Say Goodbye to Emails: Simplify TPS Reports with Teams Adaptive Cards

  Рет қаралды 33,459

Shane Young

Shane Young

Күн бұрын

Пікірлер: 124
@traciwho
@traciwho Жыл бұрын
I'd like to see more on adaptive cards, please! Some of the branching you mentioned, or maybe a card that originated from a SharePoint list (that then requires input, like an approval ). Thanks for breaking it down where non‐tech folks like me can understand! 😊
@ShanesCows
@ShanesCows Жыл бұрын
Noted! Glad that it helped Traci. Making this stuff more approachable is the goal. 😎
@MikeGlee
@MikeGlee Жыл бұрын
@@ShanesCows Agreed.
@natewohlgamuth78479
@natewohlgamuth78479 Жыл бұрын
Love your content. I can really see the potential here. Thanks for sharing your wisdom.
@Saif_Ali_Khan_1301
@Saif_Ali_Khan_1301 Жыл бұрын
Few hours ago I was assigned a task based on Adaptive cards for reporting of project data and here I was exploring this website and Shane dropped this video , Awesome 😍 Shane you are always an angel in my career, God always helped me through you. Thanks.
@ShanesCows
@ShanesCows Жыл бұрын
Fantastic! I am happy to hear it helps.
@morris5984
@morris5984 Жыл бұрын
+1 on a complicated one! Thanks Shane
@ShanesCows
@ShanesCows Жыл бұрын
Voted. Thanks Bryan
@nelsonedson
@nelsonedson Жыл бұрын
You're incredible Shane, thanks for sharing so much knowledge!
@ShanesCows
@ShanesCows Жыл бұрын
I appreciate that!
@ChristineRieger-y4o
@ChristineRieger-y4o Жыл бұрын
This is the first Adaptive Card video where I actually feel I start to understand it. I would be interested in more advanced use as well. Considering dynamic content kind of breaks it, this is probably no-go but I think it would be really nice if you do something like get all options for a choice field and then reflect those in the Adaptive Card. Thank you, Shane!
@AndrewMontgomery-l9r
@AndrewMontgomery-l9r Жыл бұрын
Love this, can you do an advanced adaptive cards video? I'd like to know how to use the other actions for adaptive cards, e.g. "update adaptive card in channel"
@ShanesCows
@ShanesCows Жыл бұрын
Vote accepted Andrew. 😎 no promises but we shall see.
@simoneckler4130
@simoneckler4130 Жыл бұрын
Excellent content, concise and to the point!
@ShanesCows
@ShanesCows Жыл бұрын
Much appreciated!
@ew2712
@ew2712 Жыл бұрын
Yes - I would love to see some videos on more in depth adaptive card functions. I need to replace my approvals workflow and this is ideal. !!
@ShanesCows
@ShanesCows Жыл бұрын
Noted! Thanks
@DroneEyes
@DroneEyes Жыл бұрын
Great video Shane ... it would be nice if you could do a video showing dependencies on previous fields!
@nepentheanonymous
@nepentheanonymous 9 ай бұрын
Great video. I would love to see the more complex adaptive cards too please
@ShanesCows
@ShanesCows 9 ай бұрын
Noted!
@maxvitzliputzli7409
@maxvitzliputzli7409 Жыл бұрын
Always very informative and funny videos - 20:45 😂😂 I love it 👍
@ShanesCows
@ShanesCows Жыл бұрын
Thanks Max! 😃
@suparerkratchatavarothai3036
@suparerkratchatavarothai3036 Жыл бұрын
This really help me out how to change MS Form with dynamic content. Thanks
@ShanesCows
@ShanesCows Жыл бұрын
Great to hear!
@franknielsen3219
@franknielsen3219 Жыл бұрын
Nice video - again. Fun to see that it actually looks a bit like InfoPath. Those were days 😊😊😊😊
@ShanesCows
@ShanesCows Жыл бұрын
Yes it was!
@ZenMonkeyDigital
@ZenMonkeyDigital Жыл бұрын
Indeed. This is awesome and just in time! I'm playing with it right now. I'd love to be able to update an item in the sharepoint list rather than create a new item. I get that I can populate the card with the content from the item, but how do I save it back to the specific item?
@jonpeters4051
@jonpeters4051 2 ай бұрын
Great tutorial! I'd like to see one with Outlook adaptive cards
@ShanesCows
@ShanesCows 2 ай бұрын
Great suggestion! I have never used them though, so I will have to look into it.
@oluwatobipaul6171
@oluwatobipaul6171 Жыл бұрын
Thanks Shane. I think it is time to modify some old flows and leverage adaptive cards
@ShanesCows
@ShanesCows Жыл бұрын
Love it!
@TheBananisen
@TheBananisen Жыл бұрын
Great video and I really like more advanced function video.😀😀
@ShanesCows
@ShanesCows Жыл бұрын
Noted. Thanks 😀
@tommayes9652
@tommayes9652 Жыл бұрын
Would like to echo ALL the kudos--I've learned and developed a ton just by watching your videos!! Boss has me now developing all sorts of new stuff for the office. THIS!! would be a primary feature for kicking off support tickets from customers, if only i could supply "choices" (related records that are look-ups) from my Dataverse tables--instead of hard-coding a few--into the choices drop-down lists... Then be able to save those related items back to DV4T. So would ALSO love to see a more complex example of doing this, incorporating those dynamics into the mix...
@spen2431
@spen2431 Жыл бұрын
Love adaptive cards... just wish I could make them even more pretty... ! Thanks for sharing (as always) Shane 💥💥💥💥
@ShanesCows
@ShanesCows Жыл бұрын
Glad you like them!
@akshaynm
@akshaynm Жыл бұрын
Great Video Shane, thanks for throwing light on the Adaptive cards. Though it is very useful there is not much information on how to. I wish if you could make more videos on Deep Diving in to the complex parts of adaptive cards, me and other people would love it. Many thanks again 🙏🏻🙂
@ShanesCows
@ShanesCows Жыл бұрын
Glad it was helpful! I will think about the deep dive. 😎
@TheMathizze
@TheMathizze Жыл бұрын
@@ShanesCows please do, we want to know more about complex adaptive cards!
@colleenparker_M365
@colleenparker_M365 Жыл бұрын
I'm with the crew that would love to see more complex actions. Thank you for this and all of the free content you push out! I learn SO much and recommend your videos all of the time.
@marriedpenguins
@marriedpenguins Жыл бұрын
Shane, thank you for sharing this video, adaptive cards are great and this was very useful. I would love to understand your opinion of using this adaptive card functionality vs the Updates app within teams?
@BartomiejSiuda
@BartomiejSiuda 11 ай бұрын
Great video! How to deal with Adaptive Cards in a loop? I mean, a scenario where the trigger is a schedule, downloads e.g. 5 records and wants to send Adaptive Cards up to 5 records at the same time regardless of whether someone responded or not. Thank you for your support.
@TheMarkGross
@TheMarkGross Жыл бұрын
Really great training. Shame my admin disabled bots!!! I went through it all but it was worth it. Maybe the admin will turn it on one day. FWIW I subscribed to your channel.
@ShanesCows
@ShanesCows Жыл бұрын
Thanks Mark. Good luck getting those Admins in line. 🤘
@khersheonteoh5697
@khersheonteoh5697 Жыл бұрын
LOVE THIS !!!!!!!!!!
@ShanesCows
@ShanesCows Жыл бұрын
Thanks 😊
@richardrobertson6200
@richardrobertson6200 Жыл бұрын
I would like to see the more complex cards
@ShanesCows
@ShanesCows Жыл бұрын
Noted. Thanks
@ppani_70
@ppani_70 Жыл бұрын
Great video and excellent explanation, Shane. Can you please make a video, on how to do this with outlook mail, sending to multiple responder? (I tried... but email showing JSON text in place of actual card)
@ShanesCows
@ShanesCows Жыл бұрын
I have never done it with Outlook but it is on my long list of things to look into.
@moeking5601
@moeking5601 6 ай бұрын
Great Video Shane, is this possible to do on a large scale?
@ShanesCows
@ShanesCows 6 ай бұрын
What do you mean by large scale? Lots of them? Yes. Giant cards? Not sure, never tried a lot of fields.
@maorifulla
@maorifulla Жыл бұрын
Awesome video. Just when I needed it. Would creating a 'Parse with JSON' and using this in your 'Message' field overcome your Dynamic Field conundrum? Just throwing that out there.
@ShanesCows
@ShanesCows Жыл бұрын
Eddie it is worth a try but my guess is no. The good news is I think it is a bug, it used to not freak out so badly. So hopefully it gets fixed.
@cvkealey
@cvkealey Жыл бұрын
I've gotten a bunch of departments comfortable with email based Approvals, and some of those folks (approvers) love the fact that they show up in Teams also. But, any time I pitch adaptive cards in Teams (~without~ an email), they start hemming and hawing and get all "well, we have people who really hate Teams, so could we just do both?" (which is pretty much what they already have). University-types are just super weird, I guess.
@ShanesCows
@ShanesCows Жыл бұрын
Keep fighting the good fight Chad. They will come around to Teams... eventually. 😎
@ExplorerheNorth
@ExplorerheNorth Жыл бұрын
Wondering if you can use this but make the receiver dynamic, so you can change it dependant on the information you want collecting and can you forward on?
@ShanesCows
@ShanesCows Жыл бұрын
The Recipient field could be dynamic content that you feed in. It just wants email text, it doesn't care how you create it. 😎 Watch this video kzbin.info/www/bejne/p3jUooSgfLKopJo for an example of getting different email addresses dynamically in flow. Then replace the Email with an Adaptive card. 😀
@hdrider2319
@hdrider2319 Жыл бұрын
This is awesome! How can I display a button for users to click so they can start the flow to send themselves a card in Teams?
@rcslangaTube
@rcslangaTube 4 ай бұрын
Nice vid. Can you also work on a video for outlook adaptive cards?
@ShanesCows
@ShanesCows 4 ай бұрын
I have never used them, one day I hope to get to them but so far nothing. Boo me!
@Rkas33774
@Rkas33774 Жыл бұрын
Great content
@ShanesCows
@ShanesCows Жыл бұрын
Thanks 😎
@rogeliongo2233
@rogeliongo2233 Жыл бұрын
This is so cool. One question though, can adaptive cards have people pickers?
@ShanesCows
@ShanesCows Жыл бұрын
You would have to hard code the people to choose from, so probably not exactly what you have in mind.
@cyberpilot717
@cyberpilot717 7 ай бұрын
Definitely want it more complicated. Attach and submit a document would be a cool add.
@zpvnrt
@zpvnrt Жыл бұрын
Mr. Young, Would you consider a follow-using adaptive cards with PowerApps?
@ShanesCows
@ShanesCows Жыл бұрын
If I was going to do that I would have Power Apps trigger a flow that sent the card, seems easier to me. What did you have in mind?
@clausdev85
@clausdev85 Жыл бұрын
Hi Shane, thanks for the informative and entertaining video 😎. Can you maybe make a video about adaptive cards in a flow that waits for the card's response before continuing? So that the flow can "interact" with the user :)
@gmc111568
@gmc111568 Жыл бұрын
Can you do an adaptive card that has conditional drop down fields? (So if you have a field named “Department” and another named “Position”, that the positions that show up in that drop down are based on what was selected in department)?
@ShanesCows
@ShanesCows Жыл бұрын
NOt that I know of. I did ask ChatGPT for ideas and got this: As of my knowledge cutoff in September 2021, Adaptive Cards do not natively support cascading dropdowns (also known as dependent or dynamic dropdowns). This means you can't have a dropdown list where the options change based on the selection in another dropdown list directly within the Adaptive Card. However, there are workarounds to achieve similar functionality: Sequential Prompts: You can design your bot or application to send a series of Adaptive Cards based on the user's previous selection. For example, the user makes a selection in the first Adaptive Card, the bot processes that selection, and then sends a second Adaptive Card with a dropdown list that depends on the first selection. Custom Code: If you're using Adaptive Cards within a custom application, you can use your own code to dynamically change the options in a dropdown list based on another selection. This would require handling the Action.Submit event, modifying the card JSON, and then updating the card. Remember to check the latest Adaptive Cards documentation or community discussions as this information might have changed after my last training data in September 2021.
@Micha3l28
@Micha3l28 Жыл бұрын
Great video! Any chance to preview the body of a chat message in the adaptive card (adjust it if needed) before submitting it. Like it currently works when you create a task via the adaptive card. It will display the body of the chat in the title section from the adaptive card?
@ShanesCows
@ShanesCows Жыл бұрын
I am not sure, I haven't tried that. Let me know what you figure out.
@Micha3l28
@Micha3l28 Жыл бұрын
@@ShanesCows no luck so far, but will have another look at it.
@dipteshbosedb
@dipteshbosedb Жыл бұрын
This is a cool demo. The only challenge with adaptive card is that they don't support attachments (yet).
@jeanpierreragequit1726
@jeanpierreragequit1726 Жыл бұрын
Great review Shane ! But i don"t know how to dedicate/ send this card to a specific user.
@ShanesCows
@ShanesCows Жыл бұрын
If you look at the bottom of the card you can specify the account to send to. That is where I chose Chewy.
@jeanpierreragequit1726
@jeanpierreragequit1726 Жыл бұрын
@@ShanesCows Oh ok !!! i missed it !! Thx a lot Shane !
@robertlenz1969
@robertlenz1969 Жыл бұрын
Is there a way to use environment variables in the new flow designer experience for the SharePoint Site and Lists ? I tried it out but it doesn't seems to work. A big problem when you want to establish a kind of ALM with managed solutions :) But the adaptive cards are great and I think also very power full when you need user interaction in your flow or process.
@magnusjeppesen
@magnusjeppesen Жыл бұрын
Awesome! Really like how easy your videos are to understand :) ....buuuut, really don't like the quirkyness dynamic content - really hope this is fixable by Microsoft
@ShanesCows
@ShanesCows Жыл бұрын
Thank you, that means a lot to me. 😍
@magnusjeppesen
@magnusjeppesen Жыл бұрын
@@ShanesCows Keep the format - I like tagging along for the whole tour, so everything doesn't feel like TV kitchen, where 90% of the app is prepared in advance :)
@unetseulement
@unetseulement Жыл бұрын
thanks for the video, just wanted to get some clarification on your comment about sending adaptive cards to a bunch of people. so if i have a list of users, thats has "status" incomplete, i would loop thru using for "apply to each", it would post to each user's Teams chat, but would the flow complete if not everyone response and fill out?
@ShanesCows
@ShanesCows Жыл бұрын
You have the right idea. if you ahve problems with the flow completing you might want to kick off child flows in your Apply to each loop. kzbin.info/www/bejne/en3LqKGQaq-FrKc
@unetseulement
@unetseulement Жыл бұрын
Trying this out, but seems like the flow bot doesnt response, stuck on the action.
@wfranek1
@wfranek1 Жыл бұрын
@@unetseulement in child flow add respond to app or flow before sending adaptive card
@unetseulement
@unetseulement Жыл бұрын
@@wfranek1 thanks. No i just need to figure out the licensing or whatever it needs to run
@rocknrollwoodworker
@rocknrollwoodworker Жыл бұрын
I've made several of these using Outlook (instead of Teams). In my organization there seems to be about a 5% failure rate where either: 1) the adaptive card does not render in Outlook 2) the user hits the 'submit' button and it fails. Not sure if the Teams method is more reliable.
@ShanesCows
@ShanesCows Жыл бұрын
Hey Mike - I haven't used them in Outlook but we do use them for Teams daily. I don't know of any failures but not sure. I will keep an eye out.
@RobFahndrich1
@RobFahndrich1 Жыл бұрын
Thanks Shane! I would love to send a card to a channel and have the channel members be able to mark the card as "complete" or "received" and in the card show who marked the card as "complete" or "received" .
@ShanesCows
@ShanesCows Жыл бұрын
What if when the card is marked complete the next action in the flow was to post in the channel "marked as complete by XXX". There is a Responder Dyanmic Content I think would have what you need.
@RobFahndrich1
@RobFahndrich1 Жыл бұрын
I figured it out! Inspired by your video!
@eduardomoisescastrogiron7505
@eduardomoisescastrogiron7505 Жыл бұрын
Nice video! Is there any way that a flow made (an run) by a service account post a chat message on a private teams chat? Like a chat between user A and user B and then the service account post a message on that chat. (I have the conversation ID but I'm getting an unauthorized error...
@ShanesCows
@ShanesCows Жыл бұрын
Not that I have found. 😔
@hokemspitter
@hokemspitter Жыл бұрын
I have been creating teams using a service account. There are several things that need to be in place for that to work, which I expect are similarly required for what you're looking to do. First you need to have this service account with a valid account/email in your Azure AD. Next you need to have this "user" setup with a Office License, Rights to Teams and Rights to Power Platform. Once you have those pieces lined up, the only unknown to me is the chat. This service account might need to be a member of the private team or perhaps there is a higher level / admin access for this "user". Other than all these pieces and this last unknown, the actual chat flow should be fairly easy. You would need to either have a VM with that service account logged in and building this or on the action that sends the chat have the connection be with that service account "user".
@Norakennyhouser
@Norakennyhouser Жыл бұрын
What do you see as the major difference in using 'adaptive cards' vs 'forms'
@yitbos1992
@yitbos1992 Жыл бұрын
Just watch the decimal point when you are transferring fractions of a penny. 😀
@ShanesCows
@ShanesCows Жыл бұрын
😎 Noted, haven't ran into that as an issue... yet.
@shivrajnag12
@shivrajnag12 9 ай бұрын
Hey Shane, can adaptive cards also act like an AMP emails? Basically I want some interactivity in emails which AMP can do but unfortunately Outlook doesn't support that. So I want to know whether can I send these adaptive cards to Outlook using Python or Node.js programmatically?
@KevinSeaton-o7i
@KevinSeaton-o7i Жыл бұрын
Good afternoon Shane, I am trying to figure a way to create a repeating table with 76 line items which most are check box's. Do you have a video or can you point me to the right direction to find out if it can be done and then how to do it? I have tried to make a gallery large enough but I could not it just collapsed everything into a single row after so many . Any help would greatly be appreciated.
@ShanesCows
@ShanesCows Жыл бұрын
Kevin I don't know your exact plan but Sequence(76) as the items property would give you 76 rows. You could then stick a checkbox in the first row and boom visually you have what you want. kzbin.info/www/bejne/bYm7oGytn9N9rMU Check that video out, it isnt' exactly what you are asking but might give you some ideas since it is dynamic.
@KevinSeaton-o7i
@KevinSeaton-o7i Жыл бұрын
@@ShanesCows Thanks Shane for the info, I will look at the video. I know I have learned a lot from your videos they are awesome and easy to follow!
@tonya3308
@tonya3308 10 ай бұрын
Is there a way to make the chat name or bot name a customer name? For example, I have one that says "Workflow" for an approval request via an instant flow from Power Apps - customers dont like "Approval", or "Workflow" because its not immediately clear to them what it is - any ideas to have this as a custom value such as: Request Review, Request Approval, etc...
@davem8774
@davem8774 Жыл бұрын
Adaptive cards are useful, but how do you send reminder (or submit default response) if the user doesn't respond to the card within a certain number of days?
@finalist1971
@finalist1971 Жыл бұрын
Getting an error when attempting to send that card to a business Teams channel - "The bot is not part of the conversation roster" When trying to look this error up I am not finding anything useful. What is the prerequisite to having this send to a channel? I am unable to find a generic "bot" to install.
@wfranek1
@wfranek1 Жыл бұрын
adaptive cards in teams are very useful, you can use them both in channels and sending them directly to users. When sending to users you can even make flow wait for user's response. It's a pity that triggering new flow based on user response to adaptive card in teams works only for default environment also teams doesn't support Action.Http to send http requests
@ShanesCows
@ShanesCows Жыл бұрын
Sounds like you have a lot of experience. Thanks for sharing. 😎
@wfranek1
@wfranek1 Жыл бұрын
​@@ShanesCows We are using adaptive cards to get approvals from users because you can customize it way better than standard approval action. On outlook we used action.http to start flows based on what user selected on adaptive card but for some users it didn't work correctly so we moved to teams but action.http doesn't work on teams so I had to find how to make it work with our current flows so had opportunity to play with adaptive cards a bit
@hsfournier
@hsfournier Жыл бұрын
@@wfranek1 This is what I would like to know more about. We have a business challenge where I want to send the Cards using Outlook and save all the info to SharePoint, as not all our users have easy access to teams when on shift. It has been a slog trying to navigate what is available and how to put it all together, and I am super confused by some of the material Microsoft has, for instance I am not sure if we have Outlook set up properly to do this, and navigating the content online has been challenging.
@dannyulatepaniagua3496
@dannyulatepaniagua3496 Жыл бұрын
How you cancel an adaptive card before 45 min ? if you dont have a response
@ShanesCows
@ShanesCows Жыл бұрын
I don't know, I have never tried. Sorry
@LauraKaiser-e7m
@LauraKaiser-e7m Жыл бұрын
Has anyone figure out how to post adaptive cards to external users? Guessing it's not possible🤷‍♀
@ShanesCows
@ShanesCows Жыл бұрын
Not possible as far as I know.
@mainegeek0
@mainegeek0 Жыл бұрын
The 28kb limit to Teams Adaptive Cards makes them almost unusable for anything complex unfortunately.
@ShanesCows
@ShanesCows Жыл бұрын
Interesting. We have had great luck with them for an internal system where we are sending a lot of text. Images are more meh though.
@mainegeek0
@mainegeek0 Жыл бұрын
@@ShanesCows I had a project where I was pulling in fields from a (public) Microsoft Form for automated Vendor creation into our Financial system. I needed to have the entries go through an approval process so that garbage isn't getting inserted into the system. I wanted to use Adaptive cards to post the fields to the Teams chat and allow the Analysts to not only approve the entry but also make corrections. The 28kb limit made that impossible. I ended up having to split everything up into 4 Adaptive cards, just to stay under the limit for each card. This also means the Analysts do not have the option to make corrections, all they can do is Approve or Reject the entry. Adaptive cards are great for small stuff, just the 28kb limit is WAY too small for more complicated use cases.
@MerkDolf
@MerkDolf Жыл бұрын
😁 👌👍
@ShanesCows
@ShanesCows Жыл бұрын
🙌🐶😎
@hiram4578
@hiram4578 Жыл бұрын
If you say where's your TPS report i may have to smash a printer (office space ref)
@ShanesCows
@ShanesCows Жыл бұрын
🤣
@nateruecker
@nateruecker Жыл бұрын
More complicated please…
@ShanesCows
@ShanesCows Жыл бұрын
Noted. Thanks
@mr5bassman
@mr5bassman Жыл бұрын
Another great video that helped me a lot! I have an issue that isn't covered in this video. I'm bringing an amount in the JSON from a Dataverse table and I want to format it as currency on the adaptive card. It is formatted as currency in the table but the decimals don't always display correctly. For example, I want 42.50, but I get 42.5. This is what I'm using in the JSON, "text": "@{triggerOutputs()?['body/advwcy_ordertotal']}",
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