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How do you call a FLOW/Power Automate with Ribbon Workbench and passing the user details to Flow

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HI,

I plan to use FLOW to query the oldest unassigned case and assign that case to the current user. I am thinking of creating a custom button (via Ribbon Workbench) and when clicked will activate the FLOW.

How can I use Ribbon Workbench to activate the Flow. Also how will the power automate know who is the current user is?

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Hi,

You need to add a button, and then add some JavaScript methods to the button:

Add JavaScript to existing button (Ribbon WorkBench 2016) - Microsoft Dynamics CRM Forum Community Forum

You need to use Http trigger in flow in order to accept user parameters:

The user's parameters can be obtained using this api:

getGlobalContext.userSettings (Client API reference) in model-driven apps - Power Apps | Microsoft Docs

You only need to send http request to flow in JavaScript:

XMLHttpRequest.response - Web APIs | MDN (mozilla.org)

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Frank Gong

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Thank you but how do I get the user details from Ribbon Workbench?

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Hi,

Have you tried to call the API like this:

var userSettings = Xrm.Utility.getGlobalContext().userSettings;

userSettings.userId;

userSettings.userName;

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Frank Gong

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