cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
AneeqaPervaiz
Helper II
Helper II

Creating a new document location via CDS connector

Hello, 


I am building a flow which triggers on creation of a record, then creates a folder in SharePoint, manages permissions, and then creates a record in Document Locations to link it with the newly created record. 
The trigger is a CDS connector, and then the last step to create a record in Document locations is the old Dynamics 365 step. I want this to be a CDS connector too. My aim is to run the flow as a record owner and use invoker's connection in creation of the new document location. Otherwise, the current setup does not run the way it should from a user account, because it runs as a process owner by default and does not capture the user ID for use in SharePoint permissions step. 

If I use the CDS connector in the last step, it gives me an error of resource not found [parent iD]. I am unable to find any sources online of the correct placement of data in the new CDS connector. 

 

Any suggestions will help me. 

@Oswin @FCGALLEG @v-litu-msft @Rahber @abm @Pstork1 @efialttes @Hardesh15 @Brad_Groux @Jcook 

Thank You!

5 REPLIES 5
AneeqaPervaiz
Helper II
Helper II

This is my screenshot of 'Creating a new document location'. 

AneeqaPervaiz_0-1603650532468.png

The expression for parent site is as follows - 

first(outputs('List_Drawdown_parent_Document_Location')?['body/value'])?['sharepointdocumentlocationid']
 
It gives me an error; Bad Request - Error in query syntax.

What am I doing wrong here?
Jcook
Most Valuable Professional
Most Valuable Professional

Hello @AneeqaPervaiz 

 

The syntax for lookup fields, is:

publisherprefix_pluralentityname(lookupfieldvalue)

this blog post goes in-depth on this:

Lookup fields & Power Automate » The CRM Ninja

 

 


Did I answer your question? Mark my post as a solution!

If you like my post please hit the Thumbs Up


Proud to be a Flownaut!


Check out my blog for Power Automate tips,
tricks, and guides
FlowAltDelete





Hello @Jcook 

 

Thank you for your help. 
My creation of document location works fine. I used this link and added a step of listing the parent document location.. 
https://community.dynamics.com/365/b/linn-s-power-platform-notebook/posts/move-attachment-from-file-...

 

However, now my parent site is causing a problem. 
My Sharepoint folder creation path is 
Site content>Drawdowns>New folder created by Flow.
But after I run the flow, and navigate to the documents tab - it says that the folder should have been under the _/account/amp_drawdown. I do not want the folder to go under account. I want it to follow the same path that the default SharePoint integration follows. 
This is the screenshot of the two last steps (Listing document location and creating a new one) 

AneeqaPervaiz_0-1603735891910.png

Initially, I copied the ID from the URL of the document location in dynamics - It would give me an error that resource not found for the ID I entered. 

My requirement is to create a document location in the entity folder in sharepoint, and not the account. What can I change here?

Looking forward to your reply. 

Thank you. 

 

Any help would be appreciated. @Jcook @abm @Pstork1 @efialttes 

 

Thankyou everyone. 

abm
Most Valuable Professional
Most Valuable Professional

Hi @AneeqaPervaiz 

 

There are couple of issues here.

 

First one is under the Parent site or Location you need a slash at the beginning of documentlocations. Please see below.

 

image.png

 

Next again is the same mapping for the parent id.  Believe you have a library called "Drawdowns".  Currently you are using the first() expression. Instead look for document location entity where relative url is called  'yourprefix_Drawdown' and parent site or location is your default SP URL.

 

Thanks

 

 



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

Helpful resources

Announcements

Celebrating the May Super User of the Month: Laurens Martens

  @LaurensM  is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024.   Consistent Engagement:  He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges.   Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone.   Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community.   Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community!   Keep up the fantastic work!        

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!    

Welcome to the Power Automate Community

You are now a part of a fast-growing vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun.   Now that you are a member, you can enjoy the following resources:   Welcome to the Community   News & Announcements: The is your place to get all the latest news around community events and announcements. This is where we share with the community what is going on and how to participate.  Be sure to subscribe to this board and not miss an announcement.   Get Help with Power Automate Forums: If you're looking for support with any part of Power Automate, our forums are the place to go. From General Power Automate forums to Using Connectors, Building Flows and Using Flows.  You will find thousands of technical professionals, and Super Users with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Power Automate community forums. Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered. Galleries: The galleries are full of content and can assist you with information on creating a flow in our Webinars and Video Gallery, and the ability to share the flows you have created in the Power Automate Cookbook.  Stay connected with the Community Connections & How-To Videos from the Microsoft Community Team. Check out the awesome content being shared there today.   Power Automate Community Blog: Over the years, more than 700 Power Automate Community Blog articles have been written and published by our thriving community. Our community members have learned some excellent tips and have keen insights on the future of process automation. In the Power Automate Community Blog, you can read the latest Power Automate-related posts from our community blog authors around the world. Let us know if you'd like to become an author and contribute your own writing — everything Power Automate-related is welcome.   Community Support: Check out and learn more about Using the Community for tips & tricks. Let us know in the Community Feedback  board if you have any questions or comments about your community experience. Again, we are so excited to welcome you to the Microsoft Power Automate community family. Whether you are brand new to the world of process automation or you are a seasoned Power Automate veteran - our goal is to shape the community to be your 'go to' for support, networking, education, inspiration and encouragement as we enjoy this adventure together.     Power Automate Community Team

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Users online (3,950)