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Courseware

Introduction to 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 Introduction to Power Automate manual, or review how to license our courseware.

Chapter 1 - GETTING STARTED▼

Section	Title	Subsections	Page
1.1	What is Power Automate?		6
1.2	Power Automate vs Power Automate Desktop		7
1.3	Licensing Requirements		8
1.4	Logging on to Power Automate		9
1.5	Environments and Flows	Choosing an Environment Listing Flows	10

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	11
2.2	Testing and Running Flows	Testing Flows Re-testing Flows Running Flows Checking Flows	16
2.3	Viewing and Editing Flows		18
2.4	Improving Flow Readability	Renaming Actions Adding Notes	19
2.5	Working with Flows	Viewing Actions’ Code Disabling Flows (but not Actions) Copying Actions Copying Flows Deleting Flows	21

Chapter 3 - THE CLASSIC FLOW DESIGNER▼

Section	Title	Subsections	Page
3.1	The Two Flow Designers		24
3.2	Switching between Designers		25
3.3	Using the Classic Flow Designer	Adding Actions Deleting and Renaming Actions Adding Notes	26
3.4	Features not Carried Through	When you Need the Classic Flow Designer Undo and Redo Comments Format by Example	28

Chapter 4 - TRIGGERS AND TEMPLATES▼

Section	Title	Subsections	Page
4.1	Our Example Automated (Triggered) Flow		30
4.2	Creating Automated Flows from Scratch		31
4.3	Creating Automated Flows using Templates	Finding the Right Template Tweaking your Template	32
4.4	Creating Flows using Copilot		34

Chapter 5 - TESTING AND DEBUGGING▼

Section	Title	Subsections	Page
5.1	Testing Flows		35
5.2	Inputs and Outputs	Capturing Outputs - the Compose Action Seeing Inputs and Outputs Raw Inputs and Outputs	36
5.3	Viewing JSON Code		38
5.4	Writing to Text Files		39
5.5	Dealing with Flow Failures	Viewing Error Messages Showing Full Error Details	40

Chapter 6 - PROGRAMMING CONCEPTS▼

Section	Title	Subsections	Page
6.1	Overview	Our Example	42
6.2	Simple Variables	Initialising Variables The Types of Variables Variable Actions Referencing Variables in Flows Debugging Variables	43
6.3	Array Variables	Outline Flow Actions for our Example Getting our List of Files - OneDrive Getting our List of Files – SharePoint	46
6.4	Using Scope to Group Actions	Adding a Scope Action Tidying Things Up	49
6.5	Parallel Branches	Creating Parallel Branches Reuniting Parallel Branches in the New Flow Designer Reuniting Parallel Branches in the Old Flow Designer	51
6.6	Basic Expressions		52
6.7	Single Conditions - If	Setting the Condition Reacting to Condition Results Testing Conditions Terminating Flows Early The Terminate Action	54
6.8	Multiple Conditions – Switch	Finding the Difference between our File Counts Creating a Switch Action Configuring your Switch Action	57

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	59
7.2	Referring to Items within an Array	An Example using a List of Files Getting Values by their Key	61
7.3	Mapping or Reshaping Arrays using Select	Collapsing Arrays to One Value Returning Multiple Columns with Renaming	63
7.4	Intersection and Union	Overview of Final Answer The Union and Intersect Expressions	65

Chapter 8 - GETTING DATA▼

Section	Title	Subsections	Page
8.1	Sources Included in this Chapter		67
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	68
8.3	Getting Data from a SharePoint List	Getting SharePoint List Rows Showing the Correct Column Names	71
8.4	Listing Files/Folders from OneDrive		73
8.5	Listing Emails from Outlook		74

Chapter 9 - ODATA▼

Section	Title	Subsections	Page
9.1	What is OData?		75
9.2	The Need for OData		76
9.3	Using OData	Applying OData when Getting Data Sorting using OData Filtering using OData Combining Filters Testing for Null Values Filtering Dates	77
9.4	Issues with Different Data Sources	Excel: Spaces in Column Names SharePoint: Lookup Columns	80
9.5	Dynamic Filters		81
9.6	Experimental OData Features		82

Chapter 10 - HTML TABLES▼

Section	Title	Page
10.1	Overview	83
10.2	Basic HTML Tables	84
10.3	Emailing HTML Tables	85
10.4	Choosing HTML Table Columns	86
10.5	Formatting HTML Tables	87

Chapter 11 - APPLY TO EACH▼

Section	Title	Subsections	Page
11.1	Our Example		88
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	89
11.3	Adding Apply to Each Automatically		91
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	92
11.5	Applying Conditions within Loops	The Outline of our Flow Creating the Condition Building the Array of Film Titles	94

Chapter 12 - EXPRESSIONS▼

Section	Title	Subsections	Page
12.1	Overview		96
12.2	Text Functions	The Main Text Functions	97
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	98
12.4	Number Functions	Basic Mathematical Operator Functions Other Mathematical Functions Conversion Functions	101
12.5	Date Functions	Date Formats and Timestamps Getting Dates Manipulating Dates Getting Parts of Dates	102
12.6	Collection/Array Functions	Inspection Functions Joining and Splitting Picking Items Ordering Arrays Set Operations	104
12.7	Comparison Functions	Conditional IF Function Testing for Equality or Inequality Combining Conditions	106

Chapter 13 - ERROR HANDLING▼

Section	Title	Subsections	Page
13.1	Try / Catch / Finally Blocks		107
13.2	Configuring Run After Actions		108
13.3	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	109

Chapter 14 - APPROVALS▼

Section	Title	Subsections	Page
14.1	Our Example		115
14.2	Building a Flow Diagram		116
14.3	How the Approval Process Works		117
14.4	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)	118
14.5	Managing Approvals	Managing Approval Expiry	123
14.6	Custom Responses	Choosing to Set Custom Responses Testing the Different Responses	124

Chapter 15 - FORMS▼

Section	Title	Subsections	Page
15.1	Overview of Forms	Creating Forms	126
15.2	Adding Questions	The Types of Question Sections Letting Users Upload Files Images and Videos Branching	128
15.3	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	132
15.4	Viewing Responses		135
15.5	Other Things to Try with Forms	Using Other Apps such as Excel Applying Styles	136
15.6	Responding to Form Events in a Flow	Creating the Trigger Getting the Form Response Showing Individual Answers	137

Chapter 16 - SHAREPOINT LISTS▼

Section	Title	Subsections	Page
16.1	About SharePoint Lists		139
16.2	Working with SharePoint Lists	Creating a New List Renaming the Title Column Adding/Editing List Data Creating Choice and Lookup Columns	140
16.3	Internal SharePoint List Column Names	Finding Column Names in Power Automate Finding Column Names in SharePoint	143
16.4	Referencing Choice and Lookup Columns		144

Chapter 17 - POWER BI DESKTOP FLOWS▼

Section	Title	Subsections	Page
17.1	Our Example		145
17.2	Limitations of Power BI Flows		146
17.3	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	147
17.4	Editing Power BI Flows in Power Automate		151

Chapter 18 - TEAMS▼

Section	Title	Subsections	Page
18.1	Teams Triggers and Actions		152
18.2	Our Example – Listening for Keywords	What the Flow will Do Top-Level Flow Diagram	153
18.3	Creating our Example Flow	Step 1 - Setting the Trigger Step 2 - Getting the Keyword Message’s Details Step 3 – Posting the Notification Message	155
18.4	Testing our Flow		158

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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