Flow / Power Automate - Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service Video

Learn how Power Automate can automate exchanges between Dropbox and SharePoint, allowing seamless file transfers. Discover templates to easily set up the process, and even receive notifications via Teams. Transform your workflow and ensure smooth file exchanges between different storage solutions. Explore the possibilities with this intriguing video!

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Objectifs :

This document aims to provide a comprehensive overview of how to automate file exchanges between Dropbox and SharePoint using Power Automate, illustrating the process with a practical example.

Chapitres :

  1. Introduction to Power Automate
    Power Automate is a powerful tool that enables users to automate actions between various Microsoft services and external solutions. This document will explore how to set up an automated file exchange between Dropbox and SharePoint, enhancing productivity and streamlining workflows.
  2. Scenario Overview
    Consider a scenario where a company transitions from using Dropbox for cloud storage to Microsoft 365, specifically utilizing SharePoint for storage. The objective is to automate the exchange of files between a designated Dropbox folder and a specific SharePoint library.
  3. Setting Up the Automation
    To achieve this automation, follow these steps: 1. **Identify the Folders**: - In Dropbox, create a folder named 'SP exchange SS' to host the files to be retrieved. - In SharePoint, ensure there is a library available in a site named 'Sass Dropbox'. 2. **Utilize Power Automate Templates**: - Power Automate offers various templates. Search for a template that fits your needs by entering relevant keywords. - A flow template will be suggested based on your input.
  4. Connecting Dropbox to Power Automate
    Once you have selected a template, you will need to connect your Dropbox account to the flow using the correct credentials. The flow typically consists of a trigger and actions: - **Trigger**: The process starts when a file is created in the specified Dropbox folder ('SharePoint exchange SS'). - **Action**: The corresponding action on the SharePoint side involves defining the target location in your SharePoint site and the appropriate folder.
  5. Configuring the Flow
    When configuring the flow, note the following: - The name of the created file will match the original file's name. - The original file in Dropbox will not be deleted during this process. - You can enhance the flow by adding a notification via Microsoft Teams when a file is deposited. This can include details such as the file's properties and a message containing the file name and access link.
  6. Testing the Automation
    After setting up the flow, save it and test it by importing a file into your Dropbox folder. You can also move a file from one Dropbox folder to the 'SASS' folder. Upon execution, you should receive a Teams notification confirming the deposit. However, if the link is not clickable, you can modify the flow: 1. Switch to code view by clicking the small icon at the top right. 2. Integrate the link into an HTML hypertext tag. 3. Test again by depositing two files simultaneously.
  7. Conclusion
    Upon successful testing, you will receive functional Teams notifications with clickable links. Additionally, the files should be present in the SharePoint library, confirming that the automated exchange between Dropbox and SharePoint is functioning as expected. This automation not only saves time but also ensures that files are efficiently managed across platforms.

FAQ :

What is Power Automate used for?

Power Automate is used to automate workflows between different applications and services, allowing users to streamline processes and save time.

How can I connect Dropbox to Power Automate?

You can connect Dropbox to Power Automate by using the appropriate credentials when setting up a flow that involves Dropbox actions.

What happens when a file is created in Dropbox while using Power Automate?

When a file is created in a specified Dropbox folder, Power Automate can trigger an action to automatically copy that file to a designated SharePoint library.

Can I receive notifications in Teams when a file is deposited in Dropbox?

Yes, you can configure your Power Automate flow to send notifications in Microsoft Teams when a file is deposited in Dropbox.

What should I do if the link in my Teams notification is not clickable?

If the link is not clickable, you can modify your flow to include the link in an HTML hypertext tag, which will make it clickable in the notification.

Quelques cas d'usages :

Automating File Transfers from Dropbox to SharePoint

A company can use Power Automate to automatically transfer files from a Dropbox folder to a SharePoint library whenever a new file is added. This ensures that all team members have access to the latest documents without manual intervention.

Receiving Notifications for New Files

By setting up a flow in Power Automate, a team can receive instant notifications in Microsoft Teams whenever a new file is deposited in a specific Dropbox folder, improving communication and collaboration.

Creating Clickable Links in Notifications

A user can enhance their Power Automate flow to include clickable links in Teams notifications by using HTML tags, ensuring that team members can easily access shared files directly from the notification.

Glossaire :

Power Automate

A cloud-based service that allows users to create automated workflows between different applications and services.

Microsoft 365

A subscription service that includes access to Office applications and other productive tools provided by Microsoft.

SharePoint

A web-based collaboration platform that integrates with Microsoft Office, used for storing, organizing, sharing, and accessing information.

Dropbox

A cloud storage service that allows users to save files online and sync them to their devices.

Flow Template

Predefined workflows in Power Automate that can be customized to automate specific tasks.

Trigger

An event that starts a workflow in Power Automate, such as the creation of a file in Dropbox.

Dynamic Content

Content that can change based on the context of the workflow, such as file names or links that are generated during the flow.

HTML Hypertext Tag

A markup language used to create links in web pages, allowing users to click and navigate to other resources.

résultat(s)
00:00:05
between certain Microsoft services and other external solutions.
00:00:09
Let's take the following example,
00:00:12
your company previously used cloud storage hosted by Dropbox following the
00:00:16
transition to Microsoft 365 and thus to a SharePoint storage solution,
00:00:22
you need to set up an automated exchange ss between these two spaces.
00:00:27
The goal is that when a file is deposited in a specific dropbox folder,
00:00:32
it is automatically retrieved in a specific sharepoint library.
00:00:36
This example relates to a Dropbox solution but
00:00:39
could just as well illustrate a Google drive.
00:00:41
Of course
00:00:44
we have on the dropbox side,
00:00:46
a folder named SP exchange SS which will host the files to be retrieved.
00:00:52
On the sharepoint side.
00:00:53
A library is available in a SharePoint site named Sass Dropbox.
00:00:59
There are many templates offered by power automate, one of which meets your needs
00:01:04
by using the templates and entering the appropriate keywords.
00:01:08
A flow template will be suggested to you.
00:01:10
Let's go,
00:01:12
you will need to connect your dropbox space
00:01:14
to the flow with the correct credentials.
00:01:19
The flow is generally simple.
00:01:21
It proposes a trigger defining the start of the process. When a file is created
00:01:25
on the dropbox side.
00:01:27
Then a second action on the sharepoint side. Of course,
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in the dropbox action block, identify the folder to monitor named here,
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SharePoint exchange SS
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in the other action block define the target location,
00:01:41
your SharePoint site and the corresponding folder
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in the dropbox exchange SS library.
00:01:47
Some elements are prefilled. Since you are starting from a template,
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the name of the created file will be identical
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and will contain the content of the original file.
00:01:58
Note,
00:01:58
the flow will not delete the original file on
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dropbox power automate actions on external services are limited.
00:02:06
You can complete this flow by opting to be notified via teams of the
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file deposit depending on the detail to be included in this notification message,
00:02:14
retrieve the properties of the created file by referencing its id
00:02:24
lastly add a team's conversational message action
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block where you are the recipient,
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draft the message that should contain the file name
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and its access link retrieved through the dynamic content
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save test and import a file into your dropbox folder.
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You can of course move a file from one dropbox folder to the SASS folder.
00:02:55
The flow executes and you receive a team's
00:02:57
notification of the deposit with the name.
00:02:59
However, the link is not clickable,
00:03:04
then modify your flow.
00:03:05
Switch to code with the small icon at the top
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right and integrate the link into an html hypertext tag
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test again by depositing two files simultaneously. This time.
00:03:20
Perfect.
00:03:22
You receive two teams notifications with functional links.
00:03:27
On the sharepoint library side, the files are indeed present
00:03:30
your exchange SAS works and meets your expectations.

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résultat(s)
00:00:02
O Power Automate também permite automatizar ações
00:00:05
entre determinados serviços da Microsoft e outras soluções externas.
00:00:09
Vejamos o seguinte exemplo,
00:00:12
a sua empresa utilizou anteriormente armazenamento na nuvem hospedado pelo Dropbox seguindo o
00:00:16
transição para o Microsoft 365 e, portanto, para uma solução de armazenamento do SharePoint,
00:00:22
precisa de configurar uma troca automática ss entre estes dois espaços.
00:00:27
O objetivo é que, quando um ficheiro é depositado numa pasta dropbox específica,
00:00:32
é recuperado automaticamente numa biblioteca específica do sharepoint.
00:00:36
Este exemplo refere-se a uma solução do Dropbox mas
00:00:39
poderia muito bem ilustrar um Google Drive.
00:00:41
Claro
00:00:44
temos no lado do dropbox,
00:00:46
uma pasta chamada SP exchange SS que hospedará os arquivos a serem recuperados.
00:00:52
Do lado do sharepoint.
00:00:53
Uma biblioteca está disponível num site do SharePoint chamado Sass Dropbox.
00:00:59
Existem muitos modelos oferecidos pelo power automate, um dos quais satisfaz as suas necessidades
00:01:04
utilizando os modelos e introduzindo as palavras-chave apropriadas.
00:01:08
Um modelo de fluxo ser-lhe-á sugerido.
00:01:10
Vamos,
00:01:12
terá de ligar o seu espaço dropbox
00:01:14
para o fluxo com as credenciais corretas.
00:01:19
O fluxo é geralmente simples.
00:01:21
Propõe um gatilho que define o início do processo. Quando um ficheiro é criado
00:01:25
no lado do dropbox.
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Em seguida, uma segunda ação no lado do sharepoint. Claro,
00:01:31
no bloco de ação do dropbox, identifique a pasta a monitorar com o nome aqui,
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SharePoint troca SS
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no outro bloco de acção definir a localização de destino,
00:01:41
o seu site do SharePoint e a pasta correspondente
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na biblioteca SS do dropbox exchange.
00:01:47
Alguns elementos são pré-preenchidos. Uma vez que está a começar a partir de um modelo,
00:01:51
o nome do ficheiro criado será idêntico
00:01:54
e conterá o conteúdo do ficheiro original.
00:01:58
Nota,
00:01:58
o fluxo não eliminará o ficheiro original em
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as ações do dropbox power automatize em serviços externos são limitadas.
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Pode completar este fluxo optando por ser notificado através das equipas do
00:02:09
arquivo de depósito dependendo do detalhe a incluir nesta mensagem de notificação,
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recuperar as propriedades do ficheiro criado fazendo referência ao seu id
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por último, adicionar a ação de mensagem conversacional de uma equipa
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bloquear onde é o destinatário,
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rascunho da mensagem que deve conter o nome do ficheiro
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e o seu link de acesso recuperado através do conteúdo dinâmico
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salve, teste e importe um arquivo para a sua pasta do dropbox.
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É claro que pode mover um ficheiro de uma pasta dropbox para a pasta SASS.
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O fluxo é executado e recebe a de uma equipa
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notificação do depósito com o nome.
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No entanto, o link não é clicável,
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depois modifique o seu fluxo.
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Mudar para o código com o pequeno ícone na parte superior
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direita e integrar o link numa tag de hipertexto html
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testar novamente depositando dois ficheiros simultaneamente. Desta vez.
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Perfeito.
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Recebe duas notificações de equipas com ligações funcionais.
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No lado da biblioteca do sharepoint, os ficheiros estão efectivamente presentes
00:03:30
a sua bolsa SAS funciona e corresponde às suas expectativas.

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résultat(s)
00:00:02
Power automate consente anche di automatizzare le azioni
00:00:05
tra determinati servizi Microsoft e altre soluzioni esterne.
00:00:09
Prendiamo il seguente esempio,
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la tua azienda utilizzava in precedenza lo spazio di archiviazione cloud ospitato da Dropbox seguendo il
00:00:16
passaggio a Microsoft 365 e quindi a una soluzione di archiviazione SharePoint,
00:00:22
è necessario impostare uno scambio automatico tra questi due spazi.
00:00:27
L'obiettivo è che quando un file viene depositato in una cartella dropbox specifica,
00:00:32
viene recuperato automaticamente in una libreria SharePoint specifica.
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Questo esempio si riferisce a una soluzione Dropbox ma
00:00:39
potrebbe benissimo illustrare un Google Drive.
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Certo
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abbiamo sul lato Dropbox,
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una cartella denominata SP exchange SS che ospiterà i file da recuperare.
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Sul lato sharepoint.
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Una libreria è disponibile in un sito di SharePoint denominato Sass Dropbox.
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Ci sono molti modelli offerti da power automate, uno dei quali soddisfa le tue esigenze
00:01:04
utilizzando i modelli e inserendo le parole chiave appropriate.
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Ti verrà suggerito un modello di flusso.
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Andiamo
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dovrai connettere il tuo spazio dropbox
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al flusso con le credenziali corrette.
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Il flusso è generalmente semplice.
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Propone un trigger che definisce l'inizio del processo. Quando viene creato un file
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sul lato dropbox.
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Quindi una seconda azione sul lato sharepoint. Certo
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nel blocco azioni di dropbox, identifica la cartella da monitorare denominata qui,
00:01:35
SharePoint Exchange SS
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nell'altro blocco di azioni definisci la posizione di destinazione,
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il tuo sito di SharePoint e la cartella corrispondente
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nella libreria SS di dropbox exchange.
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Alcuni elementi sono precompilati. Dato che stai partendo da un modello,
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il nome del file creato sarà identico
00:01:54
e conterrà il contenuto del file originale.
00:01:58
Nota:
00:01:58
il flusso non eliminerà il file originale su
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Le azioni di dropbox power automate sui servizi esterni sono limitate.
00:02:06
Puoi completare questo flusso scegliendo di ricevere una notifica tramite i team di
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deposito dei file in base ai dettagli da includere in questo messaggio di notifica,
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recupera le proprietà del file creato facendo riferimento al suo id
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infine aggiungi l'azione di messaggio conversazionale di un team
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blocca dove sei il destinatario,
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redigere il messaggio che deve contenere il nome del file
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e il relativo link di accesso recuperato tramite il contenuto dinamico
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salva il test e importa un file nella tua cartella dropbox.
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Ovviamente puoi spostare un file da una cartella dropbox alla cartella SASS.
00:02:55
Il flusso viene eseguito e tu ricevi quello di un team
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notifica del deposito con il nome.
00:02:59
Tuttavia, il link non è cliccabile,
00:03:04
quindi modifica il flusso.
00:03:05
Passa al codice con la piccola icona in alto
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destra e integra il link in un tag ipertestuale html
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riprova depositando due file contemporaneamente. Questa volta.
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Perfetto
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Riceverai notifiche di due squadre con link funzionali.
00:03:27
Sul lato della libreria SharePoint, i file sono effettivamente presenti
00:03:30
il tuo exchange SAS funziona e soddisfa le tue aspettative.

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résultat(s)
00:00:02
Power Automate также позволяет автоматизировать действия.
00:00:05
между определенными службами Microsoft и другими внешними решениями.
00:00:09
Давайте рассмотрим следующий пример
00:00:12
ваша компания ранее использовала облачное хранилище, размещенное в Dropbox, по следующей схеме
00:00:16
переход на Microsoft 365 и, следовательно, на решение для хранения данных SharePoint,
00:00:22
вам необходимо настроить автоматический обмен данными между этими двумя пространствами.
00:00:27
Цель состоит в том, чтобы, когда файл хранится в определенной папке Dropbox,
00:00:32
он автоматически извлекается в определенную библиотеку sharepoint.
00:00:36
Этот пример относится к решению Dropbox, но
00:00:39
С таким же успехом можно было бы проиллюстрировать диск Google.
00:00:41
Конечно
00:00:44
у нас на стороне Dropbox,
00:00:46
папка с именем SP exchange SS, в которой будут храниться файлы, которые нужно извлечь.
00:00:52
На стороне sharepoint.
00:00:53
Библиотека доступна на сайте SharePoint под названием Sass Dropbox.
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Компания power automate предлагает множество шаблонов, один из которых соответствует вашим потребностям
00:01:04
используя шаблоны и введя соответствующие ключевые слова.
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Вам будет предложен шаблон потока.
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Пойдем,
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вам нужно будет подключить пространство в Dropbox
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к потоку с правильными учетными данными.
00:01:19
Процесс, как правило, прост.
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Он предлагает триггер, определяющий начало процесса. Когда файл создан
00:01:25
на стороне Dropbox.
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Затем второе действие на стороне sharepoint. Конечно,
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в блоке действий dropbox укажите папку для мониторинга, названную здесь,
00:01:35
SharePoint Exchange SS
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в другом блоке действий определите целевое местоположение,
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ваш сайт SharePoint и соответствующая папка
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в библиотеке SS биржи Dropbox.
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Некоторые элементы предварительно заполнены. Поскольку вы начинаете с шаблона,
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имя созданного файла будет идентичным
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и будет содержать содержимое исходного файла.
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Обратите внимание,
00:01:58
поток не удалит исходный файл на
00:02:01
Действия Dropbox Power Automate на внешних сервисах ограничены.
00:02:06
Вы можете завершить этот процесс, выбрав получение уведомлений от групп из
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хранение файлов в зависимости от сведений, которые будут включены в это уведомительное сообщение,
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извлеките свойства созданного файла, указав его идентификатор
00:02:24
наконец, добавьте действие команды в диалоговом сообщении
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блок, в котором вы являетесь получателем,
00:02:33
составьте сообщение, которое должно содержать имя файла
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и ссылку для доступа к нему, полученную из динамического содержимого
00:02:42
сохраните тест и импортируйте файл в папку Dropbox.
00:02:49
Конечно, вы можете переместить файл из одной папки Dropbox в папку SASS.
00:02:55
Процесс завершится, и вы получите сообщение рабочей группы
00:02:57
уведомление о депозите с указанием имени.
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Однако ссылка недоступна для нажатия,
00:03:04
затем измените свой поток.
00:03:05
Переключитесь на код с помощью маленького значка вверху
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вправо и интегрируйте ссылку в гипертекстовый тег html
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повторите тест, разместив два файла одновременно. На этот раз.
00:03:20
Отлично.
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Вы получаете уведомления для двух команд с функциональными ссылками.
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На стороне библиотеки sharepoint файлы действительно присутствуют
00:03:30
ваша биржа SAS работает и соответствует вашим ожиданиям.

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résultat(s)
00:00:02
Power Automate también le permite automatizar las acciones
00:00:05
entre ciertos servicios de Microsoft y otras soluciones externas.
00:00:09
Tomemos el siguiente ejemplo,
00:00:12
tu empresa utilizaba anteriormente el almacenamiento en la nube alojado en Dropbox siguiendo el
00:00:16
la transición a Microsoft 365 y, por lo tanto, a una solución de almacenamiento de SharePoint,
00:00:22
necesita configurar un intercambio automatizado entre estos dos espacios.
00:00:27
El objetivo es que cuando un archivo se deposite en una carpeta de Dropbox específica,
00:00:32
se recupera automáticamente en una biblioteca de SharePoint específica.
00:00:36
Este ejemplo se refiere a una solución de Dropbox, pero
00:00:39
también podría ilustrar un Google Drive.
00:00:41
Por supuesto
00:00:44
tenemos en el lado de Dropbox,
00:00:46
una carpeta llamada SP exchange SS que alojará los archivos que se van a recuperar.
00:00:52
Del lado de SharePoint.
00:00:53
Hay una biblioteca disponible en un sitio de SharePoint llamado Sass Dropbox.
00:00:59
Power Automate ofrece muchas plantillas, una de las cuales satisface tus necesidades
00:01:04
utilizando las plantillas e introduciendo las palabras clave adecuadas.
00:01:08
Se le sugerirá una plantilla de flujo.
00:01:10
Vamos,
00:01:12
necesitarás conectar tu espacio de Dropbox
00:01:14
al flujo con las credenciales correctas.
00:01:19
El flujo es, por lo general, sencillo.
00:01:21
Propone un disparador que define el inicio del proceso. Cuando se crea un archivo
00:01:25
en el lado del Dropbox.
00:01:27
Luego, una segunda acción en el lado de SharePoint. Por supuesto,
00:01:31
en el bloque de acciones de Dropbox, identifique la carpeta que desea monitorear llamada aquí,
00:01:35
SharePoint Exchange SS
00:01:38
en el otro bloque de acción, defina la ubicación de destino,
00:01:41
su sitio de SharePoint y la carpeta correspondiente
00:01:44
en la biblioteca SS de Dropbox Exchange.
00:01:47
Algunos elementos vienen rellenados previamente. Dado que está partiendo de una plantilla,
00:01:51
el nombre del archivo creado será idéntico
00:01:54
y contendrá el contenido del archivo original.
00:01:58
Nota:
00:01:58
el flujo no eliminará el archivo original en
00:02:01
Las acciones de Dropbox Power Automate en servicios externos son limitadas.
00:02:06
Puedes completar este flujo si optas por recibir notificaciones a través de los equipos del
00:02:09
depósito de archivos en función de los detalles que se incluirán en este mensaje de notificación,
00:02:14
recupere las propiedades del archivo creado haciendo referencia a su identificador
00:02:24
por último, agrega la acción de mensaje conversacional de un equipo
00:02:27
bloquea el lugar en el que eres el destinatario,
00:02:33
redacta el mensaje que debe contener el nombre del archivo
00:02:36
y su enlace de acceso recuperado a través del contenido dinámico
00:02:42
guarda la prueba e importa un archivo a tu carpeta de Dropbox.
00:02:49
Por supuesto, puedes mover un archivo de una carpeta de Dropbox a la carpeta SASS.
00:02:55
El flujo se ejecuta y recibes el de un equipo
00:02:57
notificación del depósito con el nombre.
00:02:59
Sin embargo, no se puede hacer clic en el enlace,
00:03:04
luego modifique su flujo.
00:03:05
Cambia al código con el icono pequeño en la parte superior
00:03:08
a la derecha e integra el enlace en una etiqueta de hipertexto HTML
00:03:15
vuelva a realizar la prueba depositando dos archivos simultáneamente. Esta vez.
00:03:20
Perfecto.
00:03:22
Recibirás notificaciones de dos equipos con enlaces funcionales.
00:03:27
En el lado de la biblioteca de SharePoint, los archivos sí están presentes
00:03:30
your exchange SAS funciona y cumple con sus expectativas.

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