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Courseware

Fast track Power Automate course manual

Here are the chapters included in this course manual (we use exactly the same manuals for our classroom and online Power Automate and Power Automate Desktop courses).

Click here to download a sample of the first two chapters of this Fast track Power Automate manual, or review how to license our courseware.

Chapter 1 - GETTING STARTED▼

Section	Title	Subsections	Page
1.1	What is Power Automate?		8
1.2	Power Automate vs Power Automate Desktop		9
1.3	Licensing Requirements		10
1.4	Logging on to Power Automate		11
1.5	Environments and Flows	Choosing an Environment Listing Flows	12

Chapter 2 - WORKING WITH FLOWS▼

Section	Title	Subsections	Page
2.1	Creating Flows	Types of Flow Adding Steps (Actions) Configuring an Action Expanding and Collapsing the Action Bar Adding Dynamic Content Finding Parts of a Flow Saving your Flow Exiting Flows	13
2.2	Testing and Running Flows	Testing Flows Re-testing Flows Running Flows Checking Flows	18
2.3	Viewing and Editing Flows		20
2.4	Improving Flow Readability	Renaming Actions Adding Notes	21
2.5	Working with Flows	Viewing Actions’ Code Disabling Flows (but not Actions) Copying Actions Copying Flows Deleting Flows	23

Chapter 3 - THE CLASSIC FLOW DESIGNER▼

Section	Title	Subsections	Page
3.1	The Two Flow Designers		26
3.2	Switching between Designers		27
3.3	Using the Classic Flow Designer	Adding Actions Deleting and Renaming Actions Adding Notes	28
3.4	Features not Carried Through	When you Need the Classic Flow Designer Undo and Redo Comments Format by Example	30

Chapter 4 - TRIGGERS AND TEMPLATES▼

Section	Title	Subsections	Page
4.1	Our Example Automated (Triggered) Flow		32
4.2	Creating Automated Flows from Scratch		33
4.3	Creating Automated Flows using Templates	Finding the Right Template Tweaking your Template	34
4.4	Creating Flows using Copilot		36

Chapter 5 - TESTING AND DEBUGGING▼

Section	Title	Subsections	Page
5.1	Testing Flows		37
5.2	Inputs and Outputs	Capturing Outputs - the Compose Action Seeing Inputs and Outputs Raw Inputs and Outputs	38
5.3	Viewing JSON Code		40
5.4	Writing to Text Files		41
5.5	Dealing with Flow Failures	Viewing Error Messages Showing Full Error Details	42

Chapter 6 - PROGRAMMING CONCEPTS▼

Section	Title	Subsections	Page
6.1	Overview	Our Example	44
6.2	Simple Variables	Initialising Variables The Types of Variables Variable Actions Referencing Variables in Flows Debugging Variables	45
6.3	Array Variables	Outline Flow Actions for our Example Getting our List of Files - OneDrive Getting our List of Files – SharePoint	48
6.4	Using Scope to Group Actions	Adding a Scope Action Tidying Things Up	51
6.5	Parallel Branches	Creating Parallel Branches Reuniting Parallel Branches in the New Flow Designer Reuniting Parallel Branches in the Old Flow Designer	53
6.6	Basic Expressions		54
6.7	Single Conditions - If	Setting the Condition Reacting to Condition Results Testing Conditions Terminating Flows Early The Terminate Action	56
6.8	Multiple Conditions – Switch	Finding the Difference between our File Counts Creating a Switch Action Configuring your Switch Action	59

Chapter 7 - WORKING WITH ARRAYS▼

Section	Title	Subsections	Page
7.1	Creating Arrays	Setting Array Variables Manually Creating Arrays with Named Properties Creating Arrays using Expressions	61
7.2	Referring to Items within an Array	An Example using a List of Files Getting Values by their Key	63
7.3	Mapping or Reshaping Arrays using Select	Collapsing Arrays to One Value Returning Multiple Columns with Renaming	65
7.4	Intersection and Union	Overview of Final Answer The Union and Intersect Expressions	67

Chapter 8 - GETTING DATA▼

Section	Title	Subsections	Page
8.1	Sources Included in this Chapter		69
8.2	Getting Data from Excel	The Need for a Table Creating a Table Getting Data from an Excel Table Bonus: Listing Worksheets and Tables	70
8.3	Getting Data from a SharePoint List	Getting SharePoint List Rows Showing the Correct Column Names	73
8.4	Listing Files/Folders from OneDrive		75
8.5	Listing Emails from Outlook		76

Chapter 9 - ODATA▼

Section	Title	Subsections	Page
9.1	What is OData?		77
9.2	The Need for OData		78
9.3	Using OData	Applying OData when Getting Data Sorting using OData Filtering using OData Combining Filters Testing for Null Values Filtering Dates	79
9.4	Issues with Different Data Sources	Excel: Spaces in Column Names SharePoint: Lookup Columns	82
9.5	Dynamic Filters		83
9.6	Experimental OData Features		84

Chapter 10 - HTML TABLES▼

Section	Title	Page
10.1	Overview	85
10.2	Basic HTML Tables	86
10.3	Emailing HTML Tables	87
10.4	Choosing HTML Table Columns	88
10.5	Formatting HTML Tables	89

Chapter 11 - APPLY TO EACH▼

Section	Title	Subsections	Page
11.1	Our Example		90
11.2	Adding Apply to Each Manually	Getting an Array to Loop Over Creating an Apply to Each Action The Current Item Testing Apply to Each Loops	91
11.3	Adding Apply to Each Automatically		93
11.4	Referring to the Current Item’s Contents	Copying Visible Fields to Expressions Making Pasted Expressions Valid Creating your own Expression for a Row Item Using the Simpler Item() Syntax	94
11.5	Applying Conditions within Loops	The Outline of our Flow Creating the Condition Building the Array of Film Titles	96

Chapter 12 - EXPRESSIONS▼

Section	Title	Subsections	Page
12.1	Overview		98
12.2	Text Functions	The Main Text Functions	99
12.3	Text Functions Case Study	The Overall Flow The Variables Used Setting the List of Words Example Flow - Apply to Each Action Testing for Word Inclusion Adding the Found and Not Found Words Example Flow – Showing the Results	100
12.4	Number Functions	Basic Mathematical Operator Functions Other Mathematical Functions Conversion Functions	103
12.5	Date Functions	Date Formats and Timestamps Getting Dates Manipulating Dates Getting Parts of Dates	104
12.6	Collection/Array Functions	Inspection Functions Joining and Splitting Picking Items Ordering Arrays Set Operations	106
12.7	Comparison Functions	Conditional IF Function Testing for Equality or Inequality Combining Conditions	108

Chapter 13 - INPUTS AND TRIGGERS▼

Section	Title	Subsections	Page
13.1	Our Example		109
13.2	Creating a Flow with Inputs	Dropdown Inputs	110
13.3	Using Inputs in a Flow		111

Chapter 14 - TRACKED PROPERTIES▼

Section	Title	Subsections	Page
14.1	Tracked Properties	Adding Tracked Properties Referring to Tracked Properties	112
14.2	Case Study – Timing Actions	Our Final Flow Initialising the Variables Showing the Elapsed Time	114

Chapter 15 - ERROR HANDLING▼

Section	Title	Subsections	Page
15.1	Try / Catch / Finally Blocks		116
15.2	Configuring Run After Actions		117
15.3	Implementing Error Handling – a Case Study	Our Example Error Summary of Proposed Flow Step 1 – Getting the Results Step 2 – Filtering the Results Array Step 3 – Picking out the Columns of Interest Step 4 – Presenting an HTML Table Step 5 – Sending a Notification Email Step 6 – Creating a Link back to our Flow	118

Chapter 16 - SUBFLOWS AND SOLUTIONS▼

Section	Title	Subsections	Page
16.1	Our Example		124
16.2	Creating Solutions		125
16.3	Creating your Child Flow	Step 1 – Asking for Inputs Step 2 – Completing the Child Flow Step 3 – Sending Back a Response Step 4 – Saving your Child Flow Step 5 – Changing Connection Permissions	126
16.4	Creating the Parent Flow		129

Chapter 17 - ADAPTIVE CARDS▼

Section	Title	Subsections	Page
17.1	What are Adaptive Cards?		130
17.2	Our Example: a Drinks Order Form		131
17.3	The Structure of Adaptive Cards		132
17.4	Creating an Adaptive Card	Step 1 – Loading the Adaptive Card Designer Step 2 – Create a New Card Step 3 – Choose a Host App Step 4 – Choose a Target Version Step 5 – Add your Elements Step 6 – Give Input Elements Ids Step 7 – Add an Action to your Card Step 8 – Apply Validation to Input Elements Step 9 – Copy your Card’s JSON	133
17.5	Posting Adaptive Cards in your Flow	Creating the Post Action Choosing where to Post your Card Pasting in the Card Viewing the Results Getting the Card Inputs	138
17.6	Some Additional Ideas	Showing the Weekday in the Title Hiding the Sugar Choice Initially	141

Chapter 18 - APPROVALS▼

Section	Title	Subsections	Page
18.1	Our Example		143
18.2	Building a Flow Diagram		144
18.3	How the Approval Process Works		145
18.4	Building the Approval Flow	Step 1 – Creating the Trigger Step 2 – Request Approval Step 3 – Adding a Condition Step 4 – Processing Rejections Step 5 – Processing Approvals (Part One) Step 6 – Processing Approvals (Part 2)	146
18.5	Managing Approvals	Managing Approval Expiry	151
18.6	Custom Responses	Choosing to Set Custom Responses Testing the Different Responses	152

Chapter 19 - SCHEDULING FLOWS▼

Section	Title	Subsections	Page
19.1	Our Example Scheduled Flow		154
19.2	Creating a Scheduled Flow	Starting a New Scheduled Flow Turning a Normal Flow into a Scheduled One	155

Chapter 20 - SPEEDING UP FLOWS▼

Section	Title	Subsections	Page
20.1	Speeding Up Apply to Each Loops	Our Example Flow Changing Concurrency Settings	157
20.2	Pagination		159

Chapter 21 - TEAMS▼

Section	Title	Subsections	Page
21.1	Teams Triggers and Actions		160
21.2	Our Example – Listening for Keywords	What the Flow will Do Top-Level Flow Diagram	161
21.3	Creating our Example Flow	Step 1 - Setting the Trigger Step 2 - Getting the Keyword Message’s Details Step 3 – Posting the Notification Message	163
21.4	Testing our Flow		166

Chapter 22 - FORMS▼

Section	Title	Subsections	Page
22.1	Overview of Forms	Creating Forms	167
22.2	Adding Questions	The Types of Question Sections Letting Users Upload Files Images and Videos Branching	169
22.3	Testing and Distributing your Form	Previewing a Form Changing Form Settings Saving your Form Distributing your Form via a Web Link Generating QR Codes and Embed Codes	173
22.4	Viewing Responses		176
22.5	Other Things to Try with Forms	Using Other Apps such as Excel Applying Styles	177
22.6	Responding to Form Events in a Flow	Creating the Trigger Getting the Form Response Showing Individual Answers	178

Chapter 23 - POWER BI DESKTOP FLOWS▼

Section	Title	Subsections	Page
23.1	Our Example		180
23.2	Limitations of Power BI Flows		181
23.3	Creating a Power Automate Button	Step 1 – Create a Report in the Right Environment Step 2 – Creating the Button Step 3 – Assigning Data Fields Step 4 – Start Editing your Flow Step 5 – Add Actions (and Data) Step 6 – Saving and Applying your Flow Step 6 – Formatting your Button Step 7 – Test your Button	182
23.4	Editing Power BI Flows in Power Automate		186

Chapter 24 - POWER APPS FLOWS▼

Section	Title	Subsections	Page
24.1	Our Example		187
24.2	Creating the Power App		188
24.3	Creating the Power Automate Flow	Step 1 – Responding to our App Step 2 – Getting the Number of Films Step 3 – Adding your Film Step 4 – Returning to Power Apps	189
24.4	Calling the Flow from Power Apps	Adding a Flow into an App Calling your Flow Updating the Film Count Running your App	191
24.5	Things which Can Go Wrong	Refreshing your Flow Checking your Environments	193

Chapter 25 - SHAREPOINT LISTS▼

Section	Title	Subsections	Page
25.1	About SharePoint Lists		194
25.2	Working with SharePoint Lists	Creating a New List Renaming the Title Column Adding/Editing List Data Creating Choice and Lookup Columns	195
25.3	Internal SharePoint List Column Names	Finding Column Names in Power Automate Finding Column Names in SharePoint	198
25.4	Referencing Choice and Lookup Columns		199

Chapter 26 - PLANNER▼

Section	Title	Subsections	Page
26.1	Triggers and Actions		200
26.2	An Example – Listing Tasks	Our Example Flow The List Tasks Action Getting the Task Details Testing your Flow	201

If you book a place on one of our courses you will automatically get access to the relevant courseware manual online, and also have the option to receive a paper copy of it.

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