2
I aim to automatically update the customer card with the location code to west or East based on the province using a Power Automate flow. This way, when a customer places an order or a sales order is created, it will be directed to the correct warehouse.
I'm new to Power Automate, so any assistance or documentation you can provide would be greatly appreciated. Thank you!
To automatically update the customer card with the location code based on the province using Power Automate, you can follow these steps:
Create a Power Automate Flow: Log in to Power Automate and create a new flow. Choose a trigger that suits your scenario, such as "When an item is created or modified" in your customer or sales order system.
Add a Condition: Within the flow, add a condition action to check the province of the customer or the location associated with the sales order.
Set Conditions for West and East: Depending on the province/location, set conditions for whether it belongs to the West or East region. You can use logical expressions to determine this based on the province or any other relevant criteria.
Update Customer Card: Add actions to update the customer card with the appropriate location code based on the condition met. You might use actions like "Update a record" if you're integrating with a CRM system or any other appropriate action based on your setup. Test the Flow: Before activating the flow, test it with sample data to ensure it functions as expected.
Activate the Flow: Once tested successfully, activate the flow so it can run automatically when a customer places an order or a sales order is created.
Regarding documentation and assistance: Official Microsoft Documentation: Microsoft provides extensive documentation and tutorials for Power Automate. You can start with the official documentation to understand the basics and explore various features and capabilities.
#1
André Arnaud de Cal...
291,735
Super User 2024 Season 2
#2
Martin Dráb
230,466
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
