diff --git a/flow-docs/approve-reject-requests.md b/flow-docs/approve-reject-requests.md index cbeae3f5f..8678b6538 100644 --- a/flow-docs/approve-reject-requests.md +++ b/flow-docs/approve-reject-requests.md @@ -34,6 +34,8 @@ Power Automate makes it easy to automate [approval workflow processes](modern-ap ## Reject a request [!INCLUDE [reject-a-request](includes/reject-a-request.md)] + + ## Learn more * Create [approval flows.](modern-approvals.md) * Create [sequential approval flows.](sequential-modern-approvals.md) diff --git a/flow-docs/connection-cds.md b/flow-docs/connection-cds.md index 0a0b8224a..d7c8afc62 100644 --- a/flow-docs/connection-cds.md +++ b/flow-docs/connection-cds.md @@ -106,3 +106,11 @@ If you have a trigger registered on the update of a record, the flow runs for ev > If you have two updates that happen within seconds of each other, then the flow may be triggered more than once with the latest versioned content. Flow runs may be delayed if there is a backlog of system jobs in your environment. If this delay occurs, your flow is triggered when the system job to invoke the flow runs. + +### Call any Common Data Service action + +Automated workflows can call all actions in Common Data Service. These include everything from fulfilling a sales order to exporting a Microsoft Excel file. + + ![All actions](./media/cds-connector/all-actions.png "all actions") + + diff --git a/flow-docs/create-business-process-flow.md b/flow-docs/create-business-process-flow.md index e8e46ba1d..5f4f57fbd 100644 --- a/flow-docs/create-business-process-flow.md +++ b/flow-docs/create-business-process-flow.md @@ -353,6 +353,28 @@ Now that you've created the instant flow, all that's needed is for you to add it 1. Next, select the search icon in the **Select a Flow** field to list all flows that you can added to a business process flow. 1. Select a flow from the list, and then save your changes by selecting the **Apply** button at the bottom of the properties pane. 1. Finally, select the **Update** button to make this business process flow with its new instant flow step available to your users. + + +## The action center + +When you need to see the list of business process flows in which you're involved, check out the unified action center. + +![Business process flows view of the unified action center](media/approvals-center.png "Business process flows vie of the unified action center") + +![Approval flows view of the unified action center](media/action-center-bpf.png "Approval flows view of the unified action center") + +In the unified action center, you will see all business processes in which you're assigned at least one Common Data Service entity record that the process uses. For example, if a business process uses the **Lead** and **Opportunity** entities in Common Data Service, you will see all instances of this process where either the Lead or the Opportunity record is assigned to you. + +View all instances that are currently being worked under the **Active** tab. From this tab, you can view the following details: + +- The name of the process. +- The current stage for each process. +- The owner of the Common Data Service record associated with the active stage. +- The time since the instance was created. + +To see the + +Select an instance to open it in a new tab, or select it to copy a link, share a link via email, abandon, or delete the instance. ## Next steps diff --git a/flow-docs/error-checker.md b/flow-docs/error-checker.md index 95e46177b..fd4e00e29 100644 --- a/flow-docs/error-checker.md +++ b/flow-docs/error-checker.md @@ -13,7 +13,7 @@ ms.devlang: na ms.topic: article ms.tgt_pltfrm: na ms.workload: na -ms.date: 04/30/2019 +ms.date: 10/05/2019 ms.author: deonhe search.app: - Flow @@ -29,12 +29,12 @@ The Power Automate checker promotes higher quality flows by ensuring you follow For each issue the checker identifies, the checker points to specific occurrences within the flow where you should consider making improvements. And, you learn how to implement these improvements by following detailed guidance. -The checker is always active, appearing in the command bar in the designer. The checker shows a red dot when it finds one or more errors or potential errors in your flow. +The checker is always active, appearing in the command bar in the designer. The checker shows a red dot when it finds one or more errors, potential errors, or warnings in your flow. ![Checker](media/checker/checker-in-designer.png "Checker") -## View errors in the checker +## View errors or warnings in the checker While designing your flow, you can select the Flow Checker button to open the checker to view errors and warnings. @@ -42,7 +42,7 @@ The checker also opens automatically when you save the flow if there are errors ## Learn to fix errors and warnings -Expand each section to learn more about how to fix an error. +Expand each section to learn more about how to fix the errors or warnings. ![Checker details](media/checker/checker-detail.png "Checker details") diff --git a/flow-docs/get-started-logic-flow.md b/flow-docs/get-started-logic-flow.md index aacf2bb5d..a76185594 100644 --- a/flow-docs/get-started-logic-flow.md +++ b/flow-docs/get-started-logic-flow.md @@ -45,6 +45,9 @@ First, you will need to select what event, or *trigger*, starts your flow. ![Twitter event](./media/get-started-logic-flow/twitter-search.png) + >[!TIP] + >Connectors support multiple types of authentication. For example, SQL Server supports Azure AD, SQL Server authentication, Windows authentication, and SQL connection string. Users choose which type of authentication they want to use when configuring a connector. + 1. If you haven't already connected your Twitter account to Power Automate, select **Sign in to Twitter**, and then provide your credentials. 1. In the **Search text** box, type the keyword that you want to find. diff --git a/flow-docs/includes/view-pending-approvals.md b/flow-docs/includes/view-pending-approvals.md index ac3b413d6..e2fc06fde 100644 --- a/flow-docs/includes/view-pending-approvals.md +++ b/flow-docs/includes/view-pending-approvals.md @@ -3,10 +3,10 @@ View all pending approval requests by following these steps: 1. Sign in to [Power Automate](https://flow.microsoft.com). ![sign in](media/modern-approvals/sign-in.png) -2. Select the **Approvals** tab. +2. Select the **Action items** > **Approvals**. ![approvals tab](media/modern-approvals/approvals-tab.png) -3. Find all pending approval requests under **Received requests**. +3. Find all pending approval requests under **Received**. ![pending requests](media/modern-approvals/pending-requests.png) diff --git a/flow-docs/media/action-center-bpf.png b/flow-docs/media/action-center-bpf.png new file mode 100644 index 000000000..0696b4ae7 Binary files /dev/null and b/flow-docs/media/action-center-bpf.png differ diff --git a/flow-docs/media/approvals-center.png b/flow-docs/media/approvals-center.png new file mode 100644 index 000000000..e4bc346d4 Binary files /dev/null and b/flow-docs/media/approvals-center.png differ diff --git a/flow-docs/media/cds-connector/all-actions.png b/flow-docs/media/cds-connector/all-actions.png new file mode 100644 index 000000000..64ec1773d Binary files /dev/null and b/flow-docs/media/cds-connector/all-actions.png differ diff --git a/flow-docs/modern-approvals.md b/flow-docs/modern-approvals.md index 7530d3023..bab5bc491 100644 --- a/flow-docs/modern-approvals.md +++ b/flow-docs/modern-approvals.md @@ -86,7 +86,7 @@ The **Site Address** and the **List Name** are the items you noted earlier in th > [!NOTE] > This action sends the approval request to the email address in the **Assigned To** box. > -> +> If your scenario requires it, you can attach files to your approval requests that use Common Data Service. ## Add a condition