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mmetev
New Member

Create a folder in sharepoint when Excel cell changes

Hello dear community members,

 

I am trying to create and automation that will help me create a SharePoint folder when a cell in Excel is changed.

 

I have a data register for all deals and when the status of a deal changes I want a folder to be created with the deal's number.

 

I tried looking through all relevant topic but with no luck. This is new to me so all help will be much appreciated.

 

Thank you.

1 ACCEPTED SOLUTION

Accepted Solutions
eric-cheng
Solution Sage
Solution Sage

Hi @mmetev ,

 

Here's an example.

 

Based on this Excel, Deal1 will need a folder created.

 

ericcheng_1-1634215767618.png

 

Here is a flow

ericcheng_2-1634215831928.png

 

1. Flow will run every 30 mins but its up to you

 

ericcheng_3-1634215854081.png

 

2. Add a list rows present in a table with Status eq 'Opportunity'

 

ericcheng_4-1634215934996.png

 

3.  Add a filter array action to filter Processed is equal to No.  We need to do this as we cannot add 2 eq filters in the Excel connector

 

ericcheng_5-1634215983757.png

 

4. The compose action isn't required.  I should've removed it.  Add a Create a Folder action and also a Update a row action.  The Update a Row action is used to set the Processed to Yes so it won't get picked up in the next run.  To reference the deal value use @item()?['Deal'] but replace the part in bold with your column name.

 

ericcheng_6-1634216032448.png

 

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3 REPLIES 3
eric-cheng
Solution Sage
Solution Sage

Hi @mmetev ,

 

Unfortunately, there isn't a trigger for when a cell/row is modified in Excel.

 

For this to work, you will need to create a scheduled flow which will go in and check the status of each deal.  You could look at creating a column to act as a flag to indicate that a folder has already been created.  This will help narrow down which deal needs folders rather than having to loop through each deal.

 

--------------------------------------------------------------------------
If I have answered your question, please mark my post as a solution
If you have found my response helpful, please give it a thumbs up

Connect on LinkedIn

Great. Thanks.

 

How do I do all of this?

 

I guess that once the process goes through the cells will also check if the indicator is 0 (folder not created) or 1 (folder created) and will create folders for all lines where the status is "Opportunity" (in my instance) and then it will create the folder and will change the indicator for that row from 0 to 1.

 

And yet again, how do I do all of this?

eric-cheng
Solution Sage
Solution Sage

Hi @mmetev ,

 

Here's an example.

 

Based on this Excel, Deal1 will need a folder created.

 

ericcheng_1-1634215767618.png

 

Here is a flow

ericcheng_2-1634215831928.png

 

1. Flow will run every 30 mins but its up to you

 

ericcheng_3-1634215854081.png

 

2. Add a list rows present in a table with Status eq 'Opportunity'

 

ericcheng_4-1634215934996.png

 

3.  Add a filter array action to filter Processed is equal to No.  We need to do this as we cannot add 2 eq filters in the Excel connector

 

ericcheng_5-1634215983757.png

 

4. The compose action isn't required.  I should've removed it.  Add a Create a Folder action and also a Update a row action.  The Update a Row action is used to set the Processed to Yes so it won't get picked up in the next run.  To reference the deal value use @item()?['Deal'] but replace the part in bold with your column name.

 

ericcheng_6-1634216032448.png

 

--------------------------------------------------------------------------
If I have answered your question, please mark my post as a solution
If you have found my response helpful, please give it a thumbs up

Connect on LinkedIn

 

 

 

 

 

View solution in original post

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