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Incoming automated email attachments need to be filtered by names, data extracted from document and a row of specific data added to two different tables

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Posted on 26 Jan 2023 00:40:41 by Andre7

I have four types of PDF attachment types, when incoming emails and attachments are received, I want to first filter the email attachment by attachment name or attachment content, second, extract data from each PDF attachment, third, add a row into one of the four types of tables, depending on what type of PDF attachment the work flow receives.

Can someone assist me with this? So far I have been able to complete everything except, adding a row of data into more than one table based on filtering the attachment name.

Your assistance will be greatly appreciated!

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Andre7 on 27 Jan 2023 at 17:05:15

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Re: Incoming automated email attachments need to be filtered by names, data extracted from document and a row of specific data added to two different tables

Your solution makes sense to me, unfortunately your work flow diagram is in a foreign language, but I do recognize the shapes and symbols.
-extract info
-filter on the exact field, you can do it with "equals to", if not, you will need to use an expression
got it!
I am new to Power Automate and have very limited development skills, so the piece I need detailed guidance with is how to logistically setup tables A and B.
I understand how to setup a single table, but seem to be struggling finding the right parameters to add another additional table.
ex.
----------
| extract | ----> Table A
----------
? ------> Table B

can you show me a diagram?

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ignaceopsommer 6 on 27 Jan 2023 at 07:48:05

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Re: Incoming automated email attachments need to be filtered by names, data extracted from document and a row of specific data added to two different tables

hello

this is an example how it can be fixed
- loop on every attachment
- store on onedrive (optionally)
- extract info
- check content of a field : you have a list of all fields extracted together with their "value", so if it needs to be an exact match, you can do it with "equals to", if not, you will need to use an expression
- based on the content you can do update in table A or table B

hope this helps

regards
ignace

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Andre7 on 27 Jan 2023 at 01:09:05

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Re: Incoming automated email attachments need to be filtered by names, data extracted from document and a row of specific data added to two different tables

Ex. This is what I have working now with just table A only, but I need to add table B.

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Andre7 on 27 Jan 2023 at 01:08:10

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Re: Incoming automated email attachments need to be filtered by names, data extracted from document and a row of specific data added to two different tables

I have two different type of PDF attachments, and their data should be captured and added to a table based on a keyword in their content.
PDF attachment 1 should be added into a row into table A
PDF attachment 2 should be added into a row into table B
Using a filter based on the attachment content keyword, I would like the data extracted, and added into a row into either table A or B.
Does that clarify my objective?

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ignaceopsommer 6 on 26 Jan 2023 at 20:07:22

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Re: Incoming automated email attachments need to be filtered by names, data extracted from document and a row of specific data added to two different tables

hello
i think it is possible what you ask, but can you be more precise on "so far I have been able to complete everything except, adding a row of data into more than one table based on filtering the attachment name." ?
adding a row in a XLS table is possible, have a condition based upon the name of the attachment is possible
so i need to know more precisely what is your issue
thanks for your input
regards
Ignace

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Andre7 on 26 Jan 2023 at 14:15:15

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Re: Incoming automated email attachments need to be filtered by names, data extracted from document and a row of specific data added to two different tables

I am referring to a table in an excel spreadsheet. The separation of the PDF attachments is based on their names and contents. ex... contracts, field trips, robotics and Christian life.
Below is an example of my workflow. I am missing the second excel spreadsheet output. (add a row to a table)

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CedrickB Moderator on 26 Jan 2023 at 09:08:03

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Re: Incoming automated email attachments need to be filtered by names, data extracted from document and a row of specific data added to two different tables

When you say table I guess you mean Dataverse table?

Did you consider using the switch statement https://learn.microsoft.com/azure/logic-apps/logic-apps-control-flow-switch-statement to route to the proper "insert into table" path based on the document type?

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