Share
Report
8Hi All,
We have a scenario that I am really stuck with.
We use Dynamics 365 Customer Service for our helpdesk incident management and harvestapp.com for our time management (for billing and staff timekeeping).
Currently, the Case Form has a custom Activity form that creates a Harvest entry based using the API with the input from the form.
This is all handled by a Custom workflow.
We are in the process of migrating all custom workflows into PowerAutomate (flow).
Here is the process we need:
- Harvest form completed by engineer via the activity available on the case itself
The engineer fills this in and clicks Mark Complete.
The workflow then runs under the user’s instance, adds the entry to the timeline and
sends the following info to Harvest via API:
- Time
- Subject
- Description
- The following is added automatically based on the case it was generated from (highlighted in the screenshot):
- Account name (customer)
- Case Type (Custom field on dynamics with one of two options support/project)
- Case Number (added to the top of the comments box)
- Case Title
And ends up looking like this:
What we have working:
- Flow is actioned when the form is marked as complete.
- Harvest entry is being generated with the Placeholder project/task, time (ish, see below) and the comments, excluding the autogenerated things.
What isnt working:
- The harvest flow app is not allowing decimal values for the time, meaning we can only run the flow successfully if full hours are used in the time field.
- The flow is not offering the account (customer), Case info or the custom field as dynamic content.
- The harvest entries are all being generated on my own Harvest account instead of the user who actioned the form.
We do not have enough knowledge of flow, PowerApps or dynamics to continue and would very much love some help.
We have Microsoft support hours available to use if we need to, but not sure how much they can help when it comes to API integrations.
All responses (
Answers (
