How to set up Power Automate workflow

A) Flow starts when SharePoint item is created or modified

1. Flow should have SharePoint trigger When an item is created or modified:

2. Open page SharePoint List Setup Card of the List Setup, where you plan to add the workflow.

3. Open page SharePoint List Workflow (Navigate / List Workflow) and create a new workflow.

4. Fill in required fields on the page SharePoint Workflow Setup Card:

Important fields are the following:

General (FastTab)/Type must be set to Flow.
General (FastTab)/Internal Name and General (FastTab)/Title for referencing the flow in application.
General Type=Flow (FastTab)/Flow Trigger fields. This creates a new SharePoint column (“FlowTrigger”) and when users start workflow from NAV, NavSherpa will fill the SharePoint field with a starting value. The Power Automate workflow can use this SharePoint field value to determine, if the workflow should be started on this list item.
(Optional) Results (FastTab)/Informative Status fields. This creates a new SharePoint column (“ApprovalResult”), where the Power Automate workflow should write informative message for the user.
(Optional) Results (FastTab)/Custom Status fields. This creates a new SharePoint field (“ApprovalValue”), where the Power Automate workflow should write numerical information about the workflow status. See the list of prepared basic states in Results (FastTab)/Custom Status – SP Field Title.

5. Run action Deploy Group/Update List On SP on the SharePoint List Setup Card to create new columns on SharePoint. Then release the List Setup.

6. Start the workflow:

a) Manually from the page with implemented NavSherpa controls. Click Process and click Advanced WorkFlow and select from the list of available workflows.

b) Automatically from code with StartWorkflow function.

7. Monitor the workflow progress:

a) Manually from the page with implemented NavSherpa controls, see WorkFlow Status factbox.

b) Automatically from the code with IsWorkflowApproved or IsAllWorkflowsApproved functions.

B) Flow is called directly from NAV

1. Flow should have SharePoint trigger When a HTTP request is received:

2. Create a new SharePoint Site Setup Card. Name and url does not matter (it can be anything), but the Site Setup must have Anonymous authorization (if you are running C/AL NavSherpa in BC140 or lower please use By logged in authorization here):

3. Create a new SharePoint List Setup Card with List Type Flow and use Site Setup created in step 2 as SP Site Setup Code:

Important fields are the following:

General (FastTab)/List Type must be set to Flow. Please select this field first, before SP Site Setup Code, to avoid authorization issues.
General (List Type=Flow)/Flow Web URL is the url of Power Automate workflow, which you can copy from the flow trigger.
Set up Fields Mapping (ListType = Flow). Use fields Fields Mapping (List Type = Flow)/Table ID and Fields Mapping (List Type = Flow)/Field ID to select fields from NAV, and field Fields Mapping (List Type = Flow)/JSON – Name to select the field name in JSON request body.

4. Release the SharePoint List Setup Card.

5. Open page SharePoint List Setup Card of the List Setup, where you plan to add the workflow.

6. Open page SharePoint List Workflow (Navigate / List Workflow) and create a new workflow.

7. Fill in required fields on the page SharePoint Workflow Setup Card:

Important fields are the following:

General (FastTab)/Type must be set to Flow.
General (FastTab)/Internal Name and General (FastTab)/Title for referencing the flow in application.
General Type=Flow (FastTab)/Flow Request Setup Code – select the flow definition created in step 2.
(Optional) Results (FastTab)/Informative Status fields. This creates a new SharePoint column (“ApprovalResult”), where the Power Automate workflow should write informative message for the user.
(Optional) Results (FastTab)/Custom Status fields. This creates a new SharePoint field (“ApprovalValue”), where the Power Automate workflow should write the numerical information about the workflow status. See the list of prepared basic states in Results (FastTab)/Custom Status – SP Field Title.

8. Run action Deploy Group/Update List On SP on the SharePoint List Setup Card to create new columns on SharePoint. Then release the List Setup.

9. Start the workflow:

a) Manually from the page with implemented NavSherpa controls. Click Process and click Advanced WorkFlow and select from the list of available workflows.

b) Automatically from code with StartWorkflow function.

10. Monitor the workflow progress:

a) Manually from the page with implemented NavSherpa controls, see WorkFlow Status factbox.

b) Automatically from code with IsWorkflowApproved or IsAllWorkflowsApproved functions.