Workflow Automation for Model-Driven App

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Posted on by JHat1121

I am working on developing a model-driven app that will manage a large portfolio of projects that role up to different programmatic umbrellas. We will be tracking financial forecasts/actuals for each of projects MoM. To minimize administrative burden and input errors I would like to create an automation that will create a forecast record for all months in a calendar year when an initiative record is created.

I have already created 2 custom tables: Project and Financial with a 1:M relationship. My question is how to best create a batch of records in the financial table with Project Name and financial month prepopulated.

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CU25060357-0 37 on at

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Great question! You can definitely automate this using Power Automate, and the setup depends a bit on how your data model is structured:

If your Initiative is the Project record:

You can trigger a flow when a new Project is created. The flow would loop through all 12 months of the year and create a Financial record for each one, automatically linking them to the Project and setting the appropriate month.

If Initiative and Project are separate tables:

In this case, trigger the flow when a new Initiative is created. Then, pull in all related Projects tied to that Initiative and, for each one, loop through the 12 months to create the Financial records.

To loop, you would:

Initialize variables (Define a loop counter and set the starting month/year)

Apply to Each (1–12):

Calculate each month (e.g., using an expression with addMonths()).

Use the Dataverse "Add a new row" action to create a Financial record for each month with the Project and Financial Month fields.

I hope this helps!

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JHat1121 19 on at

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CU25060357-0

I have created an automation based on your response that has the following flow (see IMG 1).
When a Row is added to the Initiative
Initialize StartDate
                Type: String
                Value: 2025-01-01T08:00:01
Apply to Each
                Output: addmonths(variables('StartDate'),1)
                Add a new Forecast Record
I have placed the a new record action record within the loop. When I try to save the flow I receive the error message that the 'Financial_Forecast_ID' is required. Aren’t the record ID fields populated automatically? I am unclear what the input should be here.
IMG 1

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CU25060357-0 37 on at

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You'll want to add an expression to keep it unique. Maybe something like:

concat('FCST-', triggerOutputs()?['body/initiativeid'], '-', formatDateTime(addMonths(variables('StartDate'), items('Apply_to_each')), 'yyyyMM'))

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