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Copilot Studio - General
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PVA + Power Automate | Help: Flow

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Hi dear colleagues,

 

I need you help regarding a flow in Power Automate.

 

I have created a flow to return values from an excel table to PVA. Basically, in PVA user write a name of an account/company managed by my team, this company name is the imput used to look up this value in the table and return the column with the account manager name of this corresponding line. The point is I am not having success in two situations:

 

  1. User types partial name of the account, not matching exactly with data in Excel, and then an error due for this. Example: User inform to bot "Exxon" and in excel data is "Exxon Mobil". How should I add a condition where in the flow where I return a column when a certain cell "contains" part of the text informed in chatbot?
  2. Error if user types a company/account name not listed in table. How should I create a rule if value is not find in table, return a text like "this is not a managed account"?

 

I am adding here some screenshots to illustate:

 

Excel Table:

AllysonMuller_1-1698289535184.png

 

Flow:

AllysonMuller_2-1698289582208.png

 

Success test: Bot ask user to type account name: "basf" and flow returns the name of its manager "Andrea":

 

AllysonMuller_4-1698289660752.png

 

Error as point 1 mentioned above - User type "BTG" while data in table is "BTG Pactual", with this an error is faced:

AllysonMuller_5-1698289701221.png

 

Error 2 as mentioned above: User types an account which is not listed in the table "panasonic"

 

AllysonMuller_6-1698289766157.png

 

Many thanks in advance for all help and support.

 

Best wishes,

Allyson

 

 

  • Pstork1 Profile Picture
    66,287 Most Valuable Professional on at
    Re: PVA + Power Automate | Help: Flow

    You can do a Filter Array in the flow after retrieving all the rows from the table. Set the array filter to use the operator Starts With or Contains depending on whether you want to force the user to get the first part right or just any partial word in the name. 

     

    Then use a condition on the output of the filter array and check the length of the output. If no match was found it will be 0. If a match was found it will be 1. Set variables in the yes or no side based on what you want to send back to the bot.

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