TALXIS Flows
# TALXIS Flows
# Sales
| Name | Author | Module | Connections | Trigger | Description |
|---|---|---|---|---|---|
| talxis_generatesalesorderpdf | Ondrej Juda | Sales | Microsoft Dataverse TALXIS_Connectors_Word SharePoint | Async Job Instance is created and talxis_name equals 'talxis_generatesalesorderpdf' | Generate sales order pdf and update async job instance. |
| talxis_generatesalesquotepdf | Jan Kostejn / Ondrej Juda | Sales | Microsoft Dataverse TALXIS_Connectors_Word SharePoint | Async Job Instance is created and talxis_name equals 'talxis_generatesalesquotepdf' | Generate sales quote pdf and update async job status. |
# Bootstrap
| Name | Author | Module | Connections | Trigger | Description |
|---|---|---|---|---|---|
| talxis_addsharepointfiletofilepicker | Frantisek Capek | Bootstrap | Microsoft Dataverse HTTP with Azure AD | Manually Inputs: Entity Name, Record Id, Attribute Name, Site Name, File Path, Sharepoint Base Url | Adding sharepoint file to filepicker. |
| talxis_getpropertiesfromfilepicker | Ondrej Juda | Bootstrap | Microsoft Datavers TALXIS Liquid Connector | Manually Inputs: Form Id, Entity Set Name, Record Id | Geting properties of File Picker, return in JSON. {path, graphQuery, expandQuery} |
| talxis_getsharepointmainfoldername | Ondrej Juda | Bootstrap | Sharepoint | Manually Inputs: Sharepoint Site | Returns main folder name of Sharepoint Site. |
| talxis_getsharepointsiteurlfromgraph | Ondrej Juda | Bootstrap | HTTP with Azure AD | Manually Inputs: Graph Filter Query | Returns sharepoint Site Url from graph |
| talxis_getsystemuserid | Jan Kostejn | Bootstrap | Microsoft Dataverse | Manually Inputs: First Name, Last Name, User Principal Name | Returns System User Id based on inputs |
| talxis_createnotificationsbyrules | Jan Mika | Bootstrap | Microsoft Dataverse TALXIS Liquid Connector | Recurrence: Every day 7:00 and 12:00 | Creating notifications by rules. |
# Contract
| Name | Author | Module | Connections | Trigger | Description |
|---|---|---|---|---|---|
| talxis_contractapprovalbpfstageupdater | Ondrej Juda | Contract | Microsoft Dataverse | Contract statuscode created or modifed | Update bpf stage based on statuscode. |
| talxis_completeactivetasksrelatedtocontract | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inpuits: Contract Id | Complete active tasks related to contract. |
| talxis_contractreviewprocess | Ondrej Juda | Contract | Microsoft Dataverse Office 365 Outlook | Contract statuscode modifed and equals Review and Is Review Required equals true | Contract review process |
| talxis_createcomments | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inputs: Contract Id, Commenting Round, Reviewers Ids | Create Contracct Review Comments for Reviewers |
| talxis_createtaskcontractapproval | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inputs: Contract Id | Create a task for contract approval |
| talxis_createtaskimplementcontractreviewcomments | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inputs: Contract Id | Create a task for implement contract review comments. |
| talxis_createtaskresolvecontractreviewcomments | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inputs: Contract Id | Create a task for resolving comments. |
| talxis_createtaskreviewcontract | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inputs: Contract Id | Create a task for contract review for reviewers. |
| talxis_createtaskscancontract | Ondrej Juda | Contract | Microsoft Dataverse | Contract is a created or modifed and statusccode equals 742070002 and talxis_useelectronicsignature equals false. | Run childflow - talxis_completeactivetasksrelatedtocontract and create a task for scanning. |
| talxis_createtasksendforsignature | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inputs: Contract Id | Create a task for sending to signature. |
| talxis_getreviewersadminsrepresentativesids | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inputs: Contract Id | Return admins, reviewers and representatives in json. {admins, reviewers, representatives} |
| talxis_notifyadminsaboutcomments | Ondrej Juda | Contract | Microsoft Dataverse Office 365 Outlook | Contract Review Comments statuscode is modified and equals Accepted or Rejected | Send notifications to admins about comments. |
| talxis_notifybeforecontractvalidityend | Ondrej Juda | Contract | Microsoft Dataverse Office 365 Outlook | Recurrence: Every day 4:00 | Send a notifications to users if contract validy is close to end. |
| talxis_notifyonchangeworkingoncomments | Ondrej Juda | Contract | Microsoft Dataverse Office 365 Outlook | Contract statuscode modified and equals Implemented (742070011) | If exist any active comments - Notify requester about comments, if there is no any active comment - Notify Requester that there are no comment and update contract Wait for Approval |
| talxis_notifyrepresentativesaboutcontract | Ondrej Juda | Contract | Microsoft Dataverse Office 365 Outlook | Contract statuscode modifed and equals Rejected | Notify representative about contract. |
| talxis_notifyreviewercommentrejected | Ondrej Juda | Contract | Microsoft Dataverse Office 365 Outlook | Contract Review Comment statuscode modified and equal Rejected | Send notification to Reviewer that comment is rejected. |
| talxis_notifyusersforminformsubgrid | Ondrej Juda | Contract | Microsoft Dataverse Office 365 Outlook | Contract is created or modifed and statuscode equals Active, Rejected or Accepted | Notify user that contract has moved in process. |
| talxis_selectconfigurationcontractreview | Ondrej Juda | Contract | Microsoft Dataverse | Manually Inputs: Contract Id | Return configuration id. Outputs: configurationId |
| talxis_sendnotificationforapproval | Ondrej Juda | Contract | Microsoft Dataverse TALXIS_Connectors_AdaptiveCard Office 365 Outlook | Manually Inputs: User Id, Contract Id | Child flow is sending a notification for approval and returns result and comment. |
| talxis_sendnotificationforcommenting | Ondrej Juda | Contract | Microsoft Dataverse TALXIS_Connectors_AdaptiveCard Office 365 Outlook | Manually Inputs: User Id, Contract Id | Sends notification for commenting. |
| talxis_updatecontracttoapprovalwhencommentingfalse | Ondrej Juda | Contract | Microsoft Dataverse | Contract status code is modified and equals Active and talxis_isreviewrequired equals false | Set contract statuscode to Waiting for Approval. |
| talxis_sentcontractforsignature | Ondrej Juda | Contract | Microsoft Dataverse TALXIS_Connectors_Word TALXIS_Connectors_iSmlouva | Contract statuscode is modifed and equals 742070002 and talxis_useelectronicsignature equals true | Sent contract for signature. |
# Start
| Name | Author | Module | Connections | Trigger | Description |
|---|---|---|---|---|---|
| talxis_getbusinessdata | Jan Kostejn | Start | Microsoft Dataverse | AsyncJobInstance is Created | Update business data for account - run childflow. |
| talxis_recurrentlyupdateaccountfromdatafeed | Ondrej Juda | Start | Microsoft Dataverse | Recurrence: Every day 00:00 | Update accounts business data by running a childflow - talxis_updatebusinessdataforaccount. |
| talxis_setaccountdataoncreate | Ondrej Juda | Start | Microsoft Dataverse | Account is Created | Set account data on create by running a childflow - talxis_updatebusinessdataforaccount. |
| talxis_updatebusinessdataforaccount | Jan Kostejn | Start | Microsoft Dataverse TALXIS_Connectors_DataFeed | Manually Inputs: Accountid | Update accounts business data (child flow). |
| talxis_updateentityimageforaccount | Ondrej Juda | Start | Microsoft Dataverse TALXIS_Connectors_DataFeed | Manually Inputs: Account Id, Jurisdiction Code, Company Number | Uploads Account Entity Image. |
# Utility
| Name | Author | Module | Connections | Trigger | Description |
|---|---|---|---|---|---|
| AttachApprovalToInvoiceHeader | Ondrej Juda | Procurement | Microsoft Dataverse | Manually Inputs: Invoice Id, Approval Id, Type, Approval Phase | Creates annotation |
| FindApproverForPurchaseInvoiceDetail | Jan Kostejn | Procurement | Microsoft Dataverse | Manually Inputs: Purchase Invoice Detail Record Id | Return Category One Approver Outputs: System User Id. Automatic Approval (true/false) |
| CheckArrayOfUserForDelegation | Ondrej Juda | Procurement | None | Manually Inputs: Array User Ids | Return checked user ids. |
| CheckUsersAvailabilityAndChooseDelegation | Jan Kostejn / Ondrej Juda | Procurement | Microsoft Dataverse HTTP with Azure AD | Manually Inputs: System User Id | Check user's availability and choose delegation |
| PurchaceInvoiceHeaderApprovalBPFStageUpdater | Jan Kostejn | Procurement | Microsoft Dataverse | Purchase Invoice Header statecode is modified | Set bpf stage based on statuscode. |
| Purchase Invoice Header Approval Process | Jan Kostejn | Procurement | Microsoft Dataverse Approvals | Purchase Invoice Header statecode is modified | Approval process of Purchase Invoice Header |
| PurchaseInvoiceHeaderDueDateReminder | Jan Kostejn | Procurement | Microsoft Dataverse | Recurrence: Every day 6:00 | Create a notification informing about invoice header due date. |
| SendApprovalToAccountingAfterPurchaseInvoiceHeader | Ondrej Juda | Procurement | Microsoft Dataverse Approvals | Pucharse Invoice Headers statuscode modified to Closed (4) | Send approval to accounting after Purchase Invoice Header is approved |
| talxis_pairapprovalrequestwithapprovalresponse | Ondrej Juda | Procurement | Microsoft Dataverse | Manually Inputs: Approval Id | Return approval requests responses. |
| talxis_postapprovalresponsetotimeline | Ondrej Juda | Procurement | Microsoft Dataverse | msdyn_flow_approvalresponse record is created | Attach approval response note to related entity timeline. |
| talxis_postapprovalstartedorcompletedtotimeline | Ondrej Juda | Procurement | Microsoft Dataverse | msdyn_flow_approval record is modifed | Attach approval start or complete to related entity timeline. |
| talxis_generatepurchaseorderpdf | Lukas Gallovic | Procurement | Microsoft Dataverse TALXIS_Connectors_DataFeed | Async Job Instance record is created and talxis_name equals 'talxis_generatepurchaseorderpdf' | Generate purchase order pdf. |
# Procurement
| Name | Author | Module | Connections | Trigger | Description |
|---|---|---|---|---|---|
| AttachApprovalToInvoiceHeader | Ondrej Juda | Procurement | Microsoft Dataverse | Manually Inputs: Invoice Id, Approval Id, Type, Approval Phase | Creates annotation |
| FindApproverForPurchaseInvoiceDetail | Jan Kostejn | Procurement | Microsoft Dataverse | Manually Inputs: Purchase Invoice Detail Record Id | Return Category One Approver Outputs: System User Id. Automatic Approval (true/false) |
| CheckArrayOfUserForDelegation | Ondrej Juda | Procurement | None | Manually Inputs: Array User Ids | Return checked user ids. |
| CheckUsersAvailabilityAndChooseDelegation | Jan Kostejn / Ondrej Juda | Procurement | Microsoft Dataverse HTTP with Azure AD | Manually Inputs: System User Id | Check user's availability and choose delegation |
| PurchaceInvoiceHeaderApprovalBPFStageUpdater | Jan Kostejn | Procurement | Microsoft Dataverse | Purchase Invoice Header statecode is modified | Set bpf stage based on statuscode. |
| Purchase Invoice Header Approval Process | Jan Kostejn | Procurement | Microsoft Dataverse Approvals | Purchase Invoice Header statecode is modified | Approval process of Purchase Invoice Header |
| PurchaseInvoiceHeaderDueDateReminder | Jan Kostejn | Procurement | Microsoft Dataverse | Recurrence: Every day 6:00 | Create a notification informing about invoice header due date. |
| SendApprovalToAccountingAfterPurchaseInvoiceHeader | Ondrej Juda | Procurement | Microsoft Dataverse Approvals | Pucharse Invoice Headers statuscode modified to Closed (4) | Send approval to accounting after Purchase Invoice Header is approved |
| talxis_pairapprovalrequestwithapprovalresponse | Ondrej Juda | Procurement | Microsoft Dataverse | Manually Inputs: Approval Id | Return approval requests responses. |
| talxis_postapprovalresponsetotimeline | Ondrej Juda | Procurement | Microsoft Dataverse | msdyn_flow_approvalresponse record is created | Attach approval response note to related entity timeline. |
| talxis_postapprovalstartedorcompletedtotimeline | Ondrej Juda | Procurement | Microsoft Dataverse | msdyn_flow_approval record is modifed | Attach approval start or complete to related entity timeline. |
| talxis_generatepurchaseorderpdf | Lukas Gallovic | Procurement | Microsoft Dataverse TALXIS_Connectors_DataFeed | Async Job Instance record is created and talxis_name equals 'talxis_generatepurchaseorderpdf' | Generate purchase order pdf. |
# Project
| Name | Author | Module | Connections | Trigger | Description |
|---|---|---|---|---|---|
| talxis_synctimesheetentriesfromtogglforuser | Jan Kostejn | Project | |||
| talxis_triggertimesheetentriessync | Jan Kostejn | Project | Microsoft Dataverse Microsoft Teams | Recurrence: Every day 4:20 | Run each user with api key run child flow talxis_synctimesheetentriesfromtogglforuser. |
# Scheduling
| Name | Author | Module | Connections | Trigger | Description |
|---|---|---|---|---|---|
| talxis_finalizeresourcerequestbookings | Jan Krupicka | Scheduling | Microsoft Dataverse | Booking statuscode modified to Approved (742070000) | Change resource request status to approved if all bookings are approved. |
| talxis_createtaskifbookingisapproved | Jan Krupicka | Scheduling | Microsoft Dataverse | Booking statuscode is modified | Create task if booking is approved. |
| talxis_syncappointmentwithbooking | Frantisek Capek | Scheduling | Microsoft Dataverse | Booking start time or end time are modified and statuscode equals Approved | Update appointment with new date time. |
| talxis_syncbookingwithappointment | Frantisek Capek | Scheduling | Microsoft Dataverse | Appoitment scheduled start or end are modified | Update assoiciated booking with new start/end time |