Teams / Power Automate adaptive cards

When sharing information or sending out a notification on teams I like to use the adaptive card feature. Adaptive Cards are the Teams method of sharing and displaying blocks of information in an easy-to-read manor without the complexity of customizing CSS or HTML to render them. With adaptive cards you can even create polls, show weather information, and create hyperlinks.

Creating a feedback form

  • Create a Power Automate flow with the required trigger.
  • Add the Post adaptive card in a chat or channel Teams action.
  • Select the Group chat (Channel or Group Chat) or provide the chat ID.
  • Add the following JSON code for an example feedback form with a title, single line, and multi-line text input fields and two types of choice list.
{
  "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
  "type": "AdaptiveCard",
  "version": "1.0",
  "body": [
    {
      "type": "TextBlock",
      "size": "Medium",
      "weight": "Bolder",
      "id": "Title",
      "text": "EXAMPLE FEEDBACK FORM",
      "horizontalAlignment": "Left"
    },
    {
      "type": "Input.Text",
      "placeholder": "{acFullName}",
      "style": "text",
      "isMultiline": false,
      "maxLength": 75,
      "id": "acFullName"
    },
    {
      "type": "Input.Text",
      "placeholder": "{acComments}",
      "style": "text",
      "isMultiline": true,
      "maxLength": 200,
      "id": "acComments"
    },
    {
      "type": "TextBlock",
      "size": "Medium",
      "weight": "Bolder",
      "text": "Do you like Adaptive Cards?",
      "horizontalAlignment": "Left",
      "separator": true
    },
    {
      "type": "Input.ChoiceSet",
      "id": "acDecision",
      "value": "1",
      "choices": [
        {
          "title": "Yes!",
          "value": "Yes"
        },
        {
          "title": "Of course!",
          "value": "Of course"
        }
      ],
      "style": "expanded"
    },
    {
      "type": "TextBlock",
      "text": "Suggest follow-up discussion regarding:",
      "weight": "Bolder"
    },
    {
      "type": "Input.ChoiceSet",
      "id": "acFollowUp",
      "isMultiSelect": true,
      "value": "",
      "choices": [
        {
          "title": "Everything",
          "value": "Everything"
        },
        {
          "title": "Always",
          "value": "Always"
        }
      ]
    }
  ],
  "actions": [
    {
      "type": "Action.Submit",
      "title": "Submit"
    }
  ]
}

Creating a Poll

  • Create a Power Automate flow with the required trigger.
  • Add the Post adaptive card in a chat or channel Teams action.
  • Select the Group chat (Channel or Group Chat) or provide the chat ID.
  • Add the following JSON code for an example Poll with a title, header line, header, text, and a short poll.
{
    "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
    "type": "AdaptiveCard",
    "version": "1.0",
    "body": [
        {
            "type": "TextBlock",
            "text": "Example Poll Request",
            "id": "Title",
            "spacing": "Medium",
            "horizontalAlignment": "Center",
            "size": "ExtraLarge",
            "weight": "Bolder",
            "color": "Accent"
        },
        {
            "type": "TextBlock",
            "text": "Example Header Tagline Text",
            "id": "acHeaderTagLine",
            "separator": true
        },
        {
            "type": "TextBlock",
            "text": "Example  Poll Header",
            "weight": "Bolder",
            "size": "ExtraLarge",
            "spacing": "None",
            "id": "acHeader"
        },
        {
            "type": "TextBlock",
            "text": "Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer vestibulum lorem eget neque sollicitudin, quis malesuada felis ultrices. ",
            "id": "acInstructions",
            "wrap": true
        },
        {
            "type": "TextBlock",
            "text": "Example Poll Question",
            "id": "acPollQuestion"
        },
        {
            "type": "Input.ChoiceSet",
            "placeholder": "Select from these choices",
            "choices": [
                {
                    "title": "Choice 1",
                    "value": "Choice 1"
                },
                {
                    "title": "Choice 2",
                    "value": "Choice 2"
                }
            ],
            "id": "acPollChoices",
            "style": "expanded"
        }
    ],
    "actions": [
        {
            "type": "Action.Submit",
            "title": "Submit",
            "id": "btnSubmit"
        }
    ]
}

Creating a hyperlink

  • Create a Power Automate flow with the required trigger.
  • Add the Post adaptive card in a chat or channel Teams action.
  • Select the Group chat (Channel or Group Chat) or provide the chat ID.
  • You can use dynamics content for the hyperlink text and the hyperlink itself.
{
    "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
    "type": "AdaptiveCard",
    "version": "1.0",
    "body": [
       {
            "type": "TextBlock",
            "text": "This is example 1 [Hyperlink Texts](https://powerautomate.microsoft.com/)",
            "id": "acHeader",
            "wrap": true
        },
       {
            "type": "TextBlock",
            "text": "This is example 2 [@{triggerOutputs()['headers']['x-ms-user-name-encoded']}](https://powerautomate.microsoft.com/)",
            "id": "acHeader",
            "wrap": true
        }
    ]
}

Finding the chat ID

  • There are multiple ways to find the chat ID, I like to use the following way.
  • Open teams in the browser and open the chat
  • In the URL you can see the ID of the chat. You need to copy the code after conversations including the @ and that is after the @.
  • In my first example the ID is: 19:de13fe3a9cae407ba31abc84421e9ab4@thread.v2
  • In my second example the ID is: 19:95b0d2cb-aa0c-4e0c-8fcf-2f7b77c5afdb_d523c084-0c04-41d0-81d2-943ad42abe9a@unq.gbl.spaces
  • The action in Power Automate with find the chat and show the name of that chat.
https://teams.microsoft.com/_#/conversations/19:de13fe3a9cae407ba31abc84421e9ab4@thread.v2?ctx=chat
https://teams.microsoft.com/_#/conversations/19:95b0d2cb-aa0c-4e0c-8fcf-2f7b77c5afdb_d523c084-0c04-41d0-81d2-943ad42abe9a@unq.gbl.spaces?ctx=chat

Power Automate: Custom Flow loging

When managing multiple Power Automate Cloud Flows it can easily become a big task to figure out what went wrong and where. My client has more than 10 Cloud Flows that run multiple time per day or per hour. The solution is to create a log table (dataverse) or list (SharePoint) where all the runs are stored. The log table contains all the data an administrator needs to maintain the Cloud Flows. In my example I create a Dataverse table.

The Dataverse log table

In the log table we store the following data.

The Cloud Flow

In every Cloud flow a try and catch scope is added. All the main actions are in the try scope, if one of these actions fails than the catch scope will be used.

  • Add a Scope with the name Try.
  • Add the action the Dataverse Add a new row action.
  • Select the log table by Table name.
  • Select the Log status Processing, I use Processing, Failed and Successful.
  • Add the Cloud Flow name to Process name.
  • Add the following code to the Environment field.
workflow()?['tags']?['environmentName']
  • Add the following code to External URL, use the code snippets for the fx code.
    This creates a link to the actual flow run.
workflow()?['tags']?['environmentName']
workflow()?['name']
workflow()?['run']?['name']
  • Set the Status Reason to Active.
  • Add the end of the try scope add the Dataverse Update a row action.
  • Select the log table by Table name.
  • Add the ID of the create log in the Row ID field.
  • Select Successful in the Log status field.
  • Add a Scope with the name catch.
  • Add the Filter Array action.
  • Add the result of the try scope in the From field.
result('Try')
  • Add the following filter Status is equal to Failed
item()?['status']
  • Add the Dataverse Update a row action.
  • Select the log table by Table name.
  • Add the ID of the create log in the Row ID field.
  • Select Failed in the Log status field.
  • Select Inactive in the Status field.
  • Add the following text to the Log details: Flow log action(s):
  • Add the following code to the Log details, to show the error message from the try scope.
body('Filter_results_with_failed')[0]?['outputs']

Power Automate: Advanced Flow building

Power Automate is one of my favorite tools from the Power Platform. It is extremely versatile and can be used to automate tasks between online services and automate processes ranging from simple to highly complex. In this post, I will share with you 3 advanced expressions I have used recently on my project. One part of the project is to convert XML data to data we can store in the dataverse.

Convert XML to JSON for easy access

For a project I needed to read multiple XML files with millions of rows and store data from the files into the dataverse. XML is harder to use in a Flow then JSON, so with a simple expression I transformed the XML to JSON.

  • Add a compose action with the name XML to JSON with the following code.
json(xml(variables('XML')))
  • Change the variable(‘XML’) to your XML content or store your XML content in that variable.
  • Add a parse json action set the Content to the output of the XML to JSON compose.
  • Add/create the JSON schema.

Using path in JSON

In most cases when you need to save data from JSON you can use the dynamic content to find it.
But sometimes you are looking for a field name that is not unique. In my case I needed a field called country related to the company. But the country field was used multiple times for various blocks. You can select the correct country by using the path (location) of the field in an expression.

  • Select the JSON through the dynamic content.
  • Copy the code from the dynamic content to the Expression.
  • Add the path add the end of the code.
  • I added .company.country to select the country of the company.
body('Parse_JSON').company.country

Dataverse lookup field

Lookup fields in Dataverse are really useful, but when you select them through the dynamic content the value will be the id not the display value. If the data must be readable for users, you can use the following steps to select the display value.

  • Add a compose to the flow.
  • Select the lookup field in the Inputs through the dynamic content.
  • Copy the code from the dynamic content to the Expression.
  • Your output looks something like this.
outputs('company')?['body/rc_countrycode']}
  • Add the @OData.Community.Display.V1.FormattedValue’ after rc_countrycode (your field name will be different).
  • The end results looks like this.
outputs('company')?['body/rc_countrycode@OData.Community.Display.V1.FormattedValue']

Power Automate: 6 flow building tips

Power Automate is one of my favorite tools from the Power Platform. It is extremely versatile and can be used to automate tasks between online services and automate processes ranging from simple to highly complex. In this post, I will share with you 6 tips and tricks when building flows in Power Automate.

Flow templates

A good way to get started with Power Automate is to use a template. Microsoft created a huge library of templates to choose from. You can browse by category to find your scenario, and then follow the steps in the template to create a flow from the template. You can also us the templates to figure out how to setup certain actions.

Equal to empty

Over the years many colleagues have asked me; how do I check if a value is empty? You can do this with the null expression! Note that sometimes you need to place the null between ‘ ‘.

Use parallel branches

Most flow builders forget to use the parallel branches. With parallel branches you can have two or more actions that run at the same time, after which the flow will only proceed once all parallel steps have completed. Parallel branches can be very useful for approval flows. For example, you have a request that needs to be approved by both IT and Sales, but the approval doesn’t need to be in a particular order. To save time you can run the approvals parallel.

Use scopes

We can use the action scope to group actions to make the flow easier to read. There is however another great use for them. The scope action encapsulates a block of actions and inherit the last terminal status (Succeeded, Failed, Cancelled) of actions inside. This in combination with the Configure run after setting we can create a try and catch logic in our flows. In this example the second scope (catch) only runs if the first scope (Try) failed.

  • Create a scope with some actions
  • Create a second scope after the first scope
  • Set the Configure run after setting of the second scope to has failed, is skipped and has timed out.
  • In this scenario the catch scope will only run if the Try scoped failed.
  • The flow will look like this.

Add redundant owners

If you have a flow that is used by your entire team, make sure you add a couple of co-owners. Then you will not be bothered during your vacation when the flow breaks. If you keep adding the same colleaguesas co-owners you can consider creating a security group and add the security group to the flows. Also make sure you add the co-owners to all the resources required by the flow. For example, the shared mailed that is used by the flow.

Connections

Actions use by default the connection (if required) of the creator of the flow. This is not always the best way to setup the connections. For example, if your flow updates a list you might not want to see your name as the modifier. I recommend using a dedicated account (service account) for most shared flows. The added benefit of using a dedicated account is that the flow will keep working even if you change your job.

Power Automate: Start a Flow from a column change

With Microsoft Power Automate we can now create flows that start based on specific columns being updated in SharePoint!  This is a feature I have been waiting on for years! The action is called Get changes for an item or a file. The action returns a boolean for each field, whether it was just changed or not. Based on this boolean you know if a field was changed.

Creating the flow

  • Create a SharePoint list, I created the following project list.
  • Enable versioning on the list.
  • Create a flow and use the trigger When an item or a file is modified.
  • Select your site and list.
  • Add the action Get changes for an item or a file (properties only).
  • Fill in the site address, library name and the ID of the item that was triggered.
  • The field Since is used to get the changes we need to make a comparison. If you use 1.0 you will compare the current item version with version 1.0. But we want the latest changes so we use the following expression.
sub(int(triggerOutputs()?['body/{VersionNumber}']),1)
  • I want to send an email when the end date of a project changes.
  • Add the action Conditions to check if the end date was changed.
  • Add the dynamic content Has Column Changed: End date.
    This returns a boolean value.
  • Put the required actions in the If yes section after the condition.
    In my example I am sending an email.
  • Add the action Send an email (V2) and fill in as follows.

Flow: Button to launch a Flow/Automate from a view

You can use column formatting (JSON) to create buttons that start a Flow on the corresponding list item in SharePoint. The button will be shown in the view for easy and fast access. After clicking the button the Flow Launch Panel will be displayed and you can start the Flow. This button is faster then clicking on the … then Flows followed by clicking the correct Flow.

Creating the button

  • Open the settings of the document library.
  • Create a new single line of text column with the name Start a Automate.
  • Go to a view where the new column is visible.
  • Open the menu of the column, click on Columns settings followed by Format this column.
  • If required click on the advanced mode option.
  • Copy and change the code below.
  • Change the txtContent to the name that needs to displayed as the value of the column. Currently it is Start the Automate.
  • Change the actionParams id to the Power Automate ID, see the steps below.
{
  "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/column-formatting.schema.json",
  "elmType": "button",
  "customRowAction": {
    "action": "executeFlow",
    "actionParams": "{\"id\": \"788b1689-e999-99d9-9f37-fc539d5ba36b\"}"
  },
  "attributes": {
    "class": "ms-fontColor-themePrimary ms-fontColor-themeDarker--hover"
  },
  "style": {
    "border": "none",
    "background-color": "transparent",
    "cursor": "pointer"
  },
  "children": [
    {
      "elmType": "span",
      "attributes": {
        "iconName": "Flow"
      },
      "style": {
        "padding-right": "6px"
      }
    },
    {
      "elmType": "span",
      "txtContent": "Start the Automate"
    }
  ]
}
  • Add the JSON code and save the changes.
  • The button can only start Power Automate from the default environment.

Finding the Automate ID

  • Open Power Automate.
  • Click on the name of the Automate.
  • In the ID is located in the URL after shared.
  • For the following Flow URL the ID is 788b1689-e999-99d9-9f37-fc539d5ba36b
  • The button can only start Automates form the default environment.
https://emea.flow.microsoft.com/manage/environments/Default-40ce6286-0e4a-4500-8bb1-bf46447c5f7f/flows/shared/788b1689-e999-99d9-9f37-fc539d5ba36b/details

Flow and Twitter

The default Twitter web part it great and easy to use. You can follow a Twitter user (@), a URL of a user account, tweet or collection. These options where not enough for a communications department who wanted to show the #, @Company, the company name and from:[Company] on a SharePoint page. We were able to do this with a PowerAutomate Flow and a custom content query web part. In this post I will explain how you can do this.

SharePoint: Create a list

  • Create a SharePoint list to store the twitter information.
  • We created the following columns to store the information, your requirements might be different.
Column nameType
Favorite countsNumber
Followers countsNumber
LocationSingle line of text
Media urlsMultiple lines of text
Original tweetMultiple lines of text
Original tweet tweeted bySingle line of text
TweetMultiple lines of text
Tweeted bySingle line of text
Created atDate and time
TweetIdSingle line of text
Original tweet idSingle line of text
TypeChoice
RetweetsSingle line of text
ProfileImageUrlNumber
NameUserSingle line of text

Flow: Getting the information

  • Open PowerAutomate and create a new Flow.
  • Add the trigger When a new tweet appears.
  • Enter the required search term, see the example below.
  • We wanted to be able to filter on the different types of results, for example on # or @. This information is added to the item that will be created in the SharePoint list.
  • A tweet can be multiple types so we need an array and append all the types to it.
  • Initialize a variable called TypeTweet as an array.
  • Add a scope called Append to array – TypeTweet.
  • Add a condition that filters the #Office365 out of the TweetText.
  • If the result is yes then append the value #Office365 to the array.
  • Repeat the steps for all types of tweets.
  • Add a scope called Create list item.
  • Add the SharePoint Create item action.
  • Connect all the columns to the correct information.

Custom Content Query Web part

We used a variation of the React Content Query Web Part from Github. This is a modern version of the CQWP where you have all the freedom to grab and style items from a list or library.

Flow: Tips and tricks

Microsoft Flow is a very powerful tool and can be used to do many different things. I think it has become my favorite tool in Office 365. Therefor I want to spread the Flow love and tell you a couple of tips and tricks when developing Flows.

Copy actions

A very useful and time saving capability within Micorosft Flow is that we can copy and paste actions. You can copy configured actions and reuse them! The best thing about this capability is that you can copy an action from one flow and past it into another. I often use this to copy the more complex HTTP request actions. This feature is currently in preview, but so far I have not encountered any issues with it.

  • Click on the … on an action.
  • Click on Copy to my clipboard (preview).
  • Click on + New step.
  • Open the tab My clipboard.
  • Select the copied action.

Continue flow after a failed action

By default a flow will stop working if an action fails. If you know that an actions might fail occasionally you can setup a situation where only that action fails but not the whole flow. You can do with the Configure run after setting.

  • Click on the … of the action after the action that might fail.
  • Click on Configure run after.
  • Here you can configure if the action will be run even if the previous failed, skipped or timed out.
  • In this example I selected both is successfull and has failed to.
  • The flow will now continue if the previous action failed or succeeded.

Scope try and catch

We can use the action scope to group actions to make the flow easier to read. There is however another great use for them. The scope action encapsulate a block of actions and inherit the last terminal status (Succeeded, Failed, Cancelled) of actions inside. This in combination with the Configure run after setting we can create a try and catch logic in our flows. In this example the second scope (catch) only runs if the first scope (Try) failed.

  • Create a scope with some actions
  • Create a second scope after the first scope
  • Set the Configure run after setting of the second scope to has failed, is skipped and has timed out.
  • In this scenario the catch scope will only run if the Try scoped faild.
  • The flow will look like this.

Flow: Set permissions using REST API

For a customer I am creating Microsoft Flows to support various business processes. One Flow controls the process of reviewing and approving vital business documents. These documents are so important that during the day to day business the reviewers and approvers are unable to edit these documents. Only when the documents are in review a select few are allowed to edit them.

Microsoft Flow contains many default actions for all sorts of tasks, but
during the writing of this blog post there is no default action that can set permissions or break the inheritance.

In this blog post I will explain how set custom permissions, break the inheritance and restore the inheritance using the REST API.

Register app and grant app permissions

For the Flow to work we will need to Register an App and grant it permissions. During the registration of the App we will receive various id’s we will use in the Flow.

  • Navigate to the app registration page on the SharePoint site.
https://<tenant>.sharepoint.com/_layouts/15/appregnew.aspx
  • Generate a Client ID and Client Secret.
  • Set the Title to Flow Web Service
  • Set App Domain to www.localhost.com
  • Set Redirect URI to https://www.localhost.com
  • Save the generated Client Id and Client Secret.
  • Navigate to the Grant permissions to an app page. This must be done by browsing to the appinv.aspx page of the site.
http://<hostname>/<the Site Collection>/_layouts/15/appinv.aspx
  • Fill in the Client Id and click on Lookup
  • Now we will grant the App full control access to the site collection.
  • Set the following XML as the Permission Request XML
<AppPermissionRequests>
    <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" Right="FullControl" />
</AppPermissionRequests>
  • Click on Create.
  • A pop-up screen will appear asking to Trust the App, click on Trust It.
  • The App has been granted permissions and can be used in the Flow.

Creating the Flow

  • Create a Flow with the required trigger.
  • Add two initialize variable actions for the Token type and Access token.
  • Add the HTTP action to acquire the access token and type.
  • Set the name to HTTP – Request access token and type
  • Set the Method to POST.
  • The URI is different for every tenant, you will need to your tenant id.
  • https://accounts.accesscontrol.windows.net/<tenant ID>/tokens/OAuth/2
  • Set the Headers as follows.
  • The key is Content-Type
  • The value is application/x-www-form-urlencoded
  • For the body you will need the tenant ID, client_credentials, client_id and client_secret.
  • grant_type=client_credentials&client_id=
    <Client ID>@<Tenant ID&client_secret=<Encoded Client Secret>&resource=00000003-0000-0ff1-ce00-000000000000/<tenant>.sharepoint.com@<Tenant ID>
  • Add a Parse JSON action.
  • Set the content to the BODY (result) of the HTTP – Request access token and type action.
  • Use the following Schema to parse the JSON.
{
    "type": "object",
    "properties": {
        "token_type": {
            "type": "string"
        },
        "access_token": {
            "type": "string"
        }
    }
}
  • Set the variable Token type and Access token using the results of the parsed JSON.
  • Now you can break the inheritance, add a HTTP action.
  • Set the name to HTTP – break inheritance.
  • Set the Method to POST.
  • The URI is different for every item/list you want to change.
  • <site url>/_api/lists/getbytitle(‘<list display name>’)/items(<ITEM ID>)/breakroleinheritance(true)
  • Set the Headers as follows.
  • The key is Authorization
  • The value is the Token type and Access token variable. Make sure to add a space between the variables.
  • The key is Accept
  • The value is application/json;odata=verbose
  • Now you can grant an user permissions, I am granting the challenger (property of the item) contribution access.
  • Add a HTTP action, with this action we will get the users information.
  • Set the name to HTTP – Get User info
  • Set the Method to GET
  • The URI is different for every location where you want to get the information from.
    <site url>/ _api/web/siteusers/getbyemail(‘<Challengers email>’)
  • Set the same Headers as before.
  • Add the Parse JSON action, name is Parse JSON – Get User Principal ID
  • Set the content to the BODY (result) of the
    HTTP – Get User info action
  • Add the following Schema to the Use sample payload to generate the schema option.
  • Make sure to enter your own account details.
{
  "d": {
    "results": [
      {
        "Id": 9,
        "LoginName": "i:0#.f|membership|<youraccount>",
        "Title": "<your name>",
        "PrincipalType": 1,
        "Email": "<youremail>",
        "IsSiteAdmin": true
      },
      {
        "Id": 14,
        "LoginName": "i:0#.f|membership|<youraccount>",
        "Title": "Example Title",
        "PrincipalType": 1,
        "Email": "<youremail>",
        "IsSiteAdmin": false
      }
  
    ]
  }
}
  • Add a HTTP action, set the name to HTTP – Grant contribute permissions
  • Set the Method to POST
  • The URI is different for every item/list you want to change.
    <site url>/_api/lists/getbytitle(‘<list display name>’)/items(<ITEM ID>)//roleassignments/addroleassignment(principalid='<d.ID>’roleDefId=1073741827)
  • The id 1073741827 stands for contributor, in my blog post SharePoint: Get the Role ID you can read more about role id’s.
  • Set the same Headers as before.
  • Now you can reset the inheritance if needed, add a HTTP action
  • Set the name to HTTP – Reset Role Inheritance
  • Set the Method to POST
  • The URI is different for every item/list you want to change.
    <site url>/_api/lists/getbytitle(‘<list display name>’)/items(<ITEM ID>)/resetroleinheritance
  • Set the same Headers as before.
  • Your Flow will now look like this.

Flow: Performance issue

In my previous blog post Flow: Start a flow with another flow I talked about a flow that was becoming very big and slow. In this blog post I will explain why the Flow was very slow and how you can prevent this from happening.

The purpose of the Flow was to convert a complete SharePoint List into a comma separated Excel file. This was not a simple extract but also various data manipulations and user profile data request where required. The Flow ended up with a large number of for each loops and unique variables.

Reason 1: Too many of the action Initialize variable

The Flow contained too many unique variables. I noticesd hat there was a steep incline in the overall processing time when I added more and more unique variables. It started to become slow after about 12 variables. Try too avoid to many unique variables.

Reason 2: Nested for each loops

The Flow also contained too many nested Apply to each actions. This slowed down the Flow but much less than the unique variables. Try too avoid nested loops.