Hi All,
I am creating a flow to create a folder in Sharepoint and a new Document Location in Dynamics dependant on a condition.
My flow successfully creates the folder in Sharepoint but it doesn't create a new Document location to connect the account to the location on Dynamics. I am thinking it is something to do with the document location, I had this in text form but moved it to the ID number to see if it would make a difference but this still doesn't work.
Thanks in advance
Solved! Go to Solution.
Hi @Jenn_0014
I have constructed a flow similar like yours and it did worked as expected. Document folder created in SharePoint and I could access the document from D365 Account record.
Next I was trying to replicate your error by trail and error. Finally I managed to crack it down. What I did is I have used your GUID for the Parent Site or Location and got the below error.
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Learn more from my blogHi @Jenn_0014
The image you posted is not very clear.
Are you setting the right Parent Site or Location GUID? Also Parent Site or Location Type as 'sharepointdocumentlocations'.
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Learn more from my blogSorry here is a better photo. I have the GUID in place but still, receive an error.
Hi @Jenn_0014
Thanks for your reply. What's the error you getting?
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Learn more from my blogThe error message that shows is ActionFailed. An action failed. No dependent actions succeeded.
the body error details:
Hi @Jenn_0014
You need to map the parent site location using the dynamic property. Currently you have hardcoded '257bCEDD3016-24E1-E911-A812-000D3A24F3F0' this value. So try o get this by using a Get Record and map the id under Document location creation.
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Learn more from my blog@abm Sorry can you advise how to:
Get Record and map the id under Document location creation. I have added a Get record action and put Document Location as the Entity but what do I put under Item identifier? I have tried adding the entity ID value 257bCEDD3016-24E1-E911-A812-000D3A24F3F0 but this receives an error.
The parent location I wish to use isn't related to any Dynamics record, does this matter?
Hi Jen,
I would say run an advanced find query in CRM to find the Parent Site record details from Document Location entity for account. You need to get the id in similar way in Flow to get the id by name (List record by name) probably Get Record by id is not the right one. If you need any further help please let me know.
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Learn more from my blogHI @abm
Sorry, I don't understand what you mean.
To be clear. My flows purpose is to create a folder in SharePoint: this is done and then to link this folder to the dynamics account by creating a new document location and attaching it to the account.
The problem I am having is creating te document location as I do not know how to relate it to its parent location which already exists but is not related to an account or other entity.
So the item identifier and the Parent Site or Location int he below doesn't seem to work.
Hi @Jenn_0014
Couple of things:
1. Remove the Get record.
2. Make sure Parent Site or Location Guid is 257bCEDD3016-24E1-E911-A812-000D3A24F3F0
3. Try removing the slash from Create a new record - Name property. Not sure slash is allowed in name or not.
Let me know how it goes.
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Learn more from my blogHi @Jenn_0014
What screen share software you have? I am busy till 1.30 pm (UK Time) today.
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Learn more from my blogHi @Jenn_0014
I have constructed a flow similar like yours and it did worked as expected. Document folder created in SharePoint and I could access the document from D365 Account record.
Next I was trying to replicate your error by trail and error. Finally I managed to crack it down. What I did is I have used your GUID for the Parent Site or Location and got the below error.
If you liked my response, please consider giving it a thumbs up
Proud to be a Flownaut!
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