Using Flow to Trigger (based on record owner or user) Sending Forms Pro to Lead in D365

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Posted on 13 Jul 2020 21:17:45 by Chris_W

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Hi everyone,

I initially posted this in one of the other forum's but didn't get any traffic and figured I'd try it in the general forum as well.

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Wondering if this is possible and if so, how? I'm running into an issue building this flow and hoping to get some guidance.

Business Need:

Our users need to send a Forms Pro survey to leads in D365

I've built a Flow in Power Automate so that when a lead is selected in D365 for Sales a user could send a Forms Pro survey invitation via email in a template. The issue is that we have two users who will require a different email template that everyone else. Is is possible to insert a condition in the Flow that would check the owner or user (either would work) and then is "YES" I'd have one specific email template go out and if the condition is "NO" the other template would go out.

Wondering if the condition could check if the owner or user is the two specific users in question so that the "YES" email would go out and if "NO" (Every other user) the other email would go out.

I'd like to keep it restricted to only one Flow, but if I can't do the scenario above I'll just create a separate Flow for those two users. Trying to cut down on the amount of Flows. :)

Thank you in advance!

Chris

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cloflyMao 25,202 on 29 Jul 2020 at 03:16:20

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RE: Using Flow to Trigger (based on record owner or user) Sending Forms Pro to Lead in D365

Hi Chris,

You can achieve it by adding an action that named ‘get record’.

As following shown:

1.Add ‘Get record ’ Action before ‘condition’ action.

2.Set condition.

Select Owner as condition trigger and fill guid of these two users.

3.Steps of flow.

4.Details of flow.

5.Test.

Regards,

Clofly
Chris_W 120 on 27 Jul 2020 at 21:02:08

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RE: Using Flow to Trigger (based on record owner or user) Sending Forms Pro to Lead in D365

Hi Clofly,

Thank you for the suggestion and apologies on the delayed reply. I've tried the suggestion and can't seem to get it to work based off of the condition. I'm tried setting the condition to trigger via Dynamics UserName, Owner, OwnerID, UserEmail, and none of them seem to work correctly. The Flow always runs NO and never triggers the YES condition.

Any ideas?

Best,

Chris
cloflyMao 25,202 on 14 Jul 2020 at 06:06:00

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RE: Using Flow to Trigger (based on record owner or user) Sending Forms Pro to Lead in D365

Hi Chris,

You can add condition action in the flow to achieve it.

As following shown:

(1) You can add an action and select Condition.

(2) set condition, use different template in different branch.

(3) click Save button.

Regards,

Clofly