Below is an example of how to transfer files from external services like Sharepoint to Asite via Microsoft Power Automate (Flow):
1. Follow steps 1 to 7 same as mentioned in the help link here.
2. To use the connector provided by Sharepoint, let's search and select the 'Sharepoint' connector.
3. Once the connector is selected, relevant actions will be listed. We are selecting 'When a file is created or modified in a folder' in this example. Use the search or scroll option to find your concerned trigger.
4. Enter the required details as mentioned below:
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 Sharepoint folder where the file will be created or modified.
Once done, click '+ New Step' to continue.
5. In this step, we need to select the connector provided by Sharepoint and get the file metadata information. Use the search option to find the required connector.
6. Once the connector is selected, relevant actions will be listed. We are selecting 'Get file metadata' in this example. Use the search or scroll option to find your concerned trigger.
7. In the 'Get file metadata' step, enter details as follows:
Site Address - Search and select a Sharepoint site address from the available dropdown option.
File Identifier - Search and select 'x-ms-file-id' from the dynamic content popup.
Once done, click '+ New Step' to continue.
8. In this step, we need to select the connector provided by Sharepoint and get the file properties information. Use the search option to find the required connector.
9. Once the connector is selected, relevant actions will be listed. We are selecting 'Get file properties' in this example. Use the search or scroll option to find your concerned trigger.
10. In the 'Get file properties' step, enter details as follows:
Site Address - Search and select a Sharepoint site address from the available dropdown option.
Library Name - Select 'Documents' from the available dropdown option.
Id - Search and select 'ItemId' from the dynamic content popup.
Once done, click '+ New Step' to continue.
11. Now let's upload a file from Sharepoint to Asite
Suppose that we need to upload this file to Asite.
To upload a file in Asite, defining metadata is mandatory. We will define metadata first followed by uploading the file.
12. In this step, we need to select the connector provided by Asite.
13. 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).
14. Let's set metadata by using the action 'Set File Metadata'
Triggers and Actions for the selected connector will appear in separate tabs. Go to the 'Actions' tab to view available actions that can be performed when the above trigger is executed then select 'Set File Metadata'.
15. In the 'Set File Metadata' step, enter details as follows:
Project name - Search and select the required project name from the available dropdown option.
Folder name - Search and select the required project folder's name from the available dropdown option.
You will now be required to fill in or map from Sharepoint file details regarding system attributes and custom attributes applicable to the selected project folder. Dynamic Content popup option can enable you to pull and map dynamic values i.e. variables from Sharepoint in this scenario. Please note that mandatory attributes are required to be filled.
Once done, click '+ New Step' to continue.
16. As a next step, 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. Now, let's upload a file by using the action - 'Create File'
Triggers and Actions for the selected connector will appear in separate tabs. Go to the 'Actions' tab to view available actions that can be performed when the above trigger is executed then select 'Create File'.
Please note that 'Set File Metadata' is mandatory before you can perform the 'Create File' action.
18. In the 'Create File' step, enter details as follows:
Project name - Search and select the required project name from the available dropdown option.
Folder name - Search and select the required project folder's name from the available dropdown option.
File Name - Search and select 'File name with extension' from the dynamic content popup.
File Metadata Id - Search and select 'Metadata Id' from the dynamic content popup.
File Content - Search and select 'File Content' from the dynamic content popup.
19. Click 'Save' to continue.
The required configuration is done for transferring files to Asite from Sharepoint as per the above steps. You can now test the scenario by uploading a file as per the relevant folder in Sharepoint.
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