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Need Help To Create A Automated Cloud Flow In Power Automate

Hi i'm a beginner, can someone please assist me on this.

 

Case : i have multiple name files with unique first few letters (test_doc10_<dateandtime>.xls, payment_doc12_<dateandtime>.xls, transaction_doc20_<dateandtime>.xls etc.) in the same folder.

 

Now i want to transfer first few unique matching names (test_doc10_*.xls, payment_doc12_*.xls, transaction_doc20_*.xls) files to different folder in SharePoint.

 

Can someone please share how can i achieve this with step by step.

 

Note : I have installed Microsoft On-Premises Data Gateway service on the file server where I have those files.

1 ACCEPTED SOLUTION

Accepted Solutions

Thank you, Andrew. Since I began working on Power Automate five or six days ago, I believe you have given me some ideas on how to accomplish that.

 

It appears that you have provided the flow for copying files between sharepoint, but I still want to copy files from my local server to sharepoint.

 

Much appreciated for your response. 

 

My below flow is working fine. 

 

Kamlesh191_0-1712582699750.png

 

View solution in original post

15 REPLIES 15
Andrew_J
Memorable Member
Memorable Member

@Kamlesh191 

 

Have you estabished a connection between FLOW and the SERVER.  And tested this.  If not then perhaps you can confirm when you have as this is likley to be the first issue we have to resolve.  And I DO NOT have a SERVER or knowlege of this.

 

Andrew

 

 

Hi Andrew,Thanks for your response. Yes both are connected and i can see the created gateway in Power Automate. But don't know what Automated Cloud Flow should i create. 

 

Just to let you know i have a basic flow created, whenever new file created it will be copy to the sharepoint which is working fine but i want a automated cloud flow as per the above Case.

Andrew, Just to let you know, this flow is working fine just because all connections are good. 

 

basic flow.jpg

@Kamlesh191 

 

Brillient news, but from your oringnal case above it is still not clear in my mind. 

 

Your statment below:

 

Case : i have multiple name files with unique first few letters (test_doc10_<dateandtime>.xls, payment_doc12_<dateandtime>.xls, transaction_doc20_<dateandtime>.xls etc.) in the same folder.

 

I assume these are the files on the SERVER? 

And you want to transfer some of these to the CLOUD?

 

Can you look at using a table such as the below in your responce with full file names:

 

Files on SERVERFiles to be copied to CLOUD
  

 

Regards,

 

Andrew

 

 

 

 

Assume for the moment that we receive all three types of files in the same folder on the file server every day, with the day and time generated in the field .

 

Since the date and time on the cloud file will be updated daily based on the creation date and time by the file server application, I have noted * in that field.

 

Files on SERVERFiles to be copied to CLOUDRemarks
test_doc10_<dateandtime>.xlsTest_doc_*.xlsfile name start with Test_doc should be transferred to cloud "TestDoc" folder
payment_doc12_<dateandtime>.xlspayment_doc12_*.xlsfile name start with payment_doc12 should be transferred to cloud "Payment" folder
transaction_doc20_<dateandtime>.xlstransaction_doc20_*.xlsfile name start with transaction_doc20 should be transferred to cloud "Transaction" folder

Kamlesh191_0-1712343403748.png

 

To make my case summary clearer for everyone to understand. I hope it is now clear that I have files on file server that have a few unique first characters. I need to use Power Automate Cloud Flow to transfer the files to SharePoint based on those unique characters to different SharePoint destination location.

 

Please help on this !!!!!!

 

Kamlesh191_0-1712345688758.png

 

 

 

 

Kamlesh191_1-1712346082172.png

 

Andrew_J
Memorable Member
Memorable Member

Thanks that helps a lot very clear now. 

 

As I said I am not an expert in the SERVER side.  The steps will be as follows:

 

  • Manually trigger the flow
  • List files in a folder - your server folder

Then we need to split out for the three types above with a condtion which may need a case of paralle branch for each of the three file name strings you mentioned above.

 

  • Filter array - where you set the lookup to match the file name
  • Apply to each
  • Get file content - for
  • Create file - in the correct CLOUD folder

If you are ojkay as new member to setup the server side link I assume you can play around with the above to make that part work.

 

Regards,

 

Andrew

 

 

 

Thank you, but I need a step-by-step guide on how to make the flow.

@Kamlesh191 

 

Okay, so you said the following was working:

 

Andrew_J_0-1712573991666.png

 

I assume that the above was copying each file on the SERVER to CLOUD but you want to sort this out into the folders in your SharePoint Docment Library as you have stated above.   Can you confirm I am reading this correctly. 

 

Then we can work on the sorting this for you.

 

Andrew

Andrew_J
Memorable Member
Memorable Member

@Kamlesh191 

 

Okay I need to do things today.  The next sage is to take the ID of the file on the SERVER and then have three branches below that do a test on the file name. 

 

Andrew_J_0-1712577391342.png

Therefore a condtion for each of the files

 

test_doc10_<dateandtime>.xls

payment_doc12_<dateandtime>.xls,

transaction_doc20_<dateandtime>.xls

 

The contains on the RHS of each condtion should have:

 

test_doc

payment

transaction

 

Then copy file to the folder on the SP Site. 

 

Let me know how you get on.

 

Andrew

 

Yes, you are correct.

Now i want to copy those source location files to their respective SharePoint folders.

Thank you, Andrew. Since I began working on Power Automate five or six days ago, I believe you have given me some ideas on how to accomplish that.

 

It appears that you have provided the flow for copying files between sharepoint, but I still want to copy files from my local server to sharepoint.

 

Much appreciated for your response. 

 

My below flow is working fine. 

 

Kamlesh191_0-1712582699750.png

 

Just so you know, I made three branches on the same flow in a similar manner.👍

@Kamlesh191 

 

As I said I am not an expert at the SERVER side.  The flow should be taking the files from the server and routing them correctly.  I need to see a flow run if possible with some green ticks and if there is red cross the data at this section.

 

But follwing the principles of SharePoint please see some ammendments below:

 

Andrew_J_0-1712583772142.png

I think we need to move the get file content to below the Trigger which is item 01.  This needs the big ID not the one you have.  Then in item 02 we need to look putting this in a FX to make sure it takes the string of text, and you need to change the condtion to contains.  Item 02 needs to be reflect on the other two branches.

 

Can you please run a test as so we can see if it works, I need to see the JSON data and the green ticks before I can say we can conclude this threed.

 

Andrew

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