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Customizing and Extending SharePoint Online

You're reading from   Customizing and Extending SharePoint Online Design tailor-made solutions with modern SharePoint features to meet your organization's unique needs

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Product type Paperback
Published in Mar 2024
Publisher Packt
ISBN-13 9781803244891
Length 402 pages
Edition 1st Edition
Concepts
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Author (1):
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Matti Paukkonen Matti Paukkonen
Author Profile Icon Matti Paukkonen
Matti Paukkonen
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Table of Contents (27) Chapters Close

Preface 1. Part 1:Exploring SharePoint Online FREE CHAPTER
2. Chapter 1: SharePoint Online in a Nutshell 3. Chapter 2: Organize Content with SharePoint Sites 4. Chapter 3: Access Controls in SharePoint 5. Chapter 4: Lists and Libraries 6. Chapter 5: Describing Content with Site Columns and Content Types 7. Chapter 6: Creating Informative and Stunning Content with Modern SharePoint Pages 8. Part 2:Enhancing the SharePoint Content
9. Chapter 7: Search in SharePoint 10. Chapter 8: Managed Metadata 11. Chapter 9: Understand Information with Microsoft Syntex 12. Chapter 10: Bring SharePoint Content to Teams with Viva Connections 13. Chapter 11: App Catalog and the SharePoint Store 14. Part 3:Automate and Extend SharePoint Experiences
15. Chapter 12: Automate SharePoint with Power Automate 16. Chapter 13: Extend SharePoint with Power Apps 17. Chapter 14: Site, List, and Document Templates 18. Chapter 15: Improving List Experiences with View Formatting 19. Part 4:Create Your Own Customization using SharePoint Framework and Microsoft Graph
20. Chapter 16: Introduction to SharePoint Framework 21. Chapter 17: Access SharePoint Data using Microsoft Graph 22. Chapter 18: Web Parts and App Part Pages 23. Chapter 19: Extending User Experiences with SharePoint Framework Extensions 24. Chapter 20: Community Solutions for Extending SharePoint Online 25. Index 26. Other Books You May Enjoy

Connecting to SharePoint with Power Automate

Power Automate workflows are created and managed on the Power Automate portal, which can be accessed by browsing: https://make.powerautomate.com.

Figure 12.1 - Power Automate portal

Figure 12.1 - Power Automate portal

Creating your first flow

On Power Automate, all automations and workflows are called simply flows or cloud flows. When creating a new flow, the trigger type needs to be first selected (Figure 12.1). The trigger can be changed later if needed. In this book, we will use automated, instant, and scheduled flows, since they are covered in user licenses and are commonly used to manage and use data from SharePoint:

  • An automated cloud flow is started on a change, such as when a new list item is added to the SharePoint list.
  • An instant cloud flow is triggered manually. This type is used, for example, on SharePoint approvals, since the standard approval flow is manually triggered. This is also useful when developing or testing...
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