Power Automate

Prev Next

Power Automate is a cloud-based service that allows users to automate workflows between apps and services to sync files, get notifications, collect data, and much more. The power of Power Automate lies in its ability to create workflows across different platforms without writing code.

Key Aspects of Power Automate:

  1. Custom Connector

  2. Cloud flows

  3. Desktop flows

  4. Business process flows

Prerequisites

The WXP user must have the Connector Admin role assigned to access and use integrations and connectors within the WXP platform.

For information related to Role-Based Access Control (RBAC), refer to the Authentication section.

Custom Connector

A custom connector in Power Automate allows you to connect to an external API or service that is not available through the standard connectors. Custom connectors can interact with APIs to automate workflows seamlessly across platforms.

Key Aspects of Custom Connectors:

  1. Data Connectivity

    Custom connectors enable integration with external APIs and allows access to third-party data services and operations.

  2. Custom Authentication

    Supports multiple authentication types such as OAuth 2.0, API Key, or No Authentication.

  3. Reusable Actions

    Enables you to create reusable actions for the API endpoints, allowing you to integrate with your services without extensive manual configuration.

  4. Response Handling

    Custom connectors allow you to handle response from API calls, including parsing JSON response for further processing.

  5. Testing & Debugging

    Built-in testing capabilities to verify the connector functions as expected.

Setup Guide

Activate Power Automate Connector

  1. Locate Power Automate in Integrations page of the Workforce Experience Platform.

  2. Download the custom connector file that is used in Power Automate. Then, click Connect.  

     

  3. Import into Power Automate: Once downloaded, import the custom connector into your Power Automate environment. This step adds the custom connector to your environment, enabling integration with the Workforce Experience Platform.

    1. In Power Automate, select More in the left navigation pane and click on Discover all.


    2. Navigate to the Data widget and select Custom connectors. You can optionally pin this Custom connectors action, so it is always visible in the left navigation pane.


    3. Then, click on New Custom Connector.

    4. Select Import an OpenAPI file.

       

    5. For Connector Name, provide a name for your custom connector (e.g., HP Workforce Solutions). For Import an OpenAPI file, click Import and select the custom connector file you downloaded from the Power Automate Card in the WXP Integrations page. Click Continue.

       

    6. Click Create connector. No changes need to be made prior to creating, as all the necessary information is populated from the downloaded custom connector file you imported.

       

  4. View Connector Details: Back in WXP, once the connector is connected, select the View Keys button that will appear within the connector card.


  5. You can now see and copy your API Key, Space ID, and Tenant ID.


  6. Test Custom Connector: Ensure you have successfully set up your custom connector by testing it.

    1. In Power Automate, click on the last tab in your custom connector: Test.

       

    2. Click on New Connection. A new window will open, in which you can enter the API Key provided in the connector card and press Create Connection.

       

    3. Navigate back to the original Power Automate Window and refresh the page. The API Key connection you created should automatically appear in the dropdown.

       

    4. Select an operation to test. Insert the Space ID and Tenant ID in the required fields.

      1. Space ID should be inserted in the fastn-space-id field.

      2. Tenant ID should be inserted in the following fields:

        1. x-fastn-space-tenantId

        2. input.tenantId

        3. input.tenantIds, where the IDs of all tenants for which you would like data are listed as items in an array (e.g., [“<tenant-id1>”,”<tenant-id2>”]).

         

    5. Click on Test operation. If successful, the response will be outputted with status 200.


Test Custom Connector as an Action in a Flow

  1. In Power Automate, go to My flows > New flow > Instant cloud flow.


  2. Select Manually trigger a flow.


  3. Select the Plus Button (+) to insert a new action in the flow.


  4. Search for the customer connector you created, and select Custom to narrow down your search. Once located, select one of the two operations — Get Report Data or Get Incidents — to set up as an action.


  5. Configure the parameters for the selected operation. Similarly to testing the custom connector itself, use the Space ID and Tenant ID values to fill in the appropriate fields.


  6. Once configured, click Save.


  7. Then, select Test to test the flow.


  8. Select the Manually option to trigger the flow. Then, click Test.


  9. Confirmation that your custom connector is ready to use will be displayed with a green check on the side. Then, select Continue.


  10. Select Run flow.


  11. Your flow should start running. Navigate to the Flow Runs Page listed to view the status of, and more information on, the run.


  12. If successful, the status will appear as Test succeeded.


  13. Click on the run entry to view more details about the run.


  14. View the run results of your configured action by clicking on it. You can scroll down to the Outputs section and select Show raw outputs to view more details.


Troubleshooting Tips

  1. Error: “Invalid Credentials”

    Cause: Incorrect username or password.

    Solution: Reset password using the Forgot Password link.

  2. Error: Connection Timeout

    Cause: API endpoint not reachable.

    Solution: Check internet connection.

Contact Us

For any assistance, [create a support case] or email [email protected].