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Updating Quote status from Draft(when quote is created in dynamics) to Won(from PowerApps button) in Dynamics 365

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Posted on by praneethapradee

This is Praneetha. I went through the reply you have given for a question posted on "Updating status in dynamics using Flow"

My project has 3 screens:

1st screen : A login scrren where customer enters 'Quote id' to login

2nd screen: View quote details and pdf of quote details

3rd screen : Pdf viewer control.

i have two buttons : Accept - which changes the draft 'Status Label' of quote to Won

Reject - which changes the draft 'Status Label' of quote to Close

If i have to create flow? how do i do it?

should i create two different flows for 2 button?

Regards

Praneetha

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Using flows

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Pavlos 23 on at

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Hi @praneethapradee,

I guess you are referring to my reply to an old issue with the Dynamics Connector right?

I don't think you would need two Flows. Remember you can place conditions in PowerAutomate. Can you do the following:

1. Create a flow from your PowerApp - the same Flow you can use on both buttons. See how I did it where I have two variables: record ID and the second variable I just use to pass Yes / No or in your case Accept / Reject
2. The important part here is to start with a condition - doing that will allow the Flow to realise what button the user clicked on. See in my case I say if it is equal to Yes then do the Yes branch. You can see there is a No branch you can use for Reject Quote

3. Here make sure you use the update Record action - place your cursor in the Record Identifier field and in the Dynamic Table click on "Ask in PowerApps" this generates the variable

4. Click on advance options and scroll down - make sure you update both Status reason and status value.

Hope this helped. Ping me if you need more help!!!

Enjoy!
Pavlos

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praneethapradee 26 on at

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Hey thanks for the reply @Pavlos
This is my screen below:
this is my screen. I think ill have to use 2 buttons where accept changes draft to won and reject changes draft to close

i created the flow u asked me to:
but i have the following doubts?
1. I have 2 buttons and not one button like u said yes/no
2. what is my record identifier?
3. Can i please know the exact flow command for this action?

I do not undetsand how to type in the Flow.run(....)
Please help!

Regards
[Praneetha

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Pavlos 23 on at

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hi @praneethapradee

Good progress.

Yes you have to use two buttons - what I said though is to use one / same from for those two buttons. Ok have a look below and hope that will help.

In terms of initiating your Flow - a) select the button, b) go to the Action tab and having the OnSelect property selected click on PowerAutomate

As you can see a new Window will appear where you can either select a Flow or create a new one (click on new one). Once you click on it, it will open a new tab in the Browser with PowerAutomate where you will create your flow. Once you save the flow and go back to the PowerApps tab you will see you new Flow listed there (see the screenshot below I have two Flow already available to use)

The record identifier - you can get that from the Gallery you are using to surface the Quotes. Arent you using a gallery in the first screen where the user selects the quote they need to update?

Hope that helps,
Pavlos

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praneethapradee 26 on at

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Hey,
Thanks a lot @Pavlos
I got the solution and your explanation was a big help.

I was also able to use the patch function...

Patch(Quotes, First(Filter(Quotes, 'Quote ID' = quoteinput.text)), {'Status Label' : "Won"})

similarly for the reject button.

Regards
Praneetha.

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Pavlos 23 on at

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@praneethapradee thanks for sharing the patch formula - good thinking.

I had an issue with using it previously when working with statuses.

Glad that it worked for you!

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