IT Ticketing system only using Copilot Studio with Power Automate + Excel

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Posted on 15 Dec 2023 09:41:33 by banthony

Hey Guys,

I'm trying to create a "Simple" ticketing system with Copilot studio.

For context, I’ve taken inputs from Copilot Studio and inserted them into my excel table, these inputs have subsequently generated new fields in the form of a job number and status. Now I’m trying to get these newly generated fields back into Copilot Studio. I’ve tried a couple of solutions, but none have panned out. I think the issue might be getting the exact corresponding job number created returned, I think specifying that exact filed returned might be the issue, I don't have much experience with using Variables in Automate either.

Would anyone be able to point me in the right direction? This doesn't have to be anything majorly complicated, it's just for a school project. Sorry If my terminology isn't right, this is my first post.

many thanks,

-banthony

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nesrivastava on 11 Jan 2024 at 02:58:10

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Re: IT Ticketing system only using Copilot Studio with Power Automate + Excel

Thanks, @Audrie-MSFT, adding to Audrie's note, @banthony you can get the newly generated fields following these steps. Here is what the end result looks like:
Add a "Get a row" action after you add the row into your table, like the screenshot below:
Here is my screenshot from Power Automate
Here is the YAML for my topic. I added the Id in my Adaptive card, but you can remove the ID and use the same adaptive card
kind: AdaptiveDialog beginDialog: kind: OnRecognizedIntent id: main intent: triggerQueries: - excel actions: - kind: AdaptiveCardPrompt id: BQueje card: |- { "type": "AdaptiveCard", "$schema": "http://adaptivecards.io/schemas/adaptive-card.json", "version": "1.5", "body": [ { "type": "TextBlock", "text": "Report an Issue", "weight": "bolder", "size": "medium" }, { "type": "Input.Text", "id": "name", "placeholder": "Your Name" }, { "type": "Input.Text", "id": "issue", "placeholder": "Describe the Issue" }, { "type": "Input.Text", "id": "email", "placeholder": "Your Email" }, { "type": "Input.Text", "id": "phone", "placeholder": "Your Phone Number" } ], "actions": [ { "type": "Action.Submit", "title": "Submit", "data": { "id": "customId" } } ] } output: binding: actionSubmitId: Topic.actionSubmitId email: Topic.email id: Topic.id issue: Topic.issue name: Topic.name phone: Topic.phone outputType: properties: actionSubmitId: String email: String id: String issue: String name: String phone: String - kind: InvokeFlowAction id: invokeFlowAction_utd9Fd input: binding: text: =Topic.name text_1: =Topic.issue text_2: =Topic.email text_3: =Topic.phone output: binding: email: Topic.Email issue: Topic.Issue jobid: Topic.Jobid name: Topic.Name flowId: a4c17b4f-18b0-ee11-a569-00224827ed84 - kind: SendActivity id: sendActivity_wqkff0 activity: |- Your issue has been created and here is the IssueId for you reference: **Issue ID:** {Topic.Jobid} We will reach out soon at this{Topic.Email} to get more details. Thanks!
Audrie101 on 10 Jan 2024 at 19:55:37

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Re: IT Ticketing system only using Copilot Studio with Power Automate + Excel

You can control what's available in Copilot Studio from the flow using the Response at the bottom of the flow.

You can use your dynamic values in the flow to return the outputs to Copilot Studio, then you'll have them there to use however you see fit. 🙂

Many more details on this are found here:
https://learn.microsoft.com/microsoft-copilot-studio/advanced-flow-input-output