be the person who uploaded the file or just from the site's name. Or edit the email so it doesn't include this info at all.
3. Easier way to create multiple conditions instead of having to figure out coding (ex: Condition set to review what all the Approvers submit as their response
@and(equals(body('Start_an_approval_(1)')?['response'], 'Approve'),equals(body('Start_an_approval_(2)')?['response'], 'Approve'),equals(body('Start_an_approval_(3)')?['response'], 'Approve')) )
4. A way for approvers to see their history of Approvals (someone has mentioned the option to recall an approval, so this is similar)
5. When you look at run history, an eaiser way to figure out which document it ran on instead of trying to match up the time of day to when it was updated and then clicking on every flow around that time and reviewing the details.
I know some of these have already been submitted to the Flow ideas.
Hi
I work with many clients as a consultant using SharePoint and Office 365.
Current requirement steps:
1) Create an item in a project request list
2) Wait for approval
3) When approved create a subsite based on a custom template
4) Update permissions
5) Create a list item in the new site
So I suppose the main two would be:
1) Create a subsite in SharePoint
2) Trigger: when a new site is created
Thanks
It's time for the SECOND Power Apps Copilot Coffee Chat featuring the Copilot Studio product team, which will be held LIVE on April 3, 2024 at 9:30 AM Pacific Daylight Time (PDT). This is an incredible opportunity to connect with members of the Copilot Studio product team and ask them anything about Copilot Studio. We'll share our special guests with you shortly--but we want to encourage to mark your calendars now because you will not want to miss the conversation. This live event will give you the unique opportunity to learn more about Copilot Studio plans, where we’ll focus, and get insight into upcoming features. We’re looking forward to hearing from the community, so bring your questions! TO GET ACCESS TO THIS EXCLUSIVE AMA: Kudo this post to reserve your spot! Reserve your spot now by kudoing this post. Reservations will be prioritized on when your kudo for the post comes through, so don't wait! Click that "kudo button" today. Invitations will be sent on April 2nd.Users posting Kudos after April 2nd at 9AM PDT may not receive an invitation but will be able to view the session online after conclusion of the event. Give your "kudo" today and mark your calendars for April 3, 2024 at 9:30 AM PDT and join us for an engaging and informative session!
TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users. With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips! THIS WEEK'S TIP: Unlocking Achievements and Earning BadgesAcross the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. These badges each signify a different achievement--and all of those achievements are available to any Community member! If you're a seasoned pro or just getting started, you too can earn badges for the great work you do. Check out some details on Community badges below--and find out more in the detailed link at the end of the article! A Diverse Range of Badges to Collect The badges you can earn in the Community cover a wide array of activities, including: Kudos Received: Acknowledges the number of times a user’s post has been appreciated with a “Kudo.”Kudos Given: Highlights the user’s generosity in recognizing others’ contributions.Topics Created: Tracks the number of discussions initiated by a user.Solutions Provided: Celebrates the instances where a user’s response is marked as the correct solution.Reply: Counts the number of times a user has engaged with community discussions.Blog Contributor: Honors those who contribute valuable content and are invited to write for the community blog. A Community Evolving Together Badges are not only a great way to recognize outstanding contributions of our amazing Community members--they are also a way to continue fostering a collaborative and supportive environment. As you continue to share your knowledge and assist each other these badges serve as a visual representation of your valuable contributions. Find out more about badges in these Community Support pages in each Community: All About Community Badges - Power Apps CommunityAll About Community Badges - Power Automate CommunityAll About Community Badges - Copilot Studio CommunityAll About Community Badges - Power Pages Community
TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users. With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips! This Week's Tip: Power Up Your Profile! 🚀 It's where every Community member gets their start, and it's essential that you keep it updated! Your Community User Profile is how you're able to get messages, post solutions, ask questions--and as you rank up, it's where your badges will appear and how you'll be known when you start blogging in the Community Blog. Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile. Password Puzzles? No Problem! Find out how to sync your Azure AD password with your community account, ensuring a seamless sign-in. No separate passwords to remember! Job Jumps & Email Swaps Changed jobs? Got a new email? Fear not! You'll find out how to link your shiny new email to your existing community account, keeping your contributions and connections intact. Username Uncertainties Unraveled Picking the perfect username is crucial--and sometimes the original choice you signed up with doesn't fit as well as you may have thought. There's a quick way to request an update here--but remember, your username is your community identity, so choose wisely. "Need Admin Approval" Warning Window? If you see this error message while using the community, don't worry. A simple process will help you get where you need to go. If you still need assistance, find out how to contact your Community Support team. Whatever you're looking for, when it comes to your profile, the Community Account Support Knowledge Base article is your treasure trove of tips as you navigate the nuances of your Community Profile. It’s the ultimate resource for keeping your digital identity in tip-top shape while engaging with the Power Platform Community. So, dive in and power up your profile today! 💪🚀 Community Account Support | Power Apps Community Account Support | Power AutomateCommunity Account Support | Copilot Studio Community Account Support | Power Pages
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Welcome to this month’s celebration of our Community User Groups and exciting User Group events. We’re thrilled to introduce some brand-new user groups that have recently joined our vibrant community. Plus, we’ve got a lineup of engaging events you won’t want to miss. Let’s jump right in: New User Groups Sacramento Power Platform GroupANZ Power Platform COE User GroupPower Platform MongoliaPower Platform User Group OmanPower Platform User Group Delta StateMid Michigan Power Platform Upcoming Events DUG4MFG - Quarterly Meetup - Microsoft Demand PlanningDate: 19 Mar 2024 | 10:30 AM to 12:30 PM Central America Standard TimeDescription: Dive into the world of manufacturing with a focus on Demand Planning. Learn from industry experts and share your insights. Dynamics User Group HoustonDate: 07 Mar 2024 | 11:00 AM to 01:00 PM Central America Standard TimeDescription: Houston, get ready for an immersive session on Dynamics 365 and the Power Platform. Connect with fellow professionals and expand your knowledge. Reading Dynamics 365 & Power Platform User Group (Q1)Date: 05 Mar 2024 | 06:00 PM to 09:00 PM GMT Standard TimeDescription: Join our virtual meetup for insightful discussions, demos, and community updates. Let’s kick off Q1 with a bang! Leaders, Create Your Events! Leaders of existing User Groups, don’t forget to create your events within the Community platform. By doing so, you’ll enable us to share them in future posts and newsletters. Let’s spread the word and make these gatherings even more impactful! Stay tuned for more updates, inspiring stories, and collaborative opportunities from and for our Community User Groups. P.S. Have an event or success story to share? Reach out to us – we’d love to feature you!
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