Power Automate

Options

Hi We are trying to connect DYN365 to a smart sheet solution - the date has been encapsulated in a dynamic Report - but we when we try to do the power automate workflow when can't seem to link to the report -

Can Power Automate connect to a report or is it only a sheet?

Answers

  • eliweitz
    eliweitz ✭✭✭✭✭
    Options

    Hey @Susan van Niekerk,

    Hope all is well! It looks like Smartsheet's Power Automate connector can only currently work with sheets (

    https://learn.microsoft.com/en-us/connectors/smartsheet/ ). Although depending on the use case, you might be able to directly link to the individual sheets referenced in the Power Automate flow instead.

  • Susan van Niekerk
    Options

    Hi

    Unfortunately not an option as we have around 250 active project plans all ( Blue print Solution) and we were hoping not not to have to create a link to each individual sheet -

  • Susan van Niekerk
    Options

    Here is another question - Can I create another Blue Print Summary sheet that will pull in a parent row and Child row if a helper colum is checked?

    I have multiple projects and with in each I have a Approvals parent Row with sub Phase rows ( Children) below - the rows we want to connect to Dynamic 365 with powerAutomate are checked in a helper Column

    Can I create another blue print Summary that will only pull in the rows that are Checked in the helper Column

  • MarceHolzhauzen
    MarceHolzhauzen ✭✭✭✭
    Options

    Hi Susan

    Sheets power reports and you cannot make changes in formats on reports. These are done on Sheets. In terms of integration you can only integrate with a sheet.

    Have you tried integrating with the sheet and using the pre-filters in DYN365 to recreate the report?

    Marcé Holzhauzen
    Dare to try

  • Susan van Niekerk
    Options

    Hi Marc

    We have around 250 sheets active sheets with around 10 rows within each that need connection- and we are trying to avoid setting up individual links hence trying the dynamic report -