How to bulk resolve cases using Power Automate?
Introduction When dealing with a large volume of cases, manually handling each one can be time-consuming and error prone. Thankfully, Microsoft Power Automate provides a powerful solution for automating bulk case resolution, streamlining your workflow, and saving valuable time. Why Automate Bulk Case Resolution? Bulk case resolution involves addressing multiple cases at once, which can be necessary for various reasons, such as resolving customer complaints, updating status, or closing resolved cases. Automating this process can: Getting Started with Power Automate Flows Log in to Power Automate and sign in with your credentials. Start a new flow. Click on ‘Create’ from the left-hand menu and select ‘Automated flow’ for a trigger-based flow or ‘Instant flow’ for a manual trigger. Click on ‘Create’ from the left-hand menu and select “Automated flow” for a trigger-based flow or ‘Instant flow’ for a manual trigger. Add an appropriate Flow Name and also, select the Trigger. Once the trigger has been added to the flow, click on ‘+ New Step’ to add an action to process the cases. We have an Excel sheet that contains the records of the cases to be resolved. So, we add an action of ‘List rows present in a table’. Add a step ‘Apply to Each’ where it iterates through list of cases in the Excel sheet and retrieves the case using ‘Get a row by ID’ Finally, add another step ‘Add a new row’ a record of Case Resolution and pass the Case GUID which resolves the case. Conclusion Automating bulk case resolution with Microsoft Power Automate can significantly improve your team’s efficiency, reduce manual errors, and free up valuable time for more strategic tasks. By setting up flows to handle multiple cases at once, you can streamline your workflow and ensure that cases are resolved quickly and accurately. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
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Displaying Associated Records on the Main Grid Form Using Power Apps Grid Control
Introduction Microsoft Power Apps is a pivotal tool for creating custom apps tailored to specific business needs. A powerful feature of Power Apps is the ability to display associated records on the main grid form using Grid Control. This functionality provides users with a comprehensive view of related data, enhancing user experience and productivity. In this blog, we’ll explore how to effectively display associated records on the main grid form using Power Apps Grid Control. Steps to Display Associated Records Open your Power Apps Studio. From the Power Apps homepage, go to the Tables section. Select your desired table. In this case, it is the ‘Task’ entity. Go to the View Section on the ‘Task’ Entity. Select the desired view such as ‘All Tasks’ Click on ‘Components’ from the Navigation Bar Click on ‘+ Add a component’ followed by ‘Get more components’. This will open a library of available components that you can add to your table. Choose ‘Power Apps grid control’ and click ‘Add’ below. This control allows you to customize how data is displayed within the grid, including the ability to show related records. It will be present in the control list like this. Select it. In the Power Apps grid control settings, select the related entity for which you want to display the associated records. For example, if you want to display users assigned to tasks, choose ‘Assigned Users’. Click ‘Done’ After configuring the grid control, save your changes to the app. Make sure to test the configuration to verify that the associated records are displayed as expected. Once everything looks good, publish the app to make the changes live for all the users.Voila, you see the Assigned Users’ Associated Records on the View. Conclusion By effectively utilizing Microsoft Power Apps Grid Control, you can significantly enhance the user experience by providing a comprehensive view of associated records directly on the main grid form. This step-by-step guide equips you with the knowledge to configure and display related data, streamlining your app’s functionality and improving productivity. We hope you found this article useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfronts.com
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Creating a Custom Connector for retrieving a single record from Shopify
Hello everyone! Shopify has become a powerful platform for companies to build their online presence and run their operations in the e-commerce space. Effectively maintaining consumer data is one of the most important aspects of running an online shop. In this article, we’ll show you how to build a custom connection to use a Postman collection to extract a single customer’s information from Shopify. You may easily get client information using this simplified procedure for better customer service and data analysis. Let’s get started! Click this link ‘https://documenter.getpostman.com/view/3800273/SWLk55pF’ to get the Postman Collection. Click ‘Run in Postman’ button, select ‘Postman Desktop App to Import’ and select ‘Open App Make sure Postman is installed in your device. Once this is imported, you will see the pre-built libraries. Export the Postman Collection and Select ‘Customer’ Imported the Collection which is exported which is in the swagger.json format Add an image as the connector icon and description as shown below. Add the host name and move to the next Section ‘Security’ Select a type of Authentication. Here, in this case, I selected Basic Authentication. Basic Authentication involves Username and Password. Provide appropriate parameter labels. We can see the pre-defined Actions as we imported the postman collection. We will be retrieving details of a single customer so select ‘RetrievesASingleCustomer’. Enter the verb Get request URL to retrieve the single customer detail Verb: GET, URL: https://{apikey}:{password}@{hostname}/admin/api/2020-10/customers/{customer_id}.json Paste this: Like this:https://8b3340489beedff0d96efe51699060e2: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@cassrodshop.myshopify.com/admin/api/2023-01/customers/{customer_id}.json Here, {customer_id} is the input parameter. So, I have edited and pre-defined the Customer ID value. Click on Create ‘Custom Connector’ Add a new connection to test the connection. Enter the API Key as the Username and Admin API Access Token as Password. You will find this in your Shopify environment Developer Options. A connection is displayed here. If it doesn’t reflect, refresh the Connection. Add the Customer ID here and click ‘Test Operation’. Voila, the response is successfully generated. Hope this helps!
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Remove duplicate values from an array using Power Automate Flow
Hello everyone! In this blog, we will demonstrate how to schedule a flow that sends emails to all the owners of opportunities using Power Automate Flow. Scheduled flows are the best option for actions that need to be automated on a schedule and will run at a specific time or date. For instance, using this approach, you might schedule a daily data upload to Dynamics 365 or SharePoint. Use Case: Power Automate flow sends a reminder notification to the owners of Opportunities. To avoid multiple emails being sent to the same owner, we need to remove duplicate email addresses. Step 1: Log in to the required Power Apps environment using URL make.powerapps.com by providing username and password, click on Create on the left-hand side as shown below, and click on Scheduled cloud Flow. Step 2: Mention the date and time. It will appear as this. Step 3: Initialize a variable ‘Email_addresses’ of type Array which will store all the email addresses. Step 4: Use List Rows to find the desired records from the required table. Select the table name. Also, I added the FetchXML code to fetch the required details of an entity. Step 5: Add an ‘Apply to Each’ loop and insert the previous step’s value. This is done so that the value in every iteration is stored in the Array Variable. Add a step of ‘Set variable’ to store the email addresses in the Array. Step 6: Add a new step ‘Compose’ and declare an empty array. This helps to save time when comparing with larger sets. Step 7: Apply the Union function which removes duplicate values. union(variables(‘Email_addresses’),outputs(‘Empty_Array’)) Step 8: Apply the Join function to extract the email addresses. join(array(outputs(‘Union_function_to_remove_duplicate_mail_Values_in_Array’)),’,’) Hope this helps!