Power Automate - Flow to Add Update Delete items from Excel to SharePoint - Part 02 - Detailed Look

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  • เผยแพร่เมื่อ 15 ธ.ค. 2024

ความคิดเห็น • 68

  • @jampeauk
    @jampeauk 4 ปีที่แล้ว +9

    Really hope you get the last video of this up soon, I have watched this now 3 times and I still cannot get my version of this flow to work.

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      Last video has been posted to Patreon and will be public later in the week.

  • @Jay-mh1xh
    @Jay-mh1xh ปีที่แล้ว +1

    This was exactly what I was looking for!!!! Thank you so much!

    • @JamieMcA
      @JamieMcA  ปีที่แล้ว

      Thank you for watching!

  • @Violenceinsilence
    @Violenceinsilence 4 ปีที่แล้ว +3

    I managed to successfully create this flow. The only catch is in the last step (Create Item) at 8:33, you need to enter manual values instead of choosing from the dynamic builder. The manual value will look something like this @items('Apply_to_each_-_Add_new_and_changed_items')?['Title']

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      You are totally correct. This is a key point. Glad you made it. Video 3 is recorded, but editing not finished.

    • @allybartz5398
      @allybartz5398 4 ปีที่แล้ว

      Why do we have to do this? Thank you :)

    • @munfordable
      @munfordable 4 ปีที่แล้ว

      Hi @solidheart07 can you please explain that last bit of code?

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว +1

      @@munfordable They are saying that you get the value of the object property in the last step by using a question mark. So it is OBJECT?['PropertyName']

    • @allybartz5398
      @allybartz5398 4 ปีที่แล้ว

      @@JamieMcA Thanks, Jamie. Will that code above change if it is for a "choice" column/value in SharePoint when creating an item?

  • @arthurnami5295
    @arthurnami5295 4 ปีที่แล้ว +1

    very nice and good explanation. When to expect part 3, this for clarification for the compose and parse functionality as this is not clear in how to do that in the video

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      Coming soon!

    • @arthurnami5295
      @arthurnami5295 4 ปีที่แล้ว

      @@JamieMcA Thank, hope it because i had the same issue as james, just the title peace of the compose and parse functional is missing, to make it all work, best rgds arthur

  • @carloshumbertocallejalopez9105
    @carloshumbertocallejalopez9105 4 ปีที่แล้ว +1

    This video is great! Do you have any plans to release part 3?

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว +1

      Yes, it's in progress. Keep watching.

  • @crsolutions5614
    @crsolutions5614 ปีที่แล้ว

    Hi Jamie, i am new to all this, but i have created a create new / update flow to take data from SQL Table to Sharepoint list, and have a unique SQL ID for each row.. I am looking some guidance on carrying out the delete function in relation to the record being deleted in SQL and ensuring this is removed from Sharepoint on a recurring basis. Any tips on the flow steps would be really appreciated. Thanks

  • @rozzumar9370
    @rozzumar9370 4 ปีที่แล้ว +1

    Thanks. I've got most of the way through but I'm struggling with the create item at the end. I don't get the options you have with the alarm clock symbol next to the field names. Please can you release part 3? I have contributed to your patreon.

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว +1

      Roz, thank you so much for joining us on Patreon. I have recorded part 3, editing has been tricky. Will post the completed solution file including dates and times there today. Also your question is answered in those posts in Patreon.

    • @rozzumar9370
      @rozzumar9370 4 ปีที่แล้ว

      @@JamieMcA Thanks again Jamie. Got it working. Now trying to teach myself how to update the items instead of deleting them as I'm updating a List that is providing a lookup to another List. If I delete the rows that have changed and recreate them rather than updating them, I think I'll lose the link in the main List. I've learnt lots from following your tutorial though so I might be able to figure it out eventually :)

  • @sininv1
    @sininv1 3 ปีที่แล้ว

    Do I need the Initialize variable? as mine is picking from SP

  • @sarikamageshbabu3832
    @sarikamageshbabu3832 5 หลายเดือนก่อน

    Hello, My flow is creating duplicates, I don't know how to fix it

    • @JamieMcA
      @JamieMcA  หลายเดือนก่อน

      It's usually a slight mistake in the formula.

  • @jayo3074
    @jayo3074 4 ปีที่แล้ว

    If I want to update a sharepoint item using the response from a form how would I go about this? Love the content btw!

  • @vjnvinod
    @vjnvinod 2 ปีที่แล้ว

    Awesome video, but i am getting some error,
    Flow save failed with code 'InvalidTemplate' and message 'The template validation failed: 'The inputs of template action 'Condition_2' at line '1 and column '10985' is invalid. Action 'Apply_to_each_Delete_SP_Items_which_is_not_in_Intersection' must be a parent 'foreach' scope of action 'Condition_2' to be referenced by 'repeatItems' or 'items' functions.'.'.

    • @JamieMcA
      @JamieMcA  ปีที่แล้ว

      These messages are usually the result of typos in the JSON or other parts, or other misalignments

  • @kamacete
    @kamacete 4 ปีที่แล้ว +1

    First of all, a very nice video. However, I tried to replicate your steps and I cannot save because of an error.
    "The template validation failed: 'The inputs of template action 'Compose_DestinationDocs' at line '1 and column '4273' is invalid. Action 'Apply_to_each_MainDoc' must be a parent 'foreach' scope of action 'Compose_DestinationDocs' to be referenced by 'repeatItems' or 'items' functions.'."
    could you please help me?

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว +1

      It seems there's been some issue during the build. Start over and try again as it's not easy to fix a Flow that has gone awry. Will release the detailed build video shortly.

    • @kamacete
      @kamacete 4 ปีที่แล้ว

      @@JamieMcA I will wait for the 3rd vídeo.
      thank you very much

  • @junwang874
    @junwang874 4 ปีที่แล้ว

    Hi, Jamie, Thank you for this nice video! One question about Table_query at 3:00, why I don't have that choice?

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      You need to select those columns in Excel and set them as Filter columns. (Right hand side of menu)

  • @silverwhite11
    @silverwhite11 4 ปีที่แล้ว

    Great video waiting for part 3, thank you

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว +1

      Coming soon!

  • @lissy9113
    @lissy9113 4 ปีที่แล้ว

    Is it possible to use this function to create several Sharepoint lists from one excel sheet? All of the lists would have the same columns.

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      Yes it would be possible, but if you're doing the comparisons against each list it's getting complex.

  • @allybartz5398
    @allybartz5398 4 ปีที่แล้ว

    Hi Jamie, thank you for the video. For my compose and parse JSON actions with SharePointkeys, I am getting the error "Invalid Type. Expected string but got Null." I have various columsn that, depending on the scenario, may have no data in the column. Is there a workaround for this?

  • @sininv1
    @sininv1 3 ปีที่แล้ว

    I need to update daily without any recurrence is it possible anytime any user to update or delete in excel & update to SP list . Can I just put manual trigger instead recurrence. Thx

    • @JamieMcA
      @JamieMcA  3 ปีที่แล้ว

      You could try to trigger on a change I guess.

  • @kturnbeaugh
    @kturnbeaugh 4 ปีที่แล้ว

    How do you do this when the "Title" is a number? I have a form that
    people fill out and it includes their ID number, I then have an Excel
    Spreadsheet that I want Microsoft Flow to look at and pull their email,
    department, title from and put into the Sharepoint list. The ID number
    is a number, which seems to confuse Sharepoint Online and Flow, or at
    least I can't get it to work.

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว +1

      I'd get the JSON lined up to accept that or convert the value to string. Depends what it will be in SP.

    • @kturnbeaugh
      @kturnbeaugh 4 ปีที่แล้ว

      @@JamieMcA In the form the user fills out the ID number, which propagates to a SharePoint List. I then, once an hour, want to have a flow check the Sharepoint list and the spreadsheet, and if the ID Number matches fill in the title, department, and email address.

  • @louielat77
    @louielat77 4 ปีที่แล้ว

    Awesome video! How easy do you think it would be to include dates too? We’d like to populate one of the columns with dates too

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      Totally doable. You can define the data as string in your JSON for the comparison and of course can populate the fields. From Excel you'll actually get a Serial Date, which is number of days since end of 1899. This can be converted to a date via formula addDays('1899-12-31',int(item()?['YourDate']),'yyyy-MM-dd'). Make sure to format the dates you get from SharePoint with the same mask so comparisons will work.

  • @Maverick-uw1nc
    @Maverick-uw1nc 4 ปีที่แล้ว

    Hi when can we get the video part3

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว +1

      In production right now

  • @robbygoel
    @robbygoel 4 ปีที่แล้ว +1

    Please release part 3.

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      This has now been released to Patreon community. Will become public a week later.

  • @stormywilliams3697
    @stormywilliams3697 4 ปีที่แล้ว

    Thanks for the great video/content!! I'm so close to getting this to work but it looks like I'm missing a step - At 8:44 mark where you have the condition creating an Item, it's labeled "Create Item 2" I don't see anywhere that you used this function/Action before this point, so I'm guessing that's why I'm having issues. Is this something you are saving for your Patreon members? or am I just missing something altogether? Thanks in advance!

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      Howdy! Thanks for watching! Create Item 2 is the only Create Item action. I guess it got that name during the build as I switched things around. Renaming such things in a Flow can create problems so it still has the misleading name.

    • @MrDeadbone
      @MrDeadbone 4 ปีที่แล้ว +1

      @@JamieMcA How did you manage to have the Create function in the end not being embedded in a 'Apply to all' function?
      Does this also come from switchting things around?

    • @hollis3597
      @hollis3597 4 ปีที่แล้ว

      @@MrDeadbone - I have this same question. The 'create item' function continues to put itself into a new 'Apply to Each' function every time I save the flow. This has happened on a newly created flow, along with the existing flow - deleting and recreating any of the steps as new has the same results. The flow seems to work, except for this fact (loops through the rows and adds row one data the maxrows number of times. then moves on to row two and adds that data multiple times...and so on.)

    • @Violenceinsilence
      @Violenceinsilence 4 ปีที่แล้ว

      ​@@hollis3597 @MrDeadbone I too was having this issue but I figured it out. In the create item action, when selecting values for fields, don't use dynamic builder. You are probably entering values from the previous get items step which is incorrect. Instead you need to manually enter the field value from current item which will look something like this @items('Apply_to_each_-_Add_new_and_changed_items')?['Title']

  • @DavidPrenticeJr
    @DavidPrenticeJr 3 ปีที่แล้ว

    Jamie, I think "Select" from Data Operations would of saved you so many steps.

    • @JamieMcA
      @JamieMcA  3 ปีที่แล้ว

      I'm always happy to refactor, will check it out. Thanks! :)

  • @WertzuHans
    @WertzuHans 4 ปีที่แล้ว +1

    This flow has no update functionality, it replace it! The previous videos explained a flow which used Update items to update existing one. This one will delete the item and create a new item! That's bad for SharePoint list where filed will be changed manually and other update automatically.

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      Yes, it is a trade off, but we're back to needing unique keys for Update. I wrote 4 versions of the Flow to get this result, the true CRUD Flow gets very large and difficult to explain.

    • @louielat77
      @louielat77 4 ปีที่แล้ว

      @@JamieMcA ah - wish I'd read this before spending a day trying to get it working. I was going to base another flow based on a new item being added, then send an email. However this is going to generate emails every time. Any other recommendations?

  • @A8OC
    @A8OC 4 ปีที่แล้ว

    I like the video, and it's helping me, but that piece to describe the JSON, and the final creation of the records if they don't exist, or have been updated, is critical. Shame you missed it out, as without that I'm struggling, and I'm sure others are too

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว +1

      I will post the step by step video shortly, production has been delayed slightly.

    • @A8OC
      @A8OC 4 ปีที่แล้ว

      @@JamieMcA Any update on the follow-up video Jamie?

  • @TrailersYT
    @TrailersYT 4 ปีที่แล้ว

    What if I want to do this with an excel with 20000 rows? Will it still be possible? Will it just take very long? They wont all be different each time, so they dont all have to be deleted and added
    Also, when is part 3 coming?

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      I have not tested to to that scale but am in the process of preparing something. There are a bunch of data limits for Flow which you could run into and some way of chunking is likely required.

    • @TrailersYT
      @TrailersYT 4 ปีที่แล้ว

      @@JamieMcA i managed to get it down to 8000 rows, I will watch it as soon as it comes out. I have a project from my internship and I really need this done 🙃
      Is there any date set for the release?

    • @louielat77
      @louielat77 4 ปีที่แล้ว

      Me too!

    • @JamieMcA
      @JamieMcA  4 ปีที่แล้ว

      @@TrailersYT I was planning a couple of different videos before that one. :(

    • @TrailersYT
      @TrailersYT 4 ปีที่แล้ว

      @@JamieMcA I figured it out myself, made 2 flows I found online into 1 flow

  • @irwinhirsh6647
    @irwinhirsh6647 4 ปีที่แล้ว

    Hi there, I think that the information contained in this Video [ th-cam.com/video/QcWjAt7QVn4/w-d-xo.html ] will work around the need to parse the variables and the JSON build