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
- 269 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 2153 times
-
Copilot - Use Copilot with Right-Click
- 02:50
- Viewed 1263 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4810 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1316 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6715 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 14216 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2922 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 5108 times
-
Create automatic reminders
- 4:10
- Viewed 8117 times
-
Introducing PowerAutomate
- 1:53
- Viewed 3818 times
-
Save Automatically an attachment
- 4:32
- Viewed 3340 times
-
Automate Teams notifications
- 3:32
- Viewed 3315 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 709 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 464 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 428 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 404 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 400 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 400 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 389 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 373 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 369 times
-
Access Power Automate for the Web
- 01:25
- Viewed 354 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 345 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 319 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 292 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 280 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 258 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 247 times
-
The Power Automate Mobile App
- 01:39
- Viewed 245 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 240 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 236 times
-
Share Power Automate Flows
- 02:20
- Viewed 233 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 233 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 228 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 224 times
-
Discover the “Build Space”
- 02:26
- Viewed 223 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 216 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 207 times
-
Create automatic reminders
- 4:10
- Viewed 8117 times
-
Answering a scheduling poll
- 1:14
- Viewed 7066 times
-
Create a scheduling poll
- 4:12
- Viewed 5289 times
-
Discovering the interface
- 4:51
- Viewed 5178 times
-
Creating compartments to organise tasks
- 6:45
- Viewed 4642 times
-
Enrich tasks content
- 5:48
- Viewed 4410 times
-
Creating the project tasks
- 5:18
- Viewed 4360 times
-
Use the scheduling poll dashboard
- 2:42
- Viewed 4293 times
-
Deleting a task, a compartment or a plan
- 3:25
- Viewed 4236 times
-
Creating a project
- 3:49
- Viewed 4184 times
-
Advanced tasks
- 3:18
- Viewed 3776 times
-
Manage the most important tasks
- 1:38
- Viewed 3741 times
-
Planner Tasks in To Do
- 1:52
- Viewed 3713 times
-
Planner and transverse applications
- 4:43
- Viewed 3704 times
-
Add dates and deadlines to your tasks
- 1:12
- Viewed 3638 times
-
Organize your daily tasks
- 1:56
- Viewed 3578 times
-
Save, publish, and share
- 2:22
- Viewed 3542 times
-
Outlook tasks in To Do
- 2:51
- Viewed 3531 times
-
Create a new task in To Do
- 2:21
- Viewed 3482 times
-
Manage Your Working Time in MyAnalytics
- 0:34
- Viewed 3475 times
-
Intro to Microsoft To Do Interface
- 2:41
- Viewed 3407 times
-
Schedule sending emails in Outlook
- 0:54
- Viewed 3386 times
-
Create and share to-do lists with others
- 2:34
- Viewed 3378 times
-
Setting delegates
- 0:34
- Viewed 3374 times
-
Save Automatically an attachment
- 4:32
- Viewed 3340 times
-
What is Microsoft To Do?
- 0:45
- Viewed 3331 times
-
Automate Teams notifications
- 3:32
- Viewed 3315 times
-
Customising the interface
- 3:10
- Viewed 3293 times
-
Manage permissions
- 1:10
- Viewed 3287 times
-
Temporarily turn off notifications
- 0:23
- Viewed 3285 times
-
Displaying the progress of your plan
- 4:17
- Viewed 3245 times
-
Manage your availabilities
- 1:42
- Viewed 3228 times
-
Fill in your work schedules in Outlook
- 1:29
- Viewed 3207 times
-
Clutter
- 1:31
- Viewed 3160 times
-
Create and share lists with others
- 2:50
- Viewed 3040 times
-
Extensions
- 1:31
- Viewed 2995 times
-
Save, publish, and share
- 2:24
- Viewed 2978 times
-
Manage Requests of Holidays and Leaves of Absences
- 0:58
- Viewed 2975 times
-
Understanding the new interface
- 1:30
- Viewed 2973 times
-
Intro to Microsoft To Do on Mobile
- 2:06
- Viewed 2967 times
-
Publish your Booking page
- 2:54
- Viewed 2927 times
-
Remove a member from a group
- 0:29
- Viewed 2917 times
-
Check your day planning
- 0:30
- Viewed 2906 times
-
Shift and its imbrication with Teams
- 1:03
- Viewed 2810 times
-
Create a meeting in the group calendar
- 1:12
- Viewed 2766 times
-
The mobile App with Teams
- 0:48
- Viewed 2716 times
-
Redefine privacy for highly secure meetings
- 2:37
- Viewed 2667 times
-
Rank your custom lists into groups
- 0:56
- Viewed 2663 times
-
Immersive Reader
- 2:51
- Viewed 2610 times
-
The Outlook tasks in To Do
- 2:47
- Viewed 2599 times
-
Add dates and deadlines to your tasks
- 1:17
- Viewed 2599 times
-
Quickly find your files
- 2:07
- Viewed 2594 times
-
Pin your important files
- 0:34
- Viewed 2503 times
-
Install Office on your smartphone
- 1:02
- Viewed 2380 times
-
Progressive Web Apps
- 3:11
- Viewed 2370 times
-
Manage the most important tasks
- 1:28
- Viewed 2354 times
-
Organize your daily tasks
- 2:19
- Viewed 2351 times
-
Take ownership of the taskbar
- 2:10
- Viewed 2296 times
-
Create video chapters
- 0:52
- Viewed 2286 times
-
Virtual Appointments
- 1:44
- Viewed 2240 times
-
Overall view of your licences and subscription
- 0:46
- Viewed 2204 times
-
Planner Tasks in To Do
- 1:49
- Viewed 2193 times
-
Create a new task in To Do
- 2:21
- Viewed 2174 times
-
Rank your custom lists into groups
- 0:51
- Viewed 2144 times
-
Break up lengthy surveys and quizzes into sections
- 2:24
- Viewed 2125 times
-
Preparing for time away from the office
- 1:24
- Viewed 2088 times
-
Harnessing Advanced Options in Your Loop
- 02:14
- Viewed 1640 times
-
Create a Task List or Plan with Copilot
- 1:49
- Viewed 1616 times
-
View events
- 2:21
- Viewed 1503 times
-
Leveraging OneDrive Logic in Your Loop
- 01:01
- Viewed 1432 times
-
Creating your new workspace
- 01:24
- Viewed 1326 times
-
Edit, Delete a Share
- 02:16
- Viewed 1316 times
-
How to Work with the Microsoft Loop Interface?
- 02:36
- Viewed 1284 times
-
Exchange and Communicate Using Discussions in Loop
- 01:14
- Viewed 1257 times
-
What is Microsoft Loop ?
- 2:09
- Viewed 1092 times
-
Generate and Organize Ideas with Copilot
- 2:06
- Viewed 1004 times
-
Enhance your pages using the "/" Command
- 03:24
- Viewed 946 times
-
Search and tag people with “@”
- 02:15
- Viewed 943 times
-
Use Connectors to Receive Notifications
- 0:48
- Viewed 920 times
-
Use the filter pane in a library
- 2:00
- Viewed 895 times
-
Manage Storage Spaces on Teams
- 2:05
- Viewed 871 times
-
Pin a document to the top of a document library
- 1:32
- Viewed 869 times
-
Centralize Important Events in a Single Channel Calendar
- 0:42
- Viewed 850 times
-
Filter Your Document Display
- 1:10
- Viewed 822 times
-
Create a Scheduled Flow with Power Automate
- 01:29
- Viewed 709 times
-
Transforming Your Section into a Component and Collaborating
- 02:34
- Viewed 674 times
-
Organize Your Messages with Rules
- 02:01
- Viewed 570 times
-
Use Document History or Restore a Document to a Previous Version
- 02:11
- Viewed 507 times
-
SharePoint: Link Microsoft Forms and Lists in a Power Automate Flow
- 04:43
- Viewed 464 times
-
Use Documents in a Synchronized Library Folder
- 01:32
- Viewed 455 times
-
Use Recycle Bins to Restore Documents
- 01:49
- Viewed 436 times
-
Retrieve Data from a Web Page and Include it in Excel
- 04:35
- Viewed 428 times
-
Edit or delete an appointment, meeting or event
- 01:50
- Viewed 424 times
-
Manage Storage Space
- 02:08
- Viewed 420 times
-
Grant delegate access in Microsoft 365 administration
- 01:23
- Viewed 417 times
-
Send invitations or reminders with Copilot
- 00:53
- Viewed 415 times
-
Create an Approval Flow with Power Automate
- 03:10
- Viewed 404 times
-
Discover the Meaning of OneDrive Icons
- 02:16
- Viewed 402 times
-
Understand the Steps to Create a Power Automate Flow
- 01:51
- Viewed 400 times
-
Dropbox: Create a SAS Exchange Between SharePoint and Another Storage Service
- 03:34
- Viewed 400 times
-
Sync OneDrive with a Computer
- 02:38
- Viewed 398 times
-
Create an Instant Flow with Power Automate
- 02:18
- Viewed 389 times
-
Power and Manage OneDrive
- 01:36
- Viewed 377 times
-
Synchronize Your Teams and SharePoint Files on Your Computer
- 01:29
- Viewed 374 times
-
Create a Desktop Flow with Power Automate from a Template
- 03:12
- Viewed 373 times
-
Create an Automated Flow with Power Automate
- 03:28
- Viewed 369 times
-
Create your reservation page for appointment booking (Bookings)
- 03:17
- Viewed 358 times
-
Access Power Automate for the Web
- 01:25
- Viewed 354 times
-
Set Your Work Hours in Outlook
- 02:02
- Viewed 346 times
-
Use the Meeting Dashboard
- 02:48
- Viewed 346 times
-
Create a Simple Flow with AI Copilot
- 04:31
- Viewed 345 times
-
Manage new message notifications
- 01:40
- Viewed 340 times
-
Create different types of events
- 01:46
- Viewed 330 times
-
Presentation and introduction to the calendar
- 01:35
- Viewed 328 times
-
Create an appointment or meeting
- 01:44
- Viewed 328 times
-
Create a Meeting Poll
- 02:48
- Viewed 319 times
-
Create a Flow Based on a Template with Power Automate
- 03:20
- Viewed 319 times
-
Create a task or reminder
- 01:50
- Viewed 309 times
-
Create a task from a message
- 02:00
- Viewed 303 times
-
Recall or replace an e-mail message
- 01:45
- Viewed 300 times
-
Change the default font of your emails
- 01:05
- Viewed 296 times
-
Create an Email Template
- 01:40
- Viewed 292 times
-
Understand the Benefits of Power Automate
- 01:30
- Viewed 292 times
-
Manage Views
- 02:36
- Viewed 288 times
-
Send Automatic Out-of-Office Replies
- 02:22
- Viewed 288 times
-
Excel: Link Excel Scripts and Power Automate Flows
- 03:22
- Viewed 280 times
-
Use the Scheduling Assistant
- 01:42
- Viewed 279 times
-
Organizing OneNote with Copilot
- 00:46
- Viewed 268 times
-
Use a Shared Mailbox
- 01:18
- Viewed 266 times
-
Calendar Delegation Setup
- 01:21
- Viewed 263 times
-
Automate Routine Actions
- 02:19
- Viewed 261 times
-
Mailbox Delegation Setup
- 01:59
- Viewed 261 times
-
Create and Manage Appointments in Delegated Calendars
- 02:04
- Viewed 258 times
-
Excel: List Files from a Channel in an Excel Workbook with Power Automate
- 04:51
- Viewed 258 times
-
View Other Calendars
- 00:50
- Viewed 255 times
-
Use Categories
- 02:51
- Viewed 253 times
-
Clean Up Your Inbox
- 01:18
- Viewed 248 times
-
Understand the Specifics and Requirements of Desktop Flows
- 02:44
- Viewed 247 times
-
The Power Automate Mobile App
- 01:39
- Viewed 245 times
-
Streamline Note-Taking with OneNote and Outlook
- 01:03
- Viewed 244 times
-
Use Conversation View
- 01:47
- Viewed 243 times
-
Delay Email Delivery
- 01:10
- Viewed 242 times
-
Understand the Concept of Variables and Loops in Power Automate
- 03:55
- Viewed 240 times
-
Manipulate Dynamic Content with Power FX
- 03:59
- Viewed 236 times
-
Respond to invitations as a delegate
- 02:55
- Viewed 233 times
-
Share Power Automate Flows
- 02:20
- Viewed 233 times
-
SharePoint: Automate File Movement to an Archive Library
- 05:20
- Viewed 233 times
-
Familiarize Yourself with the Different Types of Flows
- 01:37
- Viewed 228 times
-
Display Three Time Zones
- 01:52
- Viewed 225 times
-
Easily Sort Your Mails
- 01:38
- Viewed 224 times
-
Respect Your Colleagues' Off Hours (Viva Insights)
- 01:27
- Viewed 224 times
-
Discover the Power Automate Home Interface
- 02:51
- Viewed 224 times
-
Discover the “Build Space”
- 02:26
- Viewed 223 times
-
Leverage Variables with Power FX in Power Automate
- 03:28
- Viewed 216 times
-
Add Conditional “IF” Actions in Power Automate
- 03:06
- Viewed 207 times
-
Extract Text from an Image
- 01:07
- Viewed 21 times
-
Reply to an Email with Copilot
- 01:10
- Viewed 29 times
-
Create SharePoint Pages with Copilot
- 01:49
- Viewed 33 times
-
Query an Attached Meeting
- 01:51
- Viewed 15 times
-
Plan with Copilot
- 01:15
- Viewed 17 times
-
Share Requests with Your Team
- 03:07
- Viewed 30 times
-
Translate a presentation
- 01:38
- Viewed 18 times
-
Generate a Video
- 01:49
- Viewed 17 times
-
Add Speaker Notes
- 00:56
- Viewed 17 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 97 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 100 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 115 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 125 times
-
Copilot at the service of project reports
- 02:36
- Viewed 115 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 113 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 187 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 119 times
-
Project mode
- 01:31
- Viewed 119 times
-
Create an agent for a team
- 01:53
- Viewed 187 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 186 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 101 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 190 times
-
Copilot Studio agent settings
- 01:33
- Viewed 90 times
-
Add new actions
- 01:54
- Viewed 181 times
-
Create a first action
- 01:59
- Viewed 177 times
-
Manage topics
- 01:51
- Viewed 119 times
-
Manage knowledge sources
- 01:11
- Viewed 92 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 181 times
-
Access Copilot Studio
- 01:09
- Viewed 175 times
-
Get started with Copilot Studio
- 01:25
- Viewed 97 times
-
Introduction to PowerBI
- 00:60
- Viewed 220 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 213 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 220 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 230 times
-
Introduction to Planner
- 00:56
- Viewed 219 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 224 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 223 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 321 times
-
Introduction to Sway
- 01:53
- Viewed 246 times
-
Introducing to Word
- 01:00
- Viewed 216 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 202 times
-
Create a call group
- 01:15
- Viewed 300 times
-
Use call delegation
- 01:07
- Viewed 177 times
-
Assign a delegate for your calls
- 01:08
- Viewed 297 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 177 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 169 times
-
Manage advanced call notifications
- 01:29
- Viewed 182 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 250 times
-
Block unwanted calls
- 01:24
- Viewed 206 times
-
Disable all call forwarding
- 01:09
- Viewed 189 times
-
Manage a call group in Teams
- 02:01
- Viewed 196 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 179 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 177 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 198 times
-
Manage voicemail messages
- 01:55
- Viewed 274 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 305 times
-
Customize your voicemail greeting
- 02:17
- Viewed 176 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 183 times
-
Manage simultaneous calls
- 01:52
- Viewed 183 times
-
Support third-party apps during calls
- 01:53
- Viewed 228 times
-
Add participants quickly and securely
- 01:37
- Viewed 189 times
-
Configure call privacy and security settings
- 02:51
- Viewed 183 times
-
Manage calls on hold
- 01:20
- Viewed 178 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 174 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 182 times
-
Draft a Service Memo
- 02:33
- Viewed 237 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 220 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 334 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 303 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 116 times
-
Other Coaches
- 01:45
- Viewed 230 times
-
Agents in SharePoint
- 02:44
- Viewed 186 times
-
Prompt coach
- 02:49
- Viewed 213 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 205 times
-
Configure a Copilot Agent
- 02:39
- Viewed 206 times
-
Describe a copilot agent
- 01:32
- Viewed 228 times
-
Rewrite with Copilot
- 01:21
- Viewed 198 times
-
Analyze a video
- 01:21
- Viewed 228 times
-
Use the Copilot pane
- 01:12
- Viewed 212 times
-
Process text
- 01:03
- Viewed 199 times
-
Create an insights grid
- 01:19
- Viewed 348 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 207 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 233 times
-
Create an image with Copilot
- 00:42
- Viewed 363 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 224 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 232 times
-
Chat with Copilot
- 00:50
- Viewed 230 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 349 times
-
Data Privacy in Copilot
- 00:43
- Viewed 228 times
-
Access Copilot
- 00:25
- Viewed 380 times
-
Use a Copilot Agent
- 01:24
- Viewed 242 times
-
Edit in Pages
- 01:49
- Viewed 261 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 232 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 227 times
-
Generate the email for the recipient
- 00:44
- Viewed 212 times
-
Action Function
- 04:18
- Viewed 181 times
-
Search Function
- 03:42
- Viewed 231 times
-
Date and Time Function
- 02:53
- Viewed 222 times
-
Logical Function
- 03:14
- Viewed 344 times
-
Text Function
- 03:25
- Viewed 241 times
-
Basic Function
- 02:35
- Viewed 205 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 242 times
-
Introduction to Power Fx
- 01:09
- Viewed 231 times
-
The New Calendar
- 03:14
- Viewed 374 times
-
Sections
- 02:34
- Viewed 216 times
-
Customizing Views
- 03:25
- Viewed 209 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 409 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 242 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 185 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 131 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 225 times
-
Use the narrative Builder
- 01:31
- Viewed 265 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 231 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 240 times
-
Share a document with copilot
- 00:36
- Viewed 234 times
-
Configurate a page with copilot
- 01:47
- Viewed 236 times
-
Use Copilot with Right-Click
- 02:50
- Viewed 1263 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 243 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 266 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 326 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 432 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 412 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.