Below you will find pages that utilize the taxonomy term “Power Automate”
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Adding Power Automate Flows as Tools in Copilot Studio
Introduction Copilot Studio allows users to enhance agent functionality by integrating existing Power Automate flows. These flows can be added directly to topics or utilized as tools within an agent. This post explains how to add Power Automate flows as tools and use them effectively within Copilot Studio.
Adding Power Automate Flows to Topics Within a topic added to an agent, existing agent flows can be seamlessly integrated. This approach enables automation to be directly tied to specific topics, enhancing the agent’s capabilities.
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Copilot Studio: Convert Table Variable to String from Adaptive Card to Agent Flow
Introduction When building solutions in Copilot Studio, you may use Adaptive Cards to collect multi-choice input from users. The selected values from a multi-select field are stored as a table variable. However, if you want to pass these values to an Agent Flow (for example, to create a SharePoint list item), you need to convert the table variable into a single string.
This post shows how to concatenate the selected values from a multi-choice Adaptive Card field into a semicolon-separated string using the concat function in a Set Variable value action within your topic.
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Beware When Sharing Power Automate Flows: User Access to Connections
Introduction When you share a Power Automate flow with other users, especially flows that include actions like “Send an email”, you unintentionally grant them access to your personal connection.
If you share a flow that uses your Outlook connection, the other user can leverage your connection in their own flows. This means they could:
Read your user profile Read, update, and delete your emails Send mail as you (the signed-in user) Create, read, update, and delete calendar events Create, read, update, and delete contacts Security Risk Sharing flows without considering connection permissions can expose your account to unintended actions or even compromise your data.
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Power Automate - Trigger a Flow from multiple Libraries/lists and sites
Introduction In this blog post, we’ll explore how to trigger a single Power Automate flow from multiple SharePoint libraries, lists, and sites. This approach is particularly useful for standardizing workflows across different document libraries and sites, avoiding the need to replicate flows multiple times. This not only simplifies maintenance but also streamlines deployment.
The For a selected file or For a selected item trigger action is key to achieving this. While the Manually trigger a flow action was considered, it does not pass the necessary context (site URL, library ID/name, and item ID) to the flow, making it unsuitable for this scenario.
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Power Automate: Retrieve SharePoint Library Internal Name
Power Automate: Retrieve SharePoint Library Internal Name When working with Power Automate, you may encounter scenarios where you need the internal name of a SharePoint library. For example, when creating a file in a library using Power Automate, the internal name is often required. Instead of manually adding the internal name as an environment variable, you can dynamically retrieve it using the Send an HTTP Request to SharePoint action.
This blog post demonstrates how to retrieve the internal name of a SharePoint library using its ID or display name.
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Switching from Classic to New Designer in Power Automate
Introduction Have you ever encountered a stubborn Power Automate flow that won’t open in the new designer? For a long time, I stuck with the classic designer due to issues I faced with the new designer. However, I recently decided to make the switch for these reasons:
New Power Automate features will only be available in the new designer Microsoft will get rid of classic designer Future proof flows as they might not be editable if classic designer is gone unless Microsoft caters for incompatible action schemas In this blog post, I’ll share my experience and the steps I took to transition from the classic designer to the new designer in Power Automate.
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Get Library Drive Id using Power Automate
When using Power Automate with Excel for Business actions, the drive ID for a library is automatically determined. However, if you deploy a Power Automate solution across different environments and use a library as a datasource environment variable, referencing this variable in the flow can result in an error due to an invalid drive ID.
Referencing the variable in the Power Automate flow, it will throw an error message failing to work our the drive id of the library.
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Power Automate: Filter Array to Exclude First Approver from List of Approvers
Introduction In Power Automate, there are scenarios where a specific item needs to be excluded from an array to exclude. This blog post will guide you through the process of filtering an array to exclude the first approver from a list of approvers. This can be particularly useful in approval workflows where same person does not approve multiple stages.
Step-by-Step Guide Add Filter Array Action This action will allow filtering out the first approver from the list of approvers.
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Power Automate: Using Arrays as Environment Variables
Introduction In Power Automate/Power Platform, environment variables within solutions are essential for managing and configuring flows across different environments. However, there is no direct way to declare an environment variable as an array. This blog post will cover how to use JSON to store arrays as environment variables, enabling you to manage complex data structures efficiently.
Available Environment Variable Types Power Automate offers various types of environment variables you can select and configure:
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Power Automate: Get Page Author Details
Introduction In Power Automate, retrieving details about the author of a SharePoint page can be essential for various workflows. This blog post will guide you through the steps to get the page author details using Power Automate.
Add Send an Http request to SharePoint action and rename it to Get Page Author Details.Configure the action with the following settings: Site Address: triggerOutputs()?[‘body/SiteUrl’] Method: Get Uri : /_api/web/_api/Web/GetUserById(body(‘Parse_Page_Details_JSON’)?[’d’]?[‘AuthorId’]) Output of the API
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Display instagram posts into SharePoint using Instagram Basic Display Independent Publisher Connector
How to Use the Instagram Basic Display Connector in Power Apps and Power Automate Instagram is a popular social media platform with over 1 billion monthly active users. It is a great platform for sharing photos and videos, and many businesses use it to promote their products and services. With the Instagram Basic Display (IndependentPublisher) connector, you can now easily retrieve data from Instagram accounts and use it in Power Apps and Power Automate.
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Refresh long-lived token via Instagram Graph API
Learn how to automatically refresh long-lived access tokens using the Instagram Graph API. Refer to how the Long-Lived Access Tokens for more info.
Long-lived tokens are valid for 60 days and can be refreshed as long as they are at least 24 hours old but have not expired, and the app user has granted your app the instagram_graph_user_profile permission. Refreshed tokens are valid for 60 days from the date at which they are refreshed.
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Power Automate: Export Flow within solution as package (.zip)
I had a flow created in the default environment that needed to be moved into a solution in a managed environment. However, the export link for Package (.zip) was missing as the flow was within a default solution (preferred).
It was a huge flow, and manually recreating each action would have taken a considerable amount of time.
I checked another flow where the Package (.zip) was available.
Upon clicking the link, I noticed that /export was appended to the URL of the flow.
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Power Automate : Move File bypassing locked issue using CreateCopyJobs endpoint
The SharePoint - Move file action can be used to move files, however the file can’t be moved if the file was accessed by the current Power Automate flow for any processing reslutng in a locked file error.
{ “status”: 400, “message”: “File ‘Shared Documents/Attendances/To Be Processed/Attendance -16072024.xlsx’ cannot be moved because it is in locked mode.\r\nclientRequestId: d6df7566-881f-4f14-8548-c5fac1eda46d\r\nserviceRequestId: 606841a1-40f0-9000-9c69-507df9b21720” }
Handling Locked Files There are two options to handlelocked files when using SharePoint - Move file action:
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JSON Data Handling in Power Automate: Double Quotes
When using Power Automate action Send an Http request to SharePoint specially to send data in the body to a REST API call, for instance to create a news link from a SharePoint List Item, you might encounter issues if the body contains double quotes in the title or description. This blog post will walk you through the problem and provide solutions to handle double quotes in JSON strings.
Problem Overview Using the Send an Http request to SharePoint action to create a news link can fail if the JSON body contains double quotes.
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Power Automate: Create and Publish a News Link
This post covers how to leverage SharePoint REST API to create and publish a news link from Power Automate using the Send an Http request to SharePoint action.
Within a Power Automate flow follow the steps below to create and publish a news link details.
Send an Http request to SharePoint action renamed to Get Page Details. Site Address : site url Method : GET Uri : /_api/web/lists/GetByTitle(‘Site%20Pages’)/items(10) Parse JSON renamed to Parse Page Details JSON Add the action Parse JSON and refer to the content from previous steps
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Power Automate: Retrieve User Details
This post covers how to leverage SharePoint REST API to get user details from Power Automate using the Send an Http request to SharePoint action.
Within a Power Automate flow follow the steps below to retrieve a user details.
Send an Http request to SharePoint action renamed to Get Page Author Details Site Address: https://test.sharepoint.com Method: GET URI: _api/Web/GetUserById(14) Here’s the output from the API:
Here’s the output from the API:
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Power Automate: Retrieve Users from a SharePoint Group
This post covers how to leverage SharePoint REST API to get users from a SharePoint group from Power Automate using the Send an Http request to SharePoint action. In the example below a SharePoint Group has been defined for approvers of a particular process and needed to be retrieved to be assigned an approval task.
Within a Power Automate flow follow the steps below to retrieve users from a SharePoint group.
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Power Automate : Update Author and Editor of a Page
This post outlines how to use Power Automate to update author and editor of a Page within SharePoint using the Send an Http request to SharePoint action.
Within a Power Automate flow, follow the following steps
Add Send an Http request to SharePoint renamed to Update Author Properties Property Value Site Address The SharePoint site URL Method POST Uri See Uri below Headers See Headers table below Body See Body below Uri _api/web/lists/GetByTitle(‘Site%20Pages’)/items(1)/ValidateUpdateListItem()`
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Update A row action from Dataverse connector missing in Power Automate flow
Update A row action from Dataverse connector was not available to an older Power Automate.The requirement was to add ability to cancel an approval task created via action ‘Create Approval’ within 30 days as Power Automate flows timeout after 30 days. I noticed the action Update a Row in Selected Environment and decided to try it instead.
Unfortunately it threw the forbidden error for no apparent reason with no obvious permissions to grant.
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Power Automate copy actions across different environments
Power Automate copy actions across different environments If an action is copied from a different environment, the action is not avaible from the My Clipboard, if not you are presented with the following message only.
Save time and paste your most-used Flow code snippets here.
Select the ellipsis menu on any trigger or action, then choose Copy to my Clipboard.
Note: Pasted code clears each time you log out of Power Automate.
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Importing Dates and Numbers from Excel file into SharePoint list with Power Automate
Importing Dates and Numbers from Excel file into SharePoint list with Power Automate Transferring data from Excel to SharePoint lists can encounter format issues, especially with datetime and number fields. This post covers solutions to some challenges particularly related to dates and numbers.
The flow is quite simple with an action to read contents from excel file and an action to create items into a sharepoint list.
Handling DateTime Fields When importing datetime data with the “List rows present in a table” action from the “Excel Online for Business” connector, you might encounter format related errors.
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Handling Locked Office Files issue In Power Automate
Handling Locked Office Files issue In Power Automate Inspired by the workaround described by Pieter Veenstra System Updates in SharePoint from Power Automate using the ValidateUpdateListItem endpoint to help with the locked file issue, this post covers file version creation as well.
File Locked Issue File lock issues in Power Automate can occur due to:
The file being opened by a user. The file being updated by a Power Automate flow, which may take up to 6 minutes to release the lock.
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Power Automate updating multi line field with more than 255 characters
Power Automate flow succeeded despite failure to update multi line text field within a SharePoint Library Updating multi-line text fields in a SharePoint Library from Power Automate flows, especially when the content exceeds 255 characters might fail if the field is not updated to allow unlimited length. This can cause workflows to fail silently.
In a recent scenario, an action was added to a Power Automate flow to update a SharePoint Library’s multi-line text field named ‘ErrorLog’ with error details captured during the flow’s execution.
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DateTime Handling in Power Automate
DateTime Handling in Power Automate Manipulating dates and times in Power Automate is a requirement at times. This post covers a few useful scenerios.
Add To Time For instance, adding a specific number of months to a date retrieved from an action using AddToTime function:
addToTime(body(‘Wait_for_an_approval_2’)?[‘completionDate’], int(body(‘Get_file_properties’)?[‘ReviewFrequency’]?[‘Value’]), ‘Month’, ‘dd/MM/yyyy HH:mm’)
Substract Time Specific number of months can be substracted from the date retrieved from an action
string(subtractFromTime(items(‘Apply_to_each’)?[‘DueDate’],1,‘Month’,‘dd/MM/yyyy HH:mm’))
Format Date Time Formatting date to a specific string format is essential otherwise update of data fields might fail because of culture differences.
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Power Automate fix for InvalidTemplate: Unable to process template language expressions
Power Automate fix for InvalidTemplate: Unable to process template language expressions InvalidTemplate. Unable to process template language expressions in action can happen with actions within PowerAutomate. In my scenerio I added the encodian action ‘Convert_to_PDF’ and was resubmitting a flow for testing and kept getting the error message.
InvalidTemplate. Unable to process template language expressions in action ‘Convert_to_PDF’ inputs at line ‘0’ and column ‘0’: ‘The template language expression ‘json(decodeBase64(secrets(‘X-MS-APIM-Tokens’)))[’$connections’][‘shared_encodiandocumentmanager’][‘connectionId’]’ cannot be evaluated because property ‘shared_encodiandocumentmanager’ doesn’t exist, available properties are ‘shared_sharepointonline, shared_office365, shared_approvals, shared_teams_1’.
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Publishing Major Versions of Files in SharePoint with Power Automate
Publishing Major Versions of Files in SharePoint with Power Automate This post covers how to publish major versions for Office documents (Word, Excel, or PowerPoint) in SharePoint using Power Automate, especially after an approval task using the checkin and publish REST endpoints. This applies to libraries having minor versions enabled
Just for context, a Power Automate approval flow with trigger for a selected file needed publishing for the selected file as major version after being approved.
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Power Automate - Restore deleted flows
I accidentally deleted a power automate flow and needed a way of restoring it. I stumbled on Restore deleted flows to restore the deleted flows.
However the action List Flows as Admin (v2) was not returning all the flows, hence the deleted flow was missing. If it happens , enables the pagination setting of the action withing settings tab and set the threshold to ensure the number is more than number of flows you have in the environment.
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JSON Data Handling in Power Automate: outputs versus body
JSON Data Handling in Power Automate : outputs versus body In Power Automate, JSON data output from various actions is key to connect each other.
Accessing Action Outputs Accessing the outputs of a specific action, such as the action ‘Get file properties’, the spcific property can be accessed via the outputs, for instance file name with extension.:
outputs(‘Get_file_properties’)?[‘body/{FilenameWithExtension}’]
Referencing Action Body A streamlined way is to reference the body directly making it simpler.
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Optimizing Email HTML for Outlook
Optimizing Email HTML for Outlook using the ‘Send Email’ action within Power Automate When crafting attention-grabbing emails, the HTML structure plays a pivotal role. I recently encountered challenges in achieving consistent formatting across Outlook desktop and web versions using the Send Email action within Power Automate.
Using div Tags for Responsiveness At first, I experimented with divs to ensure responsiveness and modern HTML formatting. The code appeared as follows:
<style> .