Using Power Automate Flow to add users to a SharePoint group July 27, 2021 on obsolete29.com
I recently had a requirement to add users to a SharePoint group programmatically. The client had a list of locations as a SharePoint List. A "manager" was defined for each location in the SharePoint list as a person field. Each location had a SharePoint group already created and assigned permissions to various other lists/libraries/folders. To make the process as user friendly as possible, the decision was made to allow the site owners the ability to define the manager for a location directly on the list instead of asking them to drill down into the SharePoint permissions screens to assign the permissions.
My approach for this solution is to call the SharePoint REST API using the Power Automate action called
Send an HTTP request to SharePoint.
This walk thru is a simplified version of what I actually did.
For the purpose of this walk thru, I'm using the
When an item is created or modified SharePoint trigger to initiate the Flow.
Get the group ID
Ultimately, I'm going to use the
_api/web/SiteGroups(12)/users REST API endpoint to add people to the SharePoint group. The problem is that we only know the group name but not the group ID. So how do we get the group ID?? Luckily, there is also an endpoint to look up groups by name. Using that, we can return the group ID.
The group names in this scenerio follow a naming convention that we can take advantage of. The naming convention is
Manager - plus the list item ID of the item in the Location list. Example: The location called Roberts Western World has a list item ID of 1. The SharePoint group associated with Roberts Western World therefore, is called
Manager - 1.
In Power Automate Flow, I'm adding an
Initialize variable action with a value of
GroupName and a type of
String. For the value, let's use the
Tip: When building an expression in a Flow, you can't just copy and paste some code directly into the value field. You have to click into the value field then use dynamic content and the expression tab.
Here is the content of the expression:
concat('Manager - ', triggerOutputs()?['body/ID'])
Send an HTTP request to SharePoint
I now add the
Send an HTTP request to SharePoint action in order to make the REST API call to look up the group ID by the group name. We'll return the Id value of the group so that then we can use it in the last step. There are four configuration settings that we need to define.
I hope that one is pretty obvious. :)
Since I'm only retriving information, I'm going to use the Get method.
The uri is the REST API end point and in this instance we need the
_api/web/sitegroups/GetByName end point. In the previous step we built a variable with the target group name so we'll plug that in. Finally, we'll need to be sure the ID is returned. Here is what I landed on:
Tip: You can switch the headers box on the Power Automate Flow action to text mode by clicking the little button to the right of the headers section -- that makes it easier to copy and paste.
"accept ": "application/json;odata=verbose",
I'm leaving the Body blank for this step.
Here is what my function looks like fully configured:
The REST API call to get the site group ID returns a big block of JSON as
body. I want to parse the JSON so I can reference the Id value directly in the next step. For that I'm going to add the Parse JSON action.
After adding the Parse JSON action, add the
body value from the Dynamic content available for
Send an HTTP request to SharePoint to the
Next, click the
Generate from sample button. Now you'll need to paste the output from a test run of the
Send an HTTP request to SharePoint action above. My output looked like this:
To get yours, perform a test run of your Flow and look at an individual run history. Next, click on the
Send an HTTP request to SharePoint action and scroll to the bottom and copy the contents of the
body field. That's what you'll paste into the
Generate from sample field.
After pasting my output into the Parse JSON action, it transformed it into this:
I now have the option to select
Id when looking at the dynamic content for Parse JSON. Excellent!
Add the user to the SharePoint group
Send an HTTP request to SharePoint action to the flow, set the
POST and use the same headers as before.
I'm now going to use the SiteGroups endpoint and I'm going to pass in the Id value from the Parse JSON action above.
Notice here that I'm passing in the Claims value of the Manager field from the SharePoint list.
So now when the Flow runs, it takes the person listed in the
Manager field of the
Locations SharePoint list, and puts that person into the corresponding group for that location. Some improvements you may consider, and this is actually what was implemented for the solution would be to run the Flow only if the
Manager field changed.
Here is the full Flow that I built to write the demo. Please let me know if there are any questions or improvements I could make.
That's it for now -- thanks for reading!