SharePoint (2003 thru Online): Working with MS Teams, SharePoint Online and MS Flow.

Thursday, March 7, 2019

Working with MS Teams, SharePoint Online and MS Flow.

In this post, we are going to create a List Library and add it in Teams as tab. Also create a flow to send email notification when new item is created in the List Library thru ShaPoint Online.

Note: We can create Flow in OneDrive and SharePoint Online. From April 2019, MSFT enabled Flow in Teams also.

Microsoft Teams (Teams or MS Teams) is the popular and most used App among the O/M365 suite. Microsoft is adding more new features to Teams.  The back-end for Microsoft Teams is SharePoint Online. Whenever new Team is created, one new Site Collection gets created with Team Site template.

We can view these sites in SharePoint admin center (as shown below).

I am using MyFamily Team for this activity.

Go to Teams >> under any Channel >> Files tab. You can see 'Open in SharePoint'. clicking on it will open the concerned Team as SharePoint site (as shown below).


Created a new List named 'Teams List' (The same way we do in SharePoint). Also created 3 basic fields and 3 sample items (as shown below).


Click on Add a tab option


You will see all the Apps allowed by your tenant. Select 'SharePoint'



Click on Lists tab, select the 'Teams List', click Save. 'Post to the channel about this tab' check box is optional. Checking this box will post about in the Conversations tab.



Teams List tab was added to the General channel in the MyFamily Team.



Click on the + New to add items to the List. Click on 'Open in SharePoint' to open this List in SharePoint mode.
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Note: Microsoft Flow button is not available in the classic experience.

If the default behavior is set to the classic experience then you will not see the Flow button in the command bar of your list or library. If the new experience is available you can enable it for your list or library by going to List Settings, and then clicking on Advanced Settings. To learn more, see Switch the default experience for lists or document libraries from new or classic.
Now we are going to create a flow to send basic notification when new list items was added/created.

Go to the Teams List Library thru 'Open in SharePoint'.  On the menu bar, Click on Flow >> 'Create a flow' (As shown below). 





You will see a window on the right side with existing flow templates. Click on Show more to view more.  Click on 'Send a customized email when a new SharePoint list item is added'


This will open a new page with Flow app. Click Create Flow button at the bottom of the page.




Click on Edit Description and add your own Description. Click Save.




Click on Edit




Use the ... at the end of the Workflow item to go to Settings (as shown below). Update the existing steps and also add using + New Step.




Updated few fields as per requirement.





You can see these options in the top-right corner of the Flow page (as shown below).


Once completed, Save it. Click on Flow Checker to view any Errors or messages. Click on Test to perform a test and create a new item in the Teams List. 





You will see a message, Your flow ran successfully.




An email is sent to the receiver's Inbox as shown below.


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