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Microsoft Lists and POWER Automate 

Russell Smith
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5 сен 2024

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Комментарии : 95   
@RussellSmith
@RussellSmith 3 года назад
Have you tried to automate any tasks using Power Automate?
@suhaimiabdazais
@suhaimiabdazais 2 года назад
Tqvm for give me an idea.. Appreciated.. Now i can use it with my current long list items. One more think how we can add row between 2 row of the list items.
@RussellSmith
@RussellSmith 2 года назад
@@suhaimiabdazais I don’t understand your question exactly.
@suhaimiabdazais
@suhaimiabdazais 2 года назад
@@RussellSmith Let say we import excel file to list. if we want to add row between 2lines of the list. I can't find answer of it.
@willpf4297
@willpf4297 2 года назад
Hey Russell - this is awesome thanks, the only thing is, when I move a column with a choice value in it - it doesn't really work - the flow is trying to make you decide which choice value to put in every record. Any ideas? thanks Will
@bcd773
@bcd773 2 года назад
This is so simple and SO helpful, thank you! It solves a problem I was trying to figure out, and this means of archiving list items is the trick.
@RussellSmith
@RussellSmith 2 года назад
Thanks! Glad it was helpful
@jefferanium
@jefferanium 10 месяцев назад
That sound cue you use for the "subscribe CTA" at the end of this video is quite startling. I'm glad I didn't have a drink in hand as my full body spasm was pretty intense.
@user-jw1cl1oh2l
@user-jw1cl1oh2l Год назад
HI RUSSELL, IF I HAVE TO MOVE THE ITEM BASED ON CONDITION LIKE "TASK COMPLETED " COLUMN WHAT CHANGES TO BE DONE TO THE FLOW
@davidflores9293
@davidflores9293 3 года назад
Great materials! Thank you, please keep on posting such brilliant tools in list + automate!
@RussellSmith
@RussellSmith 3 года назад
Thanks! Glad you liked it.
@poojajajerao5944
@poojajajerao5944 8 месяцев назад
Great video. Thanks for this. So here it’s moving all the list items to another list. What if I want to move only the older list items?
@JayBee-hb2pm
@JayBee-hb2pm 3 года назад
You have a great style of teaching. Thanks for sharing this.
@RussellSmith
@RussellSmith 3 года назад
I appreciate that!
@AravindaRao
@AravindaRao 3 года назад
Thanks. Is there a way to get this done for specific items in a list. I want to move only items where a task status is marked as "complete". I have tried filter array , but that didn't help. Can you suggest please?
@RussellSmith
@RussellSmith 3 года назад
Have you tried adding a conditional action? For instance, you could add a condition at the 'Get' step with an 'If yes' and 'If no' action. I haven't tried it but it might work.
@SavageGothamChess
@SavageGothamChess 3 года назад
Enjoyed this video. Love your way of explaining. It'll serve you well in the future. Great tutorial.
@RussellSmith
@RussellSmith 3 года назад
Thanks Hovindu!
@chrishuang8926
@chrishuang8926 2 года назад
Thanks for your vedio , I didn’t know that way to move list to another.
@RussellSmith
@RussellSmith 2 года назад
No problem 😉
@yvonnemairose6100
@yvonnemairose6100 4 месяца назад
That was soooo convoluted!
@juliabastodesouza9126
@juliabastodesouza9126 Год назад
Hi, Russel! Is there any way to copy the item from one microsoft list to another when something specific from this item changes? For example, I have a list of materials and the status of each material (Waiting for delivery, storaged, etc) and I would like to copy this item to another list when this status is changed do "used". Is there any way I can do this?
@AydaTalaei
@AydaTalaei Год назад
Exactly , I need to know the exact same thing , i'm using Microsoft List for social media planning and i want my list to be archived every time i change a Choice Value to "Published" . is it possible ? how can we do this ? also thank you for your amazing and really helpful video 🙏
@darkboy-h4i
@darkboy-h4i 7 месяцев назад
Dear Mr. Smith I want to know about assets management in list can you make a detailed video on this topic?
@ptiboulon86
@ptiboulon86 2 года назад
Great tutorial, thank you !!!!
@RussellSmith
@RussellSmith 2 года назад
Glad you liked it!
@davidwalker4041
@davidwalker4041 11 месяцев назад
Gret video Russel! Quick question, I am trying to do this but my two lists have an "Assigned to" field which may include multiple people. When I include these fields, the flow fails unless I 'apply to each' which then gives multiple entries into my new list. Is there any way around this?
@MrBokkyboy
@MrBokkyboy Год назад
I love yt. Think what you want type it and boom you find a video about it 😂great!! I do have one question do: I was wondering if it is possible that when you fill in a column it automatically goes into the archive list. I have a start date column and a and a end date column. Is it possible that when you fill in the end date it automatically goes into the archive lists? Please tell me you have the magic answer 😬😬😬
@DaveMathias
@DaveMathias Год назад
Hi Russell, what would the flow look like if I wanted to select all or multiple items in a list and move the selected items to another list?
@ShayRichardson143
@ShayRichardson143 Год назад
Hi Russell!! Thank you so much for this video. I was scouring the internet for this action. I do have a question, will I always have to select the Item and click on the Archive flow to move it or is there a way that Flow will automatically run the flow?
@randolphmail
@randolphmail 3 года назад
Thank you for this. On a personal note, this is why I hate Microsoft. They could easily add a drop-down menu item in lists to accomplish this, or allow you to copy and paste, but they instead require you to find workarounds, and other convoluted ways to achieve something that should be as simple as copy and paste.
@RussellSmith
@RussellSmith 3 года назад
No problem. To be fair to Microsoft, Lists isn’t designed for items to be moved. That’s not how lists are supposed to work. This video was giving an example of how you might build a flow.
@randolphmail
@randolphmail 3 года назад
@@RussellSmith That's my point though, Microsoft is poorly designed. I understand the power of using Power Automate for certain things, but there should also be built-in, and simple options. There are threads about workarounds for this all over MS forums of people wanting a simple and user-friendly solution, so Microsoft knows its users want something simpler and more intuitive, but they don't listen to them. I'm glad I'm a Mac user. I only use MS software in certain work environments, and it drives me crazy. I would rather be attacking my work to-do list, than spend half a day figuring out how to accomplish what should be a simple task. -- Don't mind me, I'm just frustrated. Also, in your tutorial, you choose the trigger flow "for a selected item" which doesn't appear in my menu, so I'm still stuck without a solution.
@RussellSmith
@RussellSmith 3 года назад
@@randolphmail strange you don’t have the option ‘for a selected item’. My point is that you aren’t supposed to move items between lists. You delete them, change them, or leave them. That’s how lists are designed to work. If you move list items, it’s like using a screwdriver to tighten a nut.
@kmorrison412
@kmorrison412 3 года назад
Thanks! I notice that when I did this that the 'associated files' attached did not copy over to the archive list. Is it possible to solve this?
@RussellSmith
@RussellSmith 3 года назад
No problem. What do you mean by 'associated files' exactly?
@kmorrison412
@kmorrison412 3 года назад
@@RussellSmith attachments. I was using the tracking template and that is what they call that column where you see that there is an attachment.
@RussellSmith
@RussellSmith 3 года назад
@@kmorrison412 I haven't come across the problem myself but you might try looking at this post. It appears to give some insight into how to resolve the problem of moving attachments between lists: powerusers.microsoft.com/t5/Building-Flows/Move-one-item-and-its-attachments-from-one-list-to-another-list/m-p/170607#M17367
@hanszenr
@hanszenr 3 года назад
Thanks for sharing this great video. Can you advise about how to move the IMAGE columns as well. Thanks beforhand!
@RussellSmith
@RussellSmith 3 года назад
Thank you! There are some issues moving certain data types. But if you add images as 'attachments' in your lists, you might be able to move them. The post below is about moving images from Lists to OneDrive but you could see if it works for Lists to Lists as well. powerusers.microsoft.com/t5/Building-Flows/Flow-to-Move-Scanned-Images-in-Microsoft-Lists-to-Onedrive/td-p/823675
@sarahstanyer2155
@sarahstanyer2155 Год назад
HI Russell - I love your videos! I am using lists for a rooming list. Is there anyway you can export the count and sum totals, when exporting to excel? Thank you!
@juscallmeric
@juscallmeric Год назад
This is why you use Monday or Asana or any other tool.
@hpn_89
@hpn_89 8 месяцев назад
it's the comment in list can copy to archive to?
@martinargimon730
@martinargimon730 2 года назад
Hi Russell. Thanks for your video on how to move items to an 'Archive' list. All works fine except the Data which in contained in a 'Choie' field/column. For some reason the text entered in the original 'choice' field does NOT move across.. Any tips on this issue perhaps ? Thanking you in advance, Regards. Martin ( South Africa)
@RussellSmith
@RussellSmith Год назад
Glad it was useful Martin. Sorry, I haven't come across this issue. My general advice is not to archive items to another list unless you really need to. Because there are many issues you might face, like the one you describe.
@roshni2496
@roshni2496 2 года назад
Hi, great video! I was able to set up everything however the delete entry is not populating in my archive. Any thoughts? The flow was successful.
@RussellSmith
@RussellSmith 2 года назад
Sorry, I don't know. But if a Flow is not working properly, you can usually see where it is failing in the Flow's run history.
@WychfinderYT
@WychfinderYT 2 года назад
Russell, thank you for providing this very useful information video. One question; when I follow the steps of your video I'm not getting the archive list label displayed in the Automate drop list of the source list. Do you have any idea why this is please?
@RussellSmith
@RussellSmith 2 года назад
Thanks Adrian. I don't know why. Are you sure the archive list is in the same M365 tenant and reachable? Also, sometimes it can take a bit of time after a list is created for it to show up.
@shereahallberg3536
@shereahallberg3536 Год назад
How do i "get item" and match when there are options like "category options"?? I am getting an error code.
@patpat82ca
@patpat82ca 2 года назад
great video, very useful
@RussellSmith
@RussellSmith 2 года назад
Glad to hear that!
@angelmenendez3424
@angelmenendez3424 2 года назад
When you copy a list item like the video explains, will that also copy any comments made on the list item?
@RussellSmith
@RussellSmith 2 года назад
To be honest I don't know. I haven't tried it.
@amberschiffer3844
@amberschiffer3844 Год назад
Hi Russell. Really appreciate your video! And agree with filtering over moving. However, I want to see my list from SharePoint teams site A from within Teams site B. I don't want to move it to site B or duplicate it. I just want to share the list (preferably on a Tab) the way I would share a document library or site page from site A. A second location to view the same list from (if you like). So far... I can't find anything to show this is possible. Do you have any helpful thoughts on that? Thx!!
@alcisoft
@alcisoft Год назад
Hi, ¿his procedure move attachemts?
@poornimakumar1101
@poornimakumar1101 2 года назад
Hi Russell, Is there any way to select multiple ID's? I'm trying to archive all the ID items in the share point list to another.
@RussellSmith
@RussellSmith 2 года назад
Hi. Probably, but I don't know the answer to your question unfortunately.
@suhaimiabdazais
@suhaimiabdazais 2 года назад
Great video and tq for sharing.. If i need to delete certain item base on column (column name STATUS), i.e column item cell STATUS is CANCEL, what expression i need to use it, when every time in column STATUS cell change to CANCEL?
@RussellSmith
@RussellSmith 2 года назад
Sorry, I have no idea.
@TheJongJava
@TheJongJava 3 года назад
Hi Russel, how to connect "Assign to" column on Lists with Planner? When I assign a list to me, automatically create a planner task assign to me. Also could I make my "Category" column act as a bucket on that flow?
@RussellSmith
@RussellSmith 3 года назад
Hi Ruli. I've never tried to do that. You might take a look at these links for some ideas about how to get it working: www.c5insight.com/Resources/Blog/tabid/148/entryid/833/mapping-sharepoint-task-lists-to-microsoft-planner.aspx techcommunity.microsoft.com/t5/planner/create-a-task-in-planner-from-lists/m-p/1934932
@bsnltramhcircle1289
@bsnltramhcircle1289 3 года назад
Hi Russel , Great video,,, can u make video on comparison on two different excel file where 1 column having unique data . Please post it.
@bsnltramhcircle1289
@bsnltramhcircle1289 3 года назад
On power automate desktop
@RussellSmith
@RussellSmith 3 года назад
Noted.
@RussellSmith
@RussellSmith 3 года назад
Let's see if there's enough demand for it in the future!
@foryoushewrites7235
@foryoushewrites7235 2 года назад
Hi Russell, not carrying forward the history into the archive list could impact audit & compliance. Is there potential to build this into lists as an additional feature in the future?
@RussellSmith
@RussellSmith 2 года назад
Hi. I doubt it any time soon. Lists isn’t designed really for moving items between lists. That’s not how you are supposed to use it.
@foryoushewrites7235
@foryoushewrites7235 2 года назад
Thankyou, can attachments or links be used on the ‘archived’ list?
@anitawhittaker9308
@anitawhittaker9308 2 года назад
Hi Russell, I have a list of items that need to be checked. Looking at your video it might be that I could use this feature. At the moment the items checked are moved to the bottom of the list but this is in MS Access. Is it possible to do something similar with MS Lists in that items are checked, moved to another place or hidden so that the only ones left to check are visible. Then once the last record is checked, they all appear again to be checked again on the next round. Hope this makes sense.
@RussellSmith
@RussellSmith 2 года назад
I would recommend creating a view in Lists that filters out the items you don't want to see. Moving items to another list isn't trivial. And I'd only do it if it's really necessary.
@brittnyb90
@brittnyb90 2 года назад
Hello I am creating an item and the options do not include all the columns from both lists. Looking to transfer the created by data to the second list. Any suggestions?
@RussellSmith
@RussellSmith 2 года назад
I'm not quite sure what you mean. A list item contains columns from only one list.
@rachelannantiquiera7296
@rachelannantiquiera7296 2 года назад
Can power automate automatically archive the list once the list view threshold is beyond 5,000 and will automatically archive the old list items created from the source?
@RussellSmith
@RussellSmith 2 года назад
I don't for sure. But take a look at this. You might be able to adapt this flow to suit your needs: powerautomate.microsoft.com/en-us/blog/how-to-archive-completed-items-in-sharepoint-list/
@melaniethomas-niebel6121
@melaniethomas-niebel6121 2 года назад
Hi Russell, when I try to do this with all the items in the list ("Get items" instead of "Get item") then the "Create item" step doesn't look the same and I must be filling it out wrong, because the new list is just populated with a load of empty entries. Any advice or suggestions?
@RussellSmith
@RussellSmith 2 года назад
Hi Melanie. Sorry I don't have any ideas. I'd would consider do you really need to move the items? Would simply creating a view in your list to filter out what you don't need to see be easier? That's what I've started doing.
@gzorblubz
@gzorblubz 3 года назад
Can you do the same but in selecting SEVERAL items at once, instead of just one? If I try to do so, the menu "automate" is no longer available in Lists.
@RussellSmith
@RussellSmith 3 года назад
See my reply to your other comment 😉
@gzorblubz
@gzorblubz 3 года назад
How do you move items which have CHOICES columns ? When following you step by step, in Power Automate, i face something that I don't understand with the choices columns
@RussellSmith
@RussellSmith 3 года назад
I recommend that you don't move Lists items. Please see my comments to another viewer below. This video is just a demo of how you might use Power Automate with Lists. But Lists items aren't really designed to be moved.
@kristalrican
@kristalrican 2 года назад
I got a flow rub failed for “get item”
@dj_badbrad
@dj_badbrad 2 года назад
When I hit the "automate" dropdown, PowerAutomate isn't an option. Anyone know why? It is definitely included in our enterprise suite
@RussellSmith
@RussellSmith 2 года назад
Microsoft has moved Power Automate to the Integrate menu.
@IvanTesta
@IvanTesta 2 года назад
Hi, great video! Trying to replicate it for a scheduled cloud flow unfortunately i was blocked at the step where you select the unique identifier (6:37). In your case the system suggests "ID" but in mine it says that there is any dynamic content. In my Lists is already present a column ID, so i don't understand what i am missing. Could you help?
@RussellSmith
@RussellSmith 2 года назад
Hi Ivan, thanks! Sorry, I don't know what's happening. I would suggest trying to create a different flow and see if you can get it to work. Or have a look at some of the flow templates Microsoft has available and see if they work as expected.
@BuddhaAfterDark
@BuddhaAfterDark Год назад
great video! But why do we need to create these flow when Microsoft could have just built a better app to begin with? Also, the amount of times you have to enter the same SharePoint info in those cards is absurd. what is the point of the first card if you have to fill the same info again and again and again and again?
@auriocampher9353
@auriocampher9353 3 года назад
What is your video editor.
@RussellSmith
@RussellSmith 3 года назад
Davinci Resolve Studio
@BkkaPunyosuk
@BkkaPunyosuk 3 года назад
@
@jw_au
@jw_au 2 года назад
That’s brilliant than you! Are attachments copied across?
@RussellSmith
@RussellSmith Год назад
Not sure about attatchments, sorry.
@tweshasamad2673
@tweshasamad2673 3 года назад
May I ask you your age?
@RussellSmith
@RussellSmith 3 года назад
I'm 45. But don't let that put you off 😉
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