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 outlined in the help link here.
2. To use the connector provided by SharePoint, search for and select the 'SharePoint' connector.
3. Once the connector is selected, relevant actions will be listed. In this example, we choose the 'When a file is created or modified in a folder' option. If need be, you can use the search or scroll option to find your relevant trigger.
4. Enter the required details as mentioned below:
Site Address - Search and select a SharePoint site address from the drop-down list.
Folder Path - Click the folder icon and select the 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. If need be, you can use the search option to find the connector.
6. Once the connector is selected, relevant actions will be listed. We are selecting 'Get file metadata' in this example. If need be, you can use the search or scroll option to find the relevant trigger.
7. In the 'Get file metadata' step, enter details as follows:
Site Address - Search and select a SharePoint site address from the drop-down list.
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. If need be, you can use the search option to find the connector.
9. Once the connector is selected, relevant actions will be listed. In this example, we choose the 'Get file properties' option. If need be, you can use the search or scroll option to find the relevant trigger.
10. In the 'Get file properties' step, enter details as follows:
Site Address - Search and select a SharePoint site address from the drop-down list.
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, it is crucial to specify its metadata. We will define metadata first, followed by uploading the file.
12. In this step, we must choose 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. Select the 'Actions' tab to view actions that can be performed when the above trigger is executed, then select the 'Set File Metadata' option.
15. In the 'Set File Metadata' step, enter details as follows:
Project name - Search and select the required project name from the dropdown list.
Folder name - Search and select the required project folder's name from the available dropdown option.
You are now required to fill in or map details from the SharePoint file regarding system and custom attributes applicable to the selected project folder. The 'Dynamic Content' option allows you to retrieve dynamic values, i.e. variables from SharePoint in such scenarios. You must fill in the mandatory attribute details.
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. Select the 'Actions' tab to view available actions that can be performed when the above trigger is executed, then select the 'Create File' option.
Note: You must perform the 'Set File Metadata' action 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.
Once you have performed the above steps, the required configuration for transferring files to Asite from SharePoint is complete. You can now test the scenario by uploading a file based on the relevant folder in SharePoint.
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