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Create a record from a new sharepoint list entry

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Posted on by 138

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.

  • Christian K Profile Picture
    Christian K 138 on at
    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

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    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.

    pastedimage1663296911653v1.png

    1.Set trigger:

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

    pastedimage1663299327978v2.png

    2.Add anew row in dataverse:

    docs.microsoft.com/.../create

    pastedimage1663299381308v3.png

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

    pastedimage1663299446835v4.png

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