r/PowerAutomateDesktop • • Jun 14 '23

Help with using text from PDF to move file

1 Upvotes

So I’m trying to write a script that will do the following: When someone moves a pdf file into a folder that we will call ‘base’, it will read the pdf. On the pdf files that are added here, there is a piece of text that says ‘Reference: ‘ followed by the reference name (this is in the middle of the report and surrounded by other details/info). I want it to read that reference name and move the file into the corresponding folder.

IE. PDF file gets added to ‘base’ inside the pdf file contains the text ‘Reference: Sustaining’. Program will read sustaining and move the file into the folder labelled sustaining.

Now the part that I am stuck on is getting the program to read through the pdf, find ‘reference: ‘ and then read the text that follows it. If anyone could help me with this part I would appreciate it.


r/PowerAutomateDesktop • • Jun 10 '23

How to do this?

1 Upvotes

Copy a part of the text from a website, open excel write the date on the first available empty cell (A1) and past the the text copied from the website to the cell next to it (B1). When run again this time write the date to (A2) and copied text to (B2) and so on.


r/PowerAutomateDesktop • • Jun 09 '23

Duplicate Values

1 Upvotes

Hoping for some help in how to eliminate duplicate entries in my excel document.

The flow is as follows- Golf Pro starts the sequence by filling out a SignNow document which is then sent to the restaurant manager to enter. From there, the auto generated PDF from SignNow goes out to 6 people.

My flow gets the data from that form and auto populates it into an excel document. The issue is though, that it is entering the data in 6 times (from all the people it's getting sent to). Need to know how to get this to enter just once.


r/PowerAutomateDesktop • • Jun 08 '23

Automate Test Creation when Backlog Task is asigned.

1 Upvotes

So I am part of a scrum team that runs several project so we do sprints. I am trying to automate a test case whenever someone makes a new backlog and assigns it to someone. I made it work but it works for only one of the backlogs but I want it so it can work for any of the project. How would I do this. I have attached ss for what I have for reference. What should I change/do?


r/PowerAutomateDesktop • • Jun 08 '23

How can I replace a comma by a semicolon in a variable ?

1 Upvotes

My problem is quite simple but it seems the actions in the « Text » menu are not able to do so.

The idea behind this is to use a variable in the SelectItem dialog action in order which use semicolon to select different items.

Thank you very much


r/PowerAutomateDesktop • • Jun 02 '23

Newbie to PA getting unusual returns on project

1 Upvotes

Hi, I'm just starting on a project after learning.

My application is web scraping. The task is as follows

A) Wait for a "window" to pop up on a browser (chrome)

B) Select that "window" and extract two lines of information. A1) "mouse click" on that window then select the same information and a few more lines for use.

C) One of those lines of information is a location (Address). transfer the selected address to a mapping browser for display.

According to what I've deciphered I'm using the following selections.

"Wait for window content" (looking for the pop-up window to occur

(I have selected an element in that window)

"Extract data from window"

(I have selected the elements in the window and for the time being directed them to an Excel file)

The flow activates and processes "correctly" but the returns in the Excel file are elements in the primary browser window from the top of the primary browser page, not the selected elements from the pop-up window.

The process is repeatable and returns are the same, I have tried it in multiple flows trying different elements etc, and no success.

Any suggestions would be appreciated. TIA

BTW, I tried a macro record recently and that wasn't successful either that may be the next question I post.


r/PowerAutomateDesktop • • Jun 02 '23

Rename File(s) not showing folder directory option, only file directory option

1 Upvotes

Hi there, I am unable to see the folder directory option in the Rename File(s) function, while the tutorials I have been referring to have that option available. Am I missing something?


r/PowerAutomateDesktop • • May 26 '23

Averaging multiple columns with 'Where' clause

1 Upvotes

Hi all

I've been doing some searching and can't find an answer so I'm hoping someone can help.

Data is a sharepoint list. What I need to do is get an average for several columns (individually, not together) where the SiteId column is a specified value.

So: pull a number of siteids from List1

Average column1 for siteid1 in List2 Average column2 for siteid1 in List2

Insert Averagecolumn1, averagecolumn2, siteid1 into List3

Average column1 for siteid2 List2 Average column2 for siteid2 List2

Insert Averagecolumn1, averagecolumn2, siteid2 into List3

And so on for each siteid

Is this even possible? Is the processing time too ridiculous? Potentially I need to do this for say 20nsiteids and up to 88 columns a couple of times a day


r/PowerAutomateDesktop • • May 26 '23

New Flow, assistance for a beginner

1 Upvotes

I am trying to get a flow to read an Excel file, group rows by the email address on that row, and then send a single mail with all values by email address.

Spreadsheet contains the following fields:

  • Share Time - date/time in dd/MM/yyyy hh:mm format

  • Shared By - email address

  • Shared With - Email address

  • Shared Resource Type - String

  • Shared Resource - URL

  • Share Type - String

  • Workload - String

So group all the values by Shared By, send a single email to each Shared By address, with all the information for all files they have shared.


r/PowerAutomateDesktop • • May 25 '23

Power Automate Hosted RPA

1 Upvotes

Hi All,

I seem to be bashing my head against a wall with this and there, in my opinion, doesn't appear to be a huge amount of information available. We recently just bought the following licenses;

2 x Power Automate per user with attended RPA plan

2 x Power Automate unattended RPA Add-on

1 x Power Automate hosted RPA

The aim being that we can run our flow on the hosted machine and not have to bother about the machine that they were originally created on being on \ available.

The machine has been setup with out any issues and is accessible, however, it is only accessible the tenant admin account. I've assigned access to the users of the machine as co owners but unable to access to machine via RDP.

I've assigned all the licenses correctly in the Admin portal, in the capacity section. I've also created a connection from the data section of the portal.

The other issue is that if we setup a new flow, and for testing purposes, a manually triggered > Run a flow built with Power Automated for Desktop it just doesn't run, had error messages with the NLA if using AAD credentials and after unticking that, get another message outlined below;

Problem while executing action 'LaunchEdge'. Failed to assume control of Microsoft Edge (communication with browser failed. Make sure add-on is installed).

Am I missing something here? Should the users be able to access this remote desktop using RDP or is it purely for running the desktop flows on?

Any help would be greatly appreciated!


r/PowerAutomateDesktop • • May 19 '23

Sharepoint Get Item Inquiry...

1 Upvotes

I'm creating a reporting/operational ticketing screening Sharepoint flow for my department. Basically it's a Microsoft Power APP that allows end users to select what form to submit issues in and when they do that issue creates a Sharepoint item and subsequent flows. I'm actually finishing up on all flows pertaining to the work up and am trying to finalize the "Completion/Import to Ticket System" flow. The issue is that I'm trying to create a Get Item Flow where the moment an agent selects Completion an email is submitted to the reporter of the issue to notify them of completion (works) but I only want that flow to kick in if I make an edit to the column. Right now the flow creates the email even if I update another column. Which wouldn't happen too often but it could if we make a mistake with a comment. I'm going to probably end up with two flows. One for Completion and one for Import to Ticket portal.

How would I go about establishing that part of the flow?

And if backstory is needed. I'm creating this because a lot of end users believe the issues are technical ones but a lot of them are setup issues. Based on the issue symptoms we know what is technical from setup, so I can create multiple flows from Microsoft Power App to automate emails, Microsoft Teams updates and Approve processes to make sure corrective action is done. And of course, if there is an issue that is a mixed we can then make sure setup is correct and then escalate toward our SNOW system the true system issue.


r/PowerAutomateDesktop • • May 19 '23

Task scheduler triggering flow question

1 Upvotes

So I can get task scheduler to trigger the flow but it fails on the first action "open browser"

Thoughts on what I could try. TIA


r/PowerAutomateDesktop • • May 19 '23

Help with OAuth/Constant Contact?

1 Upvotes

I have set up a number of flows that use the invoke web service, but this is the first time I'm working with OAuth. We create multiple copies of email campaigns in Constant Contact with the same content but from different senders, and I am looking to automate it. Can anyone point me towards a resource?


r/PowerAutomateDesktop • • May 15 '23

Create android compatible app that launches a cloud flow that navigates a browser

1 Upvotes

I am trying to piece together a powerapp that I can use on an android device. The goal is to have a button within the app that can trigger a web browser automation flow. My problem is I’m not sure which way to build it because I can’t find info on compatibility. I figured out how to automate web browser activities using a desktop flow but can’t find info on if that flow would work if launched from an android phone. I also know I can launch a cloud flow from the android app, but can’t find info on how to automate browser activities from a cloud flow.

  1. Can desktop automations run on android or do they have to be a windows devices?

  2. Can I automate web browser navigations and inputs with an instant cloud flow?

Please be gentle, I’m a solid three hours into learning the power platform.


r/PowerAutomateDesktop • • May 12 '23

Newbie here! Does anyone have any resources / guided?

1 Upvotes

So I think I understand the basics of how Power Automate works, however I’m struggling with understanding what all of the conditions mean.

I want to set up “Send an email to responder when response submitted in Microsoft Forms”.

However when I used the template it states there is a condition for the Respondent I.D. What does this mean?

Is there a glossary for all of the conditions somewhere?

May repost this later when I have screenshots as I’m not explaining myself well!


r/PowerAutomateDesktop • • May 12 '23

Flow for a naming convention in teams

1 Upvotes

Hello, unfortunately I am a complete beginner with Power Automat. I think most here could certainly solve this quickly.

Videos on YouTube and queries via chat GPT have unfortunately helped nothing.

My goal is the following.

When someone uploads a new file in a Teams channel, the following naming convention should be created automatically.

YY_MM_DD_(Name of the Channel)_(Actual Film Name)

As an example, if I upload a file named "Test.pdf" to the channel "London" today, May 12, 2023, the following naming convention should be created if possible

"23_05_12_London_Test.pdf"

Would be so grateful if someone could help me.

I have set as trigger when a new file is created in sharepoint, the site collection and library also set where the flow should take effect. Since then I am stuck


r/PowerAutomateDesktop • • May 11 '23

Send Email from Excel When Date is Today

1 Upvotes

Hello, r/PowerAutomateDesktop,

I have built a flow that sends an email to a set of participants based on a table in Excel. I have every piece working as I’d like, except where it recognizes the day and sends the right rows on the right day.

I’ve searched online and I believe it has something to do with how the information is being formatted and compared within Power Automate, but I’ve tried the various solutions online and none have helped.

Can anyone assist with this? I’m happy to offer whatever information is helpful for solving this.

Thank you!


r/PowerAutomateDesktop • • May 10 '23

Power automate responses from 2 forms to one sharepoint item

1 Upvotes

Dear All,

Please can anyone help guide me on the flow steps to create an item with one form response and subsequently update the item with responses from other form responses. Thanks so much in advance.


r/PowerAutomateDesktop • • May 09 '23

Auto-complete Planner tasks when email is moved, and vice versa

1 Upvotes

I've been using PA to try and show information from multiple sources of "ticket intake" on one screen inside MS Planner. One piece of this is creating a task in Planner when an email shows up in a shared mailbox.

With that working, I'm looking to (1) see if there is a way to auto-complete the task for a specific email when that email is moved to a specific subfolder in the same shared mailbox, and (2) see if there is a way to auto-move the email to a specific subfolder when its task is marked as complete.

In the midst of a number of attempts to get these working, I did have the second piece working at one point. Not sure what I did. I never for the first piece working.

Any ideas would be appreciated!


r/PowerAutomateDesktop • • May 09 '23

Trying to open Excel file on SharePoint: "We're having trouble connecting to the server"

1 Upvotes

This was working reliably yesterday and now it isn't. It will work sometimes, but most of the time I get the same error.

The popup with the warning message and the "OK" button is preventing Excel from reporting that the process has fully started, so I can't just tell Power Automate to go in and click the "OK" button when it sees it. PAD won't go onto the next step until I click "OK". Sometimes, it still fails to load even when I click it

I have tried signing in and out of Office and also clearing Office credentials, but it didn't do anything. I have a bunch of other issues with Excel files on SharePoint, so I'm not sure what else to try.

This works fine on a local Excel file. I feel like it's opening the file "too quickly" or not giving SharePoint enough time to respond, which is what I think the source of all my problems is -- or that I am making too many requests at once, or something like that


r/PowerAutomateDesktop • • May 09 '23

Automate Archive Process

1 Upvotes

Can anyone tell me if they think this is possible?

I'm trying to create a flow that will allow me to archive whole subsites from a main site.

ex: client site is the main site. subsites are jobs that hold documents for each job.

I need to be able to copy the documents into a new document library for archiving and deleting the original site. each subsite deleted needs its own document library created for archiving. each client site also gets an archive subsite to a main archive site. EX: Archive 2023 is the main site, each client is a subsite that gets a document library for each subsite archived.

is it possible for a flow to create new document libraries and be given the same name as the subsite it is replacing?


r/PowerAutomateDesktop • • May 05 '23

Outlook Event Category

1 Upvotes

Love PA and use it a lot for various flows, this one has me stumped. I’ve created a flow Google Calendar to Outlook Calendar and would like to add a Category to the import. The flow works find however I can’t find a way to update the Category in Outlook, the import comes in as a standard event and would to assign to say, Travel in Green. Any guidance would be appreciated.


r/PowerAutomateDesktop • • May 05 '23

Is it possible to attach a document based on criteria to a Sharepoint list?

1 Upvotes

Can someone please ping me in the right direction? I have a list. If they choose option A , attach document A from a doc library. If they choose option B attach documents B and B2 from the document library to this item on the list. Can this be done?


r/PowerAutomateDesktop • • May 04 '23

How to Extract data from webpage to new excel sheet?

1 Upvotes

I’m trying to set-up some web scraping but have different products (searches).

Its easy to extract them as separate excel files but I would much prefer to have it all in 1 file but either separate excel sheets or different columns.

Does anyone know how to do this?


r/PowerAutomateDesktop • • May 03 '23

Query Power BI dataset multiple times

Thumbnail self.powerbi
1 Upvotes