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How to automate Transactional based Process

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Posted on 23 Jun 2024 06:15:48 by _Kar_

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Hello Folks- Could you please suggest me on designing transactional type Process ? Do we have any template?

Thanks in advance!

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trice602 13,760 Super User 2025 Season 1 on 23 Jun 2024 at 15:35:30

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Re: How to automate Transactional based Process

Hi @_Kar_ ,

There's a great transactional based process available in both dpa and rpa. It is called Work Queues. Without going into a ton of details, here's the best video to watch. You will love it!

IT'S HERE: Work Queues in Power Automate - Full Tutorial (youtube.com)
VishnuReddy1997 2,322 Super User 2025 Season 1 on 23 Jun 2024 at 07:42:06

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Re: How to automate Transactional based Process

Hi @_Kar_ ,

Transactional processes involve handling individual data elements and completing specific actions for each one. Both Power Automate and Power Automate Desktop can automate these processes, but with different approaches. Here's a breakdown to help you design your automation:
Power Automate (Cloud Flow):
Strengths:
Integrates with various cloud services like SharePoint, Dynamics 365, and databases.
Offers good data manipulation capabilities.
Can trigger actions based on events (e.g., new email arrival).
Limitations:
Limited in directly interacting with desktop applications.
Not ideal for complex UI interactions or repetitive tasks within a single application.
Power Automate Desktop (Desktop Flow):
Strengths:
Automates tasks within desktop applications.
Handles repetitive clicks, data entry, and UI interactions.
Can integrate with cloud services through API calls (requires technical expertise).
Limitations:
Limited cloud service integration compared to Power Automate.
Relies on the target machine being available and the application running.
Designing Transactional Processes:
Here are some general steps for designing transactional processes in either platform:
Define the Transaction Data: Identify the source of your data (e.g., CSV file, email body, database record). Determine the format and structure of the data points.
Break Down the Actions: List the individual actions needed to complete each transaction. This might involve data manipulation, calculations, updating records, or triggering other workflows.
Error Handling: Consider how to handle errors that might occur during processing (e.g., missing data, failed actions). Implement retries, logging, or notifications for troubleshooting.
Templates (Limited Availability):
While there aren't pre-built templates specifically for transactional processes in Power automate.

(Note:- if you got your solution you can mark as solution and gives kudos)

Thanks & Regards
Vishnu Reddy

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