What is Microsoft Flow?
Work less, do more!!
I completely agree after using Microsoft Flow. Microsoft flow is an online automation workflow service. Using this we can easily automate business process like data collection, send notifications, approval workflows, synch files across services.
- No code solution. A Business user can do basic flows
- About 200+ readymade templates available for us to talk with multiple source systems
- Mobile responsive
- Fully supported/integrated with latest Microsoft corporate collaboration platforms like SharePoint, Teams, PowerApps, Dynamics 365 etc.,
- Can connect with global collaboration tools like twitter, Facebook etc.,
- Can connect to on premise systems as well using Gateway
Where can I start flow for SharePoint?
- Directly from SharePoint lists/Libraries
- From Microsoft flow site https://flow.microsoft.com
Why need it for SharePoint?
Business Requirement: I have a SharePoint list “Projects” where my customer manage all projects across our portfolio. Customer portfolio business manager want a data abstract of this Project details in a CSV format every week Monday to present his stakeholders.
Microsoft Flow will help us to achieve this requirement in less than an hour with no code.
Note: You need a valid flow license to connect to https://flow.microsoft.com as it doesn’t come along with essential o365 license. I will use my developer credentials.
Start the Flow:
Let’s start the Flow from our SharePoint list, at the list command bar click “Flow” and “Create a flow”
It will display all available SharePoint connectors, we must select “Copy SharePoint list items into a CSV each week”. This template will copy the SharePoint list data and saves it as CSV file in OneDrive.
Microsoft will redirect you to flow site and sets the initial connections across services.
Once the required connections are established, we can edit our flow to add the SharePoint list path
It’s very much self-explanatory, Flow creates a CSV Table and creates a Output.csv (file name with today’s date)
Go to OneDrive and we can see an excel file is created by our Flow.
Amazing!!.. My SharePoint list data is exported to an excel file with no code.
Always create Team Flows:
As when we created the flow it uses the persons credentials for establishing the connections, so its high risk if the person moves out of business. Microsoft recommends creating Team Flows (Add multiple owners)
Go to “My Flows” and Click “Share”
Now I got additional owner to my flow
Once the flow is added with additional owners it will be available in “Team Flows” so that all owners can do all sort of action the original owner can do.
Anytime owners can change the connections from here.
Hope we are going to enjoy Flow with SharePoint in all our automations. I know its bit silly with this simple article, let’s get into some custom advanced Flow in later blogs.
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