Microsoft Flow and Microsoft PowerApps – part I – predefined workflow
In this series, I would like to write about Microsoft flow as this product is more and more integrated into Office 365, SharePoint, OneDrive and many other services. In the future, I am expecting that Flow will be a standard part of document libraries in SharePoint Online and OneDrive for Business as well. So let’s take a look a little bit under the cover.
In this part Let’s try to build standard predefined workflow from the templates just to try some basic actions. I selected “Create a to-do item in Wunderlist for important email” workflow as I love to use Wunderlist to organize my tasks. I also saw in template gallery, that there is a template, which automatically create a task in wunderlist if there will be a new task in a specific project (in Project Online). Love that!
So after click on “Use this template” I need to register my accounts on both sides – well more than register – authenticate.
After successful authentication, I am able to see what’s going on in the workflow. There are two simple activities, one for searching any new email and trying to figure out, if there are right conditions to create a new task in wunderlist, the second one just create the task. Simple, Isn’t it?
Any action in this scenario has its own more detailed settings. If I will click for example on three dots in the “On new email” I will get details to this action and I am now able to specify the conditions. In my case, the condition is a HIGH priority of email and sender needs to be my boss.
After all configurations, there is only final step – click on the box in the bottom, named the workflow and click on create.
Flow is now done and I have it in my personal gallery, where I am able to edit the workflow, turn it on or off and delete it. One another good feature is information about workflows and potential notification in upper right corner of this workspace. In the notification area, there are displayed mostly all the problems with the workflows – bad settings etc. This is always good for potential troubleshooting.
So let’s create your first workflow. Try it J.