The post SharePoint file created from power automate flow doesn’t show open correctly or corrupted. appeared first on Microsoft Dynamics 365 Blog.
]]>Even if it appears to upload correctly, it may not open properly and display something like this:
Consider the following scenario. Suppose you have attached a document in SharePoint and want to save it in Notes.
Here’s a step to create a File in SharePoint in your mentioned SharePoint library –
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]]>The post How to trigger flows with Power Automate Button | Execute power automate from Canvas app button appeared first on Microsoft Dynamics 365 Blog.
]]>Microsoft Power Automate Button provides flexibility due to which users can now run/trigger the flow from their mobile from anywhere at any time. Earlier this used to be a time-consuming process for the users i.e. open Power Platform, search flow, and then run it.
But now, by using the ‘Power Automate’ app on Mobile, the users can easily search the Button and run the flow. Recently, we had a business requirement where Dynamics 365 CRM users can mark all their Orders as ‘Submit’ and on the click of ‘Order Submit,’ the existing pre-built integration logic will trigger and move Orders in another system. Usually, orders were submitted at any time as there was no specific time. But here they wanted to run flow at their convenient time.
Given below are the steps to execute the above business scenario.
Prerequisite: To click this button through the Mobile, you need to download the Power Automate app on your smartphone or tablet.
In the below steps we have shown how easily we can develop a Power Automate Button.
Step 1: Create the flow from outside the solution i.e. from Cloud Flow as shown below:
Step 2: In next step, give name to the Power Automate flow and select triggering event. As we want the flow to trigger on the click of button, select trigger as ‘Manually Trigger a Flow’ and then finally click on ‘Create’ button.
Step 3: We can also add Input parameters on the button that will take input from the user when the ‘Power Automate Button’ is clicked:
It will show parameters and their types i.e. text, Yes/No, Email, Date, Number. You can use them as per your need. Here, in our case we selected the input parameter as ‘Text’.
We can also update field properties like make them optional/required, add a dropdown list, or multi-select list. To update field properties, click on the menu icon and select the required option:
Step 4: In the below step we have retrieved all Orders which are created today and needs to be submitted. To retrieve Orders we have used Data verse ‘List rows’ action:
Step 5: Now in the next step we have added the Data verse ‘update a row’ action to update retrieved Order status as “Submit”.
Step 6: Save the flow.
Now our Button is ready to use and we can test it through the Phone ‘Power Automate’ app. All the Power Automate buttons will show under the Buttons section as shown in the below screenshot:
Step 7: To run the Button, just click on the ‘Submit Order’ button and a pop-up will appear with the parameter/ field that we created. Next, you just need to fill the fields and click on ‘Done’. Now the Power Automate flow will run.
Moreover, we can also allow another user to run the ‘Power Automate button’. And for this, we need to just share this button with a specific user.
The Power Automate Button feature provides flexibility where users can run the logic just by tapping a button, thereby avoiding the time-consuming steps.
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]]>The post Bulk Edit Multiselect optionset/choices fields using Microsoft Power Automate appeared first on Microsoft Dynamics 365 Blog.
]]>I ran into a situation where I need to edit the Multiselect optionset (choices) field in bulk. I thought it could be easily achieved by using the Bulk Edit option but there was a problem. I could not do that because when I select the records and click on Bulk edit, the form does not show up the Multiselect optionset (choices).
How we can then achieve this?
If we search for this over the internet, we will find that we need to create an on-demand Workflow with custom assembly to update the Multiselect optionset field. Custom workflow assembly because again Multiselect optionset fields does not show up in Update record properties form of the Workflow step.
Finally, I am able to achieve this using Power Automate Flow. Let us see how you can bulk edit Multiselect optionset fields using Power Automate Flow.
• Go to https://make.powerapps.com and create a new “Instant Cloud Flow”
• As we have to run the Flow on the multiple selected records, select the “When a row is selected” from the list of triggers and click on Create.
• This will create a flow that we can run on selected records from Dynamics 365 CRM or CDS/Dataverse environment.
• Select the environment and select the entity where you want to bulk edit the Multiselect optionset field.
• Add a new step and select the “Update a row” action. Using this we will update the current selected record/row.
• After this, select the entity and pass the unique identifier of the record.
• Now, look for Multiselect optionset field from the list of fields. You will see that you can only select one option at a time. Though it is a Multiselect option, we can only select one option.
In the below screenshot, Operation is the Multiselect optionset field with options as “Create, Update and Read”. We are able to select an only single option.
• To set multiple options, we need to write the expression. Click on “Enter custom value”, this will open up the expression box. Click on “Expression” and enter the following expression, string(0, 1)
Here 0 and 1 are the values of options of the Multiselect optionset field. In my case, 0 and 1 are the option values of Create and Update option respectively. Each option value is separated by a comma ‘,’
Syntax of the expression is, string (<value1>, <value2>, <value3>)
• Save the flow and run it by selecting the multiple records,
This way we can easily edit Multiselect optionset fields by using Power Automate Flow.
Hope this helps! Thank you!
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