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.…
Author
Updated
2/6/2019Released
5/14/2018- 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
Duration
Views
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Introduction
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Welcome40s
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1. Navigating and Personalizing
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2. Documents and Libraries
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Uploading files34s
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Setting up alerts1m 17s
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3. Working with Lists
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Creating tasks41s
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Creating a news post1m 17s
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Quick edits23s
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4. Working with Other Common Apps
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Creating a wiki page1m 19s
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5. Automating with Workflows
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Flow mobile app1m 25s
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Video: Creating a flow from a template