How to configure real time workflow ?

[Axal]

Dear friends,

I'm sorry I'm very new to all this, but may I ask for some guidance on how to setup real time workflow ?

I found this doc Configure real-time workflow stages and steps in Power Apps - Power Apps | Microsoft Docs

but I'm "stunned" by where I even have to start ? 

Is there any simple step by step what to do instead, which explain going where, which button to choose, what next, etc ?

If there is a YouTube video for this will be very much helpful.

Many thanks

[rampprakash]

Hello @Axal,

The Link which you have showed is Microsoft Flow (Back Ground Workflows) and Process with Real Time Scinario.

For Real time Workflows.

1. Navigate to https://make.powerapps.com and select the environment

2. Click on Gear Icon at the Top --> then Select Advance Settings

3. Click on Process in the Process Center

4. Click on New then Make Sure you are not selecting Background Process to run it in a Real Time

5. Select Entity and Provide Name and Select Type as Workflow

Thats it ::) Let me know if you have any queries or share your suggestion so that i can do video for the same today.

Please mark as Answer if it is helpful and provide Kudos

Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

[Axal]

Hi @rampprakash 

Thank you very much for your guidance. So I have choose my entity (which is the parent) from the screen you're showing, and then press OK.

It will bring me to another screen, which is the process it self.

1. Choose the Scope : Organization 

2. Start when : After, and then choose "Record fields change" and select the field I wanted.

3. In the process below : Add Step, bring to another screen.

4. Choose Check condition and setup the condition whereby I need to check if the field on the parent table (Posted) = Yes

5. Save and Close

6. Click the new row and Add Step and choose Update.

At this point, in the dropdown selection, I cannot find the child table which I set the relation already.

Isn't in this drop down supposed to showing me my child entity / table ?

Many thanks in advance for your help.

[rampprakash]

Hello @Axal,

You nailed it soon.  Make Sure you have Child Entities for Expenses table. As per the screen shot you can see the suggested Related Entities over there which means its displaying child entities which is already available. The One you are expecting is not in a Relation ship with EXPENSE table.

Please mark as Answer if it is helpful and provide Kudos

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[Axal]

Hmm... yah I thought it supposed to give me the selection in the list already.

I have the related table :

Is there anything else I should check  / setup ?

Thanks

[rampprakash]

Hello @Axal,

Please make sure the Entity Selected is Expense Details and Update you can see the parent as it is 1-N Relationship

Please mark as Answer if it is helpful and provide Kudos

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[Axal]

Hi @rampprakash ,

I'm sorry, but the idea of this workflow is, whenever the field Posted in Expense (Parent table) changed to "Yes", then I expected to change some field (Update) its child table, all the rows for its child.

Does this idea make sense ? and achievable via this real time workflow now I wonder...

Thanks,

[Axal]

Does it mean "real time workflow" only works to update (or doing whatever action) for the entity it self and its upper? so it is bottom to top update ?

and cannot Top to Bottom that I expected ?

Thanks,

[rampprakash · Accepted solution]

Hello @Axal,

No this type of behavior is not achievable in OOB Rela time process with Low code. If you want to achieve this either you need to go with Plugins for Real-time or Microsoft flow for Back ground process.

Please mark as Answer if it is helpful and provide Kudos

Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA

Blog : https://microsoftcrmtechie.blogspot.com

[Axal]

Ohh... thank you for confirming. I really have no idea.... 😂😂