Trigger cloud flows based on the Regarding object type for Dynamics 365 or Dataverse

Поделиться
HTML-код
  • Опубликовано: 5 ноя 2024

Комментарии • 13

  • @strangelove47
    @strangelove47 2 года назад

    Great video. I needed to trigger a flow when an appointment is added for a contact. Couldn't work out how to filter using regardingobjectidtype. Now I know. Thanks!

  • @sadzag
    @sadzag 11 месяцев назад

    Hello,
    thanks for the video. but what if the folder already exists, and I want to upload a second document?

  • @BelmontFPV
    @BelmontFPV 2 года назад

    How would you use this for something like when someone creates a new POST on the timeline?

  • @mikekarls529
    @mikekarls529 Год назад

    Great video! I tried going to your blog but looks like the site is down - do you have a new link?

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад

      Hi @mikekarls529, thanks for the kind feedback. The blog post is benitezhere.blogspot.com/2021/04/trigger-cloud-flows-based-on-regarding-obect-type-Dynamics-365-Dataverse.html
      I double checked and I can browse to it fine.

    • @mikekarls529
      @mikekarls529 Год назад

      @@ElaizaBenitez Looks like my work is blocking it, I can get to it fine on my phone :) Looking forward to watching all your videos!

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад +1

      @@mikekarls529 classic work restrictions😅 Thank you. I've had to temporarily pause on creating content in the last ~12 months due to change of priorities but hopefully soon I'll be back. I still have WTF content in my backlog. Have a great day and enjoy the rest of 2022.

  • @keideeremolar7120
    @keideeremolar7120 Год назад

    Is there away to work on not just the regarding entity table but the regarding fields itself in trigger conditions?

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад

      Are you referring to the "Filter rows" input field in the trigger of When a row is added, modified or deleted?

  • @dipetersen
    @dipetersen Год назад

    Here's a challenge. I need to set a trigger when a new note is added to an incident, but only if that note is for a particular account. I followed the steps you had in this video and I don't see a regarding field for the account, even though the account field is visible on the same form. I've been told Notes are a different beast. Any ideas on how to create this type of a trigger?

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад

      "even though the account field is visible on the same form" - what's the form you're referring to, is it the Case form?

    • @dipetersen
      @dipetersen Год назад

      @@ElaizaBenitez yes. The case form. There is an account field and then there is a notes section. I’m trying to set a trigger so that the flow only runs for one account.

    • @ElaizaBenitez
      @ElaizaBenitez  Год назад

      The _When a row is added, modified, or deleted Dataverse trigger_ doesn't allow filtering on the navigation property. Bit of an explanation: The Note (primary table for the trigger) has a property known as objectypecode - type of entity with which the note is associated. This is further defined by Lookup Properties which point to the row of the entity of the objecttypecode. When querying the Web API, you can get to the case details of the note, and then to the account details of the case - this is achieved by filtering through what is known as "single-valued navigation properties." Querying through the Web API supports this type of filtering but unfortunately it's not supported in the _When a row is added, modified, or deleted_ Dataverse trigger.