Starting a Microsoft Flow from Teamsware Actions

Starting a Microsoft Flow from Teamsware Actions

Microsoft Flow provides many features and integration options not available when using basic Teamsware actions.

But you can start a Microsoft Flow / Power Automate from Teamsware action quite easily by using the Start Power Automate / Azure Function action:

  • Create a MS Flow with a Request trigger and the steps you want
  • Configure the URL and JSON payload in a Start Power Automate / Azure Function action type in teamsware actions as:
    • Modern Forms (Command Bar Actions, Form Load Actions)
    • List Actions
    • Automation Actions
    • Scheduled Actions
    • Triggered Actions 

So let's run through a simple example: We will create a new Google task when clicking action links on the display form of a SharePoint item.


Create a Microsoft Flow

First we will do the MS Flow side of things. So open the Microsoft Power Automate portal
 and sign in (or register if you haven't yet). Next select the "My Flows" and click on the "New Flow -> Automated cloud flow" button:

On the trigger selection dialog click "Skip" as the trigger needed is a premium trigger which is not available here.

On the edit screen of the new flow search for "http request" and select the "When an HTTP request is received" trigger:

This will be our incoming API to call Microsoft Flow using an HTTP Post request.

In the option 'Who can trigger the flow?' select Anyone option
Note: Currently only 'Anyone' option (anonymous access) is supported

We need to define the JSON schema to use for passing our parameters from the teamsware action to Flow. Easiest is to use the "Use sample payload to generate schema" and set some example JSON. In our case we need this:

{

  "Title": "Our title",

  "ItemUrl": "https://someItemsUrl",

  "AssignedTo": "some email"

}

Microsoft Flow will generate the JSON Schema for you then.

 

Next define the steps that should be executed once this Flow is called. For the sake of simplicity, let's just create a Google Task.

Add a new action using New Step / Add an action:

Search for "Google Task" and select the "Google Tasks - Create a task in a task list" action:

Connect using an existing Google account and configure the Task List ID, Title and Notes optionally using dynamic content:

As you can see above we can reuse parameters passed from our teamsware Actions.

 

Now save your new Flow by giving it a name and pressing "Create flow":

Before moving on to teamsware Editor copy the URL generated by Flow in the Request trigger:

 

 

Configure the Teamsware Start Power Automate Flow Action

Now let's open a display form of a task list in Teamsware studio and configure an Action to start this MS Flow.

Add a new Command Bar Action, set a good title (i.e. "Create Google Task") and open the Action Builder using the actions symbol:

In the action builder add a new action "Start Power Automate / Azure Function" and set the following:

  • Paste URL we got from MS Flow to the URL parameter
  • Data should be a valid JSON or Custom Expression containing the values we need to pass:

{

"Title": [[Title]],

"ItemUrl": [[@Web.Url]]+"/Lists/FlowTest/DispForm.aspx?ID=[[ID]]",

"AssignedTo": [[AssignedTo]]

}

When all configured it should look like this:

Now save the form and try it out in runtime on the display form.

For more information about action read Start Power Automate / Azure Function article.

 

Result

When the link is selected on the display form a new Google Task is created with the title containing the SharePoint tasks title and the user's name for the assigned user.

 

Summary

With this approach we can kickoff any actions possible with Microsoft Flow from Teamsware actions too and provide advanced scenarios in our solutions for integrating with other systems.

 

 



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