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Resolver III
Resolver III

User activated Flow from model-driven app?

Hi All,

The goal is simple:

  1. Creat a model-driven app
  2. Create a Flow: "Do Something"
  3. User navigates to an entity, goes to "Flow" dropdown and clicks "Do Something"

Is this not possible?

1 ACCEPTED SOLUTION

Accepted Solutions

Final update to this thread after some investigation.

To get a Flow to show up and run on demand in a model-driven app:

  • Create the Flow outside of a Solution
    • Flows deployed as part of a Solution are not yet supported to do this
  • Use the "When a record is selected" trigger
  • Ensure a record is selected when you run the flow
    • The error I experienced previously was a bug resulting from trying to run the flow without having chosen a record.  I'm assuming they'll fix that eventually.

View solution in original post

5 REPLIES 5
Resolver III
Resolver III

Seems like it should be possible using the "When a record is selected" CDS flow action.

Like these:

So far, I can't seem to get the UI to show me the "Run" area under the Flow dropdown.

Hi @Helpful ,

Could you please share a bit more about your issue?

Do you want to trigger/fire a flow from your Dynamics 365 Entity Panel?

 

Based on the issue that you mentioned, I have made a test on my side, and don't have the issue that you mentioned. The screnshot as below:12.JPG

The Flow's configuration as below:13.JPG

Within the "When a record is selected" trigger of the flow, please specify the Environment field to proper Envivonment instance your D365 Entity related to. E.G. If your D365 Entity is in Environment1, please set the Environment field to Environment1.

 

Please check if you have specified a proper Environment Instance within the Environment field of the "When a record is selected" trigger of your flow.

Refresh your D365 web page, go to the specific D365 Entity, select one record, then click "..." -> "Flow", then check if the created flow display there.

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thanks, @v-xida-msft,

I'm working within a standalone model-driven app so it's not D365.

More detail:

  • In my environment I am working within a solution
  • I added a Flow to the solution "Do something" as a test that is triggered "When a record is selected" as you show in your example and it does not appear in my Flows dropdown when viewing that record type (see below)
  • I have several Flows in my solution that are not triggered by users and run as expected
  • I am the owner of all of the Flows
  • Oddly, none of the flows in my solution appear in "My Flows" or "Team Flows" and I'm wondering if that is a contributing factor?
  • When I deploy the solution to a different environment and reconnect the Flows they run as expected, however, nothing shows in "My Flows" or "Team Flows" in that environment either.

flow_run_missing.png

Any thoughts would be appreciated!

 

I was able to get a Flow to show up in the dropdown as expected, however:

  • I had to create the flow in the environment from the "My Flows" area.  Solution-deployed flows do not show up here.
  • When I select the flow to run, I get an error 😕flow_appears.png

     

    flow_error.png

     

Final update to this thread after some investigation.

To get a Flow to show up and run on demand in a model-driven app:

  • Create the Flow outside of a Solution
    • Flows deployed as part of a Solution are not yet supported to do this
  • Use the "When a record is selected" trigger
  • Ensure a record is selected when you run the flow
    • The error I experienced previously was a bug resulting from trying to run the flow without having chosen a record.  I'm assuming they'll fix that eventually.

View solution in original post

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