One question that has come up too many times is how do you create a SharePoint Document Set using Power Automate. Well, there’s a Basic and an Advanced approach, but in this post I will discuss the Basic approach. Ready? Let’s get started!!!
If you don’t have a Document Set content type created, let’s walk through how to create one.
- In your SharePoint site, click on the gear icon on the top right and then click on Site information. Then in the Site Information pane, click on View all site settings.
- Under Web Designer Galleries, click on Site content types. Note: if you don’t see this, you might not have the proper permission level to complete this.
- In the Content type gallery, click on Create content type. Then in the Create content type pane, complete the following info:
- Category – I select the Use an existing category radio button and then I select Document Set Content Types from the Name drop-down.
- Parent content type – I select Document Set Content Types from the Parent category drop-down and then Document Set from the Content type drop-down.
- Click Create.
- Once the new Document Set content type is created, you will be presented with all its details, including the Content Type ID that you will need later in the flow.
Now that you are done with the necessary work on the SharePoint side, let’s move to create the flow. For this demo, I will use the manual trigger, but you can always use an automated trigger based on your business needs.
- Go to https://flow.microsoft.com
- On the left menu, click on Create and then click on Instant cloud flow.
- In the Build an instant cloud flow screen, enter the name of your flow, select the Manually trigger a flow trigger, and then click on Create.
- In the flow editor, click on + New step. Then search for and select Create new folder.
- In the Create new folder action, select your Site Address, List or Library, and Folder Path. Note: the Folder Path is the name of the new folder the flow will create in the selected list or library.
- Click on + New step. Then search for and select Update file properties.
- In the Update file properties action, select your Site Address and Library Name. To set the ID field, click in it and then select the ID value under Create new folder from the Dynamic content window. And to set the Content type Id, click on the drop-down in the field and select Enter custom value. Copy the Content Type ID that was generated on step 4 above in the SharePoint section and paste it in here.
- Click on Save and then test the flow.
Please give this a try and let me know in the comments section below. Thank you for reading and have a wonderful day 😀