Create a Flow
Flows are used in SharePoint to streamline business processes so they are consistent and reliable. An example might be a series of stakeholders that need to approve a sales target before it is given to a sales person. You can start creating flows right from within a Custom Lists. In fact, anyone with permissions to add and edit items on the list will have the option to create a flow.
To create a flow, follow these steps:
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Navigate to your custom list |
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Click on Automate in the Task Bar |
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Select Power Automate from the dropdown list. |
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From the submenu click Create a Flow. |
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The Create a Flow panel will open on the right of the browser window. |
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From the list, select a template of the type of Flow you wish to create. |
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For a greater range of templates select Show More below the template list. |
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A screen appears listing the apps involved in the flow and the accounts used. |
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To change the app access account click on the ellipsis (...) next to the credentials, |
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Select an alternative account from the dropdown list. |
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Click Continue. |
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Edit the flow as required. Once you have completed the flow, click Save at the top of the window. |
