Answered

How do I return the text string instead of GUID for 'Potential Customer' and 'Owner' from a quote?

(0) Share

Report

Posted on by AI123456789

I am new to Power Automate so I appreciate there may be a simple fix for this.

I'm setting up a workflow that emails the owner of a quote if it hasn't been modified for two weeks. I've created the flow and it runs smoothly and sends the email at the end. The issue is, it is returning the GUID for 'Potential Customer' and 'Owner', whereas I need it to show the text.

Here is my flow:

Can anybody advise what I need to do to return a text string for the 'Potential Customer' and 'Owner' fields?

Thanks in advance.

Categories:

Building flows

I have the same question (0)

All responses (3)

Answers (1)

fchopo 8,003 Moderator on at

Like (0)

Report
Hello @Furious_Mustard

You could get the owner data using the "Get User Profile (V2) action, using its id as a parameter:

For the customer, you should search for its data using the "list records" action (using the Customers entity) and using an OData filter expression:

_ownerid_ eq item()?['owner_id_value']

Hope it helps!

Ferran

Was this reply helpful? Yes No
AI123456789 9 on at

Like (0)

Report

Thanks very much for your help however that has gone completely over my head. I'm new to this so don't understand by what you mean by 'using its ID as a parameter'. Which ID? Does this mean I can't set it up unless I manually enter in a GUID to the flow?

And regarding the list records action, should this go below or above the current list records action based on the screenshot in my initial post? I've tried what you've said and it keeps failing.

Should the OData filter expression go into the Filter Query input?

Was this reply helpful? Yes No
Verified answer

AI123456789 9 on at

Like (0)

Report

Please ignore the above, I have now solved the issue

Was this reply helpful? Yes No