Powell Software Power Automate samples
Powell Software Power Automate samples are provided as a guide to understand how to connect Powell Products with Microsoft 365 features and let you easily modify them to your personal needs. Powell Software Power Automate samples are not part of the Powell Software products & service level agreements associated with the licences (no support), it is a free add-on.
Introduction
the flow will allow you to publish a card in a team channel to celebrate employee birthday. it is based on Azure Active Directory user profile and a targeted group to avoid to scan all accounts in the Azure Active Directory.
Requirements
- You need to be able to list groups
- You need to have the Birthday user property filled in the user information
- you need to have access to the team's channel where you want to publish the card
- you need to have installed the Powell Software solution (TIPS - How to install or Update the Powell Software solution in Power Automate.)
Configuration
Step 0: edit the flow
- in "my flows" section, edit the flow
- in the detail page, click edit again
Step 1: set the connexions
To be able to use the flow you will need to initiate multiple connections (some connections are in the condition block in the user loop) :
- one to get the list of users in the targeted group
- one to get information profiles of the users
- one to transform the item contents
- two for Microsoft Teams to be able to post a card into your desired channel & mention the user
Step 2: set the source & target of the flow
after setting the different connections, we will configuring the flow itself by setting the timer job in the desired time slot for the execution
note: interval and fequency need to stay at 1 time per day to avoid missing birthday & do not send multiple cards for the same employee in a day.
we need to specify the group of users we want to target
note: it is the same action as finding the team id explained here: TIPS - How to find a team id and a channel id in Microsoft Teams
and we will set the team channel destination for the card notification
to know how to find the team channel id and team id, you can follow this article
Test
You have configured the connexions and set your timer job, group & Team channel destination. Your flow is now complete and you are ready to test it.
Just before testing it, do not forget to activate the flow by turn it on in the top action bar in the flow resume page