Showing posts sorted by relevance for query template. Sort by date Show all posts
Showing posts sorted by relevance for query template. Sort by date Show all posts

Thursday, September 2, 2021

Add Image control in Dataverse or CRM Templates

 Navigate to https://make.powerapps.com

Navigate to Solutions

Create a Solution by Providing Required Details

Click Save

Then If you want to Create a new Table click App then select Table and Provide Required Information

Else

Click on Add Existing then Select the Existing Table

Open the Created/Existing Table

Then Create an Image File by clicking on Add Column



Click Save

Now go to Forms --> Add the Field into the Form



 

Once Added the template in the Form click Save then Publish

Now Click on Back

Then Navigate to Data Create a New record and Add an Image File



Once the Record gets Created

Navigate to Advance Settings --> By clicking on Gear Icon at the top then Select Template
    



 

Select the Templates and Click New



Select Word Template and select Entity (based on the entity which you have added into the solution), then click on select Entity. System will Generate a File

Open the File then Click on Develop at the top then click on XML Mapping Pane



then Select the last option in Custom XML Part

once selected click expand then select the Logical name of image which we have created



Right Click on Image then select Insert Content Control Then Click Picture

Once the Picture Added save the File (Demo For Document Template)

Then navigate to Dataverse/CRM System then go to template in settings à Select Upload template and Upload the Filed which we have saved.

Once Done. Open the Contact Record which we have created



Click three dots then select Demo For Document Template click on the file to download

Once download done open the file


 

 Youtube Link for your reference

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Monday, November 14, 2022

Generate Word Document Template Using Power Automate

 Introduction:

In this Blog am explaining how to Generate Word Template using Power Automate with Back End as SharePoint.

And am Covering how to add Repeating Controller and Plain Text Content Controller in Word Document.

 

Implementation Steps:

 

1. Navigate to your SharePoint Site and Create SharePoint List

2. In my case i have created 2 SharePoint List One is Employee and another Student

rampprakash_0-1668425443919.png

 

3. Add Records to Employee List and Student List

rampprakash_1-1668425444174.pngrampprakash_2-1668425444175.png

 

4. Now Open Microsoft Word Document 

 

5. Once Microsoft Word Opened Click on Developer in Ribbon Tool Bar 

 

rampprakash_3-1668425445219.png

 

6. If the Developer is not available then Click File --> Select Options --> Click Customize Ribbon and Select Developer --> and Click OK

 

rampprakash_4-1668425445416.png

 

7. Once Done Click Insert and Select Table

 

rampprakash_5-1668425445218.png

 

 

8. Now Input the Name in the First Column

 

rampprakash_6-1668425443674.png

 

9. Now Select the ID  then Click On Developer Ribbon Tab at the TOP then Select Add Plain Text Content Controller

 

rampprakash_7-1668425444701.png

 

10. Now Once Done Select the ID Column then Click Properties

 

rampprakash_8-1668425445215.png

 

 

11. After Clicking Properties it will Open Popup Enter Title and Tag

 

rampprakash_9-1668425445220.png

 

 

12. Once done, do the same for other Column as Well

 

rampprakash_10-1668425444424.png

 

 

13. Once Done, Now we are ready to Add Repeating Content Controller For the Table so that it will display All the Values from the List

 

rampprakash_11-1668425444687.png

 

 

14. Now Click On Properties and Provide the Tag and Title For Relating Table

 

rampprakash_12-1668425444705.png

 

 

15. The Same Way Create a New Table For Student and Add the ID and Title 

 

rampprakash_13-1668425445220.png

 

16. Now am Adding a Single Line of Text  Value as Well--> Simply add a Single Line of Text

 

rampprakash_14-1668425444173.png

 

17. Once Done Save the File in Your SharePoint Site

 

rampprakash_15-1668425445214.png

 

Once after Record Gets Created navigate to https://flow.powerautomate.com

 

18 . Click Apps --> Select New Flow --> Select Instant Cloud Flow and Input the Name as (Generate Word Template Using Power Automate) and Click Create.

 

rampprakash_16-1668425445413.png

 

19. Now Click Add Step and Select SharePoint and Search for Get Items and Add the SharePoint Site and Select List Name

 

rampprakash_17-1668425445211.png

 

20. Now Add Get Items Again and Get the Student List

 

rampprakash_18-1668425444422.png

 

 

21.Once Done Click Add Step and Search For SELECT

 

rampprakash_19-1668425444933.png

 

 

22. Now Select the Respective Values then Please make sure the EMPID and EMPTITLE As like as Properties which we have created in Point 11

 

23. Now Select Add Steps --> Search for Word then Select POPULATE A MICROSOFT WORD TEMPALTE then Select the Locations

 

rampprakash_20-1668425444723.png

 

 

24. Now for Populating REPEATING TABLE click the HIGHLIGHED BUTTON and Select the OUTPUT Values form Point 21.

 

25. Now Add Some Custom Values in Single Line of Text.

 

26. Now Send an Email 

rampprakash_21-1668425444918.png

 

 

That's it :slightly_smiling_face:

 

Now are are good to start the Process

 

rampprakash_22-1668425444944.png

 

 

Now the Flow Created Successfully. Now am Opening My Email and Downloading the file

 

rampprakash_23-1668425444704.png

 

 

Open the Downloaded File 

rampprakash_24-1668425443942.png

 

 

That's it :slightly_smiling_face:

 

I have mentioned Step by Step behaviors for How to Generate Word Document Template Using Power Automate :slightly_smiling_face:

Thursday, February 18, 2016

Trigger a Plugin on Adding User or Removing User from Access Team

We can trigger a plugin on add/remove user from Access Team in CRM 2013 and 2015

SDK provided two messages for it
  1. AddUserToRecordTeam
  2. RemoveUserFromRecordTeam

AddUserToRecordTeam (Primary Entity as teamtemplate)



You will get input parameters as follows

Record -- Entity Reference object of the record
SystemUserId -- User which you want to remove
TeamTeamplateId -- Access Team Template Guid

For more information on input parameters check - AddUserToRecordTeamRequest Members

RemoveUserFromRecordTeam (Primary Entity as teamtemplate)

 

You will get input parameters as follows Check
  
Record -- Entity Reference object of the record
SystemUserId -- User which you want to remove
TeamTeamplateId -- Access Team Template Guid

Friday, March 4, 2016

Create Access Teams in c#

Hi,


Create Access Team Template based on c# code.


Entity teamtemplate = new Entity("teamtemplate");
teamtemplate.Attributes["teamtemplatename"] = TeamName;
teamtemplate.Attributes["teamtemplateid"] = TeamGuid;
teamtemplate.Attributes["defaultaccessrightsmask"] = Convert.ToInt32(accessRights);
teamtemplate.Attributes["objecttypecode"] = typecode;

orgService.Create(teamtemplate);

Saturday, July 4, 2020

Enable Sideloading of apps

Prerequisites :
Site should be created using developer template.
2-Steps Solution:
1) Download and install SharePoint Online Management Shell
2) Execute the script below. (Note that the Sideloading Feature ID is harcoded in SharePoint, as are many other OOTB features)
#CODE STARTS HERE
$programFiles = [environment]::getfolderpath("programfiles")
add-type -Path $programFiles'\SharePoint Online Management Shell\Microsoft.Online.SharePoint.PowerShell\Microsoft.SharePoint.Client.dll'
Write-Host 'Ready to enable Sideloading'
$siteurl = Read-Host 'Site Url'
$username = Read-Host "User Name"
$password = Read-Host -AsSecureString 'Password'
 
$outfilepath = $siteurl -replace ':', '_' -replace '/', '_'
 
try
{
    [Microsoft.SharePoint.Client.ClientContext]$cc = New-Object Microsoft.SharePoint.Client.ClientContext($siteurl)
    [Microsoft.SharePoint.Client.SharePointOnlineCredentials]$spocreds = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($username, $password)
    $cc.Credentials = $spocreds
    $site = $cc.Site;

    $sideLoadingGuid = new-object System.Guid "AE3A1339-61F5-4f8f-81A7-ABD2DA956A7D"
    $site.Features.Add($sideLoadingGuid, $true, [Microsoft.SharePoint.Client.FeatureDefinitionScope]::None);
     
    $cc.ExecuteQuery();
     
    Write-Host -ForegroundColor Green 'SideLoading feature enabled on site' $siteurl
    #Activate the Developer Site feature
}
catch
{ 
    Write-Host -ForegroundColor Red 'Error encountered when trying to enable SideLoading feature' $siteurl, ':' $Error[0].ToString();
}

#CODE ENDS HERE
In your SPO Management Shell enter the url of the site you want to deploy the solution, the administrator username and the password. The powershell will take care of the rest.

Wednesday, February 28, 2024

How to Make a Text Bold in Canvas App?

Introduction:

In this Article we will see how to make Text Bold in Canvas App

Steps:

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

2. Click Apps

3. Create a New App with Blank Template

4. One the Page gets Loaded Click Insert and Add HTML TEXT

 

5. Now Add below text in HTML Text

 

"Sample text <b>Bold Here</b>"

 

Explanation:

Sample text --> Sample text Value

<b> --> Bold Opening 

Bold Here --> Text to Bold

</b> --> Bold Closing

 

Final Image:

 

 

Conclusion:

Based on above steps you can convert text to BOLD from Canvas PowerApps

Friday, June 13, 2025

How to Use SUM, COUNT, AVERAGE, MAX, MIN in Canvas PowerApps

Introduction:

In this Blog we will see how to Use SUM, COUNT, AVERAGE, MAX, MIN in Canvas PowerApps.

Steps:


2. Click Apps

3. Select New and Select Apps



4. Click New App and select Start with Page Design

5. Select Blank Canvas template and Tablet



6.  Create a collection like below and paste it in OnStart of the APP

ClearCollect(expenses,
{Item: "Travel", Value: 100},
{Item: "Food", Value: 300 },
{Item: "Hotel", Value: 895 },
{Item: "Hotel",Value: 1300},
{Item: "Accessories", Value: 50},
{Item: "Flight", Value: 800}
);



7. Now Add a label and you can configure expressions like blow




"Count Rows :  "& CountRows(expenses)

"Average :  "& Average(expenses,Value)

"Max :  "& Max(expenses,Value)

"Min :  "& Min(expenses,Value)

"Count Rows :  "& Sum(expenses,Value)

Conclusion:

This is how we can easily configure the Expressions in PowerApps 

Create - Pre Operation - Dataverse Accelerator

  Introduction: In this Blog, we will see how to Create Pre-Operation Plugin in Dataverse Accelerator Validations: In Contact if user select...