Flow / Power Automate - Add Conditional “Switch” Actions in Power Automate Tutorial
Learn how to create conditional 'switch' actions in Power Automate to generate sequences of actions based on specific cases. Avoid the nesting of multiple if conditional blocks and efficiently sort files into different folders based on their extension. Configure automated flows, isolate file extensions using Power FX language, and define specific actions for each case. Test and verify the functionality to ensure a seamless workflow. Explore this fully functional switch condition usage example now!
- 03:58
- 243 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 1675 times
-
Copilot - Use Copilot with Right-Click
- 01:45
- Viewed 968 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4425 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1094 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6434 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 13800 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2644 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 4872 times
-
Create automatic reminders
- 4:10
- Viewed 7992 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3742 times
-
Save Automatically an attachment
- 4:32
- Viewed 3303 times
-
Automate Teams notifications
- 3:32
- Viewed 3253 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 600 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 421 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 400 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 377 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 370 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 357 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 352 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 346 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 323 times
-
Access Power Automate for the Web
- 01:25
- Viewed 312 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 302 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 296 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 258 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 238 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 235 times
-
The Power Automate Mobile App
- 01:39
- Viewed 214 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 214 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 212 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 209 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 207 times
-
Share Power Automate Flows
- 02:20
- Viewed 205 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 203 times
-
Discover the “Build Space”
- 02:26
- Viewed 202 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 201 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 192 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 183 times
-
Create automatic reminders
- 4:10
- Viewed 7992 times
-
Answering a scheduling poll
- 1:14
- Viewed 7020 times
-
Create a scheduling poll
- 4:12
- Viewed 5157 times
-
Discovering the interface
- 4:51
- Viewed 5144 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4593 times
-
Enrich tasks content
- 5:48
- Viewed 4389 times
-
Creating the project tasks
- 5:18
- Viewed 4282 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4250 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4159 times
-
Creating a project
- 3:49
- Viewed 4079 times
-
Advanced tasks
- 3:18
- Viewed 3750 times
-
Manage the most important tasks
- 1:38
- Viewed 3718 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3689 times
-
Planner and transverse applications
- 4:43
- Viewed 3678 times
-
Save, publish, and share
- 2:22
- Viewed 3522 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3509 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3489 times
-
Organize your daily tasks
- 1:56
- Viewed 3441 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3440 times
-
Create a new task in To Do
- 2:21
- Viewed 3424 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3367 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3344 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3327 times
-
Save Automatically an attachment
- 4:32
- Viewed 3303 times
-
Setting delegates
- 0:34
- Viewed 3288 times
-
Customising the interface
- 3:10
- Viewed 3270 times
-
Manage permissions
- 1:10
- Viewed 3258 times
-
Automate Teams notifications
- 3:32
- Viewed 3253 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3232 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3216 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3200 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3190 times
-
Manage your availabilities
- 1:42
- Viewed 3186 times
-
Clutter
- 1:31
- Viewed 3138 times
-
Create and share lists with others
- 2:50
- Viewed 2983 times
-
Extensions
- 1:31
- Viewed 2966 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 2959 times
-
Save, publish, and share
- 2:24
- Viewed 2953 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2942 times
-
Understanding the new interface
- 1:30
- Viewed 2939 times
-
Remove a member from a group
- 0:29
- Viewed 2872 times
-
Check your day planning
- 0:30
- Viewed 2851 times
-
Publish your Booking page
- 2:54
- Viewed 2837 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2793 times
-
The mobile App with Teams
- 0:48
- Viewed 2693 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2652 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2643 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2599 times
-
Immersive Reader
- 2:51
- Viewed 2587 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2573 times
-
Quickly find your files
- 2:07
- Viewed 2566 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2562 times
-
Pin your important files
- 0:34
- Viewed 2476 times
-
Progressive Web Apps
- 3:11
- Viewed 2346 times
-
Install Office on your smartphone
- 1:02
- Viewed 2336 times
-
Manage the most important tasks
- 1:28
- Viewed 2334 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2278 times
-
Organize your daily tasks
- 2:19
- Viewed 2258 times
-
Create video chapters
- 0:52
- Viewed 2254 times
-
Virtual Appointments
- 1:44
- Viewed 2218 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2187 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2175 times
-
Create a new task in To Do
- 2:21
- Viewed 2159 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2126 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2099 times
-
Preparing for time away from the office
- 1:24
- Viewed 2062 times
-
Harnessing Advanced Options in Your Loop
- 02:14
- Viewed 1549 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1548 times
-
View events
- 2:21
- Viewed 1489 times
-
Leveraging OneDrive Logic in Your Loop
- 01:01
- Viewed 1385 times
-
Creating your new workspace
- 01:24
- Viewed 1310 times
-
Exchange and Communicate Using Discussions in Loop
- 01:14
- Viewed 1248 times
-
How to Work with the Microsoft Loop Interface?
- 02:36
- Viewed 1198 times
-
Edit, Delete a Share
- 02:16
- Viewed 1094 times
-
What is Microsoft Loop ?
- 2:09
- Viewed 1070 times
-
Generate and Organize Ideas with Copilot
- 2:06
- Viewed 953 times
-
Enhance your pages using the "/" Command
- 03:24
- Viewed 938 times
-
Search and tag people with “@”
- 02:15
- Viewed 910 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 904 times
-
Use the filter pane in a library
- 2:00
- Viewed 874 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 846 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 829 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 828 times
-
Filter Your Document Display
- 1:10
- Viewed 798 times
-
Transforming Your Section into a Component and Collaborating
- 02:34
- Viewed 666 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 600 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 540 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 477 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 427 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 421 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 400 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 398 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 392 times
-
Manage Storage Space
- 02:08
- Viewed 381 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 378 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 377 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 375 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 370 times
-
Power and Manage OneDrive
- 01:36
- Viewed 364 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 360 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 357 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 352 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 352 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 349 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 346 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 329 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 323 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 323 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 319 times
-
Access Power Automate for the Web
- 01:25
- Viewed 312 times
-
Create different types of events
- 01:46
- Viewed 310 times
-
Create an appointment or meeting
- 01:44
- Viewed 304 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 302 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 298 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 296 times
-
Create a Meeting Poll
- 02:48
- Viewed 294 times
-
Manage new message notifications
- 01:40
- Viewed 293 times
-
Create a task or reminder
- 01:50
- Viewed 287 times
-
Create a task from a message
- 02:00
- Viewed 282 times
-
Change the default font of your emails
- 01:05
- Viewed 275 times
-
Manage Views
- 02:36
- Viewed 269 times
-
Create an Email Template
- 01:40
- Viewed 263 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 258 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 255 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 254 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 248 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 244 times
-
Use a Shared Mailbox
- 01:18
- Viewed 244 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 238 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 238 times
-
Automate Routine Actions
- 02:19
- Viewed 236 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 235 times
-
Calendar Delegation Setup
- 01:21
- Viewed 230 times
-
View Other Calendars
- 00:50
- Viewed 229 times
-
Use Categories
- 02:51
- Viewed 227 times
-
Clean Up Your Inbox
- 01:18
- Viewed 226 times
-
Delay Email Delivery
- 01:10
- Viewed 220 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 220 times
-
Use Conversation View
- 01:47
- Viewed 217 times
-
The Power Automate Mobile App
- 01:39
- Viewed 214 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 214 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 212 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 210 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 209 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 207 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 206 times
-
Share Power Automate Flows
- 02:20
- Viewed 205 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 203 times
-
Discover the “Build Space”
- 02:26
- Viewed 202 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 201 times
-
Display Three Time Zones
- 01:52
- Viewed 199 times
-
Easily Sort Your Mails
- 01:38
- Viewed 195 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 194 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 192 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 183 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 60 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 65 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 80 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 75 times
-
Copilot at the service of project reports
- 02:36
- Viewed 66 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 64 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 106 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 68 times
-
Project mode
- 01:31
- Viewed 70 times
-
Create an agent for a team
- 01:53
- Viewed 119 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 121 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 67 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 122 times
-
Copilot Studio agent settings
- 01:33
- Viewed 65 times
-
Add new actions
- 01:54
- Viewed 118 times
-
Create a first action
- 01:59
- Viewed 115 times
-
Manage topics
- 01:51
- Viewed 94 times
-
Manage knowledge sources
- 01:11
- Viewed 64 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 111 times
-
Access Copilot Studio
- 01:09
- Viewed 111 times
-
Get started with Copilot Studio
- 01:25
- Viewed 62 times
-
Introduction to PowerBI
- 00:60
- Viewed 181 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 172 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 173 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 178 times
-
Introduction to Planner
- 00:56
- Viewed 185 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 174 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 182 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 246 times
-
Introduction to Sway
- 01:53
- Viewed 157 times
-
Introducing to Word
- 01:00
- Viewed 177 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 160 times
-
Create a call group
- 01:15
- Viewed 224 times
-
Use call delegation
- 01:07
- Viewed 144 times
-
Assign a delegate for your calls
- 01:08
- Viewed 221 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 145 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 136 times
-
Manage advanced call notifications
- 01:29
- Viewed 152 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 184 times
-
Block unwanted calls
- 01:24
- Viewed 149 times
-
Disable all call forwarding
- 01:09
- Viewed 157 times
-
Manage a call group in Teams
- 02:01
- Viewed 144 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 141 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 136 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 159 times
-
Manage voicemail messages
- 01:55
- Viewed 208 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 225 times
-
Customize your voicemail greeting
- 02:17
- Viewed 134 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 135 times
-
Manage simultaneous calls
- 01:52
- Viewed 145 times
-
Support third-party apps during calls
- 01:53
- Viewed 178 times
-
Add participants quickly and securely
- 01:37
- Viewed 142 times
-
Configure call privacy and security settings
- 02:51
- Viewed 140 times
-
Manage calls on hold
- 01:20
- Viewed 149 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 140 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 148 times
-
Draft a Service Memo
- 02:33
- Viewed 194 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 183 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 267 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 236 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 95 times
-
Other Coaches
- 01:45
- Viewed 194 times
-
Agents in SharePoint
- 02:44
- Viewed 157 times
-
Prompt coach
- 02:49
- Viewed 180 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 171 times
-
Configure a Copilot Agent
- 02:39
- Viewed 166 times
-
Describe a copilot agent
- 01:32
- Viewed 190 times
-
Rewrite with Copilot
- 01:21
- Viewed 163 times
-
Analyze a video
- 01:21
- Viewed 189 times
-
Use the Copilot pane
- 01:12
- Viewed 181 times
-
Process text
- 01:03
- Viewed 169 times
-
Create an insights grid
- 01:19
- Viewed 284 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 178 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 202 times
-
Create an image with Copilot
- 00:42
- Viewed 297 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 193 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 192 times
-
Chat with Copilot
- 00:50
- Viewed 180 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 274 times
-
Data Privacy in Copilot
- 00:43
- Viewed 194 times
-
Access Copilot
- 00:25
- Viewed 298 times
-
Use a Copilot Agent
- 01:24
- Viewed 202 times
-
Modify with Pages
- 01:20
- Viewed 206 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 199 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 193 times
-
Generate the email for the recipient
- 00:44
- Viewed 184 times
-
Action Function
- 04:18
- Viewed 149 times
-
Search Function
- 03:42
- Viewed 201 times
-
Date and Time Function
- 02:53
- Viewed 182 times
-
Logical Function
- 03:14
- Viewed 276 times
-
Text Function
- 03:25
- Viewed 210 times
-
Basic Function
- 02:35
- Viewed 175 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 200 times
-
Introduction to Power Fx
- 01:09
- Viewed 176 times
-
The New Calendar
- 03:14
- Viewed 299 times
-
Sections
- 02:34
- Viewed 186 times
-
Customizing Views
- 03:25
- Viewed 180 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 298 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 196 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 155 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 111 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 188 times
-
Use the narrative Builder
- 01:31
- Viewed 235 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 194 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 205 times
-
Share a document with copilot
- 00:36
- Viewed 195 times
-
Configurate a page with copilot
- 01:47
- Viewed 194 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 968 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 208 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 236 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 299 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 368 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 349 times
Objectifs :
This tutorial aims to guide users in creating a conditional switch action in SharePoint to automate file sorting based on file extensions. By the end of this tutorial, users will be able to set up an automated flow that efficiently organizes files into designated folders without the need for complex nested conditional blocks.
Chapitres :
-
Introduction to Conditional Actions
In this section, we will explore the concept of conditional actions, specifically the switch type, which allows for the generation of sequences of actions based on specific cases. This method simplifies the process by avoiding the nesting of multiple 'if' conditional blocks. -
Setting Up the Automated Flow
To illustrate the use of a conditional switch, we will use the example of sorting files deposited in a team's folder based on their extensions. The goal is to sort files such as Word, Excel, and PowerPoint into their respective folders. Begin by configuring the automated flow using a SharePoint trigger that activates upon the creation of a file. -
Configuring SharePoint Trigger
1. Select the target team and the relevant document library. 2. Limit the monitoring to a specific folder by checking the 'restrict to folder' option in the advanced settings. 3. Specify the concerned folder for file sorting. -
Isolating File Extensions
To test the file extension, include a function in Power FX language that isolates the extension. Although another tutorial covers the basics of Power FX in more detail, you can find the message action in the predefined actions. In the data operation category, use the FX button to paste the isolation function. -
Retrieving File Metadata
Next, retrieve the file's metadata, particularly the access path, which will be used to move the file. Specify the team containing the monitored folder and point to the deposited file to retrieve its metadata. Add dynamic content by identifying the file using the identifier field associated with it. -
Creating Conditional Switch Actions
Now, generate actions based on the file type by adding an action from the control category and choosing the conditional switch action. The isolated file extension will allow you to process all specific cases. Test the element to be evaluated, which is the output of your message containing the file extension. -
Defining Actions for Each File Type
1. Add a specific case for PowerPoint files (PTX) and a SharePoint file move action, specifying the site or team's address. 2. Reference the file dynamically by its path retrieved from the 'get file metadata' action and specify the destination, such as a subfolder named 'PowerPoint'. 3. Define the default action for files with the same name and set a move with a new name. 4. Repeat this procedure for each file type: XLX for Excel and DOCX for Word, renaming your cases for clarity. -
Handling Unmatched File Extensions
For the default case, define actions if the file extension does not match any previously processed cases, for example, moving it to an 'others' folder. -
Finalizing the Flow
Finally, add a message posting action to the team after the conditional block, which will execute regardless of the processed case. Specify that a file has been added to a specific folder using dynamic content. Save and test your flow. -
Testing the Flow
Upload a file from Teams, such as a PowerPoint presentation, and verify that the file is moved to the correct folder and that the team message is posted accurately. Repeat the process with a PDF file to ensure the flow works perfectly. -
Conclusion
This tutorial provides a comprehensive example of using a fully functional switch condition in SharePoint. By following these steps, users can automate file sorting efficiently, enhancing productivity and organization within their teams.
FAQ :
What is a conditional action in SharePoint?
A conditional action in SharePoint allows you to automate workflows by executing specific actions based on defined conditions, such as the type of file uploaded.
How do I create a switch type conditional action?
To create a switch type conditional action, you need to define the variable to evaluate, add specific cases for each possible value, and specify the actions to take for each case.
What are file extensions and why are they important?
File extensions are suffixes that indicate the file type, such as .docx for Word documents. They are important because they determine how files are handled and which applications can open them.
How can I test my automated flow in SharePoint?
You can test your automated flow by uploading a file to the specified folder and verifying that the file is processed correctly according to the defined actions, such as being moved to the appropriate folder.
What should I do if my flow doesn't work as expected?
If your flow doesn't work as expected, check the conditions and actions defined in your workflow, ensure that the file extensions are correctly specified, and review any error messages for troubleshooting.
Quelques cas d'usages :
Automating File Organization in Teams
In a corporate environment, a team can use a conditional action to automatically sort files uploaded to a shared folder based on their extensions. For example, PowerPoint presentations can be moved to a designated 'PowerPoint' folder, while Excel files are sorted into an 'Excel' folder, improving organization and accessibility.
Streamlining Document Management
A project manager can implement a switch type conditional action to manage project documents efficiently. By sorting files into specific folders based on their types, the team can easily locate necessary documents, enhancing productivity and reducing time spent searching for files.
Ensuring Compliance with File Types
In a regulated industry, a compliance officer can set up a flow that checks file extensions before allowing uploads. If a file type does not meet compliance standards, it can be automatically redirected to a review folder, ensuring that only approved file types are stored.
Improving Team Communication
After implementing a conditional action, a team can automatically post messages in a channel whenever a file is added to a specific folder. This keeps all team members informed about new documents and enhances collaboration.
Glossaire :
conditional action
An action that is executed based on specific conditions being met, allowing for dynamic decision-making in workflows.
switch type
A control structure that allows the execution of different actions based on the value of a variable, simplifying complex conditional logic.
file extension
The suffix at the end of a file name that indicates the file type, such as .docx for Word documents or .xlsx for Excel spreadsheets.
SharePoint
A web-based collaboration platform from Microsoft that integrates with Microsoft Office, used for storing, organizing, sharing, and accessing information.
Power FX
A low-code programming language used in Microsoft Power Platform to create custom logic and expressions.
metadata
Data that provides information about other data, such as the properties of a file, including its name, type, and access path.
dynamic content
Content that can change based on user input or other variables, often used in automated workflows to personalize messages or actions.
default action
An action that is executed when none of the specified conditions are met, serving as a fallback option.