Automate

Hi All

I am looking to use Power Automate to pull files from a user folder within the Query Data Files folder in Foundation, then email them to specific people. I have had success pulling a single specifically named file and emailing it. However, Power Automate can't seem to grab a file when added to the folder. Has anyone had any success with this?

• I am a Foundation application admin so I have ALL of the permissions. IT has also given me gateway access. 
• If using Power Automate is not an option, is Winshuttle Foundation workflow an option? I started poking around workflow, however I don't seem to be finding what I need. 
• I also don't have the ability to have the folder itself automatically share the files. The option is turned off and I'm not sure if this is a missing SharePoint function, or if it's just something that needs to be turned on within our servers. 

Any guidance, suggestions are greatly appreciated. 

Hi Vanessa,

You can try creating a workflow with "Add Attachment" plugin to fetch the file on the form in an attachment element and then use "send email" plugin to email it to the users.

So typically your workflow will look like :

Start -> Add Attachment plugin -> send email plugin -> end.

Only shortcoming for this approach is that you can only pull one attachment at a time using add attachment plugin, so you need to have the exact name and number of the files to be fetched so that you can configure the "Add attachment plugin" accordingly.

please refer link on plugin guide for more details : https://winshuttle-help.s3.amazonaws.com/foundation/en/composer/composer-plugins-add-attachment.htm

Hope this helps.

Regards

Hi All

I am looking to use Power Automate to pull files from a user folder within the Query Data Files folder in Foundation, then email them to specific people. I have had success pulling a single specifically named file and emailing it. However, Power Automate can't seem to grab a file when added to the folder. Has anyone had any success with this?

• I am a Foundation application admin so I have ALL of the permissions. IT has also given me gateway access. 
• If using Power Automate is not an option, is Winshuttle Foundation workflow an option? I started poking around workflow, however I don't seem to be finding what I need. 
• I also don't have the ability to have the folder itself automatically share the files. The option is turned off and I'm not sure if this is a missing SharePoint function, or if it's just something that needs to be turned on within our servers. 

Any guidance, suggestions are greatly appreciated. 

Hi All

I am looking to use Power Automate to pull files from a user folder within the Query Data Files folder in Foundation, then email them to specific people. I have had success pulling a single specifically named file and emailing it. However, Power Automate can't seem to grab a file when added to the folder. Has anyone had any success with this?

• I am a Foundation application admin so I have ALL of the permissions. IT has also given me gateway access. 
• If using Power Automate is not an option, is Winshuttle Foundation workflow an option? I started poking around workflow, however I don't seem to be finding what I need. 
• I also don't have the ability to have the folder itself automatically share the files. The option is turned off and I'm not sure if this is a missing SharePoint function, or if it's just something that needs to be turned on within our servers. 

Any guidance, suggestions are greatly appreciated. 

I'm sure you have explored what you can do in STUDIO?

https://help.precisely.com/r/Automate-Studio/20.3/en-US/Automate-Studio-with-Connect-User-Guide/Query/Run-Scripts/Schedule-a-Query-run

I know it might limitation to do autimation on your own workstation, but we have helped our customers to run these on virtual workstations, with some codíng utilizing command line runs. If you explore this more, make sure you stay compliant with Licencing recarding human and bot users. 

Hi All

I am looking to use Power Automate to pull files from a user folder within the Query Data Files folder in Foundation, then email them to specific people. I have had success pulling a single specifically named file and emailing it. However, Power Automate can't seem to grab a file when added to the folder. Has anyone had any success with this?

• I am a Foundation application admin so I have ALL of the permissions. IT has also given me gateway access. 
• If using Power Automate is not an option, is Winshuttle Foundation workflow an option? I started poking around workflow, however I don't seem to be finding what I need. 
• I also don't have the ability to have the folder itself automatically share the files. The option is turned off and I'm not sure if this is a missing SharePoint function, or if it's just something that needs to be turned on within our servers. 

Any guidance, suggestions are greatly appreciated. 

Hi Tuomas,

We use Studio to execute the query, scheduled via the server. I am aware we can schedule the query locally, and email that way. However, this isn't ideal as the users computer needs to be on and connected to our network. I appreciate the thought. 

I'm sure you have explored what you can do in STUDIO?

https://help.precisely.com/r/Automate-Studio/20.3/en-US/Automate-Studio-with-Connect-User-Guide/Query/Run-Scripts/Schedule-a-Query-run

I know it might limitation to do autimation on your own workstation, but we have helped our customers to run these on virtual workstations, with some codíng utilizing command line runs. If you explore this more, make sure you stay compliant with Licencing recarding human and bot users. 

Hi All

I am looking to use Power Automate to pull files from a user folder within the Query Data Files folder in Foundation, then email them to specific people. I have had success pulling a single specifically named file and emailing it. However, Power Automate can't seem to grab a file when added to the folder. Has anyone had any success with this?

• I am a Foundation application admin so I have ALL of the permissions. IT has also given me gateway access. 
• If using Power Automate is not an option, is Winshuttle Foundation workflow an option? I started poking around workflow, however I don't seem to be finding what I need. 
• I also don't have the ability to have the folder itself automatically share the files. The option is turned off and I'm not sure if this is a missing SharePoint function, or if it's just something that needs to be turned on within our servers. 

Any guidance, suggestions are greatly appreciated. 

Hi Vanessa,

To download the file from the sharepoint list into a folder using workflow, you can make make use of "Execute Powershell" plugin.

https://winshuttle-help.s3.amazonaws.com/foundation/en/composer/composer-plugins-execute-powershell.htm

The powershell command file is attached below. provide the URL and and destination path, this will download the file, then use "add attachment plugin" to retrieve this file on to the form.

I have a solution created on Evolve that is currently working for customer, attached the solution as well for reference.

use link https://nowtransfer.de/eb06cdaaf0d1 to download.

Hope this helps.

Regards

Hi Tuomas,

We use Studio to execute the query, scheduled via the server. I am aware we can schedule the query locally, and email that way. However, this isn't ideal as the users computer needs to be on and connected to our network. I appreciate the thought. 

I'm sure you have explored what you can do in STUDIO?

https://help.precisely.com/r/Automate-Studio/20.3/en-US/Automate-Studio-with-Connect-User-Guide/Query/Run-Scripts/Schedule-a-Query-run

I know it might limitation to do autimation on your own workstation, but we have helped our customers to run these on virtual workstations, with some codíng utilizing command line runs. If you explore this more, make sure you stay compliant with Licencing recarding human and bot users. 

Hi All

I am looking to use Power Automate to pull files from a user folder within the Query Data Files folder in Foundation, then email them to specific people. I have had success pulling a single specifically named file and emailing it. However, Power Automate can't seem to grab a file when added to the folder. Has anyone had any success with this?

• I am a Foundation application admin so I have ALL of the permissions. IT has also given me gateway access. 
• If using Power Automate is not an option, is Winshuttle Foundation workflow an option? I started poking around workflow, however I don't seem to be finding what I need. 
• I also don't have the ability to have the folder itself automatically share the files. The option is turned off and I'm not sure if this is a missing SharePoint function, or if it's just something that needs to be turned on within our servers. 

Any guidance, suggestions are greatly appreciated. 

Thank you Hammad! Unfortunately, we are not using Evolve so I am unable to view the solution. I am trying the powershell command/add attachments plugin but so far have been unsuccessful. 

Hi Vanessa,

To download the file from the sharepoint list into a folder using workflow, you can make make use of "Execute Powershell" plugin.

https://winshuttle-help.s3.amazonaws.com/foundation/en/composer/composer-plugins-execute-powershell.htm

The powershell command file is attached below. provide the URL and and destination path, this will download the file, then use "add attachment plugin" to retrieve this file on to the form.

I have a solution created on Evolve that is currently working for customer, attached the solution as well for reference.

use link https://nowtransfer.de/eb06cdaaf0d1 to download.

Hope this helps.

Regards

Hi Tuomas,

We use Studio to execute the query, scheduled via the server. I am aware we can schedule the query locally, and email that way. However, this isn't ideal as the users computer needs to be on and connected to our network. I appreciate the thought. 

I'm sure you have explored what you can do in STUDIO?

https://help.precisely.com/r/Automate-Studio/20.3/en-US/Automate-Studio-with-Connect-User-Guide/Query/Run-Scripts/Schedule-a-Query-run

I know it might limitation to do autimation on your own workstation, but we have helped our customers to run these on virtual workstations, with some codíng utilizing command line runs. If you explore this more, make sure you stay compliant with Licencing recarding human and bot users. 

Hi All

I am looking to use Power Automate to pull files from a user folder within the Query Data Files folder in Foundation, then email them to specific people. I have had success pulling a single specifically named file and emailing it. However, Power Automate can't seem to grab a file when added to the folder. Has anyone had any success with this?

• I am a Foundation application admin so I have ALL of the permissions. IT has also given me gateway access. 
• If using Power Automate is not an option, is Winshuttle Foundation workflow an option? I started poking around workflow, however I don't seem to be finding what I need. 
• I also don't have the ability to have the folder itself automatically share the files. The option is turned off and I'm not sure if this is a missing SharePoint function, or if it's just something that needs to be turned on within our servers. 

Any guidance, suggestions are greatly appreciated.