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On-demand workflows in Power Automate

  • 1.  On-demand workflows in Power Automate

    GOLD CONTRIBUTOR
    Posted 14 days ago
    Hi,

    I'm trying to write a new Power Automate Flow that's available as on-demand for the user.  In the old world, I'd have created an on-demand workflow.  I just can't see how to do it in Power Automate.  When I try to create my flow, there is no "When a Record is Selected" trigger available to me.  Do I need to switch something on or is there now a different way of doing it?

    Thanks

    Stewart

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    idverde
    Derbyshire, UK
    ------------------------------


  • 2.  RE: On-demand workflows in Power Automate

    TOP CONTRIBUTOR
    Posted 14 days ago
    Edited by Niels Søgaard Lønberg 14 days ago
    @Stewart Tranter Instant (on demand) flows only work in the Default environment, so you cannot include them in a solution (which sucks).

    So instead of of clicking on Solution on make.powerapps.com and then adding a flow, you will need to click on Flows and create it from there.


    You then have to export the flow manually, and import it to the target environment.

    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 3.  RE: On-demand workflows in Power Automate

    GOLD CONTRIBUTOR
    Posted 14 days ago
    Thanks for the reply!

    Well that's pretty annoying seeing as the entity for the on-demand workflow isn't in our default environment (Quotes).  Am I ok to set it another entity that is, such as Accounts, then change it when it's reimported to an environment which has this entity?  Or must the flow for these triggers be entirely developed in the default environment and not touched once exported/imported.

    Thank you in advance,

    Stewart

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    idverde
    Derbyshire, UK
    ------------------------------



  • 4.  RE: On-demand workflows in Power Automate

    TOP CONTRIBUTOR
    Posted 14 days ago
    It might be my explanation that was a bit off.

    You don't have to create the flow in the default environment itself. However, when you create the flow, let's say in your development environment (selected in the top right corner of make.powerapps.com), you can only select the default environment in the trigger:


    If you are still having issues finding the Quote entity from the dropdown, you can try to use the Enter custom value under option and the type quote and see if that works.



    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 5.  RE: On-demand workflows in Power Automate

    TOP CONTRIBUTOR
    Posted 13 days ago
    Edited by Donal McCarthy 13 days ago
    The 'When a record is selected' trigger is not available in the new 'Common Data Service (Current Environment)' set of triggers but it is available in the older 'Common Data Service' collection. Search for common when creating the flow and you will be able to select the 'When a record is selected' trigger and apply it to any table that is in the environment. It is a bit flakey though and like Niels says, not solution aware, but I have been able to move it between environments without any issues.



    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------



  • 6.  RE: On-demand workflows in Power Automate

    GOLD CONTRIBUTOR
    Posted 13 days ago
    Thanks both for your reply.

    Quotes randomly appeared in the list the day after.  But the flow is still not working, it just doesn't appear in the flows available for a user to run.  It used to but has now disappeared, it seems, never to return!

    Although Microsoft would like everyone to start using flow, I feel for this particular use case, i.e. on-demand flows, it just isn't ready.  It feels very hit and miss, and very buggy.  It's a shame, I am a huge fan of flow too, it's a massive game changer and makes almost anything possible.  But this bit needs work IMO.

    Stewart

    ------------------------------
    Stewart Tranter
    Business Systems Manager
    idverde
    Derbyshire, UK
    ------------------------------



  • 7.  RE: On-demand workflows in Power Automate

    TOP CONTRIBUTOR
    Posted 13 days ago
    @Stewart Tranter - you're right about the bugginess - see below for a conversation I had on another forum - not renaming seems to be key - especially the trigger step.

    With the 'When a record is selected' trigger, here is my current get it working steps:

    1. In a solution, create a flow with a 'When a record is selected' trigger.
    2. Add a 'Get Record' action (CDS current is fine).
      Don't rename either of these steps
    3. Save, close, publish and go for a walk - the flow can take up to 15 minutes to appear in the menu.

    Really, what we need is the 'When a record is selected' trigger to be added to the CDS (current environment) list.  



    ------------------------------
    Donal McCarthy
    Digital Marketing Administrator
    BrightWork
    Galway
    ------------------------------



  • 8.  RE: On-demand workflows in Power Automate

    TOP CONTRIBUTOR
    Posted 12 days ago
    The 'Get record' workaround, as pointed out by @Donal McCarthy, is also mentioned here by @Eric Sauve:

    Tech Tip: Power Automate flow - Fix the trigger! | Dive in the Power Platform and gain power! (zepowerdiver.com)​​​

    I haven't experienced any issues since adding that extra step.

    ------------------------------
    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
    ------------------------------



  • 9.  RE: On-demand workflows in Power Automate

    SILVER CONTRIBUTOR
    Posted 12 days ago
    If you don't have a lot of Flows on the same form, one trick I like to use is to create a Yes/No field on the form that is defaulted to No.  If the user wants to run the Flow, they flip the field to Yes and the Flow is triggered (the Flow would be triggered by an update to that field and then have a condition that the value has to be Yes for it to proceed).  At the end of the Flow, turn the value back to No.

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    Terry Letkeman
    Bespoke Technology Services
    Winnipeg
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  • 10.  RE: On-demand workflows in Power Automate

    GOLD CONTRIBUTOR
    Posted 12 days ago
    Another note here is that flows within solutions are available to everyone, whereas flows outside solutions will need to be shared with every user.

    @Niels Søgaard Lønberg great reference from Eric on the optional lookup fields!
     ​​​

    ------------------------------
    Chad Althaus
    IT Digital Transformation Analyst, Low Code Apps & Business Automation
    Bray International, Inc.
    Cypress TX
    ------------------------------



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