Unanswered

Trigger a flow to start when a action is changed

(0) Share

Report

Posted on by Community Power Pla...

Hello,

I have a status field in CDS where it's possible to choose between for example "free", "reserved" and "booked". What I am doing now is that I am doing a flow so when a status is changed to "booked" I want it to send an e-mail by using the flow.

The trigger of the flow is "When a record is updated" and there I have put the status into attribute Filters BUT I only want it to send an e-mail when the status is changed to "booked" not when it is changed to either of the two others.

I guess it has something to that I have to put something into "Switch to input entire array" within the Attribute Filter in the flow but I am not sure how I could do it...

Best regards,
Ina

Categories:

Microsoft Dataverse with Power Apps

I have the same question (0)

All responses (7)

Answers (0)

Hamish Sheild 3,005 Most Valuable Professional on at

Like (0)

Report

Hi @Anonymous

Using the Common Data Service (current environment) connector you can use the Filter expression input to achieve this.
Attached is an example of where I am filtering the trigger on the Account entity's Industry field changing to Accounting. i.e. the trigger only fires when I set the Industry field on an Account to the value of Accounting (which has an option set value of 1)

Note: you need to have your Flow in a Solution to be able to use the Common Data Service (current environment) connector.
-----

If this post has answered your question please consider it for "Accept as Solution" or if it has been helpful give it a "Thumbs Up".

Annotation 2020-0...

Was this reply helpful? Yes No
v-yutliu-msft on at

Like (1)

Report

Hi @Anonymous ,

Do you want to trigger the flow only if when status is changed to "booked"?

Could you tell me the data type of status field?
I assume that it is an option set.

Actually, you just need to add a condition to compare the option set's value.

I've made a similar test for your reference:

1)create a new option set named status:

2)check the "booked" option's value, click "..."->view more.

3)the flow:

trigger "when a record is updated"

condition:

fieldname(in my test the field name is also status) is equal to 231670002

//231670002 is my "booked" option's value, please replace it with your "booked" option value, remember to remove "," in it.

yes: action: send an email

Then, only when you update the status to "booked", an email will be sent.

Best regards,

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

Hi @HSheild - Thank you for the reply,

When I am about to create the trigger within the flow, that is "When a record is created, updated or deleted", there is no kind of dropdown that appears in the "Filtering attributes" and "Filter expression" fill ins which I think is quite strange. Cause the first time I created the trigger, the dropdown appeared but the only thing was that the value within the field did not show up in the "Filter expression" fill in so I decided to refresh the page and do it again. But from then the dropdowns have not been there and it doesn't make sense to write it in manually... Hope you understand what I mean

Best regards,
Ina

Was this reply helpful? Yes No
Hamish Sheild 3,005 Most Valuable Professional on at

Like (0)

Report

Hi @Anonymous

The "Filtering attributes" and "Filter expression" fields are text fields which you need to type into. I've never seen drop down options in them. Understanding the text to type in can be tricky. I use the XRMToolBox FetchXML Builder to create a query for the filter and then copy the OData 4.0 filter component of the query. Here's a quick screenshot.

Alternatively, you could do what @v-yutliu-msft suggests which is slightly easier but it means that your Flow will trigger for every value in your optionset which could be inefficient and use up your Flow run quota.

-----

If this post has answered your question please consider it for "Accept as Solution" or if it has been helpful give it a "Thumbs Up".

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

Hi @HSheild,

I downloaded the XrmToolBox and When I'm about to select a connection method for the Fetch XMLBuilder I chose "Connection String" (as I think I have to chose that since I am connecting it to an entity) and there I am not sure what to do... I found this example on the internet:

<connectionStrings>
<add name="MyCRMServer" connectionString="AuthType=AD;Url=http://contoso:8080/Test;" />
</connectionStrings>

I guess I can keep the name just as I want it to be but the connection string I am not sure about...

Best regards,
Ina

Was this reply helpful? Yes No
Hamish Sheild 3,005 Most Valuable Professional on at

Like (1)

Report

Hi @Anonymous

Use the connection wizard in XRMToolbox, it is a lot easier

https://www.xrmtoolbox.com/documentation/for-users/connecting-to-an-organization/

Was this reply helpful? Yes No
v-yutliu-msft on at

Like (1)

Report

Hi @Anonymous ,

Do you mean that you can not find the field dynamic value in condition's filter query?

That's really strange.

Could you tell me what is this field's data type that with these values: "free", "reserved" and "booked"?

I suggest you set it as an option set field.

1)a create a custom option set as the screen shoots that I posted

2)insert a field in your entity, set its data type to option set and choose the option set that you just created

3)create flow

please choose the environment that the entity that you want to edit belongs to, choose the entity name that the option set field belongs to, choose scope that you want(I choose business unit as example)

After you choose data in trigger, add a condition, in the condition's first parameter, the field names in that entity will show for you selecting.

You just need to select status field that you just created.

Then finish the flow as I mentioned.

Best regards,

Was this reply helpful? Yes No