Hello all,
Whenever a worker transfers to another legal entity within the company, I'd like to transfer this worker's leave and absence information so that this person can still request leave based on the information and data that he had on the date of his transfer.
I know i have to get data and copy it into the new legal entity tables of leave and absence, such as:
- Leave and absence plan the worker has
- Leave and absence tier
- Leave and absence enrollment of the worker
- Leave time off request
- Leave and bank transaction.
What i am struggling with is:
- How to / which trigger to install within the Power automate flow: Whenever a worker transfer to another legal entity, the flow should notice this and be activated, and also get the above mentioned information from the tables
- How to get that data and copy it into the tables of this new legal entity
Thanks a lot for the help!
The choice of trigger and how to trigger this Power Automate will depend on the data source where the Leave and Absence information is stored. For example, if the data is stored in SharePoint, and there's a column named 'Status', you can create a trigger that runs when the 'Status' choice column equals 'Transfer'. In the Power Automate, you can add the trigger 'When an item is created or modified', pointing it to the site and list. Then, include a trigger condition to activate only when the 'Status' column is equal to "Transfer".
Trigger:
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Rick Hurt
Thank you for the reply and information.
The leave and absence information is stored within the D365 FO - Leave and absence data entities.
Such as:
- <EntityType Name="LeavePlanTierV2">
- <EntityType Name="LeavePlanV2">
- <EntityType Name="LeaveOfAbsenceRequest">
- <EntityType Name="LeaveBankTransactionV2">
- <EntityType Name="LeaveRequestV2">
- <EntityType Name="LeaveEnrollmentV2">
...
So each time worker within D365FO changes legal entity, the information available within tables mentioned above, should be taken and copied into the tables of that new legal entity of that worker.
And so enabling him to continue with leave and absence based on the leave and absence information he had within the previous legal entity.
Apologies, but I don't have experience dealing with Dynamics F&O entities. From my understanding, each F&O entity is associated with a Dataverse virtual table, so you should be able to trigger off the virtual table. However, the specific details on which one to use and how to implement it would be best answered by someone with direct experience in this area.
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