Upload files to Microsoft SharePoint after approval when a file is created in OneDrive
This flow is recommended if you want to upload files created in OneDrive to Microsoft SharePoint after approval from your supervisor or team leader.
.avif)
・
"I need to save the materials on OneDrive and also upload them to SharePoint... It's a bit of a hassle."
Have you ever felt this way?
Everyday file management and internal sharing, along with small tasks, can surprisingly take up a lot of time.
However, by integrating OneDrive with Microsoft SharePoint, files can be automatically uploaded to SharePoint once they are saved.
It is also possible to include an approval flow in the operation, making your team's workflow much smarter.
By using Yoom, you can easily integrate OneDrive and Microsoft SharePoint without any coding.
Yoom provides templates for integrating OneDrive and Microsoft SharePoint in advance, so you can achieve integration immediately just by registering, even without API knowledge.
By integrating the APIs of OneDrive and Microsoft SharePoint, you can automatically sync OneDrive data with Microsoft SharePoint!
Simply click "Try it out" for the automation example you're interested in and register an account to immediately experience the integration of OneDrive and Microsoft SharePoint.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is convenient when you want documents saved in OneDrive within your organization to be automatically reflected in Microsoft SharePoint.
This flow is recommended if you want to upload files created in OneDrive to Microsoft SharePoint after approval from your supervisor or team leader.
Now, let's create a flow that integrates OneDrive and Microsoft SharePoint!
This time, we'll use Yoom to proceed with the integration of OneDrive and Microsoft SharePoint without any coding. If you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
The integration flow is broadly created through the following processes:
First, log in to your Yoom account.
If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on "+ Add".
2. You can search by app name in the input field.
Let's register OneDrive as My App! Enter OneDrive in the input field, and when the OneDrive icon appears, click on the OneDrive icon.
Note that "Microsoft 365 (formerly Office 365)" has plans for both personal and business (Microsoft 365 Business) use.
If you do not have a business plan, you may encounter authentication errors when integrating with Yoom, so please check your plan details in advance.
1. If you are already logged into Microsoft 365, My App registration will be completed immediately.
If you are not logged in, the following screen will appear, so please log in with the account you want to integrate.
For detailed instructions on My App registration, please refer to the following link.
My App Registration Procedure and Precautions in Microsoft365 Services
Similarly, search for Microsoft SharePoint and click on the icon.
1. If you were logged in when registering OneDrive as My App, registration will be completed immediately.
If you were logged out, please sign in with the account you want to integrate.
Once My App registration is successful, the following screen will be displayed.
Please check if the icons for OneDrive and Microsoft SharePoint are displayed on the My Apps screen.
Click "Try it" from the link below.
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
1. First, click on the icon at the top that says "When a file is created or updated in a specific folder".
2. Set up the account information to integrate with OneDrive.
Select the trigger "When a file is created or updated in a specific folder". After confirming the content, click "Next".
3. Set up each item.
If the test is successful, you will be able to reference the information obtained from OneDrive as output, as shown in the image below.
For more details about the output, please refer to the following link.
About the Output
Once the test is successful, don't forget to click "Save"!
1. Next, click on the "Download File" icon.
2. Set up the account information to integrate with OneDrive.
Select the action "Download File". Once the setup is complete, click "Next".
3. Enter each item.
Once the setup is complete, click "Test", and if there are no issues, click "Save".
1. Finally, click on the "Upload File" icon.
2. Set up the account information to integrate with Microsoft SharePoint.
Select the action "Upload File".
Once the setup is complete, click "Next".
3. Set up each item.
Once the setup is complete, click "Test", and if there are no issues, don't forget to click "Save"!
With this, the flow of [Uploading a file to Microsoft SharePoint when a file is created on OneDrive] is complete.
Once the setup is complete, the following screen will be displayed.
Click the "Turn on the trigger" button to activate the flow bot.
This concludes the method for uploading a file to Microsoft SharePoint when a file is created on OneDrive!
This time, we introduced how to integrate data from OneDrive to Microsoft SharePoint, but if you want to integrate data from Microsoft SharePoint to OneDrive, please also use the following template.
This flow is recommended for managing reports and daily reports created by team members on Microsoft SharePoint by automatically uploading them to OneDrive.
In addition to integration with Microsoft SharePoint, it is possible to automate various tasks using the OneDrive API. If you find something interesting, please feel free to try it out!
You can automatically store received attachments, freeing you from the hassle of manual uploads.
You can also upload received files and create folders for each client.
By automating the upload to Microsoft SharePoint simultaneously with saving files on OneDrive, you can not only reduce the mistakes and effort involved in sharing materials but also make the workflow much smoother.
The article introduces specific templates that enable automatic uploads when creating files and uploads after approval.
The implementation is simple and can be put into practice immediately, which is an attractive feature.
If you want to review your daily routine and use your time for more valuable tasks, please give it a try.
.avif)
