Below is an example to understand how to transfer files from Asite to an external service called 'Microsoft Sharepoint' via Microsoft Power Automate. Similarly, you can transfer files from Asite to other external services like Box, ProjectWise and so on:
1. Create a workflow trigger with 'Task' set as 'Microsoft Flow'. You can configure this workflow trigger on any 'Event' - for example 'Upload Files' - with 'Task Mode' set to 'Post'.
2. Next, go to the Microsoft Power Automate homepage https://make.powerautomate.com/en-us/ and sign in using your Microsoft credentials.
3. The Microsoft Power Automate homepage will appear. Click 'My Flows' from the left menu.
If logging in for the very first time, you might be asked to select country/region as required.
4. Flows created by you will appear if any. Click 'New flow' to create a new flow.
5. Under 'New Flow', select the 'Instant Cloud Flow' option.
6. The screen to build an instant cloud flow will appear along with options on how to trigger the flow. Click 'Skip' as this is not required specifically for our integration.
7. A list of connectors and triggers will appear. You can use the search option to enter a keyword and search for your required connector or trigger.
8. To use the connector provided by Asite, search for ‘Asite’ and select the required connector provided by Asite. All Asite connectors are categorized under the ‘Premium’ tab (also available in the ‘All’ tab).
9. Triggers and Actions for the selected 'Asite' connector will appear in separate tabs.
Click the 'Actions' tab to view actions that can be performed when the above trigger is executed.
10. From the 'Triggers' tab, select a trigger as required to perform an action when a specific Asite workflow event is triggered based on configuration within Asite. Here, we are selecting 'When a workflow is triggered on file(s)'.
11. You will be required to authorize your access to Asite in the next step by signing in. Click 'Sign In'. This is a one-time process.
12. Enter your Asite login credentials and click 'Login'.
13. Here, you need to allow Microsoft Power Automate permission to read and write data by clicking 'Allow'. This is a one-time process.
14. After your Asite account access is granted, you can search and select the project name and workflow trigger name. Only those triggers in which 'Microsoft Flow' has been defined as the task in 'Post' task mode will be listed.
Once done, click '+ New Step' to continue.
15. You are required to choose an action here.
16. To use the connector provided by Asite, search for ‘Asite’ and select the required connector provided by Asite. All Asite connectors are categorized under the ‘Premium’ tab (also available in the ‘All’ tab).
17. The 'Actions' tab lists all the actions that can be performed when the above trigger is executed.
Actions available currently for the 'Asite' connector are:
Set File Metadata - Click here to obtain the steps of defining the file's metadata.
Create File - Click here to obtain the steps to upload a file in another system via the Asite connector
Get File Content - Click here to obtain the steps to download a file.
Please note that 'Set File Metadata' is mandatory before you can perform the 'Create File' action.
18. Let's download a file by using the action 'Get File Content'
Now, select 'Get File Content' as the action to be performed when the above trigger is executed.
19. It will open a text box for entering the Download File URL.
20. Click the text box to see available options. A popup screen would appear with tabs named 'Dynamic Content' and 'Expression'.
21. Under 'Dynamic Content', use the search option 'Search dynamic content' to search for 'direct link'. Dynamic Content option enables you to pull dynamic values i.e. variables from Asite in this scenario. From the results, select 'DirectLink' and continue.
22. The selected 'DirectLink' will auto-populate in the 'URL Selection' field. This direct link will enable pushing the file content from Asite to a selected external service depending on the configuration. At this stage, pushing files with limited sizes up to 100 MB is only supported via Microsoft Flow.
Once done, click '+ New Step' to continue.
23. Now, let's upload a file to another tool - Sharepoint by using the 'Create File' action
For this, we need to upload this file to Sharepoint. In this step, we need to select the connector provided by Sharepoint. Use the search option to find the required connector.
24. In this example, we will search and select the 'Sharepoint' connector.
25. Once the connector is selected, relevant actions will be listed. We are selecting 'Create File' in this example. Use the search or scroll option to find your concerned trigger.
26. In the 'Create File' step, enter details as follows:
Site Address - Search and select a Sharepoint site address from the available dropdown option.
Folder Path - Click on the folder icon and select the concerned folder where the file needs to be saved.
File Name - Search and select 'FileName' from the dynamic content popup.
File Content - Search and select 'File' from the dynamic content popup.
27. Click 'Save' to continue.
28. The newly created flow will start appearing in the listing.
The required configuration is done for transferring files from Asite to Sharepoint as per the above steps. You can now test the scenario by uploading a file as per the folder configured in the relevant workflow trigger within Asite.
29. The flow run history will appear under '28-day run history' once the file is uploaded as follows. It displays flow start date and time, duration and status.
30. Click start date and time to view details regarding the running flow.
The green ticks indicate that the corresponding step of the flow was executed successfully. Click the respective titles within the flow to get further details.
31. As the flow was successful, the file would become available in Sharepoint as per the folder path configured in step 27 above.
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