Versions Compared

Old Version 10

changes.mady.by.user Dan Jakubiak

Saved on

compared with

New Version 11

changes.mady.by.user Dan Jakubiak

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Faculty, staff, and students can utilize Power Automate in order to automatically save incoming email attachments to sent from their scanner into their SharePoint site. Power Automate is a Microsoft application just like exists in the same Microsoft ecosystem as SharePoint and OneDrive.

What will this automation do?

With Power Automate, every automation is completely customizable. Following this guide , and using the ITS-provided template you will create an automation that:

  1. Saves the attachment of an incoming email scan from your department printer/scanner unit into a SharePoint site as a PDF.

  2. Deletes the email from your Inbox (this step is not required and can be removed).

...

  1. Conduct a scan from your networked printer/scanner and send it to your UConn email address as you normally would. This will give you information you will use in a later step.

  2. To use the template for this automation, click on this following file to download it:

    View file
    nameUConnSaveAttachmenttoSharePoint.zip
    . Do not unzip this file.

  3. Navigate to s.uconn.edu/powerautomate

  4. Sign in with your Email address and NetID password if asked.

  5. Click on My flows and then Import. Choose Import Package and upload the .zip file that you downloaded in Step 2.

    Image RemovedImage Added

  6. Once the file uploads, click on the two Select during import links on in the Related Resources box. Choose your own email address.

    Image RemovedImage Added

  7. Click on Import.

  8. Once the import has finished, at the top of the page you will see the confirmation. Click on the Open flow link to view the automation.

  9. You are now need to complete a couple edits to the automation.

...

  1. Click on the When a new email arrives box to expand it.

  2. Although the first field already says “Inbox”, you need to confirm it is connecting to your inbox (because you imported this flow from a filetemplate) by re-selecting Inbox.

    1. Click on the folder icon to open a popup menu. Then click on the text that says Inbox.

  3. Next, click on Show advanced options. The following steps are important.

  4. This is where you will need to be specific so that this automation only triggers on emails from your network scanner.

    1. Using the information you gathered from your testthe first step on this guide:

    2. In the From field, enter the address that your printer/ scanner unit sends you emails from.

    3. In the The Include Attachments field , select needs to be Yes.

    4. In the Subject filter field, enter the Subject that your printer/scanner generates. See Note below.

    5. The Importance field needs to be Any.

    6. In the The Only with Attachments field , select needs to be Yes.

    7. Pictured below is an example setup using the scanner in the Technology Support Center:

You will likely want to use a unique Subject for this emailautomation. The Subject line will dictate whether a scan from the scanner will follow this automation or not. The default Subject line from the scanner will likely resemble: “Scanned from a Xerox Multifunction Printer”.

Depending on which process you perform more often, you will need to choose decide whether the scanner’s default Subject should trigger the automation or if a non-standard subject should. If you’re more likely to need this automation, then the default Subject should trigger the automation. Then when it comes time to scan something that should not go through this automation, you will change the Subject line to anything other than the default.
If you’re more likely to not need the automation, then the opposite is true.

...

The next main box is the first Action that the automation takes. This 1st Action requires some configuring from you.

  1. Click on the text Apply to each Attachment on the email to expand the box. Then click on Create file to expand that box.

  2. Click on the Site Address field to see a list of your SharePoint sites.
    Note: If you do not see your site, you may open a new browser tab and navigate to s.uconn.edu/sharepoint to visit your SharePoint site there. Then simply copy the URL from the address bar and paste it into this field.

  3. Once you have the SharePoint site field filled in, you need to choose the folder in which you want the scans to be deposited.
    This folder will be the repository for all of your scans.

    1. Like you did with Inbox above, click on the folder icon and then choose the arrow next to Shared Documents to open that location.
      Clicking on the folder name will select that folder while clicking on the arrow will open the folder.

    2. The next two fields, File Name and File Content should be left as-is.

Expand
titleIf you would like to learn more about the File Name and File Content fields, click here:
Info

The following steps will show you how to recreate what was included in the template.

  1. The File Name field allows you to set the file name of the incoming scan. If you set a static name, each new scan will overwrite the last.
    To avoid this, you need a way to assign a unique file name to each new scan.

    1. To achieve this, the template you downloaded appends a timestamp to the filename: “Scan-[time of scan].pdf”

      1. The time-of-scan will be the unique identifier that prevents the over-writing of files.

      2. Click on the File Name field and clear it out. When you click on the field, a popup window will appear: click on the Expression tab of this window.

      3. Copy and paste the following text into the textbox: formatDateTime(utcNow(),'yyyy-MM-ddTHH:mm:ssZ')Then click Update.

      4. The dynamic text is now in the field. Place your cursor at the front to add some static text.
        You may need to use your arrow keys to get the cursor to the front of the box.

      5. You need to add .pdf to the end of the name to maintain file integrity.

  2. Leave the File Content field as it is. Changing this may corrupt the resulting file.

    1. If you need to add the dynamic text, click on the field and search in Dynamic content for “Attachments Content”

      Image RemovedImage Added

  3. Final result:

Action 2

...

  1. Leave this box as is unless you would like to remove this action. If you decide to keep this action, do not alter the settings to ensure the correct email is deleted.

    1. If you want to remove this action, click on the ellipsis and then choose Delete to remove this action.

...

  1. Click Save to save this automation. It will take a few moments to save.

  2. You will receive the following message when it has completed: Your flow is ready to go. We recommend you test it.

  3. Click on the arrow at the top to leave the Editor.

  4. Click Turn on in the top menu bar to enable the automation. The automation is now complete and will run until it is disabled, or you leave the university.

    Click Turn on in the top menu bar to enable the automation.

  5. Go to your scanner and conduct a scan that will meet your triggers Trigger criteria.

  6. Wait a few minutes for the automation to complete. You may click the refresh button periodically to see the results of the automation.

    Image RemovedImage Added
Info

If you have Outlook open, you will see the email from the scanner appear. This email will disappear when the automation finishes (if you kept the Deletion Action in the automation).

Optional: Set Computer to Automatically Download Scans

...