B.3 ‐ Robotic Process Automation Online Workshop ‐ Power Automate desktop flow Part 3 - dcasota/m365-scripts GitHub Wiki

This is mainly the content from https://learn.microsoft.com/en-us/training/modules/integrate-cloud-flows-online-workshop.

Edited September 30th 2024: This part never worked. I documented the attempts in this blog entry.

First, select Solutions > import solution.

Select Browse. Select the InvoiceprocessingsolutionFirstLast_1_0_0_2.zip solution file located in the resources folder and then select Open. Select Next.

Select Import and then wait for the solution to be imported.

Select Create and then select the second option under Start from blank titled Instant cloud flow.

This causes the Build an instant cloud flow dialogue box to pop up. Name the flow Manual trigger desktop flow to enter invoice then select Manually trigger a flow. Select Create.

Add a step by selecting the + icon under the Manually trigger a flow action card.

Enter desktop flow in the search box and then select Run a flow built with Power Automate for desktop located under Desktop Flows.

Without a Premium license, the action is not selectable.

In the Connection Name box, type My Computer. Select Connect with username and password from the Connect dropdown menu and then select the machine that you registered in the setup lab from the Machine or machine group dropdown menu.

Provide your sign-in user and password information.

If you're uncertain of what to enter in the Domain and username field, you can use the Command Prompt window (open Windows Start menu, enter CMD, and then press the Enter key). Enter the whoami command and press the Enter key to locate the domain and username. Fill in the textbox with USERDOMAIN\USERNAME.
If this account isn't a domain account, then use the Set computer command to look for the computer name. Fill in the text with COMPUTERNAME\USERNAME.
To make sure that you have the correct sign-in credentials, try signing out of the computer and using the username/password combination to determine if you can successfully sign in to this computer.
The account that you plan to use must have local admin rights on your machine.

Remark: I've tested this a couple of times for unattended mode. It didn't work.

Inside the hosted machine, I've created a new user account svcaccount as member of the local administratiors group.
As said, it didn't work. Then, I switched to attended mode using the AzureAD user I've used previously. This worked.

Select Create New.

After setting up the connection, you can always view and select your connection by selecting the Run a flow built with Power Automate for desktop action card and then selecting Change connection reference.

Note: You can also create new connections here if needed. You can do this by selecting Add New. This step is not necessary for this lesson.

Select Enter an invoice from the Desktop flow dropdown menu.

From the Run Mode dropdown menu, select Attended (runs when you're signed in). This mode runs the desktop flow while you're signed in to the same machine. Unattended mode is for running flows on server machines without users needing to sign in.

Fill in the Amount, Contact, and Accountname boxes with the following sample input values (you're using static input values for now and will learn in the next labs how to use dynamic input values):

Amount - $200
Contact - [email protected]
Account name - WingTip Cups

Select Test in the upper-right corner of the screen.

From the Test Flow dialog, select Manually and then select Test.

Determine if the required connections are correctly configured. If a green check mark appears to the right of Desktop flows, then you're ready to continue. Select Continue.

Select Run flow.

Select Done if your flow run started successfully.

Note: Don't interact with your device while testing.

Watch as your desktop flow is triggered from the cloud and runs on your desktop.

If there are connection issues, you get the following message.

I got an application-centric issue, and didn't find the root cause.

I switched to attended run mode.

After your flow runs successfully, the run detail page will display.

Select Solutions and then select the previously created Invoice processing solution First Last.

After clicking on the solution, select the Add existing drop-down menu at the top of the page. Then select Automation and then Cloud flow.

The Add existing cloud flows dialogue box pops up. Select the Outside Dataverse tab in the box. Then select the flow Manual trigger desktop flow to enter invoice and finally, select Add.

Now the flow is linked to the solution.

Have a look to the exercise 'monitor the list of machines' at https://learn.microsoft.com/en-us/training/modules/integrate-cloud-flows-online-workshop/exercise-monitor-machines.

Navigate through the tabs and view the information provided.

The Last Runs section provides graphs and tables to get meaningful insights about your desktop flow runs, such as the number of runs, the percentage of errors, and the run mode.

The Errors section can be used to identify the most common errors that occur while your flows run. These pivot tables provide information about desktop flows, cloud flows, and machines in which errors occurred, allowing you to view details to identify the source of errors.

By default, this section displays the desktop flow run errors for the last seven days. Optionally, you can select another time period and filter on specific errors.

The Machines section can be used to monitor your machines and machine groups. These pivot tables provide information about the number of machines, groups, connection status, Power Automate for desktop versions installed on machines, and lists of machines and machine groups.

You can use the Current Runs section to monitor active desktop flow runs. These pivot tables provide information about the number of running and queued desktop flows, and lists with the running and queued desktop flows.