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Copilot Studio - General
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Help needed for PVA to add a query

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Posted on by 6

I've created a simple bot to get the lists of birthdays and anniversaries by name, unique badge number, month, and event type (birthday and anniversary) . I want to know if we can add any queries to get today's events. For example, if the user wants to know what events (birthday/anniversary) are for today, how do I do that? my Chabot is simple with only topics and no power to automate. 

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  • Kavyashree_A Profile Picture
    6 on at
    Re: Help needed for PVA to add a query

    Thanks a lot! I will give this a try and let you know 🙂

  • Pstork1 Profile Picture
    66,263 Most Valuable Professional on at
    Re: Help needed for PVA to add a query

    Make sure the events in the Excel file are in the form of an Excel Table.  If they are then its a relatively easy flow to create.  

    1. Send the current date as a parameter to the flow
    2. List the Rows in the Excel Table
    3. Filter the array returned by the current date
    4. Do an Apply to Each loop to assemble a markup string table of the results
    5. Return that markup string to the Bot for display
  • Kavyashree_A Profile Picture
    6 on at
    Re: Help needed for PVA to add a query

    The events are stored in an excel file on SharePoint as well as on my system. Could you help me with how to call and use a power automate flow for this particular question? Any help would be appreciated. Thanks.

  • Pstork1 Profile Picture
    66,263 Most Valuable Professional on at
    Re: Help needed for PVA to add a query

    Unfortunately, the only way to do that would be to call a Power Automate flow to do the query.  Depending on where the events are stored its a relatively easy flow to build, but there is no way to query it inside a Bot other than using Power Automate, unless the events are all stored in an entity inside PVA.  But storing the events in a custom entity in PVA would take more work than writing a PA flow to retrieve them.

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