#TGIF Episode 6: UI Flows (RPA) in Power Automate (Both desktop & web app)

Hello Readers and Viewers

In this episode we will learn about the business use cases of robotic process automation or UI Flows. If you want to learn about setting up UI flows, please read this post https://diyd365.com/2019/12/11/everything-you-need-to-run-a-ui-flow-power-automate

We will look at both desktop and web app.

I have taken two business scenarios:

  1. Automation Testing of Dynamics 365– As a functional consultant and business user, we always perform unit testing manually. So I will demonstrate a scenario where we can automate it with the help of UI Flows. Our test scenario is; As a salesperson, I must be able to login to MS Dynamics 365 with office credentials and be able to create a customer/account.
  2. MYOB AccountRight integration with Dynamics 365– As a functional consultant and business user I don’t know a straight forward integration between MYOB and Dynamics 365. So I will demonstrate that whenever you create an invoice in Dynamics 365, UI Flow will create a customer and then invoice in MYOB AccountRight.

Video here:

I hope both my scenarios add some value to your business and daily work life. You can obviously extend it to any level.

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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

Screen Shot 2019-12-08 at 12.11.41 pm.png

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

Screen Shot 2019-12-08 at 12.12.20 pm.png

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.

Screen Shot 2019-12-08 at 12.16.33 pm.png

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’

Screen Shot 2019-12-08 at 12.23.41 pm

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%

Screen Shot 2019-12-08 at 12.52.55 pm.png

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.

Screen Shot 2019-12-08 at 12.59.48 pm.png

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

Screen Shot 2019-12-08 at 12.45.04 pm

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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#TGIF Episode 5: Business Process Flows in Power Automate

Hello Readers and Viewers

In this episode we will try to understand all about  Business Process Flows (BPFs). Let’s first look at types of Flow available in Power Automate:

  • Flow
    • Team Flow (when you share a flow)
  • Business Process Flow
    • Immersive
    • Non-Immersive/Original/Old
  • UI Flow (RPA)

Screen Shot 2019-11-30 at 2.20.04 pm.png

What are Business Process Flows?

Business process flows provide a guide for people to get work done. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do.

Source: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overview

Immersive vs Original/Non-Immersive

Screen Shot 2019-11-30 at 2.23.44 pm.png

Creating Business Process Flows for Model Driven Apps

BPF in Dynamics 365 Part I

BPF in Dynamics 365 Part II

Adding BPFs in a Model Driven App

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-edit-app-components

Video here:

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#TGIF Episode 4: Understanding ‘Scope’ in Flows (Power Automate)

Hello Readers and Viewers

In this episode we will try to understand ‘Scope’ in flows. This is a comparatively short episode as I have used visuals to explain scope.

Scope is available in following categories:

  • User
  • Business Unit
  • Parent Child Business Unit
  • Organisation
  • Custom (Yes, you can enter a custom value)

Dynamics 365 people, does it reminds you of something? Yes, you guessed it right. This is coming from scope of native D365 workflows. But in Power Automate scope is only available if you’re using Common Data Services (CDS) as a data connection. I am providing some screenshots below which might help:

Screen Shot 2019-11-23 at 10.34.04 amScreen Shot 2019-11-23 at 10.35.14 amScreen Shot 2019-11-23 at 10.37.06 amScreen Shot 2019-11-23 at 10.38.26 am

Video here:

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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!

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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)

b1

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

b2.JPG

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

b3b4b5

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:

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#TGIF Episode 3: Most Common ODATA Filter Queries

Hi Readers and Viewers

This episode is to summarise my blog post “Every Power Automate Filter Query You Ever Wanted To Know“.

We will look at the following combinations of ODATA queries:

Contains and does not contains for text fields

Contains and does not contains for Option Sets

  1. Is blank and is not blank
  2. Contains with OR/AND conditions
  3. Check two or more option set values
  4. Starts with/Ends with
  5. Greater than/Less than
  6. Greater than or equal to/Less than or equal to

Video here:

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Let me know your thoughts!

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