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Send Skype Alert to Task Assigned

A SharePoint Flows tutorial by Peter Kalmström

Flow iconWhen a person has been assigned a SharePoint task it is convenient if he/she gets an instant message the task has been created. Such a message can be sent automatically with a flow.

In the demo below, Peter Kalmström, CEO and Systems Designer of kalmstrom.com Business Solutions, shows how to create a flow that sends a Skype for Business message to persons who have been assigned new tasks in a SharePoint list. Peter shows how to include a link to the new list item in the message, but if you add more dynamic fields to the flow, the message can give more information, for example on priority.

Steps to create a flow that sends an IM to the assigned

  1. At https://flow.microsoft.com/, go into 'My Flows'  and click on 'Create from blank'.
  2. Select the trigger 'SharePoint, When an item is created'.
  3. Select the SharePoint site URL, or enter the URL as a custom value.
  4. Select the SharePoint list or enter its name as a custom value.
  5. Click on 'New step' and then 'New action'.
  6. Select the Skype for Business action 'Send an instant message'.
  7. At 'To', add the dynamic content 'Assigned to Email'.
  8. In the message field, add suitable text and dynamic content. (Peter adds the dynamic content 'Task Name' and 'Link to item'.)
  9. Save (and rename) the flow.
  10. Test the Flow by performing the trigger action: Create a new item in the task list and make sure that a message is sent to the assigned person and contains the information specified in step 8.

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