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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 y...

Creating First UI Flow

This week we would be looking into our first 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 Today we will be creating UI flow that will create an excel file add a few email addresses to it and than send email to respective emails. What you need to get started, Power Automate Desktop installed in your machine. You can download it form here . Click on New flow from top right corner of the Power Automate Desktop screen.  Now search form Launch Excel action from Actions panel. Drag action to main section. double click on it to open action config section. Similarly drag  Create New List. Drag Add item to list and double click it to add email addresses. Note: You can add more email address to same list that we created earlier. Now drag Write to Excel worksheet and double clock on it to configure properties. Now dra...

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...

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 Browser...

Power Automate and Team Sites

W e can create Team Sites using Power automate. Use “Send HTTP Request to SharePoint” action for creating team site. To create Modern Team Site (No Group) We need to make a call to “/_api/SPSiteManager/create” end point. SiteDesignID parameter is optional. Your call should look like below when action is created.     Modern Team Site (Linked to a Group) We need to make a call to “_api/GroupSiteManager/CreateGroupEx” end point. Ensure to pass implicit formula parameter something like below. ["implicit_formula_292aa8a00786498a87a5ca52d9f4214a_7c13ef32-45f0-4282-a3c7-2d05ff0a9189"] Your call should look like below when action is created.   Thanks, Keyur Pandya

SharePoint Site Script & Site Design

  H ope you are doing fine and safe in this pandemic situation. I recently came up with an opportunity to work with SharePoint Site Designs. SharePoint Site templates are now replaced with Site designs in Modern Sites.   SharePoint allows us to create JSON schema to apply our custom options that we want to add. Below are the things we can apply using site script. Create a new SharePoint list Define a new site column Define a new content type Add a navigation link Remove a navigation link Apply a theme Set branding properties Set a site logo Join a hub site Install an add-in or solution Register an extension Activate a Feature Trigger a flow Configure regional settings Add users (principals) to SharePoint Groups Manage guest access Let us assume we have a JSON schema created. I am taking below sample from MS documentation for reference.   We will now be adding above JSON schema to SharePoint as Site Script. Below is the command we execute. $site_script = ‘{   ...

Site Design Tasks, Power Automate and Modern Sites

S harePoint Site templates are now replaced with Site designs in Modern Sites. We can create custom site designs using some json script(s). Site Design allows to create lists, create list views, apply theme, customize navigation, create content types, create site columns and so on. Click here to see JSON scheme reference for creating custom site design.  Endpoint to apply site design as a part of flow is as below. _api/Microsoft.Sharepoint.Utilities.WebTemplateExtensions.SiteScriptUtility.AddSiteDesignTaskToCurrentWeb We must use “Send Http Request to SharePoint” action to make an API call to SharePoint. SiteDesignId must be part if body, this is GUID of the SharePoint site design you need to apply. We can line up sequence of calls if we need to apply multiple site designs to a single site. We can now wait for few mins and all our sited designs will get applied or we can also check the status by making another API call with below endpoint. You just need to pass the Apply Desig...