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title | How to switch to classic D365 viewer |
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Click Solutions → APSD → ... → Switch to classic |
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title | How to create custom connectors [DEV ONLY] |
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Note |
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Only for the DEV environment Custom connectors must be created before importing the APSD & Flows solutions. |
Clone the APSD-PAPS repository to your local computer. Go into the APSD-PAPS Custom Connector solution. **Must be done from within the solution to ensure that the correct name is generated (ap_5Fnapa-2Dsnapa).** Select + New → Automation → Custom connector . Image RemovedImage AddedEnter in the info as follows: Click Create connector . Return to the APSD-PAPS Custom Connector solution and verify the name of the connector is correctly formatted. On the left hand menu, navigate to Custom connectors . Click on + New custom connector → Import an OpenAPI file . Click Import and go to \repos\APSD-PAPS\Custom Connectors\JSON and select the NAPA-SNAPA.json file. Click Continue . Verify that the Host and Base URL are using the environment variables (to ensure it is pointing to the correct location for the environment you are in - refer to chart in API Connections ). For NAPA API only: Set up OAuth security Click Create connector . Click on the Test tab, then + New connection . Enter the API Key (RDIMS 17999814) and click Create connection . Repeat steps 3-10 to create the rest of the connectors using their json files (SIAPI, SPAPI, MTAPI & TMAPI). *Note: SIAPI doesn’t require an API Key. On the left hand menu, navigate to Data → Connections . For each connection, share them with the organization. Click ... → Share → + Add everyone in my org → Save . This must be done so that any changes to the API Key get shared to all users. The update should be instant, if users are not receiving the updated key, they will need to clear their browser’s cache. Give edit access to TC-CivAv Azure group.
To update an existing connector using the JSON definition On the left-hand menu, click on Custom connectors. Beside the NAPA-SNAPA connector, click ... > Update from OpenAPI file . Image RemovedImage AddedClick Import and go to \repos\APSD-PAPS\Custom Connectors\JSON and select the NAPA-SNAPA.json file. Click Continue . Toggle the Swagger Editor ON > OFF. Go to the Security tab and enter in the information as per RDIMS 17999814. Click Update connector . Click X Close .
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...
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title | Creating connections for Do Not Reply APSD / Ne Pas Répondre PAPS |
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Note |
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Perform the steps in this section in an Edge/FireFox browser. For some reason, Chrome auto-signs in to your personal account. |
Go to https://myaccount.microsoft.com/, click on your profile icon in the top right corner and select Sign in with a different account . Click + Use another account . Log in to DoNotReplyAPSD-NePasRepondrePAPS@tc.gc.ca (info in RDIMS 17999814). In the same browser, go to Power Apps Studio. Click on Connections in the side menu. Click on + New connection and select Office 365 Outlook. Click Create and select the Do Not Reply APSD account that you signed into in Step 3. Repeat Steps 6-7 for the Microsoft Dataverse Office 365 Groups and Excel Online (Business) connections.
You should now have the following connections set up |
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title | Creating Service Principal connections |
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Open the Power Apps Studio and click on Flows in the side menu. Click + New flow > Instant cloud flow . Select Manually trigger a flow, then Create . Click + New step > Microsoft Dataverse > select any action. Click on the … and +Add new connection . Click Connect with service principal . The connection name should be “CivAv APSD Service Principal”. The rest of the info is in RDIMS 17999814. Click Create. Click on Connections in the side menu (don’t save the flow). You can now see the new connection. Delete any other connections that were created.
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Note |
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Solution Import Order Must be followed or will break dependencies 1 APSD-PAPS Env Variables > 2 APSD-PAPS Custom Connectors > 2.1 APSD Connection References > 3 APSD > 4 APSD-PAPS Flows > 5 APSD Apps |
Info |
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Basic steps to import a solution: Click on Solutions on the left-hand menu and then Import in the top menu bar. Select Browse and point to the zip file, e.g. APSD_PAPS_EnvVariables_1_0_0_X.zip , created in the export solution steps.
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Go to the desired environment. Once the Env Variables solution has been imported Once the Custom Connectors solution has been imported For the NAPA connector, go to the Security tab and enter in the information as per RDIMS 17999814. Click Update connector . Click on the Test tab, then + New connection . Click X Close . For the rest of the connectors, edit them and go to the Test tab, then click + New connection (API keys are in RDIMS 17999814 or key vaults (Dev / Prod)). On the left-hand menu, click on Connections. For the MTAPI, SIAPI, SPAPI & TMAPI connections, share them with the organization.
Import the APSD Connection References solution When importing the Flows solution Click Next twice then select the CivAv APSD Service Principal connection for Dataverse and the shared connections for the APIs. For the Office 365 and Excel Online connections, select the Do Not Reply APSD / Ne Pas Répondre PAPS connection created earlier. Image Removed
Click Import and wait for the process to finish. - Click on
Publish all customizations .Outlook, Excel, & Office connection references should be set up using the DoNotReplyAPSD user account connections. For the Key Vault connection, the “Default Azure AD application for OAuth” can be used, and the keyvault name is “civav-dev-kv-apsd-paps” or “civav-prod-kv-apsd-paps”. Image AddedOnce done, the connections should be as follows: Image Added
Import the APSD and then the Flows solution If any are off, follow the steps at the end of this section Some may be off initially due to parent-child flows. Go to the “Calculate Billable Hours” flow & click Edit in the “Run only users” section. Ensure that the SIAPI connection is set to “Use this connection (SIAPI)”.
Import the APSD apps solution Click on Publish all customizations . Share the APSD-PAPS Canvas App with Everyone in TC. Uncheck the box at the bottom “Send an email invitation to new users”. Share the Canvas apps with the other developers individually, checking off the co-owner box. PROD ONLY: Edit the APSD-PAPS Canvas App. Go into the App.OnStart() and edit the MTOA JWT token to the Production one. Assign Assign a security role to yourself in order to test the application.
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| FlowsOff | FlowsOff | If any of the flows are off:If ‘Modify Users’ flow is off, turn on ‘Remove User’ and ‘Update User’ flows first (if not already on).
Select the flow and click Turn on
.
If there is an error, select the flow and click Edit
.
If you are brough to a screen asking to confirm the flow connections, ensure all are using the connection references inside the solution then click Continue
.
Image RemovedOnce you are brought to the flow screen, click Save
.
Steps 6 - 9 are only for certain flows (e.g. those with a manual trigger).
Go back to the solution and click on the flow name to view its details.
Click on Edit
in the Run only users section.
Image RemovedEnsure that all the connections are using the generic account connections and NOT “Provided by run only user”.
Image RemovedClick Save
.
Click Turn on
.
Repeat steps 1-10 for any other flows that are not on.
Migrating Changes Between Existing Environments
Note |
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Data will not be migrated between environments through the solution. You will need to perform data migration separately following the steps below. |
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title | Export the solution from DEV |
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Info |
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Most deployments will only require the APSD and Flows solutions to be migrated. Custom Connectors solution must only be migrated if there are any changes to the existing custom connectors or a new custom connector is added. Env Variables solution must only be migrated if new environment variables are added.
Version number format: major.minor.build.revision number |
Open the Power Apps Studio and select the ap-dev-tcd365 environment. Select the solution you need to migrate. Click Export → Publish → Next . Increase the version number as needed (revision # is automatically increased). Select corresponding export as type, then click on Export . Managed: APSD, APSD-PAPS Admin, DataVerse-Security Role Unmanaged: APSD-PAPS Flows, APSD-PAPS Custom Connectors, APSD-PAPS Env Variables
Download the exported file. Repeat steps 2-6 for any other solutions required.
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Note |
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Solution Import Order Must be followed or else will break dependencies APSD-PAPS Env Variables > APSD-PAPS Custom Connectors > APSD > APSD-PAPS Flows > APSD-PAPS Admin Only import the exported solutions from the previous section. |
Note |
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If importing the APSD Custom Connectors solution: Even if there are no edits to make, as a final step, you must still go in to edit it and click on Update Connector for it to connect properly. |
Go to the desired environment. Click on Solutions on the left-hand menu and then Import in the top menu bar. Select Browse and point to the zip file, e.g. APSD_PAPS_EnvVariables_1_0_0_X.zip , created in the export solution steps. Click Import and wait for the process to finish. Import the rest of the solutions as needed. Click on Publish all customizations . Verify that all the required flows are turned on (flows are inside Flows and Admin solutions).
If any of the flows are off: Select the flow and click Turn on . If there is an error, select the flow and click Edit . If you are brough to a screen asking to confirm the flow connections, ensure all are using the connection references inside the solution then click Continue . Image RemovedOnce you are brought to the flow screen, click Save . Steps 6 - 9 are only for certain flows (e.g. those with a manual trigger). Go back to the solution and click on the flow name to view its details. Click on Edit in the Run only users section. Image RemovedEnsure that all the connections are using the generic account connections and NOT “Provided by run only user”. Image RemovedClick Save . Click Turn on . Repeat steps 1-10 for any other flows that are not on.
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Importing/Migrating Data
When setting up a new environment, all lookup data must be brought into the environment. This can be done either through creating a dataflow to migrate data between environments or by importing the data from an Excel spreadsheet.
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title | Importing task data - Export to Excel then import [NOT RECOMMENDED] |
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Warning |
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NOT RECOMMENDED METHOD |
Go to the environment that has the master set of data for the SCRAM tasks. Currently, this is QA. On the left menu, go to Data → Tables , then open the Scram Tasks table. On the top menu, click on Data → Export data . Once the export has been successfully completed, click on Download exported data . Unzip the csv file. Switch to the environment you are deploying to. On the left menu, go to Data → Tables , then open the Scram Tasks table. On the top menu, click on Data → > beside Get data → Get data from Excel . Image RemovedUpload the csv file from step 4. If there are any mapping issues, fix them. Image RemovedClick Import . Wait for the process to complete, then verify that the data was imported.
Follow the same steps using the AP Task table instead. |
Flows
Always use the existing connection references inside the APSD-PAPS Flows solution for each flow. If the connection reference for the connection doesn’t exist, create a new one inside the solution first. The connection reference should be connected to the generic account connections.
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title | How to copy a flow and include it in a solution |
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Open the details screen of the flow you wish to copy. Click the Save As button. Give it a new name, and click Save. Go to your My Flows section, and the new flow should be there in a disabled state. Go into the details page, and click Edit. Delete the Manually Trigger a Flow trigger. Select the Power Virtual Agents > When Power Virtual Agents calls a flow trigger. Save the flow. Go back to the Solutions section and select the solution into which you want to import the copied flow. Click Add Existing > Flow > Outside Solutions. Select your flow and click Add. Edit the flow and swap out the trigger with the Manually Trigger a Flow trigger. Fix any trigger variables which were wiped out during the copy operation.
https://powerusers.microsoft.com/t5/General-Power-Automate/Add-existing-flows-to-Solutions/td-p/258103/page/2 |
https://piyushksingh.com/2021/05/25/update-the-child-flow-for-action-run_a_child_flow-to-not-use-run-only-user-connections/
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title | Rejected Email Notification Flows |
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Name: Timesheet rejected - Send email notification
Description: This Power Automate Flow triggers when the “ap_timesheetstatus” field is modified to “Rejected”. The flow sends an email to the submitter.
Name: Expense rejected - Send email notification
Description: This Power Automate Flow triggers when the “ap_expensestatus” field is modified to “Rejected”. The flow sends an email to the submitter.
Name: Invoice rejected - Send email notification
Description: This Power Automate Flow triggers when the “ap_invoicestatus” field is modified to “Rejected”. The flow sends an email to the submitter.
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title | Timesheet Approval – Add to CRSM Flow |
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Name: Push Approved Time Entries To CRSM (TMAPI)
Description: This Power Automate Flow triggers when the “ap_timsheetstatus” field is modified to “Approved”. The flow uses the “TMAPI” custom connector, specifically the following end points:
Add a time entry
To add a time entry, the flow gets all the rows where the current timesheet is approved from the “Time Entries” table filtered via a FetchXML query to only get the rows where “Added to CRSM” is false and hours are not empty or null. Here’s the query:
Code Block |
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<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="ap_timeentry">
<attribute name="ap_timeentryid" />
<attribute name="ap_timeid" />
<attribute name="createdon" />
<order attribute="ap_timeid" descending="false" />
<filter type="and">
<condition attribute="ap_addedtocrsm" operator="eq" value="0" />
<condition attribute="ap_timesheet" operator="eq" uitype="ap_timesheet" value="{@{triggerOutputs()?['body/ap_timesheetid']}}" />
<condition attribute="ap_employeelogin" operator="eq" value="@{triggerOutputs()?['body/ap_employeelogin']}" />
<condition attribute="ap_timecard" operator="eq" value="@{triggerOutputs()?['body/ap_reportingperiod']}" />
<condition attribute="ap_timeentryhours" operator="not-null" />
</filter>
</entity>
</fetch> |
...
Create a time entry record in the CRSM database.
...
Add hours to time entry
This endpoint is used to create a record for adding hours for the time entry that was created in the previous step. Depending upon the “ap_timeentrytype” i.e. “Regular”, “Travel” or “Other”, corresponding action is called.
Image Removed
...
At the end of the flow, the flag “Added to CRSM” is set to true in the Time Entries table.
...
Push Time Entry to CRSM Step inside flow
TypeCode: Regular (REG), Travel (TH), Other (DH)
Code Block |
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[
{
"ServiceRequestId": @{int(variables('ServiceRequestID'))},
"ServiceId": @{outputs('Get_a_row_by_ID')?['body/ap_serviceid']},
"ApproverNetworkId": @{triggerOutputs()?['body/ap_approvedby']},
"Comment": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_comments']},
"SubmitterNetworkId": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_employeelogin']},
"DateTime": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_timeentrydate']},
"Hours": [
{
"Quantity": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_timeentryhours']},
"TypeCode": "REG",
"IsBillable": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_billable']},
"StatusCode": 2
}
]
}
] |
...
title | Importing Users and Setting Roles Flow |
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...
Description: This Power Automate Flow can be manually triggered to import users from an Excel file (see screenshot below) into the Dynamics 365 “Users” table in the target environment. The Flow also associates users with their managers as listed in the Excel file and assigns them the roles as per the Excel file. This Excel file can be stored on the executing user’s OneDrive.
...
Migrating Changes Between Existing Environments
Note |
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Data will not be migrated between environments through the solution. You will need to perform data migration separately following the steps below. |
Expand |
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title | Export the solution from DEV |
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|
Info |
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Most deployments will only require the APSD and Flows solutions to be migrated. Custom Connectors solution must only be migrated if there are any changes to the existing custom connectors or a new custom connector is added. Env Variables solution must only be migrated if new environment variables are added.
Version number format: major.minor.build.revision number |
Open the Power Apps Studio and select the ap-dev-tcd365 environment. Select the solution you need to migrate. Click Export → Publish → Next . Increase the version number as needed (revision # is automatically increased). Select corresponding export as type, then click on Export . Managed: APSD, APSD-PAPS Admin, DataVerse-Security Role Unmanaged: APSD-PAPS Flows, APSD-PAPS Custom Connectors, APSD-PAPS Env Variables
Download the exported file. Repeat steps 2-6 for any other solutions required.
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Expand |
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Note |
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Solution Import Order Must be followed or else will break dependencies APSD-PAPS Env Variables > APSD-PAPS Custom Connectors > APSD > APSD-PAPS Flows > APSD-PAPS Admin Only import the exported solutions from the previous section. |
Note |
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If importing the APSD Custom Connectors solution: Even if there are no edits to make, as a final step, you must still go in to edit it and click on Update Connector for it to connect properly. |
Go to the desired environment. Click on Solutions on the left-hand menu and then Import in the top menu bar. Select Browse and point to the zip file, e.g. APSD_PAPS_EnvVariables_1_0_0_X.zip , created in the export solution steps. Click Import and wait for the process to finish. Import the rest of the solutions as needed. Click on Publish all customizations . Verify that all the required flows are turned on (flows are inside Flows and Admin solutions).
If any of the flows are off: Select the flow and click Turn on . If there is an error, select the flow and click Edit . If you are brough to a screen asking to confirm the flow connections, ensure all are using the connection references inside the solution then click Continue . Image AddedOnce you are brought to the flow screen, click Save . Steps 6 - 9 are only for certain flows (e.g. those with a manual trigger). Go back to the solution and click on the flow name to view its details. Click on Edit in the Run only users section. Image AddedEnsure that all the connections are using the generic account connections and NOT “Provided by run only user”. Image AddedClick Save . Click Turn on . Repeat steps 1-10 for any other flows that are not on.
|
Importing/Migrating Data
When setting up a new environment, all lookup data must be brought into the environment. This can be done either through creating a dataflow to migrate data between environments or by importing the data from an Excel spreadsheet.
Expand |
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title | Importing task data - Export to Excel then import [NOT RECOMMENDED] |
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Warning |
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NOT RECOMMENDED METHOD |
Go to the environment that has the master set of data for the SCRAM tasks. Currently, this is QA. On the left menu, go to Data → Tables , then open the Scram Tasks table. On the top menu, click on Data → Export data . Once the export has been successfully completed, click on Download exported data . Unzip the csv file. Switch to the environment you are deploying to. On the left menu, go to Data → Tables , then open the Scram Tasks table. On the top menu, click on Data → > beside Get data → Get data from Excel . Image AddedUpload the csv file from step 4. If there are any mapping issues, fix them. Image AddedClick Import . Wait for the process to complete, then verify that the data was imported.
Follow the same steps using the AP Task table instead. |
Flows
Always use the existing connection references inside the APSD-PAPS Flows solution for each flow. If the connection reference for the connection doesn’t exist, create a new one inside the solution first. The connection reference should be connected to the generic account connections.
...
Expand |
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title | How to copy a flow and include it in a solution |
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|
Open the details screen of the flow you wish to copy. Click the Save As button. Give it a new name, and click Save. Go to your My Flows section, and the new flow should be there in a disabled state. Go into the details page, and click Edit. Delete the Manually Trigger a Flow trigger. Select the Power Virtual Agents > When Power Virtual Agents calls a flow trigger. Save the flow. Go back to the Solutions section and select the solution into which you want to import the copied flow. Click Add Existing > Flow > Outside Solutions. Select your flow and click Add. Edit the flow and swap out the trigger with the Manually Trigger a Flow trigger. Fix any trigger variables which were wiped out during the copy operation.
https://powerusers.microsoft.com/t5/General-Power-Automate/Add-existing-flows-to-Solutions/td-p/258103/page/2 |
https://piyushksingh.com/2021/05/25/update-the-child-flow-for-action-run_a_child_flow-to-not-use-run-only-user-connections/
Expand |
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title | Rejected Email Notification Flows |
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|
Name: Timesheet rejected - Send email notification Description: This Power Automate Flow triggers when the “ap_timesheetstatus” field is modified to “Rejected”. The flow sends an email to the submitter. Name: Expense rejected - Send email notification Description: This Power Automate Flow triggers when the “ap_expensestatus” field is modified to “Rejected”. The flow sends an email to the submitter. Name: Invoice rejected - Send email notification Description: This Power Automate Flow triggers when the “ap_invoicestatus” field is modified to “Rejected”. The flow sends an email to the submitter. |
Expand |
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title | Timesheet Approval – Add to CRSM Flow |
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|
Name: Push Approved Time Entries To CRSM (TMAPI) Description: This Power Automate Flow triggers when the “ap_timsheetstatus” field is modified to “Approved”. The flow uses the “TMAPI” custom connector, specifically the following end points: Add a time entry To add a time entry, the flow gets all the rows where the current timesheet is approved from the “Time Entries” table filtered via a FetchXML query to only get the rows where “Added to CRSM” is false and hours are not empty or null. Here’s the query:
Code Block |
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| <fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="ap_timeentry">
<attribute name="ap_timeentryid" />
<attribute name="ap_timeid" />
<attribute name="createdon" />
<order attribute="ap_timeid" descending="false" />
<filter type="and">
<condition attribute="ap_addedtocrsm" operator="eq" value="0" />
<condition attribute="ap_timesheet" operator="eq" uitype="ap_timesheet" value="{@{triggerOutputs()?['body/ap_timesheetid']}}" />
<condition attribute="ap_employeelogin" operator="eq" value="@{triggerOutputs()?['body/ap_employeelogin']}" />
<condition attribute="ap_timecard" operator="eq" value="@{triggerOutputs()?['body/ap_reportingperiod']}" />
<condition attribute="ap_timeentryhours" operator="not-null" />
</filter>
</entity>
</fetch> |
Create a time entry record in the CRSM database.
Image Added
Add hours to time entry This endpoint is used to create a record for adding hours for the time entry that was created in the previous step. Depending upon the “ap_timeentrytype” i.e. “Regular”, “Travel” or “Other”, corresponding action is called. Image Added
At the end of the flow, the flag “Added to CRSM” is set to true in the Time Entries table. Image AddedPush Time Entry to CRSM Step inside flow TypeCode: Regular (REG), Travel (TH), Other (DH) Code Block |
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[
{
"ServiceRequestId": @{int(variables('ServiceRequestID'))},
"ServiceId": @{outputs('Get_a_row_by_ID')?['body/ap_serviceid']},
"ApproverNetworkId": @{triggerOutputs()?['body/ap_approvedby']},
"Comment": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_comments']},
"SubmitterNetworkId": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_employeelogin']},
"DateTime": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_timeentrydate']},
"Hours": [
{
"Quantity": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_timeentryhours']},
"TypeCode": "REG",
"IsBillable": @{items('Apply_to_each_-_Push_to_CRSM')?['ap_billable']},
"StatusCode": 2
}
]
}
] |
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Expand |
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title | Importing Users and Setting Roles Flow |
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Name:Import User's Role & Manager (from Excel file) Description: This Power Automate Flow can be manually triggered to import users from an Excel file (see screenshot below) into the Dynamics 365 “Users” table in the target environment. The Flow also associates users with their managers as listed in the Excel file and assigns them the roles as per the Excel file. This Excel file can be stored on the executing user’s OneDrive. Image AddedImage Added |
Archived Sections
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title | If any of the flows are off [ARCHIVED] |
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Note |
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Archived since these flows are no longer used |
If ‘Modify Users’ flow is off, turn on ‘Remove User’ and ‘Update User’ flows first (if not already on). Select the flow and click Turn on . If there is an error, select the flow and click Edit . If you are brough to a screen asking to confirm the flow connections, ensure all are using the connection references inside the solution then click Continue . Image AddedOnce you are brought to the flow screen, click Save . Steps 6 - 9 are only for certain flows (e.g. those with a manual trigger). Go back to the solution and click on the flow name to view its details. Click on Edit in the Run only users section. Image AddedEnsure that all the connections are using the generic account connections and NOT “Provided by run only user”. Image AddedClick Save . Click Turn on . Repeat steps 1-10 for any other flows that are not on.
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Expand |
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title | Update connectors and dropdowns in the Canvas app - NO LONGER REQUIRED |
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Warning |
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IGNORE THIS SECTION Not necessary anymore now that the custom connectors are inside solutions. |
Edit the APSD-PAPS Canvas app. When prompted, select Don't Allow . Remove all connections that are showing as not connected - 5 connections (APSR, MTAPI, SIAPI, SPAPI, TMAPI), Office365Users and APSD_Translations. Add all of them back. SharePoint data connector: for APSD_Translation file. In the box enter the following URL: https://034gc.sharepoint.com/sites/DSD-CivilAviation/Lists/APSD_Translations/AllItems.aspx Check off the APSD_Translations list & click Connect . Run the App Checker and ensure no errors are reported. Turn on “Allow searching” in the properties for the following elements: New Service Request Step One Screen - cboNapaProject element
New Service Request Step Three Contact Info Screen - cboFindOrganizationAlt element Service Request Review Screen - ddSRRChangeReAssignment element
New Invoice Step One Screen - cboInvoiceCustomer and cboCustomerAddress elements
Weekly Time Entry Normalized Screen - cmbProject
Save and Publish the app.
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...