I would like to create or update an excel file with data from a sharepoint list.
I have identical data different vendors need regularily but of course in different excel files, structured slightly differently.
In order to simplify the process, I thought having a SharePoint list filled with the necessary information, press a button and the content is filled into excel files according to the predefined templates and then sent off as an email attachment.
Do you see any way to do this via flow? The option of doing everything in excel does somehow not strike my fancy.
Thank you for your time
Solved! Go to Solution.
Hi @RaoulDobal,
Please create a excel table in your Onedrive for business, the table should contain all the columns you want to send.
I have made a test on my side and have create a excel table in Onedrive for business as below:
I have created a sharepoint list as below:
The flow would run successfully as below:
A email would be sent with attachment as below:
Best regards,
Alice
Hi @RaoulDobal,
Please create a excel table in your Onedrive for business, the table should contain all the columns you want to send.
I have made a test on my side and have create a excel table in Onedrive for business as below:
I have created a sharepoint list as below:
The flow would run successfully as below:
A email would be sent with attachment as below:
Best regards,
Alice
Thanks for that - I concur, this works fine.
The only snag here ist that it is based on a onedrive for business solution and not a sharepoint library. Since this is a team-based task, the template library should be in sharepoint. Again, there are workarounds, but If possible, I would like to avoid have special shared folders for teams - this is what sharepoint is there for.
Raoul