Skip to content

Commit cd0411b

Browse files
committed
Updated business apps docs with screenshots and more
Updated business apps docs with screenshots and more
1 parent 289d0b4 commit cd0411b

29 files changed

+76
-135
lines changed

docs/business-apps/power-automate/get-started/set-up-sharepoint-site.md renamed to docs/business-apps/get-started/set-up-sharepoint-site-lists-libraries.md

Lines changed: 11 additions & 6 deletions
Original file line numberDiff line numberDiff line change
@@ -1,20 +1,25 @@
11
---
22
title: Set up your SharePoint site with lists and libraries
33
description: Set up your SharePoint site with lists and libraries
4-
ms.date: 12/12/2018
4+
ms.date: 3/11/2020
55
ms.prod: sharepoint
66
localization_priority: Priority
77
---
88

99
# Set up your SharePoint site with lists and libraries
10-
1110
To successfully complete the *Getting Started* tutorials, set up your SharePoint site with the following items.
1211

13-
## Projects list
12+
## Microsoft 365 tenant
13+
To use Power Automate and build flows, you need an Office 365 tenant.
14+
15+
If you already have an Office 365 tenant, see section **Create Projects list** below.
16+
17+
If you don't have one, you can get an Office 365 developer subscription when you join the [Office 365 Developer Program](https://developer.microsoft.com/office/dev-program). See the [Office 365 Developer Program documentation](https://docs.microsoft.com/office/developer-program/office-365-developer-program) for step-by-step instructions about how to join the Office 365 Developer Program and sign up and configure your subscription.
18+
19+
## Create Projects list
1420
Create a new SharePoint list called **Projects**. To create a new SharePoint list, follow these steps.
1521

1622
### Create a new list
17-
1823
1. In your Microsoft 365 tenant, browse to a modern SharePoint site.
1924

2025
> **Note:** You can use either a modern Teams site or a Communications site.
@@ -24,7 +29,6 @@ Create a new SharePoint list called **Projects**. To create a new SharePoint lis
2429
3. In the **Create list** panel, enter the following:
2530

2631
* **Name**: Projects
27-
* **Description**: Projects list
2832

2933
4. To create the list, select **Create**
3034

@@ -40,7 +44,6 @@ Create a new SharePoint list called **Projects**. To create a new SharePoint lis
4044
7. To add the column to the Projects list, select **Save**. The new **Owner** column becomes available in the **Projects** list.
4145

4246
### Add new project items
43-
4447
In the List command bar, select **New**, and add the following list items:
4548

4649
* Item 1
@@ -58,3 +61,5 @@ In the List command bar, select **New**, and add the following list items:
5861
## Next steps
5962

6063
Now that you have set up your SharePoint site with the lists and libraries, you are ready to build your first flow.
64+
65+
![Project lists for Getting Started Power Automate tutorials](../../images/flow-tutorials-setup-projects-list.png)

docs/business-apps/introduction-to-sharepoint-business-process-integration.md

Lines changed: 5 additions & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -1,7 +1,7 @@
11
---
22
title: Business apps and business process automation
33
description: Business apps and business process automation.
4-
ms.date: 04/02/2030
4+
ms.date: 04/02/2020
55
ms.prod: sharepoint
66
localization_priority: Priority
77
---
@@ -63,3 +63,7 @@ Power Apps also lets you easily customize the form for a SharePoint list. For ex
6363
* Add formatted text and graphics.
6464

6565
When you publish your changes, the form is embedded within the SharePoint list for use by all of its users.
66+
67+
## Next steps
68+
* [Get started with Power Automate and SharePoint](./power-automate/get-started/create-your-first-flow.md)
69+
* [Get started with Power Apps and SharePoint](https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/customize-list-form)
Lines changed: 17 additions & 22 deletions
Original file line numberDiff line numberDiff line change
@@ -1,67 +1,63 @@
11
---
22
title: Connect your flow to other services
33
description: Connect your flow to 200+ services available in Power Automate, and build an integrated experience to perform actions in the services.
4-
ms.date: 12/12/2018
4+
ms.date: 3/11/2020
55
ms.prod: sharepoint
66
localization_priority: Priority
77
---
88

99
# Connect your flow to other services
10-
1110
Connect your flow to 200+ services available in Power Automate and build an integrated experience to perform actions in the services. This article continues building the *Projects* list flow built in the previous article *Create your first flow*.
1211

1312
## Connect to Microsoft Teams
14-
1513
In this article, we will connect to Microsoft Teams and post a message to one of the channels.
1614

1715
> **Note:** While this article focuses on Microsoft Teams, you can also connect to various other services in your flow.
1816
1917
### Edit the flow
20-
2118
1. In your browser, switch to the **flow designer** tab.
2219

2320
2. If you do not have the flow designer tab opened, to open the flow, follow these steps:
2421
* Browse to the **Projects** list.
25-
* Select **Flow**, and then select **See your flows**.
26-
* If promoted, sign in with your Microsoft 365 account.
27-
* In the **My flows** tab, select **Send an email for new projects** flow.
28-
* To edit the flow, select **Edit flow**.
22+
* Select **Automate**, then select **Power Automate** and then expand to select **See your flows**.
23+
* If prompted, sign in with your Microsoft 365 account.
24+
* In the **My flows** tab, select **Send a customized email when a new SharePoint list item is added** flow.
25+
* To edit the flow, in the flow details page, select **Edit** in the top command bar.
2926

3027
3. In the flow designer, select **+ New step**.
3128

32-
4. Select **Add an action**. The actions list opens where you can search and browse for various actions available in your flow in Power Automate.
29+
4. In the search box, to search for Teams-based actions, enter **Teams**.
3330

34-
6. In the search box, to search for Teams-based actions, enter **Teams**.
31+
5. In the results, to filter the actions to just Teams, select the **Microsoft Teams** connector.
3532

36-
7. In the results, to filter the actions to just Teams, select the **Microsoft Teams** connector.
33+
![Search for Microsoft Teams connector](../../../images/gs02-choose-action-microsoft-teams-connector.png)
3734

38-
8. In the available actions list, select **Microsoft Teams - Post message**.
35+
6. In the available actions list, select **Microsoft Teams - Post message**.
3936
> To read more about the action and what it does, select the **information** icon.
4037
4138
![Add Team connector actions in your flow](../../../images/gs02-microsoft-teams-connector.png)
4239

43-
9. As soon as the action is added, Power Automate begins to create the Teams connection. After the connection is created successfully, the action with the available inputs appears.
40+
7. As soon as the action is added, Power Automate begins to create the Teams connection. After the connection is created successfully, the action with the available inputs appears.
4441

4542
![Microsoft Teams post messsage action](../../../images/gs02-microsoft-teams-post-message-action.png)
4643

47-
10. To see the connection information, select the **...** (ellipsis) button. To see the connection information the Teams action is using, check the **My connections** section.
44+
8. To see the connection information, select the **...** (ellipsis) button. To see the connection information the Teams action is using, check the **My connections** section.
4845

49-
11. For the Teams action, enter the inputs.
50-
* Team Id: From the picker, select a team.
51-
* Channel Id: From the picker, select a channel.
46+
9. For the Teams action, enter the inputs.
47+
* Team: From the picker, select a team.
48+
* Channel: From the picker, select a channel.
5249

53-
12. To construct a message that includes the project information, we must interact with the dynamic content panel. In the **Message**, enter the following in this same order:
50+
10. To construct a message that includes the project information, we must interact with the dynamic content panel. In the **Message**, enter the following in this same order:
5451
* Enter: **A new project**.
5552
* In the dynamic content list, search and select the following property: **Title**.
5653
* Enter: **was added to the Projects list by**.
5754
* In the dynamic content list, search and select the following property: **Created By DisplayName.**
5855

5956
![Microsoft Teams post messsage action with input values](../../../images/gs02-microsoft-teams-post-message-with-inputs.png)
6057

61-
13. To save your flow, on the command bar, select **Save**.
58+
11. To save your flow, on the command bar, select **Save**.
6259

6360
## Test your flow
64-
6561
1. On the command bar, select **Test**.
6662

6763
2. Select **Using data from previous runs**. Because you already had previous runs of this flow in the previous article, you can select the same data for this flow run as well.
@@ -75,5 +71,4 @@ In this article, we will connect to Microsoft Teams and post a message to one of
7571
5. As a result of this flow run, you receive an email, and a message is posted on the selected Teams channel.
7672

7773
## Next steps
78-
79-
In the next topic, we will use the same flow and add ... .
74+
Learn new skills and discover Power Automate with step-by-step guidance by exploring learning paths and modules available here: [Power Automate Learning Paths](https://docs.microsoft.com/en-us/learn/browse/?term=Power%20Automate&products=power-automate).

docs/business-apps/power-automate/get-started/create-your first-flow.md

Lines changed: 9 additions & 16 deletions
Original file line numberDiff line numberDiff line change
@@ -1,23 +1,20 @@
11
---
22
title: Send an email when a new item is created or modified in a SharePoint list
33
description: Send an email when a new item is created or modified in a SharePoint list
4-
ms.date: 12/12/2018
4+
ms.date: 3/11/2020
55
ms.prod: sharepoint
66
localization_priority: Priority
77
---
88

99
# Send an email when a new item is created or modified in a SharePoint list
10-
1110
Using Power Automate, you can easily automate day-to-day tasks or build repetitive tasks in SharePoint that help you stay productive.
1211

1312
In this tutorial, you will create a flow that sends an email when a new item is added or modified in a SharePoint list.
1413

1514
## Required setup
16-
17-
Before proceeding with these instructions, make sure your SharePoint site is set up with the required lists and libraries.
15+
Before proceeding with these instructions, make sure your SharePoint site is set up with the [required lists and libraries](../../../business-apps/get-started/set-up-sharepoint-site-lists-libraries).
1816

1917
## Create a flow
20-
2118
1. In your SharePoint site, browse to the **Projects** list.
2219

2320
2. To create and manage flows for a list or a library, from the command bar, on the list or library page, select **Automate** > **Power Automate**. Selecting **Power Automate** expands to show you more options:
@@ -49,16 +46,16 @@ Before proceeding with these instructions, make sure your SharePoint site is set
4946
5047
![Flow template - send email when an item is added in a list](../../../images/gs01-create-a-flow-when-item-is-added-template.png)
5148

52-
6. To create the flow, select **Create Flow**. Any connections that require a connection is also attempted during this step. After the flow is created successfully, you are redirected to the flow designer where you can edit and modifify the flow if needed.
49+
6. To create the flow, select **Create Flow**. Any connections that require a connection is also attempted during this step. After the flow is created successfully, you are redirected to the flow details page where you can edit and modifify the flow if needed.
50+
>Your flow is active as soon as you save the flow. In this case, this flow that will send an email when new items are added to the list is now active, and runs whenever new items are added to the **Projects** list in the specified SharePoint site.
5351
54-
![Flow designer - send email when an item is added in a list](../../../images/gs01-designer-when-item-is-added-template.png)
52+
![Flow designer - send email when an item is added in a list](../../../images/gs01-when-item-is-added-template-flow-created.png)
5553

56-
7. Select the name of the flow that reads **Send a customized email when a new SharePoint list item is added**, and enter the following name for the flow:
57-
* Send an email for new projects
54+
7. Click **Edit** in the top command bar to edit the flow in the flow designer.
5855

59-
The SharePoint actions are represented with the SharePoint logo in the flow designer.
56+
![Flow designer - send email when an item is added in a list](../../../images/gs01-designer-when-item-is-added-template.png)
6057

61-
8. In the **When the new item is created** action, to expand the action, select **Edit**. Note the input configured to the SharePoint site address and list name from where you created the flow.
58+
8. Click on **When the new item is created** trigger to expand and view the configured properties.Note the input configured to the SharePoint site address and list name from where you created the flow.
6259

6360
9. In the **Send Email** action, to expand the action, select **Edit**. All the input is filled in with dynamic values from the **Get my profile** and **When the new item is created** actions.
6461

@@ -68,17 +65,14 @@ Before proceeding with these instructions, make sure your SharePoint site is set
6865

6966
11. To save the flow, select **Save**.
7067

71-
Your flow is active as soon as you save the flow. In this case, this flow **Send an email for new projects** is now active, and runs whenever new items are added to the **Projects** list in the specified SharePoint site.
72-
7368
## Test your flow
74-
7569
To test your flow, either add a new item in SharePoint list by adding a new item, or initiate the test run directly from the flow designer. To test the flow from the designer, follow these steps. Testing the flow from the designer helps you to quickly see the flow run as the flow is executed.
7670

7771
1. In the flow designer, on the top command bar, select **Test**.
7872

7973
2. In the **Test Flow** panel, select **I'll perform the trigger action**, and then select **Save & Test**.
8074

81-
![Flow designer - hover to see dynamic content](../../../images/gs01-designer-test-flow.png)
75+
![Flow designer - Test flow](../../../images/gs01-designer-test-flow.png)
8276

8377
A message appears instructing you to add a new list item to the SharePoint list you selected.
8478

@@ -127,7 +121,6 @@ To test your flow, either add a new item in SharePoint list by adding a new item
127121
You receive an email with the updated owner information in it.
128122

129123
## Next steps
130-
131124
Congratulations on creating your first flow!
132125

133126
In the next topic, we will use the same flow, and add the ability to interact with Microsoft Teams.

docs/business-apps/power-automate/guidance/working-with-get-items-and-get-files.md

Lines changed: 19 additions & 17 deletions
Original file line numberDiff line numberDiff line change
@@ -12,36 +12,42 @@ The **Get items** and **Get files** SharePoint actions for flows in Power Automa
1212
**IMPORTANT:** First, and of primary consideration, the **Get items** action only works with lists, whereas the **Get files** action only works with libraries.
1313

1414
## Item limits
15-
16-
The default item limit is 100.
15+
The default item limit is 100 and items are paginated by default as well.
1716

1817
If you are using the default options, and simply specifying the site address and list or library name, Power Automate returns 100 items from the list or library.
1918

2019
If you are working with large lists, you can increase this limit up to the list view threshold limit of 5,000.
2120

2221
To specify the number of items to be returned, expand the **Advanced options**, and specify the number in the **Top Count** action property.
2322

23+
![Modify number of items returned in Get items action](../../../images/flow-get-items-modify-top-count.png)
24+
2425
If you go beyond 5,000 item limit, Power Automate fails and generates an error dialog.
2526

26-
When you select **Apply** to each action to the returned item collection, the items are paginated as well.
27+
## Limit items to a specific folder
28+
By default, the action will return all items or files in the list or library, recursively from all folders if available. You can change this behavior with the following:
29+
* Use _Limit Entries to Folder_ property to select a speific folder in the list or library
30+
* Use _Include Nested Items_ property to limit entries to that specific folder or within all sub-folders
2731

28-
## Limit columns by view
32+
![Limit entries to folder in Get items action](../../../images/flow-get-items-limit-entries-to-folder.png)
2933

34+
## Limit columns returned by view
3035
List views are a useful configuration where you can customize what columns to show along with any other conditions or groupings of list items. This is not only useful for users, but also for any other computation you want to do using that view data.
3136

3237
To retrieve the list items along with their columns, select the **Get items** and **Get files** actions. However, retrieving the columns retrieves all the columns. While this is useful, it could be excessive when you only need to work with a specific set of columns configured in a specific view.
3338

3439
To limit your column retrieval, in the **Get items** and **Get files** actions, expand **Advanced options**, select the **Limit columns by view** option. While retrieving list items, you can now limit the columns by view.
3540

41+
![Limits columns returned by view in Get items action](../../../images/flow-get-items-limit-columns-by-view.png)
42+
3643
This option is useful in cases where you want to perform a set of operations on specific data, like in the previous example where you want a view for different events. In this case, working with food events, it would be optimal to limit the columns by the *Food Events*.
3744

3845
## Filter queries
39-
4046
This action also supports specifying filter queries so you can filter items on the server. Using filter queries are as functional as filtering the returned results in your flow in Power Automate.
4147

4248
We support the following OData filter queries in SharePoint that you can use:
4349

44-
Filter by column name:
50+
- Filter by column name:
4551

4652
```
4753
Location eq 'Midwest'
@@ -53,13 +59,14 @@ Other examples:
5359

5460
* Location eq 'Midwest' and Status eq 'Approved'
5561
* startswith(Title, 'A')
56-
* startswith(Title, 'A') and Due_x0020_Date gt 'formatDateTime(utcNow(),'yyyy-MM-dd')'
57-
* formatDateTime(utcNow(),'yyyy-MM-dd') is an expression
62+
* startswith(Title, 'A') and Start_x0020_Date gt 'formatDateTime(utcNow(),'yyyy-MM-dd')'
63+
* formatDateTime(utcNow(),'yyyy-MM-dd') is an expression
64+
65+
![ODATA filter queries in Get items action](../../../images/flow-get-items-filter-query.png)
5866

5967
We support the following query methods and operators.
6068

6169
### Numeric comparisons
62-
6370
* lt
6471
* less than
6572
* le
@@ -74,14 +81,12 @@ We support the following query methods and operators.
7481
* not equal
7582

7683
### String comparisons
77-
7884
* startsWith
7985
* substringOf
8086
* eq
8187
* ne
8288

8389
### Date and time functions
84-
8590
* day()
8691
* month()
8792
* year()
@@ -90,18 +95,15 @@ We support the following query methods and operators.
9095
* second()
9196

9297
## Order by query
93-
9498
You can also specify an order by query to order items based off of a column either in ascending or descending order. For example:
9599

96-
* Due_x0020_Date desc
100+
* Start_x0020_Date desc
97101
* Title asc
98102

99103
Spaces in the column name are replaced with `_x0020_` (0 is numeral zero).
100104

101-
The format is the column name followed by asc or desc depending on ascending or descending order, respectively.
105+
![ODATA order by in Get items action](../../../images/flow-get-items-filter-query.png)
102106

103-
## Lookup columns support
107+
The format is the column name followed by asc or desc depending on ascending or descending order, respectively.
104108

105-
If your list/library has lookup columns, **Get items** and **Get files** actions support returning items with a maximum of 12 lookup columns, excluding the out-of-the-box **Created by** and **Modified by** fields. If your list or library exceeds this threshold, the flow in Power Automate fails.
106109

107-
We do not support lookup columns in both **filter by** and **order by** queries in the action. These include fields such as person fields, lookup columns to another list, taxonomy fields, and so on.

0 commit comments

Comments
 (0)