Power Platform Community Forum Thread Details

Scenario - A Salesperson creates an order in CRM against a Customer (Acccount). The Order is considered as complete only when the Work Order is attached/uploaded against the order. So we suggested to create a custom field (whole number) "No of Attachment" on SalesOrder entity to manage the number of attachments against the order. We are open to new suggestions.

Following are the configurations

Dynamics CRM 365 Online

Sharepoint Online

Folder Path - account/AccountName/salesorder/SalesOrderName_SalesOrderGuid/

Eg.

account/Chambers of Sample/salesorder/ORD-36762-Ch303-Chambers of Sample_A18F392C6D20E811A95600224800375D/

Document Location contains the following info

Relative URL - SalesOrderName_SalesOrderGuid

Eg. ORD-36762-Ch303-Chambers of Sample_A18F392C6D20E811A95600224800375D

Regarding - Lookup field that Contains the SalesOrderId (Guid)

Current Flow Setup

We used two variables

FolderName - Relative URL for the Attachment

No of Attachments - to retrieve the current attachment count from SalesOrder

Step:1

Trigger - When a file is created

Step:2-3

Intialise Variables

Step:4

Split the Folder Path by '/' (Folder path is Dynamic Content from Step:1)

[
  "account",
  "Chambers of Sample",
  "salesorder",
  "ORD-36762-Ch303-Chambers of Sample_A18F392C6D20E811A95600224800375D",
  ""
]

Step:5

Set FolderName by assigning the 4th Array Element

"ORD-36762-Ch303-Chambers of Sample_A18F392C6D20E811A95600224800375D"

Step:6

List of Records

Find Top 1 Document Location by Relative URL. This record contains the SalesOrderId (Guid) as Regarding.

Step:7

Get the SalesOrder Record by Regarding (Step:6)

Step:8

Assign the SalesOrder's "No of Attachment" to the local varilable

Step:9

Increment the local variable by 1

Step:10

Update the SalesOrder with "No of Attactment" (local variable)

This solution is working fine as expected. But I am looking for an alternative to search for number of attachment against the order rather than incrementing the count by 1.

Another issue, when a file is delete, we are not able to reduce the number by 1 as the body of the trigger contains very minimum info as below

{
  "ID": 7888,
  "Name": "07",
  "FileNameWithExtension": "07.JPG",
  "DeletedByUserName": "Admin User",
  "TimeDeleted": "2018-06-11T17:28:19Z",
  "IsFolder": false
}

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