Following up on my previous blog about automating web apps with UI Flows, it’s time for legacy applications. I will show you how desktop UI Flows for windows applications can automate manual entries in legacy systems.
Imagine you are a call center agent and a new customer is calling to place an order. You enter their contact information and order details in your modern CRM system. However your organization still has a legacy order delivery system. Therefore you need to enter all information regarding their order again inside that application.
This can now be automated using Power Automate UI Flows! I record a UI Flow to enter contact information into this legacy system. A regular Flow inside a model-app starts the UI Flow. After the desktop UI Flow creates the contact in the legacy system a unique identifier is created. We grab the unique identifier of the just created contact. And as a result we can add this to our contact record in the Common Data Service. Let’s check out more details.
Let me first start of with wishing you all a happy new year. I hope you all had a lovely holiday season. I enjoyed a few days off and spent it with my family. On to the subject at hand, synchronous and On-demand Flow in Model Apps. As most of you know Microsoft prefers us using Power Automate Flow instead of Classic Workflow. However there are still some gaps in functionality between the two.
When developing solutions I follow Microsoft guidelines as much as possible. This ensures that the solution is durable and I create the least technical debt. With that in mind, I now keep away from Classic Workflow and use Flow whenever I can. Last few weeks I tried to fulfill business requirements within these restrictions.
It’s been a while since my last blog. Life took over, but I now finally got round to it. I want to share my experience with the OnDataRefresh property of the Embedded Canvas App. I will continue with my previous example of replacing a dialog with embedded canvas app.
Click here for part 1. In this post I describe the task scenario and show how to set up the Embedded Canvas App and save the task.
Click here for part 2. This describes how to use Microsoft Flow to set the owner of the task as the CDS connector did not allow us to do so.
First things first, let me start by apologizing. I gave you wrong advice in part 1. If you want to use the OnDataRefresh property you need to use a “single line of text” field which is required, rather than creating a new field which I proposed first
In my previous blog post I started making an embedded canvas app to replace dialogs. I started off by creating the app, the screen, some basic navigation and the form. Finally, I added patch logic to save the screen. If you have not read part 1, do not worry this video shows the functionality. The patch logic shows the Relate function, which is very useful, so I would recommend to check that first.
In this post I want to focus on setting the owner of the task. Setting the owner of the task is important because this allows us to distribute tasks to teams or individuals. An entire team could then process the task assigned to them and work them to completion. In this case the credit check that the finance team has to perform will help us resolve the case.
I wasn’t able to set the owner of the task using standard functionality. The PowerApps CDS connector does not allow for updating the owner field. Neither does the Relate function work after the record is created. But of course I have a solution, we can create a synchronous Flow!
Embedded canvas apps are generally available since last month! This will be another way to create richer experiences for users using your model apps. Embedded canvas apps only work in the Unified Interface. In this blogpost I will show you how you can easily replace the deprecated dialogs with an embedded canvas app. In contrast to the PowerApps Component Framework, which I previously blogged about, this is a low code solution.
Dialogs were a great way to guide users through more complex decisions . Canvas apps are the Microsoft recommended way to replace dialogs. To showcase how you can replace your dialog I’ve created and implemented a fictive scenario.