Power Automate Tutorial: SharePoint

Prev Next

If you have not read the Power Automate Integration article, please read that first before beginning this tutorial. Once the Parse JSON Connector is set up, you can take the form data and integrate it into other back-end systems. This tutorial is focused on SharePoint integration and more specifically, the Create Item connector.

In this example, we have created a Vehicle Inspection report and want to capture the form data in a SharePoint list.

Important Note

If you do not have this integration enabled for your site, please contact your Account Manager.

Create a SharePoint List

  1. Click Settings and select Site contentsSharePoint settings menu highlighting the 'Site contents' option in the drop-down.

  2. Click + New and select List from the dropdown menu New button in the top left corner of the page with List selected in the drop-down.

  3. Select Blank List Create a blank list button.

  4. Type a Name for the list, and optionally, type a Description (if available) Create a new list fields.

  5. Click CreateThe 'Create' button in the bottom right corner of the new list screen.

  6. When your list opens, you can click + Add column to add the columns which will collect your form data The 'Add Column' button on the list page.

Once you have created a SharePoint List and added some columns, you can go back and create the Flow


SharePoint Connector

  1. Navigate to the Power Automate website and sign in Microsoft Power Automate homepage featuring a sign-in button in the top right corner of the page.

  2. Navigate to the Connectors tab in the left-hand menu Power Automate interface with Connectors highlighted in the left navigation menu.

  3. Search for the SharePoint connector Power Automate connectors with SharePoint selected in the list.

  4. Click the when an item is created option SharePoint triggers with 'When an item is created' highlighted in the list.

  5. Add the Site Address, and the List Name will pre-populate. Once the List name is selected, the list columns will become available Form fields for SharePoint site address and list name.

  6. Click + New Step The New Step button below the item fields box.

  7. Choose an operation Selecting operations in Power Automate for item creation or modification triggers.

  8. Then it is just a matter of connecting the correct Form Element name and the Column nameEmail notification setup with dynamic content fields for item creation or modification.

    Note:

    The form fields will vary depending on the operation chosen.

  9. Click Save The Save button below the item fields.

  10. Click Test (beaker icon) Test button in the top right corner of the Power Automate page.

  11. Choose a Test Flow option Test Flow Options for manual or automatic updates.

  12. On the bottom right-hand panel, click Test A button labeled 'Test' is highlighted next to a 'Cancel' option.

  13. If the flow is successful, a green notification will pop up Your flow ran successfully notification on the Power Automate page.