how to create a Task when a file is uploaded to contacts sharepoint?

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Posted on by Ben T

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Hello, we are wanting to create a Task whenever we upload a document to a Contact's sharepoint folder. I'm thinking we will use power automate. The Task will have a link to the sharepoint document in a URL field. Does anyone have a break down of the specifics of going about this? Thank you very much in advance.

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Ben T 803 on at

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RE: how to create a Task when a file is uploaded to contacts sharepoint?

Thank you! This was exactly what we needed - incredibly helpful

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RE: how to create a Task when a file is uploaded to contacts sharepoint?

Hi Ben T,

If you use the Default Site to upload file, you can get it form folder path/file link/full path. However, it isn't GUID format and you need to convert it to GUID.

For example, in my case, I can get it by this expression: substring(split(triggerOutputs()?['body/{Path}'],'_')[1],0,sub(length(split(triggerOutputs()?['body/{Path}'],'_')[1]),1))

Result:

Then you can convert it to GUID, please refer to this blog:

community.dynamics.com/.../power-automate-convert-a-string-to-guid

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Ben T 803 on at

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RE: how to create a Task when a file is uploaded to contacts sharepoint?

Steve,

Thank you for your response. Sorry I did not mention this in the OP, but we would need the task associated with the contact whose Sharepoint folder we are adding a document to. I am thinking it may be more practical to simply update a URL field on the contact with the file URL. I am wondering how I can get the Contact ID so I can update the contact form with the "link to time." Do you have any thoughts on this? This would be a hugely helpful thing if we can do it.

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RE: how to create a Task when a file is uploaded to contacts sharepoint?

Hi Ben T,

Please try the following flow:

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