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Create a record from a new sharepoint list entry

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Posted on by Christian K

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Hi all,

our customer is tracking employee tasks via individual excel lists where the employee is adding performed tasks in the excel. The excel is located on sharepoint.

They now want to have these tasks created as a record on a custom entity. I was trying to do this via PA flow but I am not getting anywhere.

Does anybody have a solution or a flow idea / instructions for this?

1. Employee adds a row to excel on sharepoint

2. flow needs to identify new entries every day and create a record for each entry

3. If possible one flow for all 15 employees

Any help is appreciated.

Rgds

Christian K.

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RE: Create a record from a new sharepoint list entry

Hi Christian K,

In Power Automate, you can search for SharePoint and you’ll find the trigger on which for Item created in SharePoint.

1.Set trigger:

https://docs.microsoft.com/en-us/connectors/sharepointonline/#when-an-item-is-created

2.Add anew row in dataverse:

docs.microsoft.com/.../create

Select one entity you need and set value from sharepoint column:

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Christian K 140 on at

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RE: Create a record from a new sharepoint list entry

Hi Leah,

thank you for your input. This already helps quite a lot.

I am struggling a bit with how to filter it that it will only update the CRm with the latest items from the list and not always use the whole list. Any ideas here how to restrict this?

Rgds

Christian

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