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Incoming documents from email or Power Automate

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Posted on by Hrvoje Kusulja

370

Hello,
we use BC v16 in SaaS.

We need to speed up the import of Incoming documents, instead of opening BC web interface and manual PDF file import/upload.

Is it possible to somehow other way to import incoming documents? I do not see option through Power Automate (aka Flow) to create Incoming document with binary (PDF) attachment.

Any other way for faster processing, maybe we can forward attachment via email somehow/somewhere?

Thank you

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AntonHa 5 on at

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RE: Incoming documents from email or Power Automate

I can publish this application, but what do i need to do after that?
In Flow (Power Automate), what do i need to do to send my attachment to business central?
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CFerland 19 on at

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RE: Incoming documents from email or Power Automate

Hi, this is what I got from our engineer

codeunit 50104 "IncomingDocumentsExtension"
{
var
incomingDocument: Record "Incoming Document";
incomingDocumentAtt: Record "Incoming Document Attachment";

trigger OnRun()
begin

end;

//MY METHOD

procedure ImportDocumentAsJSON(document: Text) ReturnValue: Text
var
token: JsonToken;
tokenAtt: JsonToken;
documentParsed: JsonObject;
attObj: JsonObject;
attArray: JsonArray;
att: JsonToken;
docDescription: text;
docStatusField: text;
TempBlob: Record TempBlob temporary;
//For Debug
resp: text;
respB: Boolean;
begin
// Process JSON

if not documentParsed.ReadFrom(document) then
Error('Invalid response, expected an JSON OBJECT as root object');

//Inserting Document into table 130
incomingDocument.Init();
incomingDocument.Description := GetJsonToken(documentParsed, 'Description').AsValue.AsText;
incomingDocument.CreateIncomingDocument(incomingDocument.Description, '');

//Inserting attachment and linking to previous document inserted
incomingDocumentAtt.Init();
TempBlob.FromBase64String(GetJsonToken(documentParsed, 'MainAttachment').AsValue.AsText);
incomingDocumentAtt.Content := TempBlob.Blob;
incomingDocumentAtt."Incoming Document Entry No." := incomingDocument."Entry No.";
incomingDocumentAtt.Type := incomingDocumentAtt.Type::Other;
incomingDocumentAtt."Line No." := 10000;
incomingDocumentAtt."Main Attachment" := True;
documentParsed.Get('SupportingAttachments', tokenAtt);
foreach att in tokenAtt.AsArray() do begin
if att.IsObject() then begin
attObj := att.AsObject();
incomingDocumentAtt.Name := GetJsonToken(attObj, 'Name').AsValue.AsText;
incomingDocumentAtt."File Extension" := GetJsonToken(attObj, 'File_Extension').AsValue.AsText;
end;
end;
respB := incomingDocumentAtt.Insert();

ReturnValue := StrSubstNo('Result: Was the item Inserted? %1. Document ID: %2', respB, incomingDocument."Entry No.");
end;

//BASIC CONVERTIONS FOR JSON
procedure GetJsonToken(JsonObject: JsonObject; TokenKey: text) JsonToken: JsonToken;
begin
if not JsonObject.Get(TokenKey, JsonToken) then
Error('Could not find a token with key %1', TokenKey);
end;

procedure SelectJsonToken(JsonObject: JsonObject; Path: text) JsonToken: JsonToken;
begin
if not JsonObject.SelectToken(Path, JsonToken) then
Error('Could not find a token with path %1', Path);
end;
}
CIT_pakr 30 on at

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RE: Incoming documents from email or Power Automate

hi, do you have a example for that ?
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CFerland 19 on at

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RE: Incoming documents from email or Power Automate

Hi, we managed to get this thing working.

This is the briefing I got from our architect who figured it out.

Solution:

Since SOAP can't receive any stream files, we figure out we needed to create an endpoint (CodeUnit) to receive a new object (incomingDocuments + file as base64) as JSON. Once into BC, using AL, everything is easier. To save Incoming Documents (Table 130) we just create using a Description value (which is the same to name it) and get the value of Id after created. Next we create an Incoming Document Attachment (Table 133) using the previous Id of document to attached. The trick here was, with the base64 value, we created a Blob with it (TempBlob.FromBase64String()) and added as Content. To save into the table, we used ".Insert()".
Hrvoje Kusulja 370 on at

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RE: Incoming documents from email or Power Automate

Sorry, can you explain in more detail. How to create Power Automate (Flow) to (example on triger email , extract attachment binary content) and to upload to BC production environment inside "Incoming document" with attachment content, using native BC connector? I did not manage to get it working :/
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JAngle 89 on at

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RE: Incoming documents from email or Power Automate

Power automate (flow) has an attachment endpoint which is in fact the incoming document feature of BC. As part of this flow you have to post a value which gives us an ID and then you use that ID to patch a binary file.

Other processing options would most likely be ISV add ins like Continia document capture as an example
CFerland 19 on at

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RE: Incoming documents from email or Power Automate

Hi, did you find a solution to this problem ? Or anybody else have the same issue ?

We are also trying to import Incoming Documents using PowerAutomate.... We did expose a web service in BC that allows us to create and incoming document table entry but we can't get the actuel attachment with it since it appears to be another table and the upload thru BC is done using a main filestream upload that doesn't seem to be available.

Maybe someone has experience with BD "Import" feature that triggers the proprietary filestream upload ?

Thanks !