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Update Bookings tracker list when an appointment is updated 

Chad Kealey
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In a previous video, I showed how to use a Power Automate flow to track Microsoft Bookings appointments in a SharePoint list. In this video, we'll make a small correction to that process and also show how to build a flow to update that tracking list when an appointment is updated (ex: rescheduled). You can likewise create another flow to record if/when the appointment is cancelled.

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5 сен 2024

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Комментарии : 17   
@MichalGamrot
@MichalGamrot Год назад
Great video! I see you’ve found the same solution as me ☺️
@khairulasyraf161
@khairulasyraf161 3 месяца назад
I'm unable to connect Booking with Sharepoint due to DLP from my company
@cvkealey
@cvkealey 3 месяца назад
That's unfortunate. Perhaps you could talk to your IT or InfoSec administrators and explain what you need to do, they can modify the DLP to accommodate it. If you can make a valid business case for the process - explain how what you want to do will improve efficiency, reduce costs, or both - you might convince them of its value to the organization.
@nilsfragoso
@nilsfragoso Год назад
Hi Chad, great video. I'm trying to update a SP list with booking info following your video, but my services are all 1:N, which makes things a little complicated than 1:1 bookings. Do you have a video that shows how to handle 1:N bookings?
@cvkealey
@cvkealey Год назад
Unfortunately, I don't. People in my organization don't use group bookings (or, at least, haven't yet). As I understand it, though, the first "booking" of a 1:N appointment would trigger a "When a booking appointment is created" flow. As additional people sign up for that booking, it's not a NEW booking, it just updates the first one. So, you need to account for that by having two flows. But, as I said, I have no practical experience in that area. You might want to post a message in the Power Automate Community (powerusers.microsoft.com/t5/Get-Help-with-Power-Automate/ct-p/FL_GeneralDiscussions). There are a lot of folks there and maybe someone has done what you're trying to do.
@amdaring
@amdaring 6 месяцев назад
I am trying to create a flow that when a booking is made/edited/cancelled, it flows to a sharepoint; then another flow triggers to update the bookings calendar event to a subject and body that I input based on sharepoint data. I can’t find an identifier to pull the specific event created to update it. SelfServiceAppointmentID doesnt work. Help??
@cvkealey
@cvkealey 6 месяцев назад
How are you trying to update the booking event? The Bookings connector doesn't have any actions that allow for editing an appointment, and the Outlook Calendar actions are going to need an entirely different identifier that (as far as I know) isn't included in the payload of the Bookings trigger output.
@amdaring
@amdaring 6 месяцев назад
@@cvkealey I am trying to use the teams meeting link to filter and get my event from the calendar, then grab the icaluid from that event then flows to update the event itself. I’m not sure there’s a better way to do it… but I’m at a loss! also, not sure how to filter out the body of the event to filter query by the teams meeting link (to eq the ‘JoinURL’ in my sharepoint list, but that needs trimmed too) but I’m trying to play with it.
@KyloKatarn
@KyloKatarn 8 месяцев назад
Hi Chad, My organisation wants to utilise something similar to this but in Excel. I have managed to get a create into Excel. I am planning to use your video as a push in the right direction but just wanted to check if you know from experience if it’s not possible with Excel ? Great Video btw
@cvkealey
@cvkealey 8 месяцев назад
It's certainly ~possible~ to send this data to Excel. If it were simply for the purpose of having a "transaction log" of sorts, then that would be fine. However, editing data in Excel via Power Automate is more complicated than editing data in a SharePoint list. To work with the data at all, it needs to be in a table. Rows in an Excel table don't have a built-in, immutable "ID" to reference them. You can store a unique identifier in the row (just as I show in a list), but if people have edit permission to the Excel file, it's very easy to accidentally modify that data. Bottom-line: SharePoint Lists and Power Automate are very "made for each other". While you can use other data sources, they are not as convenient to work with. And don't get me wrong...Excel is great and can do lots of cool things. I use it all the time to "archive" data out of SharePoint lists, but practically never to ~manage~ data.
@Rolly_De_Castro
@Rolly_De_Castro Год назад
Hi Chad, Thank you for that great video. Also, do you a video show how include approval flow once you book a request in MS Booking an approver will receive an email to approve or reject the request.
@cvkealey
@cvkealey Год назад
I have not tried that, and to be honest, it would be fairly complicated. The Bookings connector is fairly limited at this point. There are three triggers (when a booking is created, updated or cancelled) and only one action (list booking businesses where user is an admin). That means that there's no out-of-the-box way to programmatically modify those bookings appointments. So, sure, you could start an approval process when a booking is created, but regardless of the outcome of that approval, modifying the appointment is no going to be easy. I'm sure it IS possible using an HTTP call to Microsoft Graph, but that's outside my comfort zone.
@Rolly_De_Castro
@Rolly_De_Castro Год назад
@@cvkealey thank you :)
@ToekajaR
@ToekajaR Год назад
Hey Chad...How would you advice me to do build the flow "when a booking is cancelled"? I have tried it multiple times, but i seem to be having problems with it.
@cvkealey
@cvkealey Год назад
Can you elaborate on the problems? I mean, it's basically the same as if it's updated: you get the entry from the list based on the unique identifier, then do what you want to do with it.
@ToekajaR
@ToekajaR Год назад
@@cvkealey Yes so i copied the update and added the trigger is cancelled, but when i run it i get an error on "get item": The resolved string values for the following parameters are invalid, they may not be null or empty: 'id'.
@cvkealey
@cvkealey Год назад
@@ToekajaR If the previous flow worked as expected, then you need to check any actions where you referenced dynamic content from the trigger. When you deleted the previous trigger, any dynamic content you used from it was deleted, so you need to re-add those references.
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