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Power Platform Community / Forums / Copilot Studio / Create a flow from PVA...
Copilot Studio
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Create a flow from PVA to collect, then display data from a Microsoft List in SharePoint

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Posted on by 58

Evening, 

I am still fairly new at using Power Virtual Agents and have just about mastered the basics , but stuck on how to create a particular flow. I am wanting my PVA Chatbot to display to the user information from a row on a Microsoft list (or excel spreadsheet) located in SharePoint using a given variable the user will provide the Chatbot but I cannot seem to find the right action to allow the Chatbot to locate the list. I have tried using get items from SharePoint and then message in chatbot but it doesn't do anything and doesn't seem to be able to access SharePoint. Is there another step I should add? Thanks   

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  • Pstork1 Profile Picture
    68,898 Most Valuable Professional on at

    The problem is that the connectors for SharePoint and Excel don't allow for dynamic connections.  So is the bot passing a value to be searched for in a particular Excel spreadsheet stored in SharePoint or is the bot passing both the location to be searched and the value to search for.  You can definitely do the first, but the second is almost impossible using just Power Automate unless it is a limited number of locations (lists/spreadsheets).

     

    Can you provide a bit more information about what you to achieve and I'll try to help.

  • Alexa2022 Profile Picture
    58 on at

    Thanks Pstork 1 for your fast response. I have created a simple list of Personal Assistant contacts for directors in our company using Microsoft lists and excel. I was hoping to create my first Chatbot to provide easily to the user the name and contact details of the PA just by the user putting in the name of the director. I had hoped to display contact details via an image or adaptive card but we can't do that yet so was hoping that I could try using lists instead. I heard that we can create power automate flows to get info from lists so I hoped that I could also do it via the Chatbot. Thanks. 

     

  • Pstork1 Profile Picture
    68,898 Most Valuable Professional on at

    That is actually fairly easy to do. Did you use a List or Excel?  Both will work, but the actions are a little different.  Basically you need the following steps

    • Trigger the flow from PVA with the Director's name supplied by PVA
    • Get Items on the SharePoint list (Or List Rows on the Excel table)
    • Use filter array to filter all the items that don't match the Director's name supplied by PVA (You can also use an OData query when doing the Get Items to do the filtering)
    • If you use filter array you'll probably need to do a parse JSON to be able to interpret the fields in the result
    • The filtered array should have only one record.  You can either return the PA's name from that as a string or use markdown language to build a string to return if there is more information you wuld like to supply.
    • Return the String.
    •  
  • Alexa2022 Profile Picture
    58 on at

    Thanks, I have tried that but I dont think I'm doing it quite right. Are you able to send me any screen shots of this flow that I can try and copy. Thanks. 

     

  • Pstork1 Profile Picture
    68,898 Most Valuable Professional on at

    Here you go.  

    image.png

    image.png

    image.png

  • Alexa2022 Profile Picture
    58 on at

    Thanks very much -my current flow doesn't look like that at all 😂. I'll try it. 

     

  • Pstork1 Profile Picture
    68,898 Most Valuable Professional on at

    That one is for a SharePoint list, not an Excel spreadsheet.  You'll need to change the column names etc.  I used the Title column for the director's name.  When you try post what you've got and I'll get you there.

  • Alexa2022 Profile Picture
    58 on at

    Thanks - I'm almost there I think but it keeps asking me for a valid Json. I have tried copying exactly your one in the image but it hasn't worked and it can't generate it. Where did you get your one and I'll try copying and pasting. 

  • Pstork1 Profile Picture
    68,898 Most Valuable Professional on at

    You want to generate it from sample output.  In the parse JSON for now just enter the schema as {}.  Then run the flow to that point.  That run will give you some sample output that you can use to generate the schema.

  • Alexa2022 Profile Picture
    58 on at

    Thanks - I see what you mean about the generate schema. I have tested my flow and all of it says successful apart from the final last step to display the info. It says that the last step is skipped since the client application is not waiting for a response from the service. 

     

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