Flow / Power Automate - Create an Automated Flow with Power Automate Video

Discover how to create an automated cloud flow triggered by specific events, such as adding a file to a OneDrive folder. Learn to automatically generate a PDF version while preserving the original file, using Power Automate. Follow step-by-step instructions, set triggers, specify actions, control output formats, and receive notifications for successful conversions. Start creating your own automated flow now!

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Objectifs :

This document aims to provide a comprehensive guide on establishing an automated cloud flow using Power Automate, specifically triggered by the addition of a file to a OneDrive folder. It outlines the steps to create a flow that converts a file to PDF format and notifies a team upon successful conversion.

Chapitres :

  1. Introduction to Automated Cloud Flows
    Automated cloud flows are powerful tools that allow users to automate repetitive tasks triggered by specific events. In this guide, we will explore how to set up a flow that automatically converts a file added to a OneDrive folder into a PDF format.
  2. Setting Up the Flow
    To begin, click the create button and select the 'Automated cloud flow' option. You will need to name your flow and specify the trigger, which is the action that initiates the process. In this case, the trigger will be 'When a file is created' in your OneDrive for Business space.
  3. Configuring the Trigger
    After selecting the trigger, set the path for the folder you want to monitor. For this example, we will use a folder named 'source'. This means that whenever a file is added to this folder, the flow will be activated.
  4. Chaining the PDF Conversion
    Once a file is created in the specified folder, the next step is to convert it to PDF. Choose the action 'Convert file' associated with OneDrive. You will need to identify the file to be converted using its unique identifier, which acts like a fingerprint for the file.
  5. Using Dynamic Elements
    To retrieve the unique file identifier, use the lightning bolt icon to access dynamic elements from previous steps in your flow. Control the output format by selecting PDF as the desired format for the conversion.
  6. Creating the Final PDF File
    After the conversion, you need to create the final PDF file. Choose the action 'Create file' and specify the target storage folder. Use dynamic elements to set the name of the PDF file, ensuring it matches the original file's name, and include the content generated from the conversion.
  7. Notifying the Team
    To finalize your flow, add a notification step to inform your team that the conversion was successful. Choose the action to publish a message in a Teams conversation. Set the flow bot parameter as the sender and specify yourself as the recipient. You can personalize the message with dynamic elements, such as the name of the converted document.
  8. Testing the Flow
    After saving your flow, test it manually by depositing a Word file into the specified folder. Be patient, as the execution time may vary based on the complexity of the document and the actions performed by the flow. Power Automate will inform you of the success of each step and the execution time.
  9. Verifying the Output
    Once the flow has executed, double-check to ensure that the PDF file is present in your target folder. Your flow should now be active and visible in the 'My flows' section, where you can modify, deactivate, or track its execution history.
  10. Conclusion
    In summary, creating an automated cloud flow to convert files to PDF format in OneDrive is a straightforward process. By following the outlined steps, you can streamline your workflow and enhance productivity through automation.

FAQ :

What is an automated cloud flow?

An automated cloud flow is a process that runs automatically in the cloud, triggered by specific events, allowing users to automate tasks without manual intervention.

How do I create a flow in Power Automate?

To create a flow in Power Automate, click the create button, select the automated cloud flow option, name your flow, specify the trigger, and define the actions to be taken when the trigger occurs.

What is the purpose of a trigger in a flow?

A trigger is an event that initiates the execution of a flow. For example, a flow can be triggered when a file is created in a specific OneDrive folder.

How can I convert a file to PDF using Power Automate?

To convert a file to PDF using Power Automate, you need to choose the 'convert file' action, specify the file to be converted using its unique identifier, and control the output format to PDF.

What are dynamic elements in a flow?

Dynamic elements are variables in a flow that can change based on the input or context, allowing for more flexible and personalized automation.

How do I receive notifications in Teams after a flow execution?

You can receive notifications in Teams by adding an action to publish a message in a conversation, specifying the sender and recipient, and personalizing the message with dynamic elements.

Quelques cas d'usages :

Automating Document Management

In a corporate environment, an automated cloud flow can be set up to convert all newly uploaded Word documents in a specific OneDrive folder into PDF format. This ensures that all documents are consistently formatted and easily shareable, improving document management efficiency.

Streamlining Team Notifications

A team can use Power Automate to notify members in Microsoft Teams whenever a new file is added to a shared OneDrive folder. This keeps everyone updated on important documents and enhances collaboration.

Efficient File Archiving

An organization can implement a flow that automatically converts and archives files uploaded to a designated OneDrive folder. This not only saves time but also ensures that all archived files are in a standard format, making retrieval easier.

Monitoring File Changes

A project manager can set up a flow to monitor changes in project files stored in OneDrive. When a file is updated, the flow can send a notification to the team, ensuring everyone is aware of the latest changes and can act accordingly.

Glossaire :

Automated Cloud Flow

A process that runs automatically in the cloud, triggered by specific events, allowing users to automate tasks without manual intervention.

OneDrive

A cloud storage service from Microsoft that allows users to store files and data online, accessible from any device.

PDF Conversion

The process of transforming a document into a Portable Document Format (PDF), which preserves the formatting and layout of the original document.

Trigger

An event that initiates the execution of a flow in automation, such as the creation of a file in a specified folder.

Dynamic Elements

Variables in a flow that can change based on the input or context, allowing for more flexible and personalized automation.

Unique File Identifier

A specific identifier assigned to each file that distinguishes it from others, even if the files share the same name.

Power Automate

A Microsoft service that allows users to create automated workflows between applications and services to synchronize files, get notifications, and collect data.

Teams Notification

A message sent within Microsoft Teams to inform users about specific events or updates, such as the successful conversion of a file.

résultat(s)
00:00:08
For instance, when a file is added to a specific onedrive folder,
00:00:12
you can automatically create a PDF version of that
00:00:14
file in a target folder while preserving the original.
00:00:20
After clicking the create button and selecting the automated cloud flow option,
00:00:26
name your flow and specify the trigger,
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which is the action associated with the application that
00:00:33
will start the process contained within your flow.
00:00:36
Here, it will be your professional onedrive space
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onedrive for business associated with the action. When a file is created,
00:00:47
then click the trigger to set the path corresponding to the folder to be monitored.
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Here, it will be the folder named source. For this example,
00:00:56
once a file is created or deposited in this folder,
00:00:59
your flow must be chained to the PDF conversion.
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Choose the action convert file associated with onedrive by identifying
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the file to be converted using its unique identifier.
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A unique file identifier is like a fingerprint that uniquely
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distinguishes each file even if they have the same name
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to retrieve this information,
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use the lightning bolt icon to retrieve information
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related to the previous steps of your flow.
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These are the dynamic elements,
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control the output format. In this case, it will be PDF.
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And there will be one important step left regarding
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creating the final file based on your original converted file
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still associated with your onedrive for business application.
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Choose the action, create file
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in the properties, specify the target storage folder. Again
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using dynamic elements to specify the name of your PDF,
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which here will have the same label as your original file and its content,
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which will be the result generated by the PDF conversion.
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In the previous step,
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you can finalize your flow with a team's
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notification indicating that the conversion was successful.
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Choose the action to publish a message in a conversation associated with teams
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to keep it simple. Leave the flow bot
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parameter as the sender specify that the publication will be effective in your
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conversations and do not forget to specify that you are the recipient,
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then personalize the message by adding if you wish dynamic
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elements such as the name of the concerned document,
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save your flow and test it manually,
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then deposit a word file to be converted into the folder specified in your flow.
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Be patient. The execution time can be a bit long.
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It depends on the type of action your flow generates as
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well as the weight or complexity of the source document.
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During execution power automate informs you of the success
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of each step as well as the execution time.
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Your flow executed successfully,
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double check to ensure the PDF file is present in your target folder,
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which should be the case here.
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Your flow is now active and visible in my flows
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in the three little dots menu.
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You can modify it, deactivate it or track the execution history.
00:03:20
That is how to create a simple and functional automated flow.

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résultat(s)
00:00:02
Vamos ver como estabelecer um fluxo de nuvem automatizado acionado por um evento específico.
00:00:08
Por exemplo, quando um ficheiro é adicionado a uma pasta específica do onedrive,
00:00:12
pode criar automaticamente uma versão PDF desse
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ficheiro numa pasta de destino preservando o original.
00:00:20
Depois de clicar no botão criar e selecionar a opção de fluxo automatizado na nuvem,
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nomeie o seu fluxo e especifique o gatilho,
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que é a ação associada à aplicação que
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iniciará o processo contido no seu fluxo.
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Aqui, será o seu espaço profissional onedrive
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onedrive para negócios associados à ação. Quando um ficheiro é criado,
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em seguida, clique no gatilho para definir o caminho correspondente à pasta a monitorizar.
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Aqui, será a pasta com o nome source. Para este exemplo,
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uma vez criado ou depositado um ficheiro nesta pasta,
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o seu fluxo deve estar encadeado à conversão em PDF.
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Escolha a ação converter o ficheiro associado ao onedrive identificando
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o ficheiro a converter utilizando o seu identificador único.
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Um identificador de ficheiro único é como uma impressão digital que, exclusivamente
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distingue cada ficheiro mesmo que tenham o mesmo nome
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para recuperar essas informações,
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utilizar o ícone de relâmpago para recuperar informações
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relacionados com as etapas anteriores do seu fluxo.
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Estes são os elementos dinâmicos,
00:01:27
controlar o formato de saída. Neste caso, será em PDF.
00:01:31
E restará um passo importante no que diz respeito
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criar o ficheiro final com base no seu ficheiro original convertido
00:01:38
ainda associado à sua aplicação onedrive para empresas.
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Escolha a ação, crie um ficheiro
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nas propriedades, especifique a pasta de armazenamento de destino. Mais uma vez
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utilizar elementos dinâmicos para especificar o nome do seu PDF,
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que aqui terá a mesma etiqueta que o seu ficheiro original e o seu conteúdo,
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que será o resultado gerado pela conversão em PDF.
00:02:02
Na etapa anterior,
00:02:05
pode finalizar o seu fluxo com uma equipa
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notificação indicando que a conversão foi bem sucedida.
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Escolher a ação para publicar uma mensagem numa conversa associada a equipas
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para manter a simplicidade. Saia do bot de fluxo
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parâmetro conforme o remetente especifica que a publicação será eficaz no seu
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conversas e não se esqueça de especificar que é o destinatário,
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em seguida, personalize a mensagem adicionando se desejar dinâmico
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elementos como o nome do documento em causa,
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salvar o seu fluxo e testá-lo manualmente,
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em seguida, depositar um ficheiro Word para ser convertido na pasta especificada no seu fluxo.
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Seja paciente. O tempo de execução pode ser um pouco longo.
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Depende do tipo de ação que o seu fluxo gera como
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bem como o peso ou complexidade do documento fonte.
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Durante a execução, o power automate informa sobre o sucesso
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de cada passo, bem como do tempo de execução.
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O seu fluxo foi executado com sucesso,
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verifique novamente para garantir que o ficheiro PDF está presente na pasta de destino,
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o que deveria ser o caso aqui.
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O teu fluxo está agora ativo e visível nos meus fluxos
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no menu de três pontinhos.
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Pode modificá-lo, desativá-lo ou rastrear o histórico de execução.
00:03:20
É assim que se cria um fluxo automatizado simples e funcional.

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résultat(s)
00:00:02
Vediamo come stabilire un flusso cloud automatizzato innescato da un evento specifico.
00:00:08
Ad esempio, quando un file viene aggiunto a una cartella specifica di OneDrive,
00:00:12
puoi crearne automaticamente una versione PDF
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file in una cartella di destinazione preservando l'originale.
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Dopo aver fatto clic sul pulsante di creazione e selezionato l'opzione di flusso automatico del cloud,
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assegna un nome al flusso e specifica il trigger,
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qual è l'azione associata all'applicazione che
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avvierà il processo contenuto nel flusso.
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Qui sarà il tuo spazio professionale su onedrive
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onedrive for business associato all'azione. Quando viene creato un file,
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quindi fai clic sul grilletto per impostare il percorso corrispondente alla cartella da monitorare.
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Qui, sarà la cartella denominata source. Per questo esempio,
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una volta creato o depositato un file in questa cartella,
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il flusso deve essere collegato alla conversione PDF.
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Scegli l'azione di conversione del file associato a onedrive identificando
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il file da convertire utilizzando il suo identificatore univoco.
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Un identificatore di file univoco è come un'impronta digitale univoca
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distingue ogni file anche se hanno lo stesso nome
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per recuperare queste informazioni,
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usa l'icona a forma di fulmine per recuperare le informazioni
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relative alle fasi precedenti del flusso.
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Questi sono gli elementi dinamici,
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controlla il formato di output. In questo caso, sarà PDF.
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E rimarrà un passo importante per quanto riguarda
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creazione del file finale in base al file convertito originale
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ancora associato all'applicazione OneDrive for Business.
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Scegli l'azione, crea il file
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nelle proprietà, specifica la cartella di archiviazione di destinazione. Di nuovo
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utilizzando elementi dinamici per specificare il nome del PDF,
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che qui avrà la stessa etichetta del file originale e del suo contenuto,
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che sarà il risultato generato dalla conversione PDF.
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Nel passaggio precedente,
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puoi finalizzare il tuo flusso con quello di un team
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notifica che indica che la conversione è avvenuta con successo.
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Scegli l'azione per pubblicare un messaggio in una conversazione associata ai team
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per mantenerlo semplice. Abbandona il flow bot
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parametro come mittente specifica che la pubblicazione sarà effettiva nel tuo
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conversazioni e non dimenticare di specificare che sei il destinatario,
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quindi personalizza il messaggio aggiungendo, se lo desideri, dinamico
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elementi come il nome del documento in questione,
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salva il flusso e testalo manualmente,
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quindi deposita un file word da convertire nella cartella specificata nel flusso.
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Sii paziente. Il tempo di esecuzione può essere un po' lungo.
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Dipende dal tipo di azione generata dal flusso
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oltre al peso o alla complessità del documento sorgente.
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Durante l'esecuzione, power automate ti informa del successo
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di ogni fase e del tempo di esecuzione.
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Il flusso è stato eseguito correttamente,
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ricontrolla per assicurarti che il file PDF sia presente nella cartella di destinazione,
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cosa che dovrebbe succedere in questo caso.
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Il tuo flusso è ora attivo e visibile nei miei flussi
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nel menu con tre puntini.
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Puoi modificarlo, disattivarlo o tenere traccia della cronologia delle esecuzioni.
00:03:20
Ecco come creare un flusso automatico semplice e funzionale.

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résultat(s)
00:00:02
Давайте посмотрим, как создать автоматический облачный поток, вызванный определенным событием.
00:00:08
Например, когда файл добавляется в определенную папку onedrive,
00:00:12
вы можете автоматически создать PDF-версию этого файла
00:00:14
файл в целевой папке с сохранением оригинала.
00:00:20
После нажатия кнопки «Создать» и выбора опции автоматического облачного потока,
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назовите свой поток и укажите триггер,
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это действие, связанное с приложением, которое
00:00:33
запустит процесс, содержащийся в вашем потоке.
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Здесь это будет ваше профессиональное место на одном диске
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onedrive для бизнеса, связанного с акцией. Когда файл создан,
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затем нажмите триггер, чтобы задать путь, соответствующий отслеживаемой папке.
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Здесь это будет папка с именем source. В этом примере
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как только файл будет создан или помещен в эту папку,
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ваш процесс должен быть привязан к преобразованию PDF.
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Выберите файл операции «Конвертировать», связанный с onedrive, путем идентификации
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файл, который нужно преобразовать, используя его уникальный идентификатор.
00:01:10
Уникальный идентификатор файла подобен уникальному отпечатку пальца
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различает каждый файл, даже если у него одно и то же имя
00:01:18
чтобы получить эту информацию,
00:01:20
используйте значок молнии для получения информации
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связано с предыдущими этапами вашего процесса.
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Это динамические элементы,
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управляйте выходным форматом. В данном случае это будет PDF.
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И останется один важный шаг в отношении
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создание окончательного файла на основе исходного преобразованного файла
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все еще связано с вашим приложением OneDrive для бизнеса.
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Выберите действие, создайте файл
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в свойствах укажите целевую папку для хранения. Снова
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используя динамические элементы для указания имени вашего PDF-файла,
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который здесь будет иметь ту же метку, что и исходный файл и его содержимое,
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который будет результатом преобразования PDF.
00:02:02
На предыдущем шаге
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вы можете завершить процесс с помощью команды
00:02:07
уведомление о том, что конверсия прошла успешно.
00:02:11
Выберите действие, чтобы опубликовать сообщение в разговоре, связанном с командами
00:02:17
чтобы всё было просто. Оставьте бота Flow
00:02:19
в параметре отправителя укажите, что публикация будет действительна в вашем
00:02:24
разговоры и не забудьте указать, что вы являетесь получателем,
00:02:29
затем персонализируйте сообщение, добавив при желании динамическое
00:02:33
такие элементы, как название соответствующего документа,
00:02:36
сохраните рабочий процесс и протестируйте его вручную,
00:02:41
затем поместите текстовый файл для преобразования в папку, указанную в вашей цепочке.
00:02:46
Наберитесь терпения. Время выполнения может быть немного долгим.
00:02:49
Это зависит от типа действия, которое генерирует ваш поток
00:02:52
а также от веса или сложности исходного документа.
00:02:55
Во время выполнения Power Automate сообщает вам об успехе
00:02:59
о каждом шаге, а также о времени выполнения.
00:03:01
Ваш процесс успешно выполнен,
00:03:04
дважды проверьте, есть ли PDF-файл в целевой папке,
00:03:08
что и должно быть здесь.
00:03:10
Теперь ваш поток активен и виден в моих потоках
00:03:14
в меню из трех маленьких точек.
00:03:16
Вы можете изменить его, деактивировать или отслеживать историю выполнения.
00:03:20
Таким образом можно создать простой и функциональный автоматизированный процесс.

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résultat(s)
00:00:02
Veamos cómo establecer un flujo de nube automatizado provocado por un evento específico.
00:00:08
Por ejemplo, cuando se agrega un archivo a una carpeta específica de Onedrive,
00:00:12
puedes crear automáticamente una versión en PDF de eso
00:00:14
archivo en una carpeta de destino conservando el original.
00:00:20
Tras hacer clic en el botón de creación y seleccionar la opción de flujo de nube automatizado,
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asigne un nombre a su flujo y especifique el desencadenante,
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cuál es la acción asociada a la aplicación que
00:00:33
iniciará el proceso contenido en su flujo.
00:00:36
Aquí, será tu espacio profesional de OneDrive
00:00:39
onedrive para empresas asociadas a la acción. Cuando se crea un archivo,
00:00:47
a continuación, pulse el disparador para establecer la ruta correspondiente a la carpeta que se va a supervisar.
00:00:51
Aquí, será la carpeta llamada source. Para este ejemplo,
00:00:56
una vez creado o depositado un archivo en esta carpeta,
00:00:59
tu flujo debe estar encadenado a la conversión de PDF.
00:01:02
Elija la acción: convertir el archivo asociado a onedrive identificando
00:01:07
el archivo que se va a convertir con su identificador único.
00:01:10
Un identificador de archivo único es como una huella digital que es única
00:01:14
distingue cada archivo incluso si tienen el mismo nombre
00:01:18
para recuperar esta información,
00:01:20
utilice el icono de un rayo para recuperar la información
00:01:23
relacionados con los pasos anteriores de tu flujo.
00:01:25
Estos son los elementos dinámicos,
00:01:27
controla el formato de salida. En este caso, será PDF.
00:01:31
Y quedará un paso importante con respecto a
00:01:33
crear el archivo final a partir de su archivo convertido original
00:01:38
sigue asociado a tu aplicación de onedrive for business.
00:01:41
Elige la acción, crea un archivo
00:01:46
en las propiedades, especifique la carpeta de almacenamiento de destino. De nuevo
00:01:51
utilizando elementos dinámicos para especificar el nombre de tu PDF,
00:01:55
que aquí tendrá la misma etiqueta que el archivo original y su contenido,
00:01:59
que será el resultado generado por la conversión a PDF.
00:02:02
En el paso anterior,
00:02:05
puedes finalizar tu flujo con el de un equipo
00:02:07
notificación que indica que la conversión se ha realizado correctamente.
00:02:11
Elige la acción para publicar un mensaje en una conversación asociada a los equipos
00:02:17
para que sea sencillo. Deja el bot de flujo
00:02:19
parámetro ya que el remitente especifica que la publicación se hará efectiva en su
00:02:24
conversaciones y no olvides especificar que eres el destinatario,
00:02:29
luego personalice el mensaje agregándolo si lo desea dinámico
00:02:33
elementos como el nombre del documento en cuestión,
00:02:36
guarda tu flujo y pruébalo manualmente,
00:02:41
luego deposite un archivo de Word para convertirlo en la carpeta especificada en su flujo.
00:02:46
Sé paciente. El tiempo de ejecución puede ser un poco largo.
00:02:49
Depende del tipo de acción que genere tu flujo
00:02:52
así como el peso o la complejidad del documento fuente.
00:02:55
Durante la ejecución, Power Automate le informa del éxito.
00:02:59
de cada paso, así como del tiempo de ejecución.
00:03:01
Su flujo se ejecutó correctamente,
00:03:04
compruebe dos veces que el archivo PDF está presente en su carpeta de destino,
00:03:08
lo que debería ser el caso aquí.
00:03:10
Tu flujo ahora está activo y visible en mis flujos
00:03:14
en el menú de tres puntitos.
00:03:16
Puede modificarlo, desactivarlo o hacer un seguimiento del historial de ejecución.
00:03:20
Así es como se crea un flujo automatizado simple y funcional.

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