Make a Flow required in your BPF Stage

It is good practice to make steps required in your Business Process Flow Stage. This will help guide the user what needs to be completed in the process before moving to the next stage. To add a requirement to a Power Automate Cloud Flow step however, is not as easy as it would seem! In this post I show you how you can make a Cloud Flow step required in a BPF stage.

Last time I promised this was the last blog in a series of posts about Approval Flows. However this is a hidden gem and after my research I want you all to know about this! If you want to know more about Approval Flows inside a BPF, you can check this overview. Subjects like writing result data back to Dataverse, adding a hyperlink to the Approval Flow for easy reference and automatically change the stage of the BPF based on the outcome.It also includes a sample solution with these examples for you to download and play around with!

Continue Reading “Make a Flow required in your BPF Stage”

Automagically update the BPF Stage based on the Approval outcome

Wouldn’t it be cool if we can automatically change the Stage of the Business Process Flow once we get our Approval? It will be especially great if we can do so based on the Approval outcome! In this blogpost I will finish up my posts about Approvals by automatically changing the Business Process Flow to the next stage based on the outcome of the Approval.

This blog is part of a series about guiding users and teams through their work. This post is about Approval Flows inside Business Process Flows. Click here for an overview of all related post regarding Approvals inside your Business Process Flow. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Automagically update the BPF Stage based on the Approval outcome”

Capture the Power Automate Approval result into Dataverse

If you send out an Approval from within a model-driven App, you probably want to see the Approval Result in Dataverse. In this post we continue where we left off in our Approval from inside a Business Process Flow. Let me give you some background on the various Approval Flows and how they work. Including a tip on how to keep your Cloud Flows clean.

This blog is part of a series about guiding users and teams through their work. This post is about Approval Flows inside Business Process Flows. Click here for an overview of all related post regarding Approvals inside your Business Process Flow. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Capture the Power Automate Approval result into Dataverse”

Add Model App record link to an Approval Item Link

When you are deciding if you want to approve an action, you probably want more information then a description. Luckily we can add a link to our Approval request! This is a follow up on my previous post where I showed how to trigger an Approval inside a Business Process Flow. In this blogpost I will show you how to generate a link to the record we are working on.

This blog is part of a series about guiding users and teams through their work. This post is about Approval Flows inside Business Process Flows. Click here for an overview of all related post regarding Approvals inside your Business Process Flow. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Add Model App record link to an Approval Item Link”

Get Approval from inside your Business Process Flow

For some time now we can call Power Automate Flows inside a Business Process Flow Stage. This is perfect for a lot of scenario’s. With this you can automate certain actions. For example we can connect to another system and update inventory. Or we can send e-mail follow-ups to other departments. Or, my favorite, we can start an Approval Flow! In this blog post I’ll share a few of my tricks.

This blog is part of a series about guiding users and teams through their work. This post is about Approval Flows inside Business Process Flows. Click here for an overview of all related post regarding Approvals inside your Business Process Flow. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Get Approval from inside your Business Process Flow”

Prettify your BPF by adding a Code Component

The final part about “Task groups”, I promise! In this post I want to show you how to add Power Apps Component Framework (PCF) to a Business Process Flow field. This feature will finish my “Task Group” concept. The final step to guide our user to enter the correct task. Instead of showing a disabled “Yes / No” field inside we want to show a Checkmark Control. Adding a Code Component in BPF field is a feature that kind of flew under my radar and now it’s relatively easy to do so!

This blog is part of a series about guiding users and teams through their work. This post is part about an advanced scenario called Task Groups. Click here for an overview of all related post regarding Task Groups. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Prettify your BPF by adding a Code Component”

Set form fields required based on Business Process Flow Stage

It is imperative to guide the user through each stage of a Business Process Flow. We can set a lot of fields to required in a business process flow stage. However this does not give the best User Experience. In my previous blog I showed how we could use “Task Groups” to keep the stage clean. But now we need to guide the user what fields are required exactly on the form for this stage. This is also possible using Business Rules. Let me show you how!

This blog is part of a series about guiding users and teams through their work. This post is part about an advanced scenario called Task Groups. Click here for an overview of all related post regarding Task Groups. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Set form fields required based on Business Process Flow Stage”

Task Groups help you guide work in Business Process Flow

Supporting business users in their work is why I get up in the morning. And in my experience it’s absolutely vital for the adoption of your apps to guide your user. One of the most important tools inside our toolbox of the Power Platform to do so, is a Business Process Flow. On top of that I like to use a concept I called “Task Groups”

This blog is part of a series about guiding users and teams through their work. This post is part about an advanced scenario called Task Groups. Click here for an overview of all related post regarding Task Groups. I also added a sample solution you can import in your own development environment so you can see the entire concept in action!

Keeping people in their flow of work by utilizing Asynchronous work or asynchronous processes is one of the key benefits for Business Process Flows. I have written down my thoughts on this subject here. Find out what asynchronous work is, how Business Process Flow can help and more advanced scenario’s.

Continue Reading “Task Groups help you guide work in Business Process Flow”

My 7 Power Platform Picks for the wave 1 release plan

Twice a year the Power Platform team gives us insight on where they will focus on for the next 6 months. They do so in a so called release plan. This is not the same as release notes as on any given time these plans might change, post-pone or even scrapped altogether. So please always look at the actual release plan when you want to look at what’s coming!

In this post I give my 2 cents on features that caught my eye. These are not necessarily the most anticipated / shiny new feature. It might be the ones I have personally experienced as a pain point or have some more thoughts about.

a person holding a notebook
Photo by Mikael Blomkvist on Pexels.com
Continue Reading “My 7 Power Platform Picks for the wave 1 release plan”

Desktop UI Flows – automate your legacy applications!

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.

Scenaro description of the attended UI Flow automating legacy desktop application
Attended UI Flow scenario
Continue Reading “Desktop UI Flows – automate your legacy applications!”