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P_SA
Helper V
Helper V

Power Virtual Agent to fetch documents from Sharepoint

Hello All ,

I am new to PVA  , hence seeking suggestions.. Is it possible to create a bot which can send me the link to a specific document in Sharepoint ? 

example : If i type " resource sheet " . it should fetch me the link where this document is located.. 

 

 Need suggestions.. thanks in advance

1 ACCEPTED SOLUTION

Accepted Solutions
pstrindlundcat
Advocate I
Advocate I

Hi @P_SA . If you haven't had time to look at this already, here's some high level steps.

  1. Create the Bot and the Topic
  2. Add 'Call for action' and create the flow. Save the flow as it is.
  3. Create a Solution and add the flow into that solution (now the flow will show up in PVA). https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow#move-a-flow-to-the-solutions-tab...
  4. Update the flow and add the action "SharePoint - Get files" and save the property "Link to item" for the document you want. Pass that value back to PVA using the pre-built output string.

Let me know if you want more details or if this is enough to get you started!

View solution in original post

5 REPLIES 5
jpirelli
Microsoft
Microsoft

Hi! Through flow you can connect to sharepoint and return information, yes. I'd say get a simple bot working with a connection to MS Flow, from there, add in a sharepoint connector and there will be tons of possibilities!

https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow 

@jpirelli  Could you please help me with step by step procedure  for my requirement ?  I am struggling. 

If you follow the link I gave to integrate with Flow, then you can follow something like this to build the flow:

https://powerusers.microsoft.com/t5/General-Power-Automate/item-link-to-open-word-online/td-p/111306 

pstrindlundcat
Advocate I
Advocate I

Hi @P_SA . If you haven't had time to look at this already, here's some high level steps.

  1. Create the Bot and the Topic
  2. Add 'Call for action' and create the flow. Save the flow as it is.
  3. Create a Solution and add the flow into that solution (now the flow will show up in PVA). https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow#move-a-flow-to-the-solutions-tab...
  4. Update the flow and add the action "SharePoint - Get files" and save the property "Link to item" for the document you want. Pass that value back to PVA using the pre-built output string.

Let me know if you want more details or if this is enough to get you started!

View solution in original post

You might also consider just returning the link to the SP list item and emailing them the document -using a flow as suggested. 

 

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