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@martinnoah9716
@martinnoah9716 Ай бұрын
Why do you use the choice field and not just have the Owning BU field on the form?
@rossking1630
@rossking1630 3 күн бұрын
If an environment has many business units a user could select one the does not make sense. Using a choice field limits the options. An environment may have 100s of business units that have nothing to do with stores
@anbu6751
@anbu6751 4 ай бұрын
Thanks for the video; it was really useful. I just wanted to add two points related to this. One is that if you deploy this BR to other environments, the BR would fail to deploy/activate because of invalid reference due to hard coded BU GUIDs in the BR. The other point is that if someone assigns a record manually using the Assign button in the command bar, the record will most likely move out of that business unit and onto the new owner's unit.
@Christian-w9h
@Christian-w9h Ай бұрын
What would be a soultion to the issue regarding deploying to other environments? is a flow better suited for setting Owner (BU)?
@kannankarmegam-bne
@kannankarmegam-bne 5 ай бұрын
Fantastic demo. MVPs really suck at explaining this concept.. you nailed it.
@pramodagarwal1990
@pramodagarwal1990 6 ай бұрын
This Video was very informative. Make more videos on Business Rules and Dataverse Table relationships
@stabiloboss2764
@stabiloboss2764 Жыл бұрын
hi flow alt delete. really appreciate the video! But i ran into a problem that others might have aswell. My problem is that my new users, being added to the business units in the way you've said, cant view the table of interest in dataverse. Instead, an error message appears: 'We couldn't load your data. Please try again later'. What my general background is: - I am an admin in a dataverse development environment. In this environment I created a table in which i need row level security. - i created a new test user, and have just added it to this development environment in hope it will enable the user to see the table. - and i have followed the steps in this video to implement record level security in this table, and have assigned the new test user to a 'child' business unit. I have been stuck on this for ages! Let me know a solution (anyone)
@maggiecambron8016
@maggiecambron8016 Жыл бұрын
What if the file I have is not a table yet? I still need the flow which just created the file to find it and then be made into a table.
@jmrendel98
@jmrendel98 Жыл бұрын
This is great! However, I note that "when a file is created in a folder" is now deprecated. Is there an alternative to get the file identifier like you did here?
@poojamathapati7673
@poojamathapati7673 Жыл бұрын
There is something like - When an item or a file is created
@vivekv8904
@vivekv8904 Жыл бұрын
Thanks mate, Helped me a lot✌🏻👍🏻
@e-polk
@e-polk Жыл бұрын
This was very helpful. I changed a user to a different business unit and updated her security role to Parent Child Business Units level on all my custom tables. She can no longer see the records on the Lookup tables that someone else entered in the Original Business Unit. Can you tell me what I might have done wrong?
@chintandd
@chintandd Жыл бұрын
One user can be part of max one BU and not multiple
@davediguer
@davediguer Жыл бұрын
Hello - thanks for putting together this video. This was very helpful. Looking at the fields in a Dataverse table i see there is Owning Business Unit, Owning Team, and Owning User. I will also do some research into the Owning Team and Owning User fields to see how they can be used. Any chance you want to make a video on those ....😁
@radhashroff7738
@radhashroff7738 Жыл бұрын
Thank you for this video! Is there a way we can set more than one teams as owning team of the record?
@headflask
@headflask Жыл бұрын
How would this work with Power Pages and the Contact List? I would want users from one client to only see their client records. Some users (internal or consultants) could see more than just the one client's records. Right now I have been trying table permissions per Account but that doesn't allow viewing more than one account at a time. Looks like permissions are linked to a person through Contacts or Accounts.
@flowaltdelete
@flowaltdelete Жыл бұрын
It should the same. As the permissions I am setting in the video are Dataverse roles and Business units. You might be able to use the sharing feature. For example: restrict all records, than have client records assigned (shared) to the user who owns their contacts. For additional help in your scenario. You can also post in the community forum: powerusers.microsoft.com/t5/Forums/ct-p/mpp_forums
@headflask
@headflask Жыл бұрын
@@flowaltdelete I started with making a Client table that had all the different accounts then an Account1, Account2, Account3 column matrix to build a hierarchy. Then I ended up using the Parent Account column in Account table to set up a hierarchy 3 levels deep. The fun part was hashing out 3 different levels of Account-Table, Account-Parent Account-Table, and Account-Parent Account-Parent Account-Table of account level access for an edit web role. Then all over again for the view web role. Lots of table permissions but I managed to delete that superfluous Client table. Now each Contact will have access to different rows depending on their Account as well as where that Account sits in the Parent Account hierarchy. I can see everything. My consultants can see their stuff and their client's stuff. Clients can see just their stuff. Figured I'd better circle back here.
@ronn_zw
@ronn_zw Жыл бұрын
Thanks for sharing. Maybe expand it to have a global role that will see all the records.
@flowaltdelete
@flowaltdelete Жыл бұрын
Great idea!
@TheCrownclown13
@TheCrownclown13 Жыл бұрын
can i do when file created in one drive or from ms forms then dynamic i needed the file uploaded from ms forms then summarize the flow by creating a new file
@fatihdemirbas1943
@fatihdemirbas1943 Жыл бұрын
Thanks a lot!
@TheJoelBowl
@TheJoelBowl 2 жыл бұрын
I get the following error when following the exact instructions. Any idea how to fix? ..................Cannot read properties of undefined (reading 'parameterGroups')
@leJuan5150
@leJuan5150 2 жыл бұрын
Great demo Josh!
@flowaltdelete
@flowaltdelete 2 жыл бұрын
Thanks John!
@caioviana3485
@caioviana3485 2 жыл бұрын
Hi!! Thank you so much! Is there a way to change the list rows expression to get the second table ? Thanks in advance!
@anhduong8484
@anhduong8484 2 жыл бұрын
Thank you for sharing this video. It is what I am looking for. However, the file was read fine with "List Row", but when I try to "Update Row", I could not get the column header in the table to show.
@thatdudette3945
@thatdudette3945 2 жыл бұрын
Hey, any update? I'd like to know about this too. I can't get mine to work
@anhduong8484
@anhduong8484 2 жыл бұрын
Thank you for sharing this video. It is what I am looking for. However, the file was read fine with "List Row", but when I try to "Update Row", I could not get the column header in the table to show.
@HatecraftPaladin
@HatecraftPaladin 2 жыл бұрын
tells me the list rows step "Array elements can only be selected using an integer index" ect...
@Stephenm84
@Stephenm84 2 жыл бұрын
Is there a method to specify the table by name? My excel file has more than one table and I need to target the data within a specific table.
@flowaltdelete
@flowaltdelete 2 жыл бұрын
You could use the get tables action and grab based on name of table. But note you have to pass in the table id into dynamic content
@1yyymmmddd
@1yyymmmddd 2 жыл бұрын
Too complicated for me :( How woukd you specify file name dynamically. i.e. I want to copy file with the name Employees-YYYY-MM.xlsx, where YYYY, MM are current year and month respectively?
@flowaltdelete
@flowaltdelete 2 жыл бұрын
Totally understand, this feature should be standard :(. For now its a bit complicated. I have written a blog post on the scenario you are looking for. Its actually a bit more complicated that this method in the video. Since we wont be using the SharePoint trigger.
@faizanmemon3113
@faizanmemon3113 2 жыл бұрын
Thanks brother so much. You saved me. Lots of Love.
@flowaltdelete
@flowaltdelete 2 жыл бұрын
I'm happy to hear this! Thank you!
@TheHySoClub
@TheHySoClub 2 жыл бұрын
Is there a way for this to work for a specific file? Instead of everything within the folder?
@flowaltdelete
@flowaltdelete 2 жыл бұрын
Yes, but it gets more complicated as you will not be using the SharePoint trigger to help us get the File and Drive ID. My blog post goes over the scenario you are looking for. Its a bit complex, but if you follow it, you can get it to work. Also comment on that post if you run into any issues flowaltdelete.ca/2020/06/25/power-automate-excel-dynamic-file/
@dalpi1985
@dalpi1985 2 жыл бұрын
Hi Josh, Thank you for the video. It was exactly what I was looking for. I do have a follow up question though. After we've listed all the rows present in the Excel Table I'd like to also list rows from the dataverse (D365CRM/CE) and use the information in the excel rows to filter. I was able to do this with a flow that was based on an Excel File in OneDrive Business, but can't get it to work with this solution. Any idea? I tried it to just list the rows again and also with a condition (apply to each) but I can't get it to work. Your help is greatly appreciated.
@flowaltdelete
@flowaltdelete 2 жыл бұрын
Hello, What exactly is the error message?
@dalpi1985
@dalpi1985 2 жыл бұрын
@@flowaltdelete Hi and thank you very much for coming back to me. The problem is solved. There wasn't a specific error message. More of a problem of the understanding of the workings of Flows. I wasn't aware of the ability to use variables and I was able to now solve it with them after initializing and then setting them within the for each loop. Little additional information: Only a certain amount of actions per flow run can be processed (I think it's around 250 actions). Each loop through the for each counts as an action. Best regards and keep up your work dalpi
@karthickkn9398
@karthickkn9398 3 жыл бұрын
How can we rename file in SharePoint dynamically
@flowaltdelete
@flowaltdelete 3 жыл бұрын
You can use the copy action, and than create file action.
@user-ww9qh8vr9r
@user-ww9qh8vr9r 3 жыл бұрын
Thank you so much for this video! Exactly what I needed and works perfectly. I had a follow on question- in my specific flow case, the next step is an "Apply to each" with a yes/no condition based on the row values in a specified column (i.e., if "yes", the specified column contains a certain row value, send out a templated email, if "no", do nothing). For static Excel files, I normally set the output to dynamic content "value" (i.e., outputs("Get_tables")?['body/value'] ) and then specify the variable of interest for the condition using dynamic content as well (i.e., items('Apply_to_each')?['Column Name'] ). I have universal column names that will exist in the different versions of my spreadsheet of interest. When writing out these expressions with this dynamic file name however, I am getting a "unable to process template language expressions" error. How do you specify a column variable name with dynamic Excel file names? Thank you in advance!
@flowaltdelete
@flowaltdelete 3 жыл бұрын
Thank you! Please check the pinned comment, the ? Has to be after the )
@kendrict
@kendrict 3 жыл бұрын
Thanks for the video. One thing through me off in your video was around 3:54 mark, you placed the ?['id'] inside the parenthesis. In the video you setup the List rows present in a table step for the Table like this: first(outputs('Get_tables')?['body/value']?['id']) It should be first(outputs('Get_tables')?['body/value'])?['id'] After I made the change it worked great!
@flowaltdelete
@flowaltdelete 3 жыл бұрын
Hmm, thanks for letting me know, I will look into this. Thanks again!
@jaydeepkarhadkar
@jaydeepkarhadkar 2 жыл бұрын
Thanks Kendric for solving this error!!
@nishanthprabhakaran4850
@nishanthprabhakaran4850 3 жыл бұрын
Nice Video !!!! Josh. Keep going!
@flowaltdelete
@flowaltdelete 3 жыл бұрын
Thank you Nishanth!
@JonJLevesque
@JonJLevesque 3 жыл бұрын
YESSSSSS - So happy to see you doing video!!!
@flowaltdelete
@flowaltdelete 3 жыл бұрын
Thank you Jon! Looking forward to this journey!
@RezaDorrani
@RezaDorrani 3 жыл бұрын
Hey Josh, all the best with your videos.
@flowaltdelete
@flowaltdelete 3 жыл бұрын
Hi Reza! Thank you!
@thomasb1943
@thomasb1943 3 жыл бұрын
Great video! Keep up the good work.
@flowaltdelete
@flowaltdelete 3 жыл бұрын
Thank you!