Back to Basics # 35: Automatic Stage Movement using CRM Plugin in BPF

Introduction: During some scenarios we must automatically move BPF Stages based on server-side code. This can be achieved by CRM Plugin. As an example, on update of a title field for a selected contact record BPF will automatically moves to next stage. Step 1: Login to the required environment and go to flows and select …

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Power Automate Fundamentals # 42: Get Lookup Field Text in Power Automate

Introduction: In Power Automate one of the common scenarios was to extract Look up Field Text which will be a nightmare for the people who are new to Power Automate about how to extract details of lookup field. As an example on update of Contact Table, Account Details will be extracted . Step 1: Login …

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Power Automate Fundamentals # 41: Working with List Rows Present in Excel Table OneDrive in Power Automate

Introduction: In Power Automate, during certain scenarios we must traverse all the records in excel file table and based on few conditions content in excel to be updated. List Rows action present under Excel Online(Business) Connector in power automate can be used. As an example scenario of updating eligibility of Employees based on Age explained …

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Back to Basics # 34: Restrict Manual Movement of Stages using JavaScript in BPF

Introduction: In certain implementations, we must restrict manual movement of Stages in BPF for a selected record as a business requirement. To achieve this functionality, we can use JavaScript to restrict movement of next and previous stage. Step 1: Login to the required environment and go to flows and select Business process flows – Vaccination …

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Power Automate Fundamentals # 40: Usage of Join Function in Power Automate

Introduction: In Power Automate, at times we have to join few items which received in the form of strings. As a scenario, response of the user was taken to show this function behavior. Step 1: Login to the required Power Apps environment using URL make.powerapps.com by providing username and password and click on Flows on …

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Power Automate Fundamentals # 39: Update A row in an Excel Table Onedrive in Power Automate

Introduction: One of the common scenario was to update data in Excel Spread sheets . To achieve this functionality automatically, we can use an action- Update a row into a Table in Power Automate under connector Excel Online (Business). As an example, after Sending emails to contacts, Employee details will be updated with sent Date …

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Back to Basics # 33: Restrict Stage Movement Based on Roles using JavaScript in BPF

Introduction: In certain implementations, BPF Stage movement to be done based on roles. So, this can be achieved by writing custom JavaScript and logic to capture roles of the logged in user. As an example, we consider here same vaccination BPF on Contact record , where for users with role sales man will be restricted …

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Power Automate Fundamentals # 38: Usage of If Function in Power Automate

Introduction: In Power Automate, at times we must validate values and proceed further if result is true, in these scenarios If function is used. As a scenario, response of the user was taken to show this function behaviour. Step 1: Login to the required Power Apps environment using URL make.powerapps.com by providing username and password …

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Power Automate Fundamentals # 37: Send Emails from Excel Sheet (OneDrive) in Power Automate

Introduction: One common manual work was to send emails to list of users, where this can be achieved by using Power Automate. As an example, sending emails through excel sheet from OneDrive considered to explain this. Step 1: Login to the required Power Apps environment using URL make.powerapps.com by providing username and password and click …

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Back to Basics # 32: Move to Next Stage using JavaScript in BPF

Introduction: At times we must work on BPF Stages and navigate Stages automatically based on the business requirement, in this post we are going to see how it can be achieved through javascript .As an example, existing Vaccination BPF on an existing Contact record was used to show this navigation to Next Stage on change …

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