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Showing posts with the label PowerPlatform

Teams message to One Note

We have a Microsoft Team created for posting updates for respective Projects. The challenge here was that there are multiple project managers who post updates for multiple projects. MD of our company was looking for a centralized place to see Project manager-wise consolidated updates. We build a Teams Messaging extension to achieve this. Below is how I started. ·          Open Microsoft Teams and add Power Automate App. ·          Click on the Power Automate App and select the “Save a message to OneNote” template. ·          Put in a name for your flow and click on next. ·          Select OneNote that you want to update and the section where the updates are to be added. ·          Click on “Create Flow” button. ·          You will now receive a notification on Power Automate chat bot. ·          It should look something like below. ·          Now you can go to any message and see your solution available as soon as you click on the eclipses icon. ·   

Power Apps Group By function limitations

I ts good to be back with some new learning that I recently did. Recently I was trying to generate a report to identify ideal time of the resource in my team. There I came to know an interesting thing about PowerApps GroupBy function. Before we discuss on the limitation, lets first look at syntax. GroupBy (Table, ColumnName1 [, ColumnName2, ... ], GroupColumnName) Table - Required. Table to be grouped. ColumnName(s) - Required. The column names in Table by which to group records. These columns become columns in the resulting table. GroupColumnName - Required. The column name for the storage of record data not in the ColumnName(s). Note: For SharePoint and Excel data sources that contain column names with spaces, specify each space as "_x0020_". For example, specify "Column Name" as "Column_x0020_Name". Now, this Group By will work fine with text, number, date, Duration and other simple column types. However, these doesn’t work with Choices and lookup colum

Dataverse Lookup Columns in Power Automate

We have been working with PowerApps, Power Automate and Dataverse and now I thought of sharing a few tips to ease your work if you are new to Power Automate + Dataverse as a combination. I will be sharing a few more tips in my upcoming blogs but to get started, Let’s take Lookup Columns this time. Unlike SharePoint or any other data source, Dataverse Lookup columns are different so basically, I cannot go to my Power Automate and directly update a lookup field with just the ID. You will keep on getting error and flow will keep on failing. So, this is how you can update lookup columns. We need to provide Dataverse table name and GUID in parentheses. Contacts(83c259e2-1039-4110-af70-79f353dc92a5)   This will handle lookup. In you add new item/update action we put the source table name with GUID of lookup. Regards, Keyur Pandya

Dataverse Choices Columns in PowerApps

Since a few months I am working for a client who is trying to do miracles using Power Platform. I am fortunate enough that he picked me as a developer lead for this project. We have been working with PowerApps, Power Automate and Dataverse and now I thought of sharing a few tips to ease your work if you are new to Power Automate + Dataverse as a combination. I will be sharing a few more tips in my upcoming blogs but to get started, Lets take choices columns. Unlike SharePoint or any other data source, Dataverse choices are different so basically I cannot go to my powerapp and check Department = "SharePoint" in dataverse. You will keep on getting error. Dataverse assigns a ID to each choice that we add to a dataverse column. Something like below. How do I know what is the ID of my choice? You need to go to the table that you are using in Dataverse, click on column. From panel on right select "Edit Choices" and then Click on Eclipses besides choice and click on "

UI Flow for web

T his week we would be looking into our first web UI flow demo on how to create UI flows using Power Automate Desktop. Just in case if you are not aware about UI Flows/ Power automate desktop flows. Please refer my previous blogs. Introduction to UI Flows UI Flow Triggers Creating first UI Flow To create a web UI flow you will have to download Power Automate addin for the browser you are using. Note: Supported browsers Chrome, Firefox, Microsoft Edge, Internet Explorer. Today we will create UI flow for web, Our case study today will be simple. We will launch browser and record actions that we perform. Open Power automate desktop app. Click on New Flow First action to be dragged will be Launch Chrome.       Click on Save. Not click on web recorder from top left corner and click on web recorder.   You should now see a popup, select Chrome from there. Open the URL you added in Launch chrome action. Click on start recording button from recorder screen. Perform actions you want to and then

UI Flow Triggers

I n continuation to my previous blog post today we will see what are different options to trigger a UI flow. Deciding the nature of triggers may depend on the nature of the flow(UI Flow) that you created. Attended Mode: To run an attended UI flow, you need to have an active Windows user session that matches the name of the user configured for your connection. The session must not be locked. Unattended Mode: To run unattended UI flows, the target machine needs to be available with all users signed out. Prerequisites You need the  on-premises data gateway  for your device to have the UI flow triggered by Power Automate. A work or school account. You can run UI flow from Power Automate flows. Triggering these flows can be done using  from an event, button, schedule, or business process flow. Sign in to  Power Automate . Select  My flows  in the left navigation pane. Select  New , and then select  your desired type of flow . Give your flow a name in the  Flow name  box. Select  Create ,

Introduction to UI Flows

Microsoft has come up with a boom by introducing UI Flows. UI flows helps you to automate the rework that you do on daily basis. For example, you might be doing Bidding on any freelancer site and maintaining data in a local excel. You at the end of the week/day want to submit data to some portal like dynamic365. You can also use this to send emails to list of people in excel. UI flow is the solution to help you with. Note: UI flows don't need any expertise with SharePoint/.NET or any other development language. Just prepare an algorithm and get started. What you need to get Started? Just download Power Automate Desktop. You just need to train your UI flow on what to mimic whenever flow is triggered. Power automate allows you to record your actions on windows as well as web browsers. You don't need any additional tool for recording windows/desktop actions, However you will need to add Power Automate add-in for recording actions to perform in browser. Supported Browsers - Firefox