I flussi di lavoro con SharePoint e PowerAutomate

Summary

This video explores the integration possibilities between SharePoint Online and Power Automate, focusing on how these two tools work together to streamline document management and automation processes. The presenter discusses three main types of integrations: input, output, and internal processes. It covers both automatic triggers, like file uploads and modifications in SharePoint, and manual actions for workflow initiation. The video also highlights the use of Power Automate templates, real-world examples, and integration with other Microsoft 365 tools, such as Microsoft Teams, to enhance productivity and manage workflows effectively.

Takeaways

• 😀 SharePoint Online and Power Automate are essential tools for automation and document management within Microsoft 365.
• 😀 Power Automate allows for automating tasks within SharePoint Online, such as data management and document handling.
• 😀 Integration between SharePoint Online and Power Automate includes input channels, output channels, and actions that remain within SharePoint.
• 😀 SharePoint Online can be used as a data repository, and Power Automate can automate processes involving data extraction and modification.
• 😀 Three types of integrations exist: automatic integrations (triggered by events), manual integrations (triggered by user actions), and those that stay within SharePoint Online.
• 😀 Power Automate's automatic flows are triggered by specific events, like uploading or modifying files in SharePoint document libraries.
• 😀 Manual flows in Power Automate can be triggered by selecting items within SharePoint libraries or lists and initiating actions like approvals or document processing.
• 😀 Templates in Power Automate can simplify the process by showing examples of automated tasks that interact with SharePoint, such as file approval or data extraction from forms.
• 😀 Power Automate allows integration with other Microsoft 365 tools like Teams and Microsoft Approvals to extend the automation capabilities.
• 😀 A key limitation of Power Automate is that each flow is tied to a single SharePoint document library or list, requiring separate flows for each library.
• 😀 Templates in Power Automate help to easily connect SharePoint with other services, allowing for automatic actions like email notifications or file classification.

Q & A

What is the main purpose of integrating SharePoint Online with Power Automate?

The integration between SharePoint Online and Power Automate helps automate actions and processes within SharePoint, such as managing documents or list items. Power Automate facilitates tasks like moving or modifying data, approval workflows, and automating repetitive tasks to improve efficiency.

What are the three integration channels between SharePoint Online and Power Automate?

The three main integration channels are: input (where data from outside SharePoint is saved in SharePoint), output (where data within SharePoint is moved or modified to other locations like OneDrive or email), and internal (where the data remains in SharePoint, but automation is triggered, such as document approval workflows).

What are the two types of integrations between SharePoint Online and Power Automate?

The two types of integrations are automatic and manual integrations. Automatic integrations are triggered by specific events, such as file uploads or modifications in SharePoint, while manual integrations are triggered by user actions, such as selecting files or list items in SharePoint.

How do automatic triggers work in Power Automate for SharePoint?

Automatic triggers in Power Automate are activated by specific events in SharePoint, such as file uploads, item modifications, or item deletions. These triggers automatically initiate a flow without manual intervention, allowing for streamlined processes like notifications or data movements.

What are the different types of automatic triggers available in Power Automate for SharePoint?

Some examples of automatic triggers are: triggering a flow when a file is created or modified in a SharePoint document library, when an item is created or deleted in a SharePoint list, or when a file is classified using Microsoft Syntex for content extraction and metadata tagging.

What is the difference between the two triggers for file creation in SharePoint?

The difference lies in the type of data they provide. One trigger provides only the file's properties (metadata), while the other trigger includes both the file's properties and its actual content. The trigger with only properties is used for scenarios where you don't need the file content but just need the file's metadata.

How does manual integration work in Power Automate?

In manual integration, a user manually selects a file or list item in SharePoint, and then initiates a flow from the Power Automate interface. This allows users to start automations such as approval requests or data manipulations directly from SharePoint.

How can users initiate a manual flow in SharePoint Online?

To start a manual flow, users can select a file or list item in SharePoint and click on the Power Automate option to trigger an existing flow or create a new one. This gives users the flexibility to start flows based on their specific selections.

What is the role of Power Automate templates, and how do they simplify the integration process?

Power Automate templates are pre-configured flows that demonstrate how SharePoint can integrate with other Microsoft 365 tools. These templates simplify the setup process by providing ready-made workflows, such as moving files, sending email notifications, or initiating approvals, with minimal configuration required.

Can Power Automate be used for document approvals in SharePoint Online?

Yes, Power Automate can be used to set up document approval workflows in SharePoint. For example, when a file is uploaded or moved within a document library, Power Automate can trigger an approval process, where designated approvers review the document and decide whether to approve or reject it.