Highlights
- Recap of triggers, actions, connectors, and data sources (SP Lists, Libraries, Excel, Forms)
- Building and automating flows: approvals, conditions, updates, and email notifications
- Using Compose, variables, and data actions for dynamic workflows
- Troubleshooting and error handling: Run After, Try-Catch-Finally, JSON workflows
- Working with attachments: add, save, and manage files in flows
- Training sign-ups and approval flows with automated notifications
- Advanced features: trigger conditions, filtering events, handling multiple choice fields
- Best practices for larger solutions: parent/child flows and end-to-end workflow design
Course Details
Module 1: Recap: Triggers, Actions, Connectors, Data
- Step up to Solutions & Flows
- Data sources, SP Lists, Libraries or Excel
- Data inputs – email? attachments? Forms? New item in a SP list?
- New Functionality in SP Lists + Forms
- Forms integrate tightly with SharePoint, allowing users to automate processes like approvals or notifications.
- When are the new List Forms not going to work for you?
Module 2: Flow automation from SP List & Library Triggers
- What triggers are available for SP lists
- Trigger settings
- Using Approval actions
- Start and wait for approval
- Using Switch Case vs Condition
- Update item and email
- Copy actions
- Using Compose for standard email text
- Exercise: Approval and Item update
Module 3: Compose and Variables
- Initialise and Set Variable actions
- Variable data types
- Common uses for variables
- Other variable Actions (Increment/ Decrement
- Simple Apply to each example for counting email attachments (link)
- Quick summary of other Data actions
- Append to String, Create HTML table and Parse JSON
Module 4: Troubleshooting & Error handling options for your Flows
- Making robust flows – what can go wrong?
- Run After
- Try Catch Finally
- Initalise Boolean variable for Flow failed
- Terminate Control
- EX1&2. Stand alone exercise for error processing
- Working with JSON and the workflow() object
- Opt EX3 Include a link to the Failed Flow run in an email
Module 5: Working with Attachments
- File name & File contents
- Adding attachments to emails
- Saving attachments into a list or library
Module 6: Flow for Training sign-ups and approvals:
- Approval process with SP update Item (status field) and email notification to Form submitter
Module 7: Advanced Flow Features:
- Item modified Trigger & using Trigger Conditions
- Filtering calendar events and sending training invites.
- Working with JSON data
- Handling multiple choice fields and formatting data for SharePoint.
Module 8: Best Practice and Larger Applications & Flows:
- Working with Solutions
- Guidance on using parent and child flows.
Who should attend
A Power Automate training course is ideal for a broad range of professionals who are looking to streamline their work processes and enhance efficiency. This includes people in marketing roles who can use the platform to automate repetitive tasks, such as data analysis, report generation, and client communication. To attend this beyond the basics sessions, you must:
- Have completed the Power Automate Introduction course or similar.
- Be Familiar with creating Flows with Triggers, Actions, Dynamic Content and basic Expressions.
- Have Experience of basic Approvals, scheduled Flows and simple Apply to each loops is assumed.
The "courses" are also highly beneficial for educators who are keen on integrating cutting-edge technology in their career education sessions, giving their students a real-world understanding of business automation.
Not to forget, This Power Automate Course suits IT professionals who want to add a robust tool to their skill set
The best part? These courses can be attended onsite or virtually, making them accessible for professionals from all locations. So, whether you're an individual seeking an edge in the job market, or a business looking to upskill your team, these sessions on Power Automate are a valuable investment. See below for more Power Automate Training Course details:
Feedback
4.8 out of 5 average
"Well structured, easy to understand, good pace, and really helpful explanation for Flow training. The trainer was great, went through everything thoroughly, and was able to answer everything with great knowledge." OD, Data Insight Analyst, Power Automate Course, May 2023
A short video from Flows in Power Automate Training Course.