I am trying to trigger at Power Automate flow, from at Modern SharePoint list element.
By default this is pretty straight forward, as these two links also show.
https://www.youtube.com/watch?v=2Hp9CTd8zQU
https://michalguzowski.pl/how-to-trigger-microsoft-flow-in-sharepoint-list/
However, when I try the name of the flow simply does not show up anywhere in SharePoint. As such:
My flow (my first trigger is "For a selected element"). Also the flow was created through Sharepoint using the PowerAutomate option.
Where in SharePoint I would expect an option called "TestTrigger4" to show up (excuse the strange language)
enter image description here
Clear the browser cache, wait for minutes, then re-open the list to compare the result.
I found the solution.
The answer is that only Power Automate flows from the default solution can be run like this through SharePoint.
Related
I would like to display a graph on the home page of my sharepoint online site. I can add in a quick chart but it does not fit my requirements.
Basically, I have a task logger where i log all incoming tasks, they are assigned a status - closed, completed, in progress, on hold, and pending.
I would like to display this visually on the home page so we can see how many tasks per status.
I think the x axis would the status and the y axis would be the value.
I'm not sure how to achieve this? i've seen multiple examples of coding for this but being inexperienced in coding, i'm not sure how to amend or adapt the codes for my requirements.
If someone could please provide a solution or have any ideas, that would be greatly appreciated.
We can use the solution below from GitHub to achieve it.
Modern Charts
Or we can use modern script editor web part with chart js plugin and REST API to achieve your requirement.
In classic site page, we can use script/content editor web part with custom JavaScript code to achieve it.
If You don't plan to code the solution I would suggest two different then quick chart webpart approaches:
File Viewer webpart - You could create some excel file to store all Your task list there. This file could be stored on some document library. The excel file could have data in one tab and chart in other. Using File viewer You could add this excel file on any SharePoint page. On one Page You could present the tab to change data (tasks), on other the tab that has the chart. I know..a bit of a workaround but this is one of the simplest solutions I thought of without coding :)
Power BI- this tool for sure may will fit any needs as in this tool You may do almost anything. Of Course You need Power BI server for this. You may create any chart/report with this also from data taken directly from SharePoint
Hope this will be of any help to You
Clearly I need to edit my question.
If I'd like to create a process, a process for registering and handlig some kind of event inside an organisation, where you first register this event, by giving it a title, and some other properties (date, description etc), then this event should be handled in some ways, this will be done in several steps in order to resolve this event. What would be the best way to do this? I'm not looking for an answer in code, just a keyword for what this could be called, or a guide/tutorial, or a link to something similar.
All help is appriciated, if u don't understand my question please tell me, and I will try to elaborate.
Since you tagged this SharePoint, I assume you have a SharePoint site set up already. On that site, you want to create a list (either a calendar list or a custom list; try both and see which option has more columns you'll use, then add/remove columns until you're capturing all the data you need). Then you want to create a workflow (or workflows) that run on items created in that list. Workflows created in SharePoint Designer can do everything you're asking, from sending automatic emails to changing fields in your items. Googling "SharePoint workflows" will start you down the road to developing your solution.
If I have a list containing NAME and EMAIL of approximately 10 rows, is there a workflow work-around allowing me to send an email to all recipients of the “selected view” of the list? The scenario involves simply browsing the list, opening a link (or clicking a button) that launches a new message in Outlook. If the above is possible, can I customize the (a) message body with a stored template, (b) carbon copy recipients and (c) message subject? Have any workarounds to accomplish this? Trying to do so without any extensions to SP with Visual Studio. Any links, tips, tricks to accomplishing this?
I intentionally created an SP site with external sharing enabled because I wanted any child sites beneath it to be externally accessible. I want to do so, however, without external users accessing the parent. Is this possible?
I’m exploring opportunity #2 above because I’d like teachers to collect documents from a “shared” read-only folder yet be permitted to create a personal (i.e. team) folder that is writable. In doing so, I’d like the modified document in their personal folder to be (a) numerically rated and (b) freely tagged with meta attributes. Thinking here is that team members can search for docs that are associated with the freely created meta data. Question is, is there a way to propagate all the meta data generated so that users can select/enter it in their subsequent searches?
Thanks
I'll only answer to your 1 (because I don't understand the 2, and the 3 seems too complex to help on a forum like that).
A workflow looks at only one row/item, so you cannot do what you want in that way. At my work I don't have access to the backend programming (C#) so I'm doing everything with JavaScript. In your case you could use JavaScript in this scenario :
The user goes to a page and click on a button
A JavaScript code is triggered and gets all the data from the list
The JavaScript code creates a new item into a special list with the collected data
There is a workflow tied to this special list that sends an email based on the different fields
The last step of the workflow is to delete the item from the special list
In this scenario you can use templates for the body, and do all the things you want.
To use JavaScript with Sharepoint you can look at my framework that is called SharepointPlus or at the popular SPServices.
I have written a Dialog that uses an Advanced Find where the user types in part of a search term, i.e., similar to:
Dialog’s Query Step: Demystifying the Advanced Mode Capabilities.
In my case I created one to find all the Contacts in a post code area starting with "xyz..."
It works fine and I get the contacts in a picklist. How can I get this in a grid of results like you can for a regular advanced find? As I understand it the Query CRM data operation only gives you radio buttons or a list as output types. But is there some ingenious way of grabbing the results perhaps via a child workflow and writing them to a grid?
I'm sure you're looking for something a little more out of the box, but one approach would be to use an HTML web resource. You can mimic the dialog look and feel by using the CRM 2011 Style Guide included in the SDK (in the sdk\resources\styleguide folder).
I think this cant be done out of the box. You can of course create a webresource and then embed the advanced find view using fetchxml query.
Please take a look at the following url. Hope it helps.
http://crmentropy.blogspot.com/2009/11/embedding-advanced-find-views-in-entity.html
I'm still learning Sharepoint and all of its various concepts, so apologies in advance for my ignorance. Here's what's going on - my company is moving a whole bunch of forms from another application into Sharepoint as InfoPath forms. Each InfoPath form is a Sharepoint list. So, we've got something like 300 different lists representing these forms.
My task is to put these lists on a page in some kind of reasonable format, meaning we need to present them in more reasonably-sized groups. Essentially, what I think I need is a list of lists. I've seen a few discussions here on this topic, all of which end with "Sharepoint doesn't provide a list of lists you need to do it yourself". I attempted to use a Content Query web part, but that only could get me the items inside each list, which in this case isn't what I want - I want the Sharepoint list itself.
From what I've read, it sounds like some custom code can build what I want. Is there any other way for me to group these lists?
Edit for more information: Part of the problem we have is that we aren't sure how to group the lists. I believe what Tom says below, that it's pretty easy to get a list of all the lists. But somehow, we still have a need to get the lists into the appropriate buckets.
For example, let's say there are 10 lists, and we want to group them by department. The first three belong to HR, lists 4-7 belong to IT, and lists 8-10 are Executives. Even with a custom code solution, we still need to make that connection, and I'm not sure how to do that (easily). If that's going to be a manual process anyway, it seems like a master list like #strongopinions suggests will be easier than a custom code solution?
I got this working using SharePoint Designer and a DataFormWebPart.
Steps:
Open the SharePoint site by clicking File -> Open Site and entering your site's URL (Ex: http://servername/sitecollection/subsite)
Open the page you will be adding the webpart to (Ex: default.aspx)
Click in one of your web part zones
Add the DataFormWebPart by clicking Insert -> SharePoint Controls -> DataView
In the Data Source Library pane on the right, under XML Web Services, click Connect to a Web Service.
Enter in a service description location to the Lists.asmx web service (Ex: http://servername/sitecollection/subsite/_vti_bin/Lists.asmx)
Click Connect
Choose GetListCollection for the operation
Click on your newly created Lists datasource and click Show Data from the dropdown
CTRL+Click to select DefaultViewURL and Title
Click Insert Selected Fields as.. -> Multiple Item View
Save your page and you're done!
P.S. You can also use something like this to generate a nice link:
<a>
<xsl:attribute name="href">
<xsl:value-of select="#DefaultViewUrl"/>
</xsl:attribute>
<xsl:value-of select="#Title"/>
</a>
Edit
Shoot. Didn't see the SharePoint2010 tag... these are instructions for SharePoint 2007. I'll leave this answer up here in case it is helpful.
I think the most flexible solution would be to create a custom webpart. With Visual Studio 2010, creating and deploying webparts is easier than ever before and the code to list all lists isn't very difficult either.
Not that I don't like SharePoint Designer, but I don't like to call the SharePoint webservices from inside SharePoint. It doesn't sound really performant.
Let me know if you need some help with the code.
You could create a list of links in SharePoint to act as a "master list." This list would contain URLs to each of the other lists. Then display your "master list." This would have to be created by hand though. Other than that you would probably have to use custom code to generate the list.