Learn how to create a flow from a template in SharePoint Online.
- [Instructor] Want to automate a process…in a document library?…From a library or a list,…start by selecting the file you want to automate…the process for.…Next, select the flow command from the ribbon above.…Then select create a flow.…A panel will display to the right side.…From the list of the templates, select the flow…that you would like to create.…The browser tab area switches from the SharePoint page…to the Flow app.…Here we can see the applications that are connecting…and the accounts that will be used for this.…
Let's scroll to the bottom…and select continue.…The page updates to show the steps for this.…In the third step, titled post message,…in the team ID field select the team…that you would like this document posted in.…In the channel ID field, select the channel…within this team that you would like this posted in.…Click save flow to complete this step…and activate the automated process.…
- Navigating and personalizing SharePoint
- Customizing library views
- Managing version history
- Setting up alerts
- Sharing documents
- Working with lists
- Creating a wiki page
- Automating SharePoint with workflows
Skill Level Intermediate
SharePoint for Enterprise: Data Managementwith Phil Gold1h 45m Intermediate
SharePoint for Project Managementwith Bill Kulterman2h 8m Intermediate
SharePoint for Enterprise: Site Owners (2016)with Bill Kulterman1h 52m Intermediate
SharePoint: Integrating with Accesswith Robin Hunt2h 19m Intermediate
1. Navigating and Personalizing
2. Documents and Libraries
3. Working with Lists
4. Working with Other Common Apps
Creating a wiki page1m 19s
5. Automating with Workflows
Flow mobile app1m 25s
- Mark as unwatched
- Mark all as unwatched
Are you sure you want to mark all the videos in this course as unwatched?
This will not affect your course history, your reports, or your certificates of completion for this course.Cancel
Take notes with your new membership!
Type in the entry box, then click Enter to save your note.
1:30Press on any video thumbnail to jump immediately to the timecode shown.
Notes are saved with you account but can also be exported as plain text, MS Word, PDF, Google Doc, or Evernote.