cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
RugerSR762
Regular Visitor

Flow to update a fields on Opportunity based off of Opportunity Product lines

Let me start off my saying that I am brand new to this platform.  I need to build a flow which will ultimately set 3 values on the Opportunity form based off of the sum of Opportunity Product line items - by Product Type.

 

So, for example, lets say that an Opportunity has 5 product line items, each product lookup has a Type set: 

Oppty Line Item

Product Type (product table)

Amount

Network Security

SERVICE

$100

Web App Design

SERVICE

$150

Office E3

LICENSE

$10

Dynamics 365

LICENSE

$75

External SATA SSD

HARDWARE

$50

 

There are 3 custom fields on the Oppty:

  • Service Amount
  • License Amount
  • Hardware Amount

The system should ultimately update (on create or update of the Opportunity Product entries), as follows:

  • Service Amount: $250
  • License Amount: $85
  • Hardware Amount: $50

I constructed the flow below, and it is erroring at the list step: "The $filter expression must evaluate to a single boolean value."

 

{

  "status": 400,

  "message": "The $filter expression must evaluate to a single boolean value.",

  "error": {

    "message": "The $filter expression must evaluate to a single boolean value."

  },

  "source": {org},

  "errors": [],

  "debugInfo": "clientRequestId: 375e6d60-6150-46eb-a651-96f10093e756"

}

It is retrieving the correct Opportunity GUID.

 

Using PA, I cannot seem to understand how to have the system perform this calc by looking at the OLI's product type value.  Here is what I started with (attached)

6 REPLIES 6
jlindstrom
Community Champion
Community Champion

create the flow from a solution

use the connector called Common Data Service current environment by creating the flow in a solution.

 

Why use current environment connector? because you can do fetch XML filters, which can query across related entities (as opposed to Odata, which can only query from a single entity).

 

Also get the xrm toolbox (xrmtoolbox.com) and use the fetch XML builder to build your queries.

 

The following is the a fetch query you can use 

 

<fetch top="50" >
  <entity name="opportunityproduct" >
    <filter type="and" >
      <condition attribute="producttypecodename" operator="eq" value="Service" />
      <condition entityname="opportunity" attribute="opportunityid" operator="eq" value="c739a002-94a5-4a37-a1a2-d8498b07d358" />
    </filter>
    <link-entity name="product" from="productid" to="productid" />
    <link-entity name="opportunity" from="opportunityid" to="opportunityid" />
  </entity>
</fetch>

 

 

So here are the steps:

 

  1.  create a solution\
  2. add a flow
  3. add trigger common data service current environment
  4. Trigger: create, update, or delete of a recor
  5. Trigger: create, opportunity lines entity, add the above query to the fetch XML query above
  6. Add step to get record, entity: opportunities, select opportunity in get record step
  7. Add list records step: entity opportunity lines
  8. In list record add above fetchxml code to the fetch XML field
  9. Replace the GUID in line 5 of fetch with reference to the opportunity in line 5 on the code sample above
  10. Add a compose step. In the compose step add an expression to sum the value of the list records. This will give you the total of service products linked to the opportunity.
  11. repeat steps 7-10 for the other two product types, replacing Service in line 4 of the XML with Hardware or License.
  12. You now have three compose outputs, one for each product type
  13. Update opportunity with these three values in the appropriate fields.

 

@RugerSR762  If this answers your question, please mark as solution

Thanks J.  I am just not clear on a few things:

 

1.) Create the flow from a solution: When I click on solutions, it never loads.  The processing circle just keeps spinning.

I have tried multiple browsers/incognito, etc.  All other areas of the system seem to be running fine.  I am attempting to build the flow within the current environment though.  

2.) I am not seeing a CDS trigger which will support create, update and delete as a single trigger.  It seems you'd need to create/add three actions for each.  Is this correct?

3.) The "When a record is updated" trigger seems to be the only of the 3 events which supports filter.  Please see the attachment.

4.) In step 9 of your instruction, would the GUID need hard coded in the fetch block or would it be dynamic based off of the records currently being processed by the flow?

 

 

@jlindstrom NVM... I signed into another environment just to test the issue with the solution.  I can now begin to follow your instructions in a different tenant.  So there appears to be a problem on the live tenant which we may need to contact MS support.  Anyways, thanks for your instructions.  I will try in this other org and let you know!

Re solution make sure you aren’t in the default environment

@jlindstrom I am using the active environment, not the default.  I am however, extremely confused around how to capture the margin values.  So each line will have an amount and manual discount.  I cannot simply sum extended amount as that also includes tax.  Tax must be ignored in this case.  So, First I need to figure out how to capture the difference (margin) by subtracting the manual discount value from amount, then summing each margin value from all items returned in the list.  

 

In an apply to each step, using the sub expression, 

sub(triggerOutputs()?['body/baseamount'],triggerOutputs()?['body/manualdiscountamount']), would this give me the difference per line then use another expression somewhere to add/sum all lines?
jlindstrom
Community Champion
Community Champion

See if you can create a calculated field on opportunity lines https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/calculated-rollup-attribute...

 

and then have power automate sum that field. I think that should work

Helpful resources

Announcements

Celebrating a New Season of Super Users with Charles Lamanna, CVP Microsoft Business Applications

February 8 was the kickoff to the 2024 Season One Super User program for Power Platform Communities, and we are thrilled to welcome back so many returning Super Users--as well as so many brand new Super Users who started their journey last fall. Our Community Super Users are the true heroes, answering questions, providing solutions, filtering spam, and so much more. The impact they make on the Communities each day is significant, and we wanted to do something special to welcome them at our first kickoff meeting of the year.   Charles Lamanna, Microsoft CVP of Business Applications, has stressed frequently how valuable our Community is to the growth and potential of Power Platform, and we are honored to share this message from him to our 2024 Season One Super Users--as well as anyone who might be interested in joining this elite group of Community members.     If you want to know more about Super Users, check out these posts for more information today:    Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

February 2024 User Group Update: Welcoming New Groups and Highlighting Upcoming Events

It's a new month and a brand-new year, which means another opportunity to celebrate our amazing User Groups!Each month, we highlight the new User Groups that have joined the community. It's been a busy season for new groups, because we are thrilled to welcome 15 New User Groups! Take a look at the list below, shared by the different community categories. If your group is listed here, give this post a kudo so we can celebrate with you!   We love our User Groups and the difference they make in the lives of our Community! Thank you to all the new User Groups, new User Group leaders--we look forward to hearing about your successes and the impact you will leave!   In addition to our monthly New User Group spotlight, it's a great time to share some of the latest events happening in our User Group community! Take a look at the list below to find one that fits your schedule and need! There's a great combination of in-person and virtual events to choose from. It's a great time of year to connect and engage with User Groups both locally and online. Please Welcome Our NEW User Groups   Power Platform: Heathcare Power Platform User Group Power Platform Connect Hub Power Platform Usergroup Denmark Mexico Norte- Power Platform User Group Pune Power User Group Sudbury Power Platform User GroupMicrosoft User Group GhanaMPPBLR - Microsoft Power Platform Bengaluru User Group Power Apps:   Myrtle Beach Power Platform User GroupAnanseTechWB PowerApps Copilot Studio: Pathfinders Power Platform Community Dynamics365: Cairo, Egypt MSD 365 Business Central/NAV/F&O User GruopMS Dynamics 365 Business Central LatamCincinnati OH D365 F&O User Group February User Group Events February 2024 Cleveland Power Platform User GroupPortallunsj - Februar 2024Indiana D365/AX February User Group MeetingQ1 2024 KC Power Platform and Dynamics 365 CRM Users Group 

Super Users 2024 Season One is Here!

   We are excited to announce the first season of our 2024 Super Users is here! Our kickoff to the new year welcomes many returning Super Users and several new faces, and it's always exciting to see the impact these incredible individuals will have on the Community in 2024! We are so grateful for the daily difference they make in the Community already and know they will keep staying engaged and excited for all that will happen this year.   How to Spot a Super User in the Community:Have you ever written a post or asked for help in the Community and had it answered by a user with the Super User icon next to their name? It means you have found the actual, real-life superheroes of the Power Platform Community! Super Users are our heroes because of the way they consistently make a difference in the Community. Our amazing Super Users help keep the Community a safe place by flagging spam and letting the Community Managers know about issues. They also make the Community a great place to find answers, because they are often the first to offer solutions and get clarity on questions. Finally, Super Users share valuable insights on ways to keep the Community growing, engaging, and looking ahead!We are honored to reveal the new badges for this season of Super Users! Congratulations to all the new and returning Super Users!     To better answer the question "What is a Super User?" please check out this article: Power Apps: What is A Super User? - Power Platform CommunityPower Automate: What is A Super User? - Power Platform Community Copilot Studio: What is A Super User? - Power Platform Community Power Pages: What is A Super User? - Power Platform Community

January 2024 Community Newsletter

Welcome to our January Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members. If you're new to the Community, please make sure to follow the latest News & Announcements in each Community and check out the Community on LinkedIn as well! It's the best way to stay up-to-date in 2024 with all the news from across Microsoft Power Platform and beyond.      COMMUNITY HIGHLIGHTS Check out the most active community members of the last month! These hardworking members are posting regularly, answering questions, giving (and receiving!) kudos, and consistently providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, make it your New Year's Resolution to be more active in the community in 2024.   Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzWarrenBelzPstork1saudali_25LaurensMPstork1stephenrobertLucas001AARON_ClbendincpaytonSurendran_RANBNived_NambiarMariamPaulachanNikhil2JmanriqueriosANBJupyter123rodger-stmmbr1606Agniusstevesmith27mandelaPhineastrice602AnnaMoyalanOOlashynBCLS776grantjenkinsExpiscornovusJcookSpongYeAARON_CManishSolankiapangelesPstork1ManishSolankiSanju1Fubar   LATEST NEWS Power Platform 2024 Release Wave Highlights This month saw the 2024 Release Wave 1 plans for Microsoft Power Platform and Microsoft Dynamics 365- a compilation of new capabilities planned for release between April and September 2024. Click here to read Corporate Vice President Maureen (Mo) Osborne's detailed breakdown of the upcoming capabilities, and click the image below to check out some of the Power Platform 2024 Release Wave 1 highlights.     "What's New" Power Platform Shorts Series This month we also launched our brand-new 'Power Shorts' series on YouTube - a selection of super sweet snapshots to keep you in the loop with all the latest trends from across the Power Platform and beyond. Click the image below to check out the entire playlist so far, and don't forget to subscribe to our YouTube channel for all the latest updates.   Super User In Training (S.U.I.T) It was great to see the Power Platform Community officially kick off Season One of their Super User in Training (SUIT) program this month! Their first meeting saw an amazing turnout of over 300 enthusiastic participants who started their dynamic journey toward becoming Super Users. Huge thanks to Manas Maheshwari, Eric Archer, Heather Hernandez, and Duane Montague for a fantastic kick-off. The first meeting also saw seasoned Super User, Drew Poggemann, share invaluable insights on navigating the #MicrosoftCommunity with finesse. Many thanks to Drew for setting the stage and emphasizing the importance of active engagement and the art of providing thoughtful community solutions. If you want to learn more about the features and benefits of gaining Super User status, click the image below to find out more, and watch this space for more info about Season Two and how you can SUIT UP in the community!     UPCOMING EVENTS Microsoft 365 Community Day - Miami - February 1-2, 2024 It's not long now until the Microsoft 365 Community Day Miami, which will be taking place at the Wolfson Campus at Miami Dade College on 1-2 Feb. 2024. This free event is all about unlocking the full potential of Power Platform, Microsoft 365, and AI, so whether you’re a tech enthusiast, a business owner, or just curious about the latest Microsoft advancements, #M365Miami is for you.   The event is completely free and there will sessions in both English and Spanish to celebrate the vibrant and diverse make-up of our amazing community. Click the image below to join this amazing Community Day in Miami and become a part of our incredible network of learners and innovators!     Microsoft Fabric - Las Vegas - March 26-28, 2024 Exciting times ahead for the inaugural #MicrosoftFabric Community Conference on March 26-28 at the MGM Grand in Las Vegas. And if you book now, you can save $100 off registration! The Microsoft Fabric Conference will cover all the latest in analytics, AI, databases, and governance across 150+ sessions.   There will be a special Community Lounge onsite, interactive learning labs, plus you'll be able to 'Ask the Experts' all your questions to get help from data, analytics, and AI specialists, including community members and the Fabric Customer Advisory Team. Just add the code MSCUST when registering for a $100 discount today. Click the image below to find out more about the ultimate learning event for Microsoft Fabric!     Microsoft 365 Conference - Orlando - April 30 - May 2, 2024 Have you added The Microsoft 365 Conference to your community calendar yet? It happens this April 30th - May 2nd in Orlando, Florida. The 2024 Microsoft 365 Conference is one of the world’s largest gatherings of Microsoft engineers and community, with a strong focus on Power Platform, SharePoint, Azure, and the transition to an AI-powered modern workplace.   Click the image link below to find out more and be prepared to be enlightened, educated, and inspired at #M365Conf24!   LATEST COMMUNITY BLOG ARTICLES Power Apps Community Blog Power Automate Community Blog Copilot Studio Community Blog Power Pages Community Blog Check out 'Using the Community' for more helpful tips and information: Power Apps, Power Automate, Copilot Studio, Power Pages  

Did You Attend the Microsoft Power Platform Conference in 2022 or 2023? Claim Your Badge Today!

If you were one of the thousands of people who joined us at the first #MPPC Microsoft Power Platform Conference in 2022 in Orlando--or attended the second-annual conference in Las Vegas in 2023--we are excited to honor you with a special community badge! Show your support for #MPPC Microsoft Power Platform Conference this year by claiming your badge!         Just follow this link to claim your badge for attending #MPPC in 2022 and/or 2023: MPPCBadgeRequest    Want to earn your badge for 2024? Just keep watching our News & Announcements for the latest updates on #MPPC24.

Microsoft Power Platform | 2024 Release Wave 1 Plan

Check out the latest Microsoft Power Platform release plans for 2024!   We have a whole host of exciting new features to help you be more productive, enhance delegation, run automated testing, build responsive pages, and so much more.    Click the links below to see not only our forthcoming releases, but to also try out some of the new features that have recently been released to market across:     Power Apps  Power Automate  Copilot Studio   We can’t wait to share with you all the upcoming releases that will help take your Power Platform experience to the next level!    Check out the entire Release Wave: Power Platform Complete Release Planner 

Top Solution Authors
Top Kudoed Authors
Users online (5,183)