Muokkaa

Jaa


Overview: Migrate SharePoint Server workflows to Power Automate

Workflows created with SharePoint Server or SharePoint Server Designer can be migrated to Power Automate using the SharePoint Migration Tool (SPMT).

What is supported

Using the SharePoint Migration Tool (SPMT), you can now migrate:

  • SharePoint Server 2010 out-of-the-box (OOTB) workflows to Power Automate including: Approval, Collect Feedback, Collect Signature, and Three-state workflows
  • SharePoint Server 2010 and 2013 Designer (SPD) workflows to Power Automate
  • List, library workflows and content-type workflows (not site workflows)
  • Workflow definitions and associations (not workflow history data)

Note

Microsoft removed SharePoint Server 2010 workflow services from existing tenants on November 1, 2020. We recommend that you move your classic SharePoint Server workflows to Power Automate flows.

Steps

Step What happens
Step 1: Configure endpoints and Power Automate Configure required endpoints. If your tenant has never used Power Automate, configure it before you begin migration.
Step 2: Migrate workflows Using SPMT, migrate your SharePoint Server workflows.
Step 3: Activate workflows Sign in to Power Automate to activate the newly migrated workflows.

Prerequisites

Go to the Migration Center in the SharePoint admin center, and sign in with an account that has admin permissions for your organization.

Make sure that you have:

  • Access to the destination: The user account you use to migrate must be a OneDrive/SharePoint admin or SharePoint site admin on the Microsoft 365 tenant, and be a Power Automate admin who can manage the solution. As this user account will be set as the owner of migrated flow, it must also be assigned the Environment Maker role. Learn more about Environment Maker role.
  • Access to the source: Your SharePoint Server account credentials must have read access to any workflow you plan to migrate.
  • Prerequisites installed: Make sure you have the necessary prerequisites installed.

General process

  • Scan workflow Workflow scans generate a report that lets you review your workflow inventory and plan the migration. Select “Only perform scanning” on the Choose your settings page to start a scan.

  • Migrate workflow Review your scan and determining you are ready to migrate your SharePoint Server workflows. Choose to either use SPMT to step you through the process or use the PowerShell method.

  • Re-run migration SPMT will skip a workflow if it has already been successfully migrated. If you want to run a new migration to override the migrated flow, delete it from the destination before starting the migration.