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Track SharePoint Changes with Power Automate
Sep 8, 2024
Tracking Changes in SharePoint List Items Using Power Automate
Overview
The tutorial demonstrates how to track changes in SharePoint list items using Power Automate.
It includes sending notifications via email detailing the modified item and its previous values.
Creating a Flow
Trigger
: Use "When an item or file is modified" trigger in Power Automate.
Connect to the SharePoint site and select the relevant list (e.g., "Service Desk").
Email Notification
:
Use "Send an email" action from Office 365 Outlook connector.
Subject: "Ticket Updated" with dynamic content for the ticket title.
Include the item ID and a link to the modified item.
Use HTML for formatting (e.g., line breaks).
Adding Trigger Conditions
To trigger notifications only for specific conditions (e.g., if priority is critical):
Use "Trigger conditions" to specify required expressions.
Example: If priority equals "Critical".
Versioning Settings
Ensure versioning is enabled in SharePoint to track changes.
View version history in SharePoint for details about changes made.
Getting Previous Values
Get Changes
:
Use the action "Get changes for an item or file properties only".
Required parameters: site address, list, and item ID.
Identify Changes
:
Use expressions to identify which columns have changed and gather previous values.
Storing Previous Values
Initialize an array variable to store previous values and column names.
Use "Scope" to group actions for clarity.
Filtering Changed Columns
Use "Filter array" to only retain columns that have changed.
Retrieve previous values through a REST API call with proper formatting.
Sending Detailed Notifications
Construct email content to include changed columns and their previous values.
Use HTML to format the email neatly.
Enhancements
Link to Version History
: Add a link to view the version history of the modified item.
Selective Tracking
: Allow tracking of specific fields rather than all fields.
Create an array to specify which columns to track.
Send email notifications only for the selected columns.
Final Output
The email will summarize changes in a table format, displaying previous and current values for tracked columns.
Conclusion
Effective monitoring of SharePoint list item modifications can enhance project management and user accountability.
For additional resources, refer to the video tutorial and GitHub repo linked in the description.
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