search

LinkeD365 / FlowToVisio

XrmToolBox tool to allow you to document your cloud flows within Microsoft Power Automate
https://linked365.blog/2020/10/14/flow-to-visio-xrmtoolbox-addon/
GNU General Public License v3.0
36 stars 7 forks source link

Issue Retrieving Flows in Flow Visio Builder #25

Closed nooriean closed 2 years ago

nooriean commented 3 years ago

[Write your comment/feedback/issue here] Hi Team,

I cannot retrieve my flows in the flow Visio builder. When I click on Connect to Dataverse, it doesn't retrieve anything.

Please help!

nooriean commented 3 years ago

And when I try to enter my flow name in the search box, I receive unhandled exception error.

LinkeD365 commented 3 years ago

Hey @nooriean can you screenshot the display of your flow and what you are seeing in the XrmToolBox? There are 2 methods to retrieve flows, and it depends whether they are in a solution or not which one you use.

nooriean commented 3 years ago

XRM Snapshot2

I am not sure if I need to use configure to API but I am unaware of the blank areas in the snapshot.

LinkeD365 commented 3 years ago

Hi @nooriean You do need to connect via the Flow API, steps are here

nooriean commented 3 years ago

Thank you so much. Can you also please assist me how to connect to dataverse as for my other account, I don't get to the API screen and I only see connect to dataverse option but when I click on it, nothing happens. There also my flows are cloud based.

nooriean commented 3 years ago

Hi LinkeD365,

What should I use for the Select and Label fields in the above screenshot? I can get the rest but these 2 are still unknown. Can you please assist?

nooriean commented 3 years ago

Hi buddy, please close this ticket as I migrated my flows to Solution and then connected via dataverse to retrieve them. It was easy. I thank you for all your support!

mucor2 commented 3 years ago

I am also seeing that prompt for Selection and Label fields, I am not using solutions at this point. Thanks, your tool is the only one I have found to document my PAD flows for Auditor purposes. MS does not see this as a significant need.

LinkeD365 commented 3 years ago

HI both, the selection and label are part of the ability to create one or more connections, I will create a video to show it's use. Sorry for the confusion