The following are eight tips and tricks for using SharePoint Online actions effectively:
- Identify opportunities for automation: Look for tasks that are repetitive, time-consuming, or error-prone. Such aspects are good for automation using SharePoint Online actions.
- Start with simple actions: Begin by creating simple actions that automate basic tasks. As needed, you can create more complex actions.
- Use triggers to initiate actions: Triggers are events that cause actions to run. For example, create an action that automatically sends an email to a manager when a new document is added to a library.
- Use conditions to control action execution: Conditions allow one to specify when an action should run. For example, create an action that only approves documents that have been reviewed by two or more people.
- Use multiple actions in a workflow: Workflows are a series of actions that are executed in sequence. One can use workflows to automate more complex processes.
- Use the SharePoint Designer to create custom actions: If one needs to automate a task that is not supported by the built-in actions, use the SharePoint Designer to create a custom action.
- Test actions before deploying them: Make sure to test actions thoroughly before deploying them to production. This will help to ensure that they work as expected.
- Monitor actions after deployment: Keep an eye on your actions after they have been deployed to production. This will help to identify any problems that may arise.