Clear and detailed tutorial tutorial! I found more information in your video than on the other tutorials on the internet. I have a more general question : I see two different ways to store information + documents : 1. Create a list with links towards a folder in a document library (what you did in this tutorial). 2. Add masterdatas in the document library in order to store information. In this case you only have a document library, no list. Do you see advantages / inconvenients to these two solutions ?
I usually only use option 2 if I need a library with just a few extra fields of metadata. I would almost always choose option 1. Typically I am building custom forms which I prefer to do with a list. The point of this tutorial is to show how you can eliminate using the attachments functionality and link to a library instead. The more often you use this method the more easy and automatic it will become. Good luck!
Hello! Many thanks for this video. It was really the HIT and helped us to quickly setup the routine to create individual Folders for each Business Customer Reclamation document that we had to manage manually in the past. It would definitely bring more spice into your routine if it could be enhanced to automatically file all attachments to created Folder when List Item is created, as well as when other attachments are added later to this List Item. MANY THANKS!!!
Your videos are excellent. Thank you! If I have more than one list that will have documents saved in the same folder as you show in your documents field in your list example. My question is, can I refer to this list's document field and get the URL added to the second list field via power automate? To help - I have two forms with data going into separate lists. I want to copy the field in the first list with the URL to the documents folder in SP to the second list. I was just concerned the fancy button wouldn't allow me to copy the URL. Thoughts?
Hi Bobbi - this is beyond the scope of the video, but I do offer support to subscribers of SharePoint Dashboards. The button the format of how the data looks. There is no reason you can't update that via Power Automate. Good luck!
Hello! This is almost exactly what I am looking for and would like to know if you might be able to assist with a question. I would like to automate a documents folder just as you did however not for every list item separately in a list but for the one complete list with multiple different list items but they will all use the same one documents folder. I have a list per client and each client list has numerous list items but all documents can be saved together rather then separating documents per list item. Thank you!
Do you know if I can automate the following thing. I have multiple columns on SharePoint list, different tags, can I populate it somehow to the created folder in the library.
This is a good tutorial. I was able to replicate your process in my site. I have a question, is it possible to add a sub-folder to a folder existing in the document library? You referred to that in the tutorial. I tried to do it but cannot seem to be able to target a particular folder. How do you create the path to the folder. Thanks in advance and thank you for the original lesson.
Please disregard my question, figured it out. Provided my solution in case others have this issue. Write Folder Path: /Existing folder name/New folder name. That easy LOL. Your new folder will be placed the existing folder (a sub-folder).
Hi, Thank you very much for interesting content. I will definitely try this feature. I would like to improve, modify and automate more things on my corporate SharePoint. Let me check your content, search for more tips.
This was awesome, thank you. I'm running into a problem though. I followed all the steps correctly, and the worklow runs, but no new folder does not appear. What could be happening?
@@SharePointSmart I have been trying to create folders for the title of the item ID's on my sharepoint list and drop all the attachments into the created item ID (as a folder) in the document library. Could you share a flow for this please?
Hi can you create a flow when an item in list is edited, changes in item will reflect to the folder in library. I use some column in list as the path of the folder
Im having issue where sometimes the flow gets hung up. It will work for a few tests in a row.. I log in a day later retry and entry and the flow gets stuck creating the new folder. It attempts to retries then fails for a gateway error.... any advice? Its such a simple flow at this point only 2 steps I dont know what's going on as its passing of tests is intermittent with no apparent cause....
Clear and detailed tutorial tutorial! I found more information in your video than on the other tutorials on the internet.
I have a more general question :
I see two different ways to store information + documents :
1. Create a list with links towards a folder in a document library (what you did in this tutorial).
2. Add masterdatas in the document library in order to store information. In this case you only have a document library, no list.
Do you see advantages / inconvenients to these two solutions ?
I usually only use option 2 if I need a library with just a few extra fields of metadata. I would almost always choose option 1. Typically I am building custom forms which I prefer to do with a list. The point of this tutorial is to show how you can eliminate using the attachments functionality and link to a library instead. The more often you use this method the more easy and automatic it will become. Good luck!
Hello! Many thanks for this video. It was really the HIT and helped us to quickly setup the routine to create individual Folders for each Business Customer Reclamation document that we had to manage manually in the past. It would definitely bring more spice into your routine if it could be enhanced to automatically file all attachments to created Folder when List Item is created, as well as when other attachments are added later to this List Item. MANY THANKS!!!
There is always more that can be done in your Power Automate workflow. The possibilities are endless!
Nice Demot. Learned something about Format Templates. Good Stuff!
Brilliant tutorial, I have been able to easily follow this. Thank you so much!
Well explained. Thank you!!
Your videos are excellent. Thank you! If I have more than one list that will have documents saved in the same folder as you show in your documents field in your list example. My question is, can I refer to this list's document field and get the URL added to the second list field via power automate? To help - I have two forms with data going into separate lists. I want to copy the field in the first list with the URL to the documents folder in SP to the second list. I was just concerned the fancy button wouldn't allow me to copy the URL. Thoughts?
Hi Bobbi - this is beyond the scope of the video, but I do offer support to subscribers of SharePoint Dashboards. The button the format of how the data looks. There is no reason you can't update that via Power Automate. Good luck!
very helpful thank you
Hello! This is almost exactly what I am looking for and would like to know if you might be able to assist with a question.
I would like to automate a documents folder just as you did however not for every list item separately in a list but for the one complete list with multiple different list items but they will all use the same one documents folder. I have a list per client and each client list has numerous list items but all documents can be saved together rather then separating documents per list item.
Thank you!
@SharePointSmart, what if the folder is renamed, (typo, etc)? How would you update the hyperlink column?
Do you know if I can automate the following thing. I have multiple columns on SharePoint list, different tags, can I populate it somehow to the created folder in the library.
This is a good tutorial. I was able to replicate your process in my site. I have a question, is it possible to add a sub-folder to a folder existing in the document library? You referred to that in the tutorial. I tried to do it but cannot seem to be able to target a particular folder. How do you create the path to the folder. Thanks in advance and thank you for the original lesson.
Please disregard my question, figured it out. Provided my solution in case others have this issue. Write Folder Path: /Existing folder name/New folder name. That easy LOL. Your new folder will be placed the existing folder (a sub-folder).
Hi, Thank you very much for interesting content. I will definitely try this feature. I would like to improve, modify and automate more things on my corporate SharePoint. Let me check your content, search for more tips.
Thank you - good luck!
Any thoughts on using folders vs document sets?
I don't see document sets used much in SharePoint recently. Folders seems to be the more common approach.
This was awesome, thank you. I'm running into a problem though. I followed all the steps correctly, and the worklow runs, but no new folder does not appear. What could be happening?
I would suggest that start over from the beginning and you will likely see where you got tripped up. Good luck!
Is there a way to also add a step and copy and paste a contents from a template folder into newly created folder from list?
Yes - you can add automation to copy files from one library to another.
With the same logic, would it be possible to drop multiple attachments into the folder from the list items?
Yes!
@@SharePointSmart I have been trying to create folders for the title of the item ID's on my sharepoint list and drop all the attachments into the created item ID (as a folder) in the document library.
Could you share a flow for this please?
@@2690karthik also looking for this
Hi can you create a flow when an item in list is edited, changes in item will reflect to the folder in library. I use some column in list as the path of the folder
I recommend that you don't change folder names in the solution described in the video. It's best if you don't.
Im having issue where sometimes the flow gets hung up. It will work for a few tests in a row.. I log in a day later retry and entry and the flow gets stuck creating the new folder. It attempts to retries then fails for a gateway error.... any advice? Its such a simple flow at this point only 2 steps I dont know what's going on as its passing of tests is intermittent with no apparent cause....
I haven't experience this issue...
I don't get it why we use the links ?
The link takes the user to the document folder