The ask, get the appended comments of a SharePoint Online (SPO) list item. One of the makers is working on a Power Apps canvas app and their data source is an existing SPO list. In this list, the maker has a "Comments" column with the Append changes to existing text setting enabled. Per the project … Continue reading SharePoint Online: Appended Comments + Canvas Apps + Cloud Flows
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Power Apps: User Defined Functions (UDF) | Calculate Days in Month
The ask, evaluate user-defined functions (UDFs), an experimental feature of canvas apps. Can the client's existing solutions benefit from UDFs whenever they become generally available (GA)? The short answer is yes. UDFs would allow app makers to create their own Formulas to be used throughout their respective canvas apps. This becomes helpful because as solutions … Continue reading Power Apps: User Defined Functions (UDF) | Calculate Days in Month
Power Automate: Cloud Flows + Complex Conditional Logic
The ask, see if there is a better way to conditionally update a Salesforce record whenever there is a value mismatch between it and SharePoint Online (SPO), the source system. There is already a Condition block with a nested Update record action, but can the condition logic be improved? Figure 1 - Power Automate cloud … Continue reading Power Automate: Cloud Flows + Complex Conditional Logic
Power Automate: Cloud Flow Gotchas | Infinite Loops
The ask, figure out why a maker's cloud flow is running more than expected. Their flow was only recently enabled for PROD, but they reported receiving an email (Figure 1) that their flow was "performing slow" shortly afterwards. Shortly after that, they received a second email (Figure 2) that their flow was "running too many … Continue reading Power Automate: Cloud Flow Gotchas | Infinite Loops
SharePoint Online: Column Indexes + Power Automate
The ask, figure out why a maker's Send an HTTP request to SharePoint flow action runs long without returning anything. The action just hangs even though it was running perfectly just a few days ago. Copying and testing the REST API directly in a browser, the maker reported a threshold error message: Figure 1 - … Continue reading SharePoint Online: Column Indexes + Power Automate
Power Automate: SharePoint Online | Check If Document Set Exists [ v3 ]
The ask, find another, another way to determine whether a document set exists or not. Still using the Deal ID value as the unique identifier, instead of adding the Get files (properties only) action [ option #2 ], use the Send an HTTP request to SharePoint action. This particular HTTP request action takes advantage of … Continue reading Power Automate: SharePoint Online | Check If Document Set Exists [ v3 ]
Power Automate: SharePoint Online | Check If Document Set Exists [ v2 ]
The ask, determine whether or not a document set exists before Power Automate tries to create one. Otherwise, the cloud flow will run long, appear stuck, and eventually fail. The flow could check for an existing document set by Name, but because SharePoint Online (SPO) isn't the source of truth system. this column value isn't … Continue reading Power Automate: SharePoint Online | Check If Document Set Exists [ v2 ]
SharePoint Online: JSON Column Formatting | Link to Power Apps
The ask, create a dynamic link from a SharePoint Online (SPO) document library, navigating end-users to a Power Apps canvas app. This app expects "deal_id" as a parameter, Param(), which would be the id of the library item. Is it possible? Yes. Is it complicated? No. SPO libraries, which inherit from lists, are relatively easy … Continue reading SharePoint Online: JSON Column Formatting | Link to Power Apps
Microsoft 365 Copilot: Data Readiness | SharePoint Online
The ask, evaluate and audit the SharePoint Online (SPO) environment before the Microsoft 365 Copilot rollout, Microsoft's artificial intelligence (AI) assistant for the M365 apps. The top-most concern of the business leaders is whether or not their content is permissioned properly. Though, a security audit could easily help identify SPO sites with lax sharing and/ … Continue reading Microsoft 365 Copilot: Data Readiness | SharePoint Online
Power Automate: SharePoint Online | Update Document Set Metadata
The ask, update the metadata of a document set using a Power Automate cloud flow. In this ask, the document sets are created when certain conditions are met in an external source system. Post-creation, that metadata is kept in sync, receiving updates as changes are made in the source system. So, creating the document set … Continue reading Power Automate: SharePoint Online | Update Document Set Metadata
Power Automate: SharePoint Online | Check If Document Set Exists
Document sets aren't new to SharePoint Online (SPO), but plenty of organizations are just discovering them as they're a great way to bundle related documents. And document sets allow organizations to group and manage these related files as a single entity, defining metadata for the entity instead of individual files. Figure 1 - SharePoint Online … Continue reading Power Automate: SharePoint Online | Check If Document Set Exists
SharePoint Online: Add Shortcut to OneDrive | Explained
There are essentially two content sync options in SharePoint Online (SPO). Traditional Sync, which is pretty straight-forward, and Add shortcut to OneDrive, which is a bit more confusing for some. Because the shortcut button is stand-alone and it doesn't explicitly say "sync," it does something completely different, right? Figure 1 - SharePoint Online document library … Continue reading SharePoint Online: Add Shortcut to OneDrive | Explained
SharePoint Online: Understanding | Permission Levels
SharePoint Online (SPO) permissions are similar, but a bit different than permissions typically applied to the file share. Partly because SPO is designed to be self-servicing, meaning that it could be managed by end-users, the non-IT people. Historically, the IT group was responsible for configuring all permissions for all business content. Now, the site owner, … Continue reading SharePoint Online: Understanding | Permission Levels
SharePoint Online: Document Sets | Default Folders Only
Document sets are essentially metadata-enabled folders, ideal for standardizing and bundling documents in a predefined folder structure, allowing people to manage their related assets as a single entity. Imagine HR onboarding a bunch of new hires. On their first day, HR creates a record for each person, then shares the item with the respective new … Continue reading SharePoint Online: Document Sets | Default Folders Only
Power Automate: SharePoint Online | Folders to Document Sets
Nested folders are abundant in many, many SharePoint Online (SPO) tenants. Largely because a lot of organizations aren't ready to adopt a flat content architecture. Fortunately, plenty of their root directories adhere to strict folder naming conventions, so several of those root folders can be recreated as document sets. One perk of document sets is … Continue reading Power Automate: SharePoint Online | Folders to Document Sets
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