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"When an action is performed", a Dataverse trigger in Power Automate

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Posted on by apangeles

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I'm not sure if I should place this question in Power Pages or in Power Automate but I think it's best for it to be here.

I want an automated workflow using Power Automate that triggers whenever a user accomplishes a particular basic form. I'm using this to notify our internal team to proceed with their processes.

I'm thinking of using "when a row is added" but what if there will be a need to add rows not coming from the basic form. Can anyone inform me how to do this? I tried the "when an action is performed" trigger but I can't seem to find any tutorials on how to use this. Where do I find the selections for the actions? Help.

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oliver.rodrigues 9,368 Most Valuable Professional on at

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"I'm thinking of using "when a row is added" but what if there will be a need to add rows not coming from the basic form. "

The above trigger will be executed every time a record is added to the table itself, regardless as if it's coming from Power Pages / Model-driven app / integrations, etc

Hope this helps

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apangeles 252 on at

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Copy, Oliver. With this, I think the best thing to do is to create a new contacts table then. Thank you.

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oliver.rodrigues 9,368 Most Valuable Professional on at

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Not sure if your requirement is to only trigger when this comes via Portal. If that's the case, you can set a field via Portal Metadata (Basic Form Metadata) and then validate this in your Flow

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apangeles 252 on at

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@OliverRodrigues yes. Only via Portal. I'll look into that. But I have another question that relates to my initial query. The reason I had that concern is that if I have multiple basic forms, such as the OOTB forms--the contacts table does have multiple forms, and one form creates a line in the contacts table. I only want to trigger the Power Automate flow, for one specific basic form and not all forms.

That's why I don't want to use the "when a row is added..." because if all forms would have the capability of adding rows in the contacts table. It would be a disaster for my flows.

Can you help me with that?

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oliver.rodrigues 9,368 Most Valuable Professional on at

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Please take a look into the metadata option I mentioned above: Dynamics 365 Portals Tip #39 - Prepopulate and Set Value on Save Form Metadata - Engineered Code - YouTube

You can set a column like: "Updated/created via Portal form = True" then in your Flow you can validate that flag, if that is true, run the flow, otherwise, do nothing.

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gng 167 on at

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I have an extra question about this. So this works fine for native tables in the dataverse but for virtual tables the flows never trigger at all even though I have verified that the data in virtual tables has been changed/created/modified/deleted.

(https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/power-platform/admin-reference)

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apangeles 252 on at

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Probably best to post a separate thread for this, @gospa. I'm sure the community has an answer to your problem 🙂

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