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Manual power automate flow

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Posted on by Teach Me

I wonder if someone could help please with a power automate flow. I would need to update a subgrid on all contacts based on the owner's department, we have a marketing interests grid (it's a custom entity) added to the contact form so users can add what sort of products/webinar etc the contact may be interested for our marketing department and I need to create a flow to update all existing contacts based on the owner's department eg if the owner's department is "service" then the marketing interest would be "product 1", if the department is "sales" then the interest would be "product 2". It's a 1:1 mapping, but they are not called the same and we have about 15 of them so it would be good not to add 15 separate condition branches. Both fields are text fields. I also would want to avoid creating a new marketing interest if that given one is already added to the contact.

So that's the challenge, I'm quite new to power automate and really struggling with it. Any help would be greatly appreciated.

Thanks!

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Bipin D365 28,981 Moderator on at

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RE: Manual power automate flow

Hi,

So once you have list of contacts then apply foreach loop to loop through each contact

Inside foreach loop

Add get a row by Id - To fetch the contact owner department

Table - Users/systemuser

Row Id - contact owner from dynamic content

Once you have Department value

Add list rows to check if Marketing interest already exist with the contact owner

Tables - marketing Interests

Filter query - contact lookup eq Contact Id and Department eq Department

Check if count == 0

Add row action to create marketing Interests record

You can check below post to write filter query for list rows to check if Marketing interest exist

saralagerquist.com/.../

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Teach Me 85 on at

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RE: Manual power automate flow

Hi,

Sorry, I wasn't clear. :-) I pretty much only know how to do the first step, trigger a manual flow, list the contacts and then I'm really struggling with the next steps, how to reference to list Owners within a list of Departments and then create the Marketing Interest with the given value matching the Contact Owner's Department.

Thanks! :-)

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Leah Ju Microsoft Employee on at

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RE: Manual power automate flow

Hi Partner,

I just need a flow for this one off exercise to go through on all existing contacts.

Two ways:

1.Using 'when a record is selected' trigger:

2.Manually trigger and List rows action:

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Teach Me 85 on at

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RE: Manual power automate flow

Hi,

Thank you for looking into this, please see my answers below:

1.based on the owner's department

Contact's owner? - Yes

'department' is one text field on the 'User' entity? - Yes

2.marketing interests grid (it's a custom entity) added to the contact form.

'marketing interests' entity has N:1 relationship with contact entity? - 1 Contact can have multiple Marketing Interests, 1:N relationship has been created on Contact to Marketing Interests

3. It's a 1:1 mapping - between Department and Markleting Interest

One contact can only has one marketing interests? - No, 1 contact have multiple marketing interest, but 1 User's Department matches 1 marketing interest

So basically I'd like to run the flow on all existing contacts, list them then list the Contact's Owners and based on the Owner's Department add a new Marketing Interest row if it's not already created. I managed to set up the flow that will now populate the marketing interest on new contacts creation, I just need a flow for this one off exercise to go through on all existing contacts.

Many thanks for your help! :-)

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Leah Ju Microsoft Employee on at

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RE: Manual power automate flow

Hi Partner,

Can you help answer the following questions?

1.based on the owner's department

Contact's owner?

'department' is one text field on the 'User' entity?

2.marketing interests grid (it's a custom entity) added to the contact form.

'marketing interests' entity has N:1 relationship with contact entity?

3. It's a 1:1 mapping

One contact can only has one marketing interests?

If so, why not create 1:N relationship between 'marketing interests and contact entity? Then use one lookup field in the contact form.

4.we have about 15 of them so it would be good not to add 15 separate condition branches.

If fifteen departments correspond to different marketing interests, you will have to create 15 conditional branches.

However, there is a limit of 8 nested conditions in the flow, so you need to use Switch control.

You can refer to the following link for more actions about using flows in dataverse:

https://learn.microsoft.com/en-us/power-automate/dataverse/overview

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