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T13/ Power Automate - Tutorial: Create a scheduled cloud flow from a SharePoint list

T13/ Power Automate - Tutorial: Create a scheduled cloud flow from a SharePoint list

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Paid Tutorial: An access link will be sent to you after purchase.

In this Microsoft Power Automate tutorial, you will learn how to create a scheduled cloud flow of a SharePoint list connected to a Planning Ms project.

To get started, create a new SharePoint list. To do this, go to the SharePoint home page and click on create list . You can choose from an existing list, just like in our case we are going to open an existing Excel file.

In our Excel file, we have the project planning data. We will create a table from this data . On the Insert tab, click Table . Make sure the 'My table has headers' option is checked, then click OK . Now go back to SharePoint and refresh the Excel file . And there you have it, we have created a list with the project columns.

Now it's time to create our flow on Power Automate to capture planning data each day. In the Power Automate app, click Create, then Scheduled Cloud Flows . Set the flow execution timing, for example, every day in the evening.

Add a second step to get the SharePoint list items from the current schedule. Select the site and the list . If the list does not appear in the available options, you can add a custom value .

Then create a third step, look for action. Create a SharePoint item . Add the site and select the list we just created. Then map the corresponding fields. To summarize this flow, every evening it will capture all the data via the 'Get Items' action and will copy all the items into the new list. Save the flow and run it to test it.

Thank you for following this tutorial. See you next time.

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