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Small and medium business | Business Central, N...
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In Business central make a Power Automate Flow to a custom Filed

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Posted on by 1,707

Hi Community,

For example:

I have Create a  custom Field similar like (Tax Liable) in sales Invoice, that I want to make a Flow through Powerautomate that  work as when the toggle is true/false the only field in the whole page Should Save automatically.

I just want a trigger for my custom field that only particular trigger not for other field in the whole page.

pastedimage1681724431701v1.png

  • Suggested answer
    Shawnsauve Profile Picture
    Shawnsauve 1,089 on at
    RE: In Business central make a Power Automate Flow to a custom Filed

    To create a Power Automate flow that triggers when the custom field in your sales invoice is toggled, you can follow these steps:

    1. Create a new flow: In Power Automate, click on "Create" and select "Instant Cloud Flow".

    2. Select a trigger: In the "Choose your flow's trigger" window, select the "When a record is updated" trigger.

    3. Connect to Business Central: In the "Connect to Business Central" window, select your Business Central environment and enter your credentials to connect.

    4. Choose the sales invoice entity: In the "Choose your action" window, select "Sales Invoices" as the entity you want to monitor for changes.

    5. Define the trigger condition: In the "Trigger Conditions" section, define the condition that should trigger the flow when the custom field is toggled. For example, you could set the trigger to fire when the "Tax Liable" field is changed and its value is set to "true".

    6. Add an action: In the "New step" window, select "Update a record" as the action you want to take when the trigger condition is met.

    7. Choose the sales invoice entity again: In the "Choose your action" window, select "Sales Invoices" as the entity you want to update.

    8. Define the fields to update: In the "Set the values" section, select the field you want to update when the trigger condition is met. In this case, it would be the field that should save automatically.

    9. Save and test the flow: Save the flow and test it by toggling the custom field in a sales invoice record to see if the field you selected is updated automatically.

    Note that you may need to adjust these steps based on your specific needs and the structure of your sales invoice entity in Business Central.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 74,115 Super User 2024 Season 2 on at
    RE: In Business central make a Power Automate Flow to a custom Filed

    Hi, Inge is right, in the latest version, modifying the field will save it immediately instead of closing the page.

    More details: Auto-save as you work -> Trigger timing of OnModify (Table) Trigger/OnModifyRecord (Page) Trigger has changed 
    https://yzhums.com/30730/

    So, I think this behavior cannot be controlled by Power Automate so far.

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    RE: In Business central make a Power Automate Flow to a custom Filed

    The page will automatically be saved when you toggle you field. That is standard functionality. Or am I misunderstanding what you mean by saved?

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