Category: Quick Tips

Everything you need, to run a UI Flow (Power Automate)

Hello Readers

In this post I will take you through the setup required to run a UI Flow (Robotic Process Automation) RPA. Now you might not need it if you running your flow manually and it is not triggered by a button, event etc.

Step 1: Log on to flow.microsoft.com

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Step 2: Go to My Flows>>UI Flows (tab)

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Step 3: Get a CDS subscription

If you don’t have a CDS subscription yet, you need to get it to be able to create UI flows.

Step 4: Once you’ve got the CDS subscription, you will be able to create a UI flow by clicking on ‘+New’ at the top or ‘Create a UI Flow’ at the bottom of your screen.

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Step 5: Select an app to create your UI Flow. There are two types of app present, you can select based on what you want to automate.

Desktop App: Example- if I want to automate customer creation in MYOB AccountRight (Accounting Application)

Web App: Example- if I want to automate account creation in Dynamics 365 Customer Engagement

Select your UI app and click ‘Next’

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Step 6: Download the UI Flows Installer and run it

6a. UI flow installer here https://go.microsoft.com/fwlink/?linkid=2102613

6b. Activate UI flow browser extension

6c. Install Selenium IDE https://go.microsoft.com/fwlink/?linkid=2107665

That’s all you need to get started.

Note: The above steps are complete if you are running UI flow manually every time

Run a UI flow from a button, business process flow or an event

To do this, you will have to follow additional set up steps:

Note: This would differ based on which app you’ve selected desktop or web but you would not need any other steps than the one mentioned below. For web app, you will be asked to select a browser from Edge chromium or google chrome.

Step 7: Create another Flow from which you want to trigger UI flow (or include Ui flow as a step in there)

Step 8: Connection

When you add the UI flow step, you will be asked about connection with following attributes:

Connection name: Name it anything logical

Username: “domain/name” this is the username of your machine/laptop. Just in case you’re using a personal laptop and don’t know about your domain name or username, you can check it by going windows start button and type cmd. Next type %username%

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Password: This is your machine’s/laptops password

Gateway: Click on new gateway if you’ve not created one yet and move to Step 9.

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Step 9: Install On-premise data gateway https://docs.microsoft.com/en-gb/data-integration/gateway/service-gateway-update

Email, username and password while setting this up would be the same which you used to login to flow.microsoft.com (in most cases). This will establish your connection with azure

Make sure that assign permissions  to ‘NT Service\PBIEgwService’  for this folder/path C:\Windows\ServiceProfiles\PBIEgwService\Documents\Power BI Desktop\Custom Connectors

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As of today, that’s all you need to run a UI flow. This feature is still in preview so please expect enhancements and changes.

If you want to see how to make a UI Flow, please stay tuned as I will release a video soon.

Hope it helps!

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Thanks!

Let’s keep sharing!

 

Populating ‘Item Link’ In Approvals (Power Automate/MS Flow)

Hi Readers

This is a quick tip on how to generate a link to the item you want to be approved.

Scenario: Whenever a quote is created a approval request must be sent out with a link/URL of quote to be approved.

Problem: “Item Link” field only shows the GUID of the quote

There’s no URL field for selection so you select the Unique Identifier of the quote, thinking it might work.
Approval looks like this so you can’t go to the actual item from here.

Solution: Combine the URL of your model driven app (prefix) and record GUID (suffix)

Model driven app’s URL and unique identifier of quote/record. This works.
This is how your approval form looks, click on the link to check the actual approval item/record.

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

Using Timer Control In PowerApps (with problem scenarios and Business use cases)

Hello Readers and Viewers

This blog/video is part of my quick tip series. We are going to look at how we can force a screen to be visible to a user irrespective of the transition, in other words delay screen transition.

Skip to the video, if you don’t want to read

Example Problem 1: if we want to Navigate to more than one screen back to back only the last screen mentioned in navigate formula is visible to the user; that means one navigate screen is skipped. for e.g. look at the formula below:

Select(Parent);SubmitForm(checkinform_1);ResetForm(checkinform_1);Navigate(Success,ScreenTransition.Fade);Navigate(lstMembers)

If you apply the above formula to your Power Apps, users will always end up seeing “Navigate(lstMembers)” and the success screen is skipped.

Example Problem 2: if we remove the last bit of the formula and have only one ‘navigate’ as shown below:

Select(Parent);SubmitForm(checkinform_1);ResetForm(checkinform_1);Navigate(Success,ScreenTransition.Fade)

if you apply the above formula, users will have to touch on the success screen somewhere to be able to see any other screen. (assuming success button in below screen will have navigate formula)

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Solution to both the example problems: First of all remove the last navigate from the formula and only have one navigate, shown below:

Select(Parent);SubmitForm(checkinform_1);ResetForm(checkinform_1);Navigate(Success,ScreenTransition.Fade)

Note: I am not saying you must use the exact same formula as above, you need to change the formula as per your need but only have one navigate in the formula.

Now on your success screen add a timer by going to Insert>>Input>>Timer

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Set AutoStart to true

Set the duration of the timer by clicking on the timer on screen (Completely on your requirements, for how long you want a user to see a screen)

1000=1 second 5000=5 seconds 30000=30 seconds

Set OnSelect to false

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Set the second navigation on your ‘TimerEnd’ property

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Now hide the timer, so your users can’t see it

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And all done, your users will now be navigated to the screen of choice without having to click anywhere.

Business Use Case: You want your users to see a success screen for ‘n’ seconds and then auto-redirect to a list or another form.

Video here:

Let me know your thoughts!

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Thanks!

Let’s keep sharing!

How To Customise Microsoft Forms Pro Theme? (MS FormsPro)

Hi Guys

This video is part of my quick tip series. In this video we will see the following:
1. Changing theme in Forms Pro
2. How to create custom theme for Forms Pro (with dimensions)?
3. Change colour of the Survey header based on the custom theme
4. Where to get Hex colour codes?

Here’s the video:

Hope it helps!

Colour website: https://htmlcolorcodes.com/

For more such videos subscribe to my channel and follow my blog.

How to change the name of your PowerApps? (Renaming your app)

Hi Guys

In this video we are looking at a quick tip; that tells us how to change the name of your PowerApps. You must have seen the error if you’ve tried to change the name from the screen when you are editing an app.

For more PowerApps tips and tricks, subscribe to my channel and follow my blog.

Here’s the video:

Thanks for reading and watching.

Hope it helps!

Do not create a lead or a contact in Dynamics 365 before you try the Business Card Scanner…

Hi Readers and Viewers

This video is just to show you the ‘Business Card Scanner’ functionality, coming up in Wave 2 release. This was available with AI Builder in canvas apps but with wave 2 we will get this within Dynamics 365.

Note: it’s currently only available for US and EU instances.

Hope it helps!

Happy CRMing!

How To Use The Invisible ‘Embed Media’ Button On Knowledge Articles To Insert A YouTube Video

Hello Readers and Viewers

In this video I will show you how to embed media in a Knowledge Article. This doesn’t require you to know HTML. (Another No code solution).

Here’s the invisible ‘Embed Media’ button:

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Here’s the video for you.

Hope it helps!

Happy CRMing Guys!