Overview

The goal of this course is to provide you with the knowledge to work with Microsoft Flow. The course will emphasise hands-on experience, with a series of self-guided exercises integrated into the training. You will discover how to open Flow from a browser and use it to automate and manage business processes.

This course will help you meet the following objectives:

  • Understand what Flow is and how it works
  • Build flows from existing or blank templates
  • Understand how to work with the many features Flow offers
  • Reuse Flows you have created

Prerequisites

This course requires delegates to meet the following prerequisites:

  • A basic understanding of Windows 7 or later versions
  • Experience using Internet Explorer or equivalent browser
  • A general knowledge of using Office 365
  • Some basic programming knowledge is useful but not essential
  • General knowledge of HTML and CSS would also be useful but again is not essential.

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.

Dual monitor setup is required for when attending this course via the QA Attend from Anywhere delivery method.

Learning Outcomes

Delegates will learn how to

  • Understand what Flow is and how it works
  • Create new Flows
  • Analyse a Flow’s success through Run History and Analytics
  • Work with Team Flows and Approvals
  • Work with Scopes, Switch Case, Variables, Apply To Each and Parallel Branch features
  • Use manual and scheduled triggers
  • Use Do Until and Reuse Flows

Course Outline

Module 1 – What is Flow?

  • Available Flow Plans
  • Data Connectors
  • Logging into Flow
  • Logging in as a New User
  • Logging in as an Existing User
  • Accessing Flow from your Office 365 Account

Module 2 – Creating a Flow from a Template

  • Flow Templates
  • Running the Flow
  • Managing your Flows

Module 3 – Creating a Flow from Blank

  • Planning a Flow
  • Plan which Data Connectors are Needed
  • Plan Triggers, Actions and Controls
  • Adding Actions
  • Adding Conditions
  • Adding Multiple Conditions
  • Add an Email Action
  • Formatting the Email Action
  • Creating a Dynamic Hyperlink
  • Understanding a SharePoint Document URL
  • Understanding Expressions
  • Operators
  • Functions
  • Creating a Hyperlink with Expressions
  • Names and Comments

Module 4 – Flow Run History and Analytics

  • Viewing Run History
  • Analysing an Individual Flow
  • Flow Analytics

Module 5 – Approvals

  • Setting up a SharePoint Library
  • Creating the Approval Flow

Module 6 – Team Flows

  • Team Flow Features
  • Adding Individual Users as Co-Owners to a Team Flow
  • Removing an Individual Co-Owner
  • Adding a SharePoint List or Library as an Owner
  • Removing a SharePoint List as a Co-Owner

Module 7 – Working with Scopes


Module 8 – Add a Switch Case

  • Creating a SharePoint Task List

Module 9 – Using Variables

  • Creating Email Variables

Module 10 – Add an Apply to Each

  • Creating the SharePoint Lists
  • Creating a For Each Flow
  • Limitations to Get Items Actions
  • Add the Apply to Each Step

Module 11 – Add a Parallel Branch

  • Using a Parallel Branch in a Flow
  • Setting up the Excel File
  • Creating the Parallel Branch Actions
  • Working with Data Operations
  • Adding Data Operations to Flow

Module 12 – Manually Triggering a Flow in SharePoint

  • Creating an Approvals Library
  • Creating Flows Directly in SharePoint
  • Creating a Custom For Selected Item Flow for a Library
  • Editing the Flow to Work Specifically with Document Libraries
  • Flow Input Parameters
  • Creating Input Parameters
  • Completing the Approval Flow
  • Adding the Variable and Switch Case Actions
  • Add a Future Time Action
  • Adding an Approval Action and Outcomes
  • Adding a Parallel Branch to Send a Reminder Email
  • Testing the Flow

Module 13 – Triggering a Flow from PowerApps Form

  • Creating the Relevant Apps in SharePoint
  • Creating a PowerApp Flow
  • Creating the PowerApp List Form
  • Configuring the PowerApp Form
  • Adding a Button to Run the Flow
  • Saving and Publishing the PowerApp Form

Module 14 – The Flow Mobile App

  • Installing the Flow App
  • The Flow App Interface
  • Creating New Flows
  • Modifying an Existing Flow in the Mobile App
  • Creating a Button Flow

Module 15 – Scheduled Flows

  • Using the Schedule Recurrence Trigger
  • Manually Testing a Flow
  • Other Scheduling Actions

Module 16 – Using Do Until

  • Setting Up a Do Until Loop
  • Creating a Flow using Do Loop Actions
  • Creating the Onboarding List
  • Creating the Do Loop Flow
  • Adding Email Actions to the Do Until Controls

Module 17 – Saving and Reusing Flows

  • Saving a Flow
  • Reusing a Flow
  • Creating an Exportable Zip Package
  • Importing a Zip Package
  • Creating an Exportable JSON Package
  • Creating a Flow Template

Appendix A – Flow Settings and Limitations

  • Request Limits
  • Timeout
  • Message Size
  • Retry Policy
  • Run Duration and Retention
  • Looping and Debatching Limits
  • Definition Limits

Appendix B – Flow Plans


Appendix C – Functions in Flow

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