Flow / Power Automate - Manipulate Dynamic Content with Power FX Video

Learn to automate file renaming in OneDrive for Business using Power FX functions. Create a flow to handle dynamic content, store file details, and apply a specific naming convention. Utilize variables, Power FX date and time functions, and predefined actions to achieve seamless renaming. Watch as the file is automatically renamed according to the desired convention, providing an efficient and fully operational flow.

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Objectifs :

This tutorial aims to teach users how to handle dynamic content using Power FX functions to automate the renaming of files uploaded to OneDrive for Business according to a specific naming convention.


Chapitres :

  1. Introduction to Dynamic Content Handling
    In this tutorial, we will explore how to manage dynamic content using Power FX functions. The focus will be on automating the renaming of files uploaded to OneDrive for Business, following a specific naming convention that includes the user's name, month, year, and the file name in lowercase.
  2. Setting Up the Flow
    To begin, we will create a new flow using OneDrive for Business. It is crucial to select 'OneDrive for Business' and not just 'OneDrive,' which refers to a personal drive. For this tutorial, we will limit the renaming process to a folder named 'Training Folder' and its subfolders.
  3. Configuring Advanced Options
    Utilize the advanced options to include subfolders and set a maximum delay of one minute for the trigger. This will allow us to manipulate the information of the uploaded file effectively.
  4. Accessing File Metadata
    Add the 'Get File Metadata' action to access more details about the file, which we will refer to by its ID. This step is essential for the subsequent actions related to the defined naming convention.
  5. Using Variables for File Information
    You will need to use variables to store the outcomes of the processes. Start by initializing your first variable to retrieve the month and year associated with the file's modification date. Set this variable's type to text and rename the block for clarity.
  6. Applying Power FX Functions
    Utilize Power FX functions, particularly from the date and time category. The 'Format Date Time' function will allow you to apply a specific format using the dynamic content related to the modification date extracted from the metadata.
  7. Creating the Second Variable
    Next, create your second variable, also of text type, to store the folder path for renaming. This path will be retrieved from OneDrive, but it will also include the file name you wish to rename. To isolate the folder path, use the 'Replace' function to remove the file name from the complete path.
  8. Constructing the Final File Name
    Proceed to construct the final name of your file using the 'Compose' action. Populate this action with the variable containing the folder path, the name of the user who modified or created the file, and the month-year date variable. Finally, convert the file name to lowercase using the Power FX 'ToLower' function.
  9. Finalizing the Renaming Action
    To finalize the renaming action, find the corresponding OneDrive for Business action. Specify the ID of the concerned file and use the path property with the content of your compose action, which contains both the target folder and the desired naming convention. If a file with the same name already exists, you can choose to replace it.
  10. Testing the Flow
    Save and test your flow. In the designated folder within your OneDrive, create an Excel file with a random name in uppercase and wait for the flow to execute. Check the folder to confirm that the file has been automatically renamed according to the desired naming convention.
  11. Conclusion
    Congratulations! Your flow is now fully operational, successfully renaming files according to the specified naming convention. This automation not only saves time but also ensures consistency in file naming.

FAQ :

What is Power FX and how is it used?

Power FX is a low-code programming language used in Microsoft Power Platform. It allows users to create custom logic and automate tasks, making it easier to handle dynamic content and workflows.

What is the difference between OneDrive and OneDrive for Business?

OneDrive is a personal cloud storage service, while OneDrive for Business is designed for organizational use, providing additional features for collaboration and file management within a business context.

How can I automate file renaming in OneDrive?

You can automate file renaming in OneDrive using Power Automate by creating a flow that triggers on file uploads, retrieves file metadata, and applies a naming convention based on user-defined variables.

What are variables in Power Automate?

Variables in Power Automate are storage locations that hold data values. They can be initialized and modified throughout the flow to manage data dynamically.

What should I do if a file with the same name already exists?

If a file with the same name already exists, you can configure your flow to replace it by specifying the appropriate action in OneDrive for Business.

How do I ensure my file names are in lowercase?

You can ensure your file names are in lowercase by using the ToLower function in Power FX, which converts any string to lowercase format.


Quelques cas d'usages :

Automating File Management in a Corporate Environment

In a corporate setting, automating the renaming of files uploaded to OneDrive for Business can streamline document management. For instance, when employees upload reports, the flow can rename them according to a predefined convention, ensuring consistency and easy retrieval.

Organizing Training Materials

Training departments can use this flow to automatically rename training materials uploaded to a specific folder in OneDrive. By including the trainer's name, date, and topic in the file name, it enhances organization and accessibility for future reference.

Maintaining Version Control

In software development, teams can automate the renaming of versioned files uploaded to OneDrive. By incorporating version numbers and modification dates into the file names, teams can easily track changes and maintain version control.

Streamlining Document Submission Processes

Organizations can implement this flow to manage document submissions from clients or partners. By automatically renaming submitted files based on the submitter's name and submission date, it simplifies tracking and processing of incoming documents.


Glossaire :

Power FX

A low-code programming language used in Microsoft Power Platform to create custom logic and automate tasks.

OneDrive for Business

A cloud storage service from Microsoft that is designed for business use, allowing users to store, share, and collaborate on files.

Dynamic Content

Content that changes based on user input or other variables, allowing for more personalized and relevant experiences.

File Metadata

Information about a file, such as its name, size, type, and modification date, which can be used to manage and organize files.

Variables

Storage locations in programming that hold data values which can be changed during the execution of a program.

Compose Action

An action in Power Automate that allows users to create and manipulate data by combining multiple inputs into a single output.

Replace Function

A function used to substitute a specified substring within a string with another substring, often used to modify file paths or names.

ToLower Function

A Power FX function that converts a string to lowercase, ensuring uniformity in text formatting.

Naming Convention

A systematic method for naming files or variables that helps in organizing and identifying them easily.

00:00:04
we will see how to handle dynamic content using power FX functions.
00:00:08
This flow will automate the renaming of a file
00:00:10
uploaded to onedrive according to the following naming convention,
00:00:14
user's name, month, year of the file and file name. In lower case,
00:00:20
let's dive into the details by creating a new flow using onedrive for business.
00:00:26
Be careful not to select one drive alone which refers to a personal drive
00:00:30
here. It is specifically onedrive for business.
00:00:36
For this tutorial,
00:00:37
we will limit the renaming process to a folder in
00:00:40
the drive named training folder and its sub folders.
00:00:44
Utilizing the advanced options
00:00:47
include sub folders
00:00:50
and also set a maximum delay of one minute for the trigger
00:00:54
to manipulate the information of your file.
00:00:58
Add the get file metadata action which allows access to more details
00:01:02
about the file which we will refer to here by its ID.
00:01:07
For the following actions related to the
00:01:09
manipulations tied to the defined naming convention.
00:01:12
You will need to use variables to store the outcome of these processes,
00:01:15
initialize your first variable which will retrieve the month
00:01:19
and year associated with the modification of your file
00:01:23
name. This variable and set its type to text.
00:01:26
Take this opportunity to rename the block for clarity.
00:01:30
Then use the power FX functions,
00:01:34
particularly those from the date and time category.
00:01:37
The format date time function will allow you to apply a specific format by using
00:01:42
the dynamic content related to the modification date
00:01:45
of your file extracted from the metadata.
00:01:48
Conclude by adding the desired date, format, month year,
00:01:55
directly proceed with creating your second variable.
00:01:58
Also of text type which will store the folder path for renaming.
00:02:01
This is specific here because it is possible to retrieve the path of a onedrive file.
00:02:06
However, the path also includes the file name, you wish to rename.
00:02:10
Therefore you need to remove the file name from the
00:02:13
path to keep only the folder where this file is stored
00:02:17
to do this, use the replace function which starting from the complete path
00:02:23
should find the file name alone retrievable through the
00:02:26
display name content which only returns the file name,
00:02:30
replace it with an empty string.
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Your variable will thus return the folder path without the file name
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before renaming.
00:02:39
Go through an intermediate step aimed at constructing the final name of your file.
00:02:44
Use the predefined compose action which you populate
00:02:48
in order with the variable containing the folder path.
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The name of the user who modified or created the file, the month year date, variable
00:02:58
lastly convert the file name to lowercase using the power FX to lower function.
00:03:07
You only need to finalize the renaming action by
00:03:10
finding the corresponding one drive for business action,
00:03:17
specify the id of the concerned file and use the path property with the content
00:03:22
of your compose action containing both the
00:03:24
target folder and the desired naming convention.
00:03:27
If a file with the same name already exists, you can as in this case, replace it,
00:03:34
save and test. Now
00:03:37
in the concerned folder within your onedrive, create an Excel file.
00:03:40
For example, with a random name in uppercase and wait
00:03:46
the flow executes correctly,
00:03:49
check the folder.
00:03:51
Perfect. The file has been automatically renamed.
00:03:53
According to the desired naming convention,
00:03:56
your flow is fully operational.

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00:00:02
Neste tutorial,
00:00:04
veremos como lidar com conteúdo dinâmico usando funções power FX.
00:00:08
Este fluxo irá automatizar a renomeação de um ficheiro
00:00:10
carregado no onedrive de acordo com a seguinte convenção de nomenclatura,
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nome do utilizador, mês, ano do ficheiro e nome do ficheiro. Em minúsculas,
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vamos mergulhar nos detalhes criando um novo fluxo usando o onedrive para empresas.
00:00:26
Tenha cuidado para não selecionar apenas uma unidade que se refira a uma unidade pessoal
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aqui. É especificamente o onedrive para as empresas.
00:00:36
Para este tutorial,
00:00:37
limitaremos o processo de renomeação a uma pasta em
00:00:40
a unidade denominada pasta de treino e respectivas subpastas.
00:00:44
Utilizando as opções avançadas
00:00:47
incluir subpastas
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e também definir um atraso máximo de um minuto para o gatilho
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para manipular as informações do seu ficheiro.
00:00:58
Adicione a ação obter metadados do arquivo que permite o acesso a mais detalhes
00:01:02
sobre o ficheiro a que nos referiremos aqui pelo seu ID.
00:01:07
Para as seguintes ações relacionadas com o
00:01:09
manipulações ligadas à convenção de nomenclatura definida.
00:01:12
Terá de utilizar variáveis para armazenar o resultado destes processos,
00:01:15
inicializar a sua primeira variável que irá recuperar o mês
00:01:19
e ano associado à modificação do seu ficheiro
00:01:23
nome. Esta variável e defina o seu tipo para texto.
00:01:26
Aproveite esta oportunidade para renomear o bloco para maior clareza.
00:01:30
Em seguida, use as funções Power FX,
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nomeadamente as da categoria de data e hora.
00:01:37
A função formatar data e hora permitir-lhe-á aplicar um formato específico utilizando
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o conteúdo dinâmico relacionado com a data de modificação
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do seu ficheiro extraído dos metadados.
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Concluir adicionando a data desejada, formato, mês, ano,
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prossiga diretamente com a criação da sua segunda variável.
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Também do tipo texto que irá armazenar o caminho da pasta para renomeação.
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Isto é específico aqui porque é possível recuperar o caminho de um ficheiro onedrive.
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No entanto, o caminho também inclui o nome do ficheiro, que deseja renomear.
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Por conseguinte, tem de remover o nome do ficheiro do
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caminho para manter apenas a pasta onde este ficheiro está armazenado
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para fazer isso, use a função replace que começa a partir do caminho completo
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deve encontrar o nome do ficheiro sozinho recuperável através do
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apresentar o conteúdo do nome que devolve apenas o nome do ficheiro,
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substitua-o por uma string vazia.
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A sua variável retornará assim o caminho da pasta sem o nome do ficheiro
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antes de renomear.
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Percorra uma etapa intermédia destinada a construir o nome final do seu ficheiro.
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Utilize a acção de composição predefinida que preenche
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em ordem com a variável que contém o caminho da pasta.
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O nome do utilizador que modificou ou criou o ficheiro, o mês, ano, data, variável
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por último, converta o nome do ficheiro em minúsculas utilizando a função power FX para inferior.
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Só precisa de finalizar a ação de renomeação
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encontrar a unidade correspondente para a acção empresarial,
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especifique o id do arquivo em questão e use a propriedade path com o conteúdo
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da sua acção de composição contendo ambos os
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pasta de destino e a convenção de nomenclatura desejada.
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Se já existir um ficheiro com o mesmo nome, pode, como neste caso, substituí-lo,
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salvar e testar. Agora
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na pasta em questão no seu onedrive, crie um ficheiro Excel.
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Por exemplo, com um nome aleatório em caixa alta e aguarde
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o fluxo é executado correctamente,
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verifique a pasta.
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Perfeito. O ficheiro foi renomeado automaticamente.
00:03:53
De acordo com a convenção de nomenclatura desejada,
00:03:56
o seu fluxo está totalmente operacional.

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00:00:02
In questo tutorial,
00:00:04
vedremo come gestire i contenuti dinamici utilizzando le funzioni power FX.
00:00:08
Questo flusso automatizzerà la ridenominazione di un file
00:00:10
caricato su onedrive in base alla seguente convenzione di denominazione,
00:00:14
nome utente, mese, anno del file e nome del file. In minuscolo,
00:00:20
approfondiamo i dettagli creando un nuovo flusso utilizzando onedrive for business.
00:00:26
Fai attenzione a non selezionare una sola unità che si riferisce a un'unità personale
00:00:30
qui. È specificamente onedrive for business.
00:00:36
Per questo tutorial,
00:00:37
limiteremo il processo di ridenominazione a una cartella in
00:00:40
l'unità denominata training folder e le relative sottocartelle.
00:00:44
Utilizzo delle opzioni avanzate
00:00:47
includere sottocartelle
00:00:50
e imposta anche un ritardo massimo di un minuto per il trigger
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per manipolare le informazioni del tuo file.
00:00:58
Aggiungi l'azione get file metadata che consente l'accesso a maggiori dettagli
00:01:02
sul file a cui faremo riferimento qui tramite il suo ID.
00:01:07
Per le seguenti azioni relative al
00:01:09
manipolazioni legate alla convenzione di denominazione definita.
00:01:12
Dovrai usare delle variabili per memorizzare il risultato di questi processi,
00:01:15
inizializza la tua prima variabile che recupererà il mese
00:01:19
e l'anno associato alla modifica del file
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nome. Questa variabile e imposta il suo tipo su testo.
00:01:26
Cogli l'occasione per rinominare il blocco per maggiore chiarezza.
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Quindi usa le funzioni power FX,
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in particolare quelli della categoria data e ora.
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La funzione di formattazione della data e dell'ora ti consentirà di applicare un formato specifico utilizzando
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il contenuto dinamico relativo alla data di modifica
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del tuo file estratto dai metadati.
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Concludi aggiungendo la data, il formato, il mese, l'anno desiderati,
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procedi direttamente con la creazione della tua seconda variabile.
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Anche di tipo testuale che memorizzerà il percorso della cartella per la ridenominazione.
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Questo è specifico qui perché è possibile recuperare il percorso di un file onedrive.
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Tuttavia, il percorso include anche il nome del file che desideri rinominare.
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Pertanto è necessario rimuovere il nome del file dal
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percorso per conservare solo la cartella in cui è archiviato questo file
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per farlo, usate la funzione replace che parte dal percorso completo
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dovrebbe trovare il solo nome del file recuperabile tramite
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contenuto del nome visualizzato che restituisce solo il nome del file,
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sostituiscilo con una stringa vuota.
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La variabile restituirà quindi il percorso della cartella senza il nome del file
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prima di rinominare.
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Segui una fase intermedia volta a costruire il nome definitivo del tuo file.
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Usa l'azione di composizione predefinita che compili
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in ordine con la variabile contenente il percorso della cartella.
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Il nome dell'utente che ha modificato o creato il file, il mese, l'anno, la data, la variabile
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infine converte il nome del file in lettere minuscole usando la funzione power FX to lower.
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È sufficiente finalizzare l'azione di ridenominazione con
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trovando la corrispondente spinta all'azione aziendale,
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specifica l'id del file interessato e utilizza la proprietà path con il contenuto
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della tua azione di composizione contenente sia
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cartella di destinazione e la convenzione di denominazione desiderata.
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Se esiste già un file con lo stesso nome, puoi, come in questo caso, sostituirlo,
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salva e prova. Ora
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nella cartella interessata all'interno di OneDrive, crea un file Excel.
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Ad esempio, con un nome casuale in maiuscolo e attendi
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il flusso viene eseguito correttamente,
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controlla la cartella.
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Perfetto Il file è stato rinominato automaticamente.
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In base alla convenzione di denominazione desiderata,
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il flusso è completamente operativo.

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00:00:02
В этом уроке
00:00:04
мы увидим, как обрабатывать динамический контент с помощью функций Power FX.
00:00:08
Этот процесс автоматизирует переименование файла
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загружен в onedrive в соответствии со следующим соглашением об именах,
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имя пользователя, месяц, год файла и имя файла. В нижнем регистре
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давайте углубимся в детали, создав новый поток с помощью onedrive для бизнеса.
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Будьте осторожны и не выбирайте только один диск, который относится к персональному
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здесь. Это, в частности, один из приводов для бизнеса.
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Для этого урока
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мы ограничим процесс переименования папкой в
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диск с именем training folder и ее подпапками.
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Использование расширенных опций
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включить подпапки
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а также установите максимальную задержку триггера в одну минуту
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для манипулирования информацией в вашем файле.
00:00:58
Добавьте действие «Получить метаданные файла», которое обеспечивает доступ к более подробной информации
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о файле, на который мы будем ссылаться здесь по его идентификатору.
00:01:07
За следующие действия, связанные с
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манипуляции, связанные с определенным соглашением об именах.
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Вам нужно будет использовать переменные для хранения результатов этих процессов,
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инициализируйте первую переменную, которая будет извлекать месяц
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и год, связанный с изменением вашего файла
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имя. Эта переменная и задайте для нее текстовый тип.
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Воспользуйтесь этой возможностью, чтобы переименовать блок для ясности.
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Затем используйте функции Power FX,
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особенно те, которые относятся к категории даты и времени.
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Функция форматирования даты и времени позволит вам применить определенный формат, используя
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динамический контент, связанный с датой изменения
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вашего файла, извлеченного из метаданных.
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В заключение добавьте желаемую дату, формат, месяц, год,
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непосредственно приступайте к созданию второй переменной.
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Также текстового типа, в котором будет сохранен путь к папке для переименования.
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Здесь дело обстоит именно потому, что можно получить путь к файлу onedrive.
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Однако путь также включает имя файла, который вы хотите переименовать.
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Поэтому вам необходимо удалить имя файла из поля
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путь для сохранения только папки, в которой хранится этот файл
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для этого используйте функцию замены, которая начинается с полного пути
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должен найти только имя файла, которое можно получить через
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содержимое отображаемого имени, которое возвращает только имя файла,
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замените его пустой строкой.
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Таким образом, ваша переменная вернет путь к папке без имени файла
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перед переименованием.
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Выполните промежуточный шаг, направленный на создание окончательного имени файла.
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Используйте стандартное действие создания, которое вы заполняете
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по порядку с переменной, содержащей путь к папке.
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Имя пользователя, изменившего или создавшего файл, месяц, год, дата, переменная
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наконец, преобразуйте имя файла в нижний регистр с помощью функции power FX to lower.
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Вам нужно только завершить операцию переименования следующим образом
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найдя соответствующий стимул для деловых действий,
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укажите идентификатор соответствующего файла и используйте свойство path вместе с содержимым
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вашего действия по написанию текста, содержащего оба
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целевая папка и желаемое соглашение об именах.
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Если файл с таким именем уже существует, вы можете, как и в этом случае, заменить его,
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сохранить и протестировать. Теперь
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в соответствующей папке на Onedrive создайте файл Excel.
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Например, введите случайное имя в верхнем регистре и подождите
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поток выполняется правильно,
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проверьте папку.
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Отлично. Файл был автоматически переименован.
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В соответствии с желаемым соглашением об именах
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ваш поток полностью работоспособен.

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En este tutorial,
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veremos cómo manejar el contenido dinámico usando las funciones de Power FX.
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Este flujo automatizará el cambio de nombre de un archivo
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subido a onedrive de acuerdo con la siguiente convención de nomenclatura,
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nombre de usuario, mes, año del archivo y nombre del archivo. En minúsculas,
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profundicemos en los detalles creando un nuevo flujo con onedrive para empresas.
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Tenga cuidado de no seleccionar solo una unidad, ya que se refiere a una unidad personal
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aquí. Se trata específicamente de onedrive para empresas.
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Para este tutorial,
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limitaremos el proceso de cambio de nombre a una carpeta en
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la unidad denominada carpeta de formación y sus subcarpetas.
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Utilización de las opciones avanzadas
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incluir subcarpetas
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y también establece un retraso máximo de un minuto para el disparador
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para manipular la información de su archivo.
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Agregue la acción «obtener los metadatos del archivo», que permite acceder a más detalles
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sobre el archivo al que nos referiremos aquí por su ID.
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Para las siguientes acciones relacionadas con la
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manipulaciones vinculadas a la convención de nomenclatura definida.
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Necesitará usar variables para almacenar el resultado de estos procesos,
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inicialice su primera variable que recuperará el mes
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y el año asociado a la modificación de su archivo
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nombre. Esta variable y establezca su tipo en texto.
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Aproveche esta oportunidad para cambiar el nombre del bloque para mayor claridad.
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Luego usa las funciones de Power FX,
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especialmente los de la categoría de fecha y hora.
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La función de formato de fecha y hora le permitirá aplicar un formato específico mediante
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el contenido dinámico relacionado con la fecha de modificación
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de su archivo extraído de los metadatos.
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Concluya añadiendo la fecha deseada, el formato, el mes, el año,
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continúe directamente con la creación de su segunda variable.
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También de tipo texto que almacenará la ruta de la carpeta para cambiarle el nombre.
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Esto es específico aquí porque es posible recuperar la ruta de un archivo de onedrive.
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Sin embargo, la ruta también incluye el nombre del archivo al que desea cambiarle el nombre.
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Por lo tanto, debe eliminar el nombre del archivo de
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ruta para guardar solo la carpeta donde está almacenado este archivo
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para ello, utilice la función de reemplazo, que comienza por la ruta completa
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debería encontrar solo el nombre del archivo recuperable a través del
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mostrar el contenido del nombre que solo devuelve el nombre del archivo,
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sustitúyalo por una cadena vacía.
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Por lo tanto, su variable devolverá la ruta de la carpeta sin el nombre del archivo
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antes de cambiar el nombre.
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Realice un paso intermedio destinado a construir el nombre final de su archivo.
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Usa la acción de redacción predefinida que rellenas
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en orden con la variable que contiene la ruta de la carpeta.
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El nombre del usuario que modificó o creó el archivo, el mes, el año, la fecha y la variable
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por último, convierta el nombre del archivo a minúsculas utilizando la función power FX to lower.
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Solo necesita finalizar la acción de cambio de nombre con
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encontrar el impulso correspondiente para la acción empresarial,
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especifique el identificador del archivo en cuestión y utilice la propiedad de ruta con el contenido
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de su acción de redacción que contiene tanto el
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la carpeta de destino y la convención de nomenclatura deseada.
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Si ya existe un archivo con el mismo nombre, puede, como en este caso, reemplazarlo,
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guardar y probar. Ahora
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en la carpeta correspondiente de tu onedrive, crea un archivo de Excel.
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Por ejemplo, con un nombre aleatorio en mayúsculas y espera
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el flujo se ejecuta correctamente,
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compruebe la carpeta.
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Perfecto. El nombre del archivo se ha cambiado automáticamente.
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Según la convención de nomenclatura deseada,
00:03:56
su flujo está en pleno funcionamiento.

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