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Small and medium business | Business Central, N...
Answered

Method to Create Quote in BC using Power Automation or Microsoft Form

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Posted on by 15,428

Hi

Internally we have a need to create a Form or Power App that shows a few part numbers (more like a check box in front of each item). then when user select parts (check mark parts) and submit we want that form or app create Quote in BC. It is a simple need. 

Is this possible using Power App or Microsoft Form? If yes any example can help. if not what is the best method. 

Form looks like this 

Item No    CheckBox

Item A          X

Item B        

Item C         X

etc 

  • MahGah Profile Picture
    MahGah 15,428 on at
    RE: Method to Create Quote in BC using Power Automation or Microsoft Form

    Thanks Josh and Zhu

    I will try to see if I can build the power app this way.

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,159 on at
    RE: Method to Create Quote in BC using Power Automation or Microsoft Form

    For the added flexibility I’d go for a PowerApp. As Yun states you can fire data through Power Automate from a PowerApp button. You could have it so you build up a header and line in two collections in the app. You then pass those collections as JSON to a power automate flow to place them into the necessary end points PA side.

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 73,698 Super User 2024 Season 2 on at
    RE: Method to Create Quote in BC using Power Automation or Microsoft Form

    Hi, just a idea for Power App. Sorry I haven't tried it.

    First, you can add editable tables in canvas apps. You can add BC tables directly, or use Dataverse tables.

    https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/add-editable-tables

    On this basis, go to add a button to run custom execute actions on Power Automate. This part of the code can be added to the BC Extension.

    More details: https://yzhums.com/20111/

    Hope this will help.

    Thanks.

    ZHU

  • MahGah Profile Picture
    MahGah 15,428 on at
    RE: Method to Create Quote in BC using Power Automation or Microsoft Form

    Hi JAngle

    Thanks for info. My challenge is Quote has 2 sections which is header and line. I could not find the method that create header and line with MS forms.  In addition, each quote will have multiple lines, I could not find the method to create multiple lines. Either could not find a method with Power app.

    Do you think this is possible at all?

    Thanks

  • Suggested answer
    JAngle Profile Picture
    JAngle 33,159 on at
    RE: Method to Create Quote in BC using Power Automation or Microsoft Form

    Power app will have form flexibility but the MS form is very simple to create and obvious to use. An example of MS form method: olisterr.blogspot.com/.../how-to-use-forms-flows-business-central.html

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