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Helper III
Helper III

Where do I find new definitions/steps for power automate?

Hello, 

I am trying to create a flow and following steps, but it seems that the steps given are referencing old power automate versions/terminology and I am having trouble figuring out what to do. Is there a changelog from Microsoft or something that I can look at to help me understand the changes to power automate or something? These are the steps:

1. Go to Power Automate and create a new flow.

 

2. Choose the "Common Data Service - When a record is created, updated or deleted" trigger and select the "Work Order" entity.(I don't have this option, even when I search. Is this just now dataverse?)

 

3. Set the trigger to "When a record is created, updated or deleted".

 

4. Click on "New Step" and select the "Common Data Service - List records" action. (I don't have a "List records' either)

 

5. Set the "Entity name" to "Product".

 

6. In the "Filter Query" field, enter the following query: _productid_value eq '{workorderid}'.

 

7. Click on "New Step" and select the "Compose" action.

 

8. In the "Inputs" field of the "Compose" action, enter the following expression to calculate the total install time for all products associated with the Work Order: sum(body('List_records')?['value']?['installtimes']).

 

9. Click on "New Step" and select the "Common Data Service - Update a record" action.

 

10. Set the "Entity name" to "Work Order".

 

11. Set the "Record Identifier" to the Work Order ID by clicking on the "Show advanced options" button and selecting "Work Order ID" from the dropdown.

 

12. In the "Fields" section, set the "Total Install Time" field to the output of the "Compose" action.

 

 

9 REPLIES 9

That looks extreeeeeeemely old since the CDS (Common Data Service) is now Dataverse.

Where are you getting the steps from? It would probably be easier to find a more updated step-by-step for what you're trying to do rather than translate it. Can you post the blog you're referencing? (It'll make it easier for me to try and find a replacement for you.) 

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Hello Rhiassuring. I am using ChatGPT as I have been struggling for a while now on trying to achieve this. I'm not very technical and so have been using that as a general guide and learning more outside of it. I know it's not the best thing in the world to rely on, but it's all I have at the moment.

You do not want to use ChatGPT to learn Power Automate -- as you can see, it is accessing very old data. Also, ChatGPT is derivative - meaning it is going to find the middle-of-the-road for every blog post (and there are millions) around Power Automate, giving you a sub-par thing to follow.

What are you trying to achieve? What's your goal to build - or, what are you looking to find out if you can do?

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I have products in the CRM that have a field for each product called "Install times" which are fractions of hours (0.15 hours etc). When a work order is created, it gives a list of all the products used in that work order. But I would like another field on the work order form that gives me a sum of the "install times" for all those products that were used. 

 

I've already created the "Total Install Time" field in dataverse

"In the CRM" - Are you referring to Dynamics365? Or is your CRM On Premise? 

It looks like there are a ton of plug-ins and whatnot to help sum things up in Dynamics. I'd probably start with that forum and see if you can find "summing fields on a work order" or something similar. 

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Dynamics CRM.

 

I already asked there, they said, "the easiest way IMO is with Power Automate using the Dataverse connector. Have a cloud flow that triggers when a new item is created/deleted or when the install times is update on the item. Then you can calculate the total install time and update the parent (ie work order).'"

 

I just need clarification on the terminology and wording of things in power automate, I can do the work.

Alright. If that's the case then, we will see if someone shows up here that can assist with the better with the Work Order bit. Getting it all added up is a matter of summing an array (https://www.tachytelic.net/2021/06/power-automate-instant-sum-array/) (but instead of Get Items you'd be getting the records that you've put on the WO, I'm assuming by filtering on the WO # - I'm guessing that'd be tagged to each item?), and then updating your WO record (Update a Record) with your Total Install Time.

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Each work order has it's own number, yes. So I would use "get records" from the products table in step 2 instead of "list records"? Because that seems to only be for sharepoint, which isn't what I'm trying to do.

I'm opening up PA now to see the things it's using so I can give you the right words. So, yeah. 

List Rows where you would filter on the Work Order # - again, I'm only assuming that's a field identifier that'd be assigned to your items after you've associated them to a Work Order.

 

Then you'd use all the returned items for that WO# to do the summing in the blog from earlier.

 

Then List Rows again, because you'd be trying to get the ID for the Work Order itself. 

 

Then you'd use Update a Row to put the sum into the Total Install Time field against that WO. 

 

But, for me, without having the same set-up (or premium access, currently) I can't test this out or get more specific than that - which is why I'm hoping someone else will pop in. For example, the dynamic content on these guys say "Next Link" instead of giving me the actual dynamic content (like the ID, or other fields associated) - and I'm not sure how that's used in Dataverse.

 

 

Rhiassuring_0-1680811896455.png

 

 

...I bet our friend @AhmedSalih can probably shine some light...

 

 

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