I have a Flow that produces a word document(s) and saves them to a SharePoint document library. I want to change it to a manual trigger that selects the entire view (hundreds of rows) and saves all the information to one Excel or CSV file. The 1st trigger listed below grabs all the selected records in a Dataverse Model App view. The last actions create a separate word document for every selected record and saves them to the SharePoint Library. These are the two parts of the Flow that (I think) need to change so I can repropose it.
The Flow triggers when record(s) are selected in a Dataverse view (Model App).
1. I want to have a manual trigger that includes all hundreds of records in a view. I don’t know how to create a manual trigger that grabs all the data in a view. Is that possible? How do I do it?
The Flow goes through several actions gathering data from different tables. I’m not showing those in this post.
Its last action is to insert the data into a Word document(s) and save it to a SharePoint document library.
2. I want this step to create a CSV or Excel document that includes all the data.
Solved! Go to Solution.
Hello @Anonymous,
From what I have understand from your issue, you want to export all the records in a Dataverse table and save it in a .csv file.
I want to propose the following flow:
Is this a good solution for you?
Looking forward to your response.
If I have answered your question, please mark your post as Solved. If you like my response, please give it a Thumbs Up.
Thank you. This works if I only have one table. It is correct and I will accept.
But it doesn't solve my problem. I'm having trouble relating the 3 entities that make up all the data. In my original flow I use "get row ID" to relate the entities. But using "list rows" I don't see how to relate the records. Below is an example of getting the ID I use to relate the other entities.
Hello @Anonymous,
From what I have understand from your issue, you want to export all the records in a Dataverse table and save it in a .csv file.
I want to propose the following flow:
Is this a good solution for you?
Looking forward to your response.
If I have answered your question, please mark your post as Solved. If you like my response, please give it a Thumbs Up.
Thank you. This works if I only have one table. It is correct and I will accept.
But it doesn't solve my problem. I'm having trouble relating the 3 entities that make up all the data. In my original flow I use "get row ID" to relate the entities. But using "list rows" I don't see how to relate the records. Below is an example of getting the ID I use to relate the other entities.
Hello @Anonymous ,
For a better understanding of what you are trying to accomplish, I would like to get some more information about the following topics:
- Do you want to retrieve all the data from several tables?
- When you say that you want to relate 3 entities, do you mean merge the data present in 3 tables?
Looking forward to your response!
Merge the data in those three table and save them to a excel or csv file.
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