Microsoft Flow Advanced: tips, pitfalls, problems
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This document summarizes a presentation on Microsoft Flow given at the SharePoint Saturday Belgium 2017 conference. The presentation covered creating and managing flows in Flow, using Flow with on-premises data via the data gateway, environment and data loss prevention features in Flow, Flow extensibility through connecting to external systems, and the pricing and roadmap for Flow. The presentation provided demonstrations of expense report, approval, and PowerBI flows, and discussed both benefits and limitations of the Flow product.
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![SharePoint Saturday Belgium 2017 • October 21 • Brussels
Environments : compliance
• Isolated spaces where Flows/Data are
running/stored
– Ex HR, Marketing, Production, Legal, DEV, TEST,
UAT, PROD…
• Different rules (DLP)
– Ex marketing can use twitter, Legal and Production
cannot
• Different regions if needed
[Plan 2 for creating Env]](https://image.slidesharecdn.com/isabellevcampenhoudtsergeluca-171026075140/85/Microsoft-Flow-Advanced-tips-pitfalls-problems-22-320.jpg)
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3. How flows can communicate with systems outside of Microsoft Flow using actions, custom connectors, and the HTTP action.
4. A comparison of Logic Apps and how Logic App connectors can be used in Flow.
5. Pricing comparisons between Flow and SharePoint Designer. The roadmap for upcoming Flow features is also discussed.
6
Microsoft Flow best practices European Collaboration Summit 2018
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[Luca/Van Campenhoudt] Microsoft Flow Beyone the Limits: Tips, Pitfalls, Patt...
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Using microsoft flow in real world projects 2 years later and what's next
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Microsoft flow best practices SharePoint Saturday Bremen 2019 (Germany)
Microsoft flow best practices SharePoint Saturday Bremen 2019 (Germany)serge luca This document provides an overview of Microsoft Flow best practices. It discusses using logical workflow IDs and approval IDs, bulletproofing code with Coalesce(), state machine patterns for workflows over 30 days, error handling techniques like retry policies and reducing concurrency, asynchronous long calls, proxy and service flows, Flow extensibility through HTTP triggers and responses, integrating Flow with Power BI, and conclusions about keeping forms simple and using Flow to complement other tools like PowerShell. Demo flows are provided for expense reports, calling APIs, custom connectors, managing errors, parallelism, and connecting Flow to Power BI.
Introduction to Microsoft Flow - Introduction & advanced scenarios
Introduction to Microsoft Flow - Introduction & advanced scenariosserge luca This document provides an introduction and overview of advanced scenarios for Microsoft Flow. It discusses how Flow can be used to connect data across apps and empower power users. The presentation covers creating and managing flows, using environments and data loss prevention, extending flows to communicate with external systems, and the relationship between Flow and Logic Apps. Pricing and the Flow roadmap are also reviewed. The document concludes by acknowledging some positive aspects of Flow while also noting current limitations that could be improved.
ESPC18 Copenhagen session : Energize your application developments with micro...
ESPC18 Copenhagen session : Energize your application developments with micro...serge luca The document discusses the capabilities and limitations of Microsoft Flow for application developers and citizen developers, highlighting its integration with Office apps and services. Key features include creating custom connectors, managing errors, and various flow patterns for approvals and data management. The presentation emphasizes optimizing flow performance and keeping applications simple while exploring extensibility and automation options.
Microsoft Ignite 2017 Conference Notes by Nick Hobbs
Microsoft Ignite 2017 Conference Notes by Nick HobbsNick Hobbs This document provides an overview of various Microsoft 365 and SharePoint features including PowerApps, Microsoft Flow, SharePoint Designer workflows, OneDrive for Business, Team Sites, Communication Sites, Hub Sites, custom themes and designs, Office 365 Groups, and search. It discusses the capabilities and roadmaps for these features, highlighting areas like conditional formatting, approvals, and GDPR compliance that are planned for future updates.
Flow like a Rockstar @ SharePoint Saturday The Netherlands
Flow like a Rockstar @ SharePoint Saturday The NetherlandsDaniel Laskewitz This document provides an overview and agenda for a presentation on Microsoft Flow. It introduces Daniel Laskewitz as the presenter and covers the following topics:
- An overview of the Business Application Platform
- The basics of Microsoft Flow, including triggers, actions, templates, and connectors
- How Flow can be used for both personal productivity and business process automation
- Advanced Flow features like expressions, HTTP requests, and extending Flow
- How Flow works on mobile devices and with IoT devices
- The roadmap and licensing for Microsoft Flow
SPS calgary 2017 introduction to azure functions microsoft flow
SPS calgary 2017 introduction to azure functions microsoft flowVincent Biret The document discusses the complexities of SharePoint workflows and introduces Microsoft Flow and Azure Functions as solutions for simplifying and speeding up development processes. It highlights the integration capabilities of Microsoft Flow, pricing plans, and best practices for developers, emphasizing reusable components and native access to various services. The session aims to empower users, save time, and reduce costs in software development.
UK Community day 20180427 Microsoft Flow hackathon
UK Community day 20180427 Microsoft Flow hackathonPenny Coventry The document outlines a Microsoft Flow Hackathon event, detailing the schedule, classes available for community members, and discounts offered to attendees. It introduces Microsoft Flow as a workflow tool designed for information workers, providing links to resources for getting started. Additionally, it highlights features, integration capabilities, and the roadmap for upcoming functionalities and updates.
Real world Powerapps & Flow-njspug
Real world Powerapps & Flow-njspugStephanie Donahue Stephanie Donahue presents real-world use cases for PowerApps and Flow, emphasizing their roles in automating repetitive tasks and enhancing user adoption. She outlines key features, tips, and recent updates related to notifications, integrations, and lifecycle management for these services. The presentation advocates for using PowerApps instead of InfoPath and highlights the importance of addressing business needs and data loss prevention policies during implementation.
[Luca/Van Campenhoudt] Microsoft Flow Beyone the Limits: Tips, Pitfalls, Patt...
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- 1. SharePoint Saturday Belgium 2017 • October 21 • Brussels Track: Business| Level: 300 Microsoft Flow Advanced : tips, pitfalls, problems… Serge Luca, Isabelle Van Campenhoudt
- 3. SharePoint Saturday Belgium 2017 • October 21 • Brussels Serge Luca 11 x SharePoint MVP, Brussels SharePoint since 2002 Architect (Admin, Dev, gouvernance) Managing partner of www.shareql.com Blog: http://sergeluca.wordpress.com/ [email protected] @sergeluca
- 4. SharePoint Saturday Belgium 2017 • October 21 • Brussels SQL Server MVP, Brussels Consultant, speaker, trainer, GUSS Board Member, PASS V-Chapter Leader Managing partner de www.ShareQL.com SQL Server since 1999 Blog: http://thesqlgrrrl.wordpress.com/ [email protected] @thesqlgrrrl Isabelle Van Campenhoudt
- 5. SharePoint Saturday Belgium 2017 • October 21 • Brussels Start asking questions now: @sergeluca #spsbe
- 6. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap Conclusions
- 7. SharePoint Saturday Belgium 2017 • October 21 • Brussels Introduction : the concept
- 8. SharePoint Saturday Belgium 2017 • October 21 • Brussels 3 main benefits Personal productivity Collaboration – Approval & Review quickly create (0 code) apps “Citizen development”
- 9. SharePoint Saturday Belgium 2017 • October 21 • Brussels Custom Business Applications Empower power users Can be extended by specialists App Services Service Fabric Azure Functions … Logic Apps API Management BizTalk … SQL Server BI Data analytics Internet of Things (IoT) … Build modern business app fast
- 10. SharePoint Saturday Belgium 2017 • October 21 • Brussels Creating Flows Introduction : the concept
- 11. SharePoint Saturday Belgium 2017 • October 21 • Brussels Creating an Managing Flow Microsoft Account (free) or Office 365 or Dynamics 365 or Flow (paid) or PowerApps ( or free new PowerApps Community Plan) Flow.microsoft.com Powerapps.microsoft.com A modern SharePoint Online list Mobile app (iOS and Android, Windows Mobile is coming)
- 12. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo EXPENSE REPORT
- 13. SharePoint Saturday Belgium 2017 • October 21 • Brussels Complex approvals in Flow
- 14. SharePoint Saturday Belgium 2017 • October 21 • Brussels
- 15. SharePoint Saturday Belgium 2017 • October 21 • Brussels Approval problems • What do we do if the item (to be approved) is deleted ? • No approval reassignment(->roadmap) • Limitation of Flow : • flow duration = max 30 days • Approval duration = max 30 days ->What if Approval 1 = 20 days & Approval 2 = 15 days ? • However (great) Approval history is perpetual
- 16. SharePoint Saturday Belgium 2017 • October 21 • Brussels Limitations • 250 actions/flow ->create nested flows • SharePoint • No custom form to start a workflow -> soon • Limitation when more than 5000 items in a list? • The flow cannot run with the security context of the user ->roadmap • No OOB site level actions ->roadmap • Cannot OOB change item security ->roadmap • No multiple value ->soon • No taxonomy->soon • No content publishing ->soon • Lookup field pointing to another web ?
- 17. SharePoint Saturday Belgium 2017 • October 21 • Brussels Limitations • No out of the box send for review ->soon • No custom input forms for approvers->roadmap • No trigger when a SharePoint item is selected->soon • Flow duration : 30 days ; loops : max 5000 iteration->???
- 18. SharePoint Saturday Belgium 2017 • October 21 • Brussels Creating Flows Introduction : the concept Flows and on premises
- 19. SharePoint Saturday Belgium 2017 • October 21 • Brussels Flow and data on premises • Install the « on Premises data gateway » (shared between PowerBI, PowerApps and Azure Logic Apps)
- 20. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo FLOW & DATA ON PREM
- 21. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises
- 22. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environments : compliance • Isolated spaces where Flows/Data are running/stored – Ex HR, Marketing, Production, Legal, DEV, TEST, UAT, PROD… • Different rules (DLP) – Ex marketing can use twitter, Legal and Production cannot • Different regions if needed [Plan 2 for creating Env]
- 23. SharePoint Saturday Belgium 2017 • October 21 • Brussels ENVIRONMENTSDEV MARKETING TEST MARKETING UAT MARKETING PROD MARKETING DEV OPERATIONS US TEST OPERATIONS US UAT OPERATIONS US PROD OPERATIONS US US DLP DEV OPERATIONS EUROPE TEST OPERATIONS EUROPE UAT OPERATIONS EUROPE PROD OPERATIONS EUROPE E U DLP
- 24. SharePoint Saturday Belgium 2017 • October 21 • Brussels Attention • We can export-import Flows from Env1 to Env2 • We have to recreate the connections (fixed in roadmap) • SharePoint lists based on GUID (! From SharePoint test site to SharePoint prod site !) • On premise data gateway : • Only gateways and only in the default environment • Only HTTP with SharePoint
- 25. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo ENVIRONMENTS
- 26. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world
- 27. SharePoint Saturday Belgium 2017 • October 21 • Brussels ➢ Action Request ➢ Custom Connector (REST API described in a Swagger/Open API ) ➢ Action Http PowerApps calls Flow A custom app calls Flow (« Flow as a service ») PowerBI calls Flow (Data Alerts) Flow calls the outside world
- 28. SharePoint Saturday Belgium 2017 • October 21 • Brussels demoA CUSTOM APPLICATION CALLS FLOW
- 29. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo FLOW CALLS THE OUTSIDE WORLD
- 30. SharePoint Saturday Belgium 2017 • October 21 • Brussels PowerBI & Flow FLOW DATA ALERTS DATA SOURCES POWER BI SCHEDULED REFRESH STREAMING DATA LIVE
- 31. SharePoint Saturday Belgium 2017 • October 21 • Brussels demo POWERBI & FLOW
- 32. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap
- 33. SharePoint Saturday Belgium 2017 • October 21 • Brussels
- 34. SharePoint Saturday Belgium 2017 • October 21 • Brussels Tarifs: Comparaison
- 35. SharePoint Saturday Belgium 2017 • October 21 • Brussels SharePoint Designer Flow Multiple connections to >150 data sources SQL, SP, ODBC & WSDL only ALWAYS Out of box templates <5 100s Workflow & approval history <365 days Perpetual Approvals over mobile + mobile notifications NEVER iOS, Android, Windows Phone + in Outlook. History coming imminently. Loops, Do Until, Switch-case, parallels, variables Yes Yes On-premises support Native Gateway support Extended field types (people, choice, MMS, lookup) Yes People, choice, lookup – Yes new, MMS – coming soon Send email as user or system System only Yes Attachments Yes Yes new
- 36. SharePoint Saturday Belgium 2017 • October 21 • Brussels SharePoint Designer Flow Out-of-box send for review Limited Q4CY2017 Reassignment of approvals Yes Q4CY2017 Approval reminders Yes Q4CY2017 Custom input forms for approvers Yes Q4CY2017 Document library CI-CO, approve Yes Future Approver impersonation Via permission elevation Future Site level actions Yes Future Set permissions on an item Yes Future
- 37. SharePoint Saturday Belgium 2017 • October 21 • Brussels Microsoft Flow roadmap - highlights H2 Calendar 2017 Calendar 2018 oExport/import app packages across envs oSPO – “In-the-box” review flows oSPO – use flow for Content Publishing approvals oSPO – people, choice, attachment and multi-values oIn-context in Dynamics 365 oEmbedded Power BI analytics oOffice 365 audit logs oSupport for GDPR compliance oUK deployment oHTML rich text editor oGuides for debugging actions and conditions oGovernment and sovereign clouds deployment oALM – Sandbox environments oALM – Move or copy across environments oLeverage device signals (e.g. Location) oAppSource integration oAzure functions integration
- 38. SharePoint Saturday Belgium 2017 • October 21 • Brussels Environment + Data Loss prevention Creating Flows Introduction : the concept Flows and on premises Extensibility : communication with the outside world Price & roadmap Conclusions
- 39. SharePoint Saturday Belgium 2017 • October 21 • Brussels Positive • Easy tool • Not just SharePoint (it replaces SPD) • Connections to hundreds of services • Including on prem! • SharePoint Integration is getting better • PowerApps, PowerBI integration • Team Flow is very proactive & delivers
- 40. SharePoint Saturday Belgium 2017 • October 21 • Brussels Negative • Young, unknown reliability • No state machines (but we have loops and tests) • Collect feedback weak • SharePoint integration still weak • Flow duration : 30 days, Approval : 30 days • Weak for long business processes
- 41. SharePoint Saturday Belgium 2017 • October 21 • Brussels Advices • Keep your forms as simple as possible • Manage the business logic in the workflow • Use environments • Define system accounts for your connections • Limitations • Learn the Logic Apps Workflow Definition Language (WDL) – Read my blog post https://sergeluca.wordpress.com/2017/04/26/using-the-azure- logic-apps-workflow-definition-language-in-microsoft-flow- part-1/
- 42. SharePoint Saturday Belgium 2017 • October 21 • Brussels We want more questions : @sergeluca #spsbe
- 43. SharePoint Saturday Belgium 2017 • October 21 • Brussels Thank You!