Hope this is something some has a idea on how to solve
I have a folder in ShareoPoint where our team's budget files are added
Each team has a code c1, c2, c3 etc, the file name contains this code
I also have a SharePoint list with these codes with one of the columns being the email addresses of those in that team, this is a person type column, with multiple selections allowed, but this can be easily changed if it helps solution
Is it possible to build a power automate flow so when a file is added to the folder, based on the name of the file and its match on the SP list it would then send a copy of just that file to the right team
I'm familiar with attaching files on automated flows, but so far have only done so based on IF type statements, e.g. If file name contains C1 send to these people then if name contains C2 send those these, etc etc, but this is very manual when new people join a team. Hosting a list on SharePoint would allow the teams to update themselves
I did look into what others may have tried, but can't find anything which seems to match my two biggest issues
how to extract that part of the file name
once I do that how I match against the SharePoint list to generate the right set of email addresses
Thanks in advance
Angela
Related
Overview:
We’re in the process of switching to a new CRM. Importing Contacts and Companies - Easy. Importing the notes associated with those Contacts - Not so easy. For reference, there’s over 100,000 Contacts.
The Problem:
When I export Contacts from our old CRM, I get a .csv file that includes all Contact info and Note info for that Contact. Every Note that was created for a Contact is logged on a new row that includes: Contact First Name / Contact Last Name / Note Author / Note Create Date / Note. This is what a current export would look like:
Current .csv Export Example
This means that if a Contact had 8 Notes in the CRM, this Contact is duplicated for every Note.
If I upload this file to the new CRM, this contact is created 8x in the new CRM. Meaning I would have to merge this Contact 8x to merge all notes into one instance. This is clearly isn’t a sufficient solution.
What I’ve Tried:
I figured out how to combine comments from multiple rows into one cell on multiple lines using a =TRUEJOIN formula.
Ex: =TEXTJOIN(CHAR(10), TRUE, U12:U18)
I also figured out how to merge and combine data from 2 cells using a =CONCAT formula.
Ex: =CONCAT(TEXT(R4, "mm-dd-yyyy h:mm AM/PM")," - ",S4,": ",U4)
Goal:
What I’d like to do is identify the duplicate names, merge the Notes for that Contact into 1 Cell on multiple lines, while maintaining Note Creator and Create Date per comment. So I would have 1 Contact with all associated comments loaded to the new CRM. I would like to achieve something that would look like this:
.csv Example of What I Think it Should Look Like
I need help with a formula that would:
Identify duplicate names and remove all of the duplicate data from comment rows while maintaining the separate Note Creator, Note Create Date, and Note associated with that Note Creator.
There’s over 100K Contacts so conditional formula seems like the only way to achieve this.
I'm not sure if the title is a proper descriptor of what I'm trying to achieve here, hopefully it's close enough. I'm not a SharePoint expert, but I'm comfortable with creating forms and workflows as necessary to get something like this to work.
Basically, I need to have two separate SharePoint lists that are linked together, but one list needs to have row level security to hide data from other users that shouldn't see it. I need the column that is being linked to be an editable text box though, rather than a simple lookup field.
For example:
List A
Customer (text)
Description (text)
Sales People (person, multiple selections allowed)
Expenses (linked field)
List B
Customer (text)
Expenses (number)
Created by (just a reference that the sales people would actually "create" each row here)
Essentially, multiple people can be assigned to a customer in list a. The "sales people" are assigned by another user who actually creates the item for list a. I need to be able to have the people who are assigned as "sales people" to have a text box where they can enter their expenses, but on an individual basis, that would then be stored in list b with row level permissions to prevent them from seeing each others expenses totals.
List B would be able to show each sales person their full list of expenses across all the customers they are connected to, but not be able to see each others expenses. It's not a problem if the person creating the item for List A ends up with items in List B that are 0, but I need to be able to have the Expense field be an editable text box from a form that allows the sales people to enter their total expenses for that customer.
If I was building a custom application, this wouldn't be difficult to do, but I can't for the life of me figure out how to do this in SharePoint, or if it is even possible.
This is possible, but it will require custom development, using the SharePoint Object Model. Create your two lists and then you can either create a javascript/HTML based solution using libaries like jQuery and SPServices, or you can create a custom web part and use C# to update the lists. There's lot of examples out on the internet on how to do this. Write some code, and bring any problems you have with the code back to StackOverflow.
I've been trying to figure this out for 5 days, searched this site, watched youtube tutorials, and it's just not coming together for me. I know very little excel and no visual basic.
I need to be able to pull specific info from a website and populate an excel sheet with that info.
User-entered data (the variable?) is an email address. I have a long list of email addresses. From this list I want to generate the web data pull.
My excel is currently set up as a form, Column 1=email, that is the info I have. What I want to pull is in columns 2-8: 2=id number, 3=first name, 4=last name, etc.
The site I am pulling from is an internal API, looks like: http://blah.web.blah.com/blah/blah/blah/emailAddress. This site displays each value that I seek as:
<id>12345</id>, <firstName>Joe</firstName>
The site has over 25 lines of info tagged like this, I am only interested in pulling 7 specific lines into the appropriate column and row, based on the email value in Column 1.
I can easily capture all 25+ lines of info, one at a time.
=HYPERLINK("blah.web.blah.com/blah/blah/blah/"&A3
I would prefer to do this as a batch where I paste the email addresses into Column 1 and walk away while the magic computer executes the batch.
...this seems like it should be easy, but I don't know how to do it and haven't found a solution that starts to function. And like a seasoned Russian once said, "What is hard? Everything you do not know."
If you have excel 2013 , you can use FilterXML function
I have Excel sheet representing a survey that shall be dispatched to different departments (based on one department field). How can this be done with the help of SharePoint? Note that each department can only see the result (charts) pertinent to it.
You could host the Excel file in non-searchable document library and create some chart web parts that relate to different department.
This can't be done with a full security based on the excel contents, so if you want to have full security you must create multiple files.
I'm very new to using SharePoint. I have created a custom list that I use as a linked table in Access. As the access database pre-existed, i need the column names in my SharePoint List to match those that are in the Access Database, otherwise all my Reports & Queries etc will not work.
Is there a way to have a separate display name for the columns in my SharePoint List.
For example, the column names are currently like "Innov_Desc", which isn't User friendly. When the users are adding "New Items", I need to display "Description" for example.
Any help will be appreciated.
Thanks
Derek
If you are trying to do this change from the the user interface (from settings), I'm afraid it's impossible. You will have to do this change in the code.
Please check the links below to get general idea of what is involve when naming columns:
Finding the internal name and display name for a list column
SharePoint Column/Field Display Names vs Internal Names
You can change the display name to something more user friendly via the UI after the column has been created. The internal name of the column will remain whatever it was at the point of creation.