Create an Excel using Microsoft Flow - SharePoint

Introduction:

In this blog we will see how to create an Excel using Microsoft Flow SharePoint. 

Implementation Steps:

 

1. Navigate to Your SharePoint Site.

 

2. Click Documents or Open Your Document Library

 

3. Click New and Select Excel Work Book

 

 

4. Once Selected it will Open a Page in Different Window

 

5. Create a Column and Frame a Table (Optional)

 

 

 

6. Once Done Rename the Excel File (Optional). Here i renamed it as Parent Document.xlsx

 

7.  Now Navigate to https://make.powerautomate.com

 

8. Click My Flows --> Select Instant Cloud Flows --> Provide Name for the flow --> and Select PowerApps

 

 

9. Once Click on Create it will open a Page

 

10. Now Select Add Step and Search for SharePoint 

 

 

 

11. Once Selected It will Create a Connection --> Then Select GET FILE CONTENT USING PATH

 

 

12. Once Selected input the Site URL and Path of our Excel File

 

 

 

13. Once Done --> Click Save and Test --> Automatically --> Run Flow

 

14. Once it is Success you will get File Content

 

 

15. Now Click on Add Steps --> Search for Compose --> And Paste the Content from GET FILE CONTENET USING PATH

 

 

16. Once Done --> Create a New File with the Same File Content 

 

17. Click Add New Step --> Select Create File --> Input Site Address, Folder Path(where to create a new file), File name and Content from Compose

 

 

18. Once Done Click Test and Run the Flow

 

 

19. if the Flow Ran Successfully, Navigate to SharePoint to View the New File

 

 

20. Now here you can see the New File Copied Successfully --> Open the File to Check the Columns

 

 

 

That's it  This is How we need to Create an Excel using Microsoft Flows with SharePoint

 

Video For your Reference : https://youtu.be/z-86xSgghTI

Connection not Configured for this service ? Error While Calling Instant Microsoft Flow ?

Introduction:

In this Blog, we will see how to get rid of Instant Cloud Flow Connection Issue wile calling from PowerApps.

Implementation steps:

 

I have a PowerApps Application, in that While OnStart of the App am having an Instant Cloud Flow to check weather the User Exists in SharePoint Group or not and it will respond to PowerApps as true or false

 

If i Run this Application in Dev Environment am getting the flow triggered Successfully, when am moving from one Environment to another environment am getting Flow name : Connection not Configured for this service 

 

In Dev I have System Administrator Role hence I didn't face any issues.

In UAT am having only Basic User Access

 

Let's see how we can fix the issue

 

1. Navigate to https://make.powerapps.com

 

2. Click Gear Icon at the Top then Click Advance Settings 

 

 

 

3. Click Settings --> Security --> Select Security Roles 

 

 

4. Open Basic User --> Select Customization Tab --> Search for Process

 

5. Change the Read Access from User to Organization

 

 

 

6. Now Click Save and Close 

 

That's it 

 

Once after done this Refresh the Application, you won't get the Connection Issue Further 

Get OptionSet Text and Value Using Microsoft Flow

Introduction:

In this Blog we will see how to get OptionSet Text and Value using Microsoft Flow from MSCRM

Implementation Steps:

 

1. Navigate to https://flow.microsoft.com

 

2. Click My Flows --> Click New Flows 

 

3. For this Demo we are using Instant Cloud Flows

 

 

 

4. Enter the Name and Select PowerApps and Click Create

 

5. Now Navigate to CRM and get an Account to Proceed further

 

From the Above Screenshot select the Account id and Have a look on the Industry Drop Down As well

 

6. Now Navigate to Microsoft Flow and Select Get a Row By id then Select the Entity and paste the Account id Copied from Point 5.

 

 

7. Now Initialize the Variable to get the Value of Industry

 

 

8. Now Save the Application Click Test and Run Test

 

9. Once you Ran the Application, you can see Number as Output, let's see how we can get the text from the Option Set Values

 

10. Expand the Get Rows and you will see ODATA File over there Search for Industry in the Body

 

 

11. Copy the Formatted Value like below

 

industrycode@OData.Community.Display.V1.FormattedValue

 

12. Now Frame the Query like below

 

outputs('Get_a_row_by_ID')?['body/industrycode@OData.Community.Display.V1.FormattedValue']

 

13. Create another Variable and paste the Expression from #12

 

Now Try Running the App and Check the Variable

 

 

Now you can see the Text from Option Set Values

 

That's it 

 

How to Get Count of Records for a List in Power Automate

Introduction:

In this Blog we will see how to get Count of Records using List Rows

Implementation Steps:

 

First I will navigate to my CRM Accounts and Check the Count of Records

 

As of now Currently am having 3 Records in Account Table

 

Microsoft Flows

 

1. Navigate to https://flow.microsoft.com

 

2. Click My Flows --> Click New Flows 

 

3. For this Demo we are using Instant Cloud Flows

 

 

4. Enter the Name and Select PowerApps and Click Create

 

5. Once Page Loaded --> Select List Rows

 

 

6. Enter the Table Name as Accounts

 

 

7. Click Save and Click Test --> Select Manually --> Click Test --> Click Run Flow

 

 

8. Once Flow is Success you can see the Values over there then you can use Length to getting Count of Records

 

9. You can see the Count of Records

 

 

That's it