Installing DocJuris' Auxiliary Flows

 

Power Automate allows you to save time by automating multiple tasks. In DocJuris, some of these tasks can include creating a contract in the app and then notifying team members on Microsoft Teams, as well as getting all attachments from Microsoft Forms and sending them via email.

If you’re just getting started with Power Automate, you’ll first want to check out our Overview of Power Automate guide.

As you work in Power Automate, you’ll be developing Flows to complete tasks. But if you’re developing Flows and notice that you’re doing these complex tasks repetitively, then you need DocJuris’ auxiliary Flows that do some of these difficult tasks for you. They hide all the complexity of the actions in one simple callable action, that you can reuse in all your Flows.

In this article, we’ll outline what auxiliary flows are, how to import them, and understand how to use them in your projects and environments.

 

Quick Start Guide

  1. Download the DocJuris Auxiliary Flow .zip file located at the bottom of this article.
  2. Visit https://make.powerautomate.com and click + Create. Create any number of new flows that you plan to utilize in conjunction with DocJuris (e.g., Automated Cloud Flows). These do not need to be complete. We recommend creating the beginning stages and click Save
  3. Once you've created your flow(s) for your desired workflow, click Solutions in the left menu.
  4. Click Import Solution -> Browse -> Upload the .zip file you downloaded in step 1. Follow the steps to establish connections to SharePoint, Excel, OneDrive, and Outlook
  5. Once the solution installs, click on Solutions -> DocJuris Auxiliary Flows -> Add Existing -> Automation -> type of flow created in step 2
  6. Click the tab Outside Dataverse -> pick the flows you created in step 2 and add them to the solution
  7. You can now invoke "Flows" in the flows in step 2 moving forward! These auxiliary flows include adding attachments to a SharePoint site, manipulating screening report output, and more.

What are auxiliary Flows?

Think of an auxiliary Flow as a “black box” that contains multiple complex actions. You provide inputs, it performs the steps for you, and, depending on the Flow, returns a result. The idea is for you to call them and not have to worry about complex actions like uploading attachment files to a SharePoint list item, for example.

Auxiliary Flows are built with actions that you have at your disposal in Power Automate, but by combining them in one separate “box”, we can:

  1. Reuse sets of everyday actions into one Flow.
  2. Time to build Flows is significantly reduced since we have these auxiliary Flows already prepared to use.
  3. Hides complexity in your Flows by making them easier to read.
  4. Better Flow maintenance since any change only needs to be done in one place (in the auxiliary Flow).

All auxiliary Flows are ZIP files with a format that Power Automate knows and can import. We’ll go into a lot more detail below on how to import them, but if you already know how to do it, you can go to DocJuris’ list of available auxiliary Flows to get started.

 

Getting Started

To start with auxiliary Flows, you must download DocJuris' Auxiliary Flow package attached at the bottom of this support ticket. 

We don’t need to know the structure of the ZIP file or to unzip them. Power Automate will take care of everything.

 

Import the Flow

To import the auxiliary Flow, you need to go to https://make.powerautomate.com/ and then select Solutions.

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Next, let’s press Import Solution.

 

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You’ll be presented with the import slide out. Upload our Auxiliary package located at the bottom of this support article. Press Browse, then press Next.

 

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Next, press Import. After you select the file to import, Power Automate will start uploading it. Please wait a few seconds for Power Automate to check the file during the upload (and please don’t navigate away from the window).

 

Since we’re importing to another environment, Power Automate requires to map the connections to your environment. 

 

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Depending on the auxiliary Flow that you import, there may be more or fewer connections to configure, but you need to map all of them before you can proceed to the next screen.

 

Depending on your environment, you may have connections already configured or need to configure a new one. If you need a new connection, Power Automate will open a new window for you to create it. Once you’ve created the new connection, please go back to the original window and press Refresh list to show the new connection.

 

You may see other email addresses you own depending on your defined connections. This is not a problem, but be sure that the email you see corresponds to the account you’re trying to connect to.

 

Once all connections are defined, the Import button will be available.

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Once all connections are defined, the Import button will be available. Power Automate will start importing as shown in the following message:

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Power Automate will take a few seconds to upload your solution. You’ll see a confirmation window as follows:

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How to use auxiliary Flows

Once you add an auxiliary Flow to a solution, it’s pretty easy to use them.

Finally, we offer live support. Please contact support@docjuris.com and we can jump on a screenshare!