In this article, we'll learn about actions and how to create a flow that collects information and saves it to a list. We are going to focus more on Actions.
Actions are all about what a flow can do for us. We trigger the power automate flow and the flow is ready to do something for us. Technically, after creating triggers anything that we add the next are actions.
In the Trigger chapter, we have seen how to build action to send an email to someone. Now, we will see how to create a power automate flow that gets the information from the instant trigger and submits them to the SharePoint list.
Creating a flow with actions
- Before starting, make sure you have a SharePoint Account Setup. Go to the Microsoft Office 365 E3 site. Click on Free trial.
- Set up your free account by adding your email
- Fill in your information like Name, Contact Number, etc.
- Add the name for your custom domain. Check the availability. Click on Next.
- Add password to your account.
- You'll get a confirmation of account setup. Click on Get Started.
- You'll arrive at Microsoft Admin Centre. Select Sharepoint from the left-hand side panel.
- Click on Create Site.
- Click to create a Communication site. We are choosing the Communication site because it requires fewer permissions to create as compared to the Team site.
- Give a suitable name to your site. Choose a topic for your site and click on Finish.
- This is the site we are going to work with.
- Click on Site contents.
- Here, we have Documents, Style pages, Events lists, etc. We need to create a simple custom list. Click on the Settings icon on the top right-hand corner and select Add an app.
- Select Custom List. Give a name for your list. Click on Create.
- You can see our DemoList created in our site contents. Click on DemoList.
- We need to create choices so, click on the arrow beside the Add Column and click on Choice.
- Write the Name as Category. Enter appropriate choices. Click on Save.
- Similarly, select Multiple lines of text from the arrow beside the column. Name the column as Comments and click on Save.
- We have 3 columns created as Title which is by default, Category, and Comments.
- Now, we need to create a trigger and a flow. We are creating a flow, when the user fires the flow it will open a form that will collect information like Title, Category, and Comments and brings it into our DemoList. Let's get back to our Power Automate Environment.
- Click on Create from the left-hand side panel. Select Instant cloud flow.
- We are keeping the Trigger part very simple as we are focusing more on Actions. Give a name to the flow and select Manually trigger a flow. Click on Create.
- Our trigger has been created. Use Add an input to add 3 text input fields for our flow. Click on the New step.
- Select Create item (SharePoint) from the actions list.
- Enter the SharePoint site name of the DemoList.
- Add dynamic content for Title, Category Value, and Comments. Click on Save. Run the Test.
- We are running Test manually here. Select Manually and Test.
- This time it will check the connectivity with SharePoint and Flow. Click on Continue.
- Enter values in the Title, Category, and Comments respectively. Click on Run Flow.
- After running the flow go back to our SharePoint list. You can see the values have been added to our DemoList.
Hence, we managed to create a list item using Actions in Microsoft Power Automate.