SharePoint site members can use Microsoft Flow to set up workflows for lists and libraries. Microsoft Flow provides automation of common business processes and connections to enterprise and custom data services.
Create a flow for a SharePoint list or library
Navigate to a list or library on a SharePoint Online site that you are a member of. The option to create a flow will only be available for site members who can add and edit items.
At the top of the list or library, click Flow, and then click Create a flow.
Select a flow template from the right-hand pane. Your browser will refresh with the main Microsoft Flow website (https://flow.microsoft.com).
Follow the instructions on the Microsoft Flow site to connect to your SharePoint list or library.
Tip: If you have not already signed in to Microsoft Office 365 and SharePoint Online, you will be asked to do so.
Configure the flow, and then click Create Flow.
After the flow has been created, click Done.
Note: You can view all of your flows and check status on the Microsoft Flow website: https://flow.microsoft.com.
For this example, a flow that sends an email was added to the list. Whenever a new item is added, an email is sent.
To learn how to edit a flow in a SharePoint list, see Edit a flow for a list in SharePoint Online. To learn how to delete a flow in a SharePoint list, see Delete a flow from a list in SharePoint Online.
Activating Microsoft Flow in a SharePoint list app
The next generation of SharePoint lists are being rolled out over time. The Office 365 tenant administrator can set the default behavior for new lists. If the default behavior is set to the classic experience then you will not see the Flow menu at the top of your screen. If the new experience is available you can enable it for your list in the Advanced Settings for the list app. To learn more, see Switch the default experience for lists or document libraries from new or classic.
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