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New implementation

This page describes the technical steps for a new implementation of distribution Orion.

A new implementation consists of five steps:

  1. Preparation
  2. Installation
  3. Configuration
  4. Scheduled automation
  5. Sharing

Preparation

Make sure that all requirements are met. Click here for the requirements.

Installation

All steps mentioned in this section are performed with the primary automation account.

Several videos supporting this section are shown at the bottom of this page:

  • Video #1, Steps 1 to 3
  • Video #2, Step 4 to 5
  • Video #3, Step 6
  • Video #4, step 7

Installation steps

    1. Go to the Power Apps maker portal: https://make.powerapps.com
    2. Go to the Power Platform environment used.
    3. Import the managed solution “Forms and Flows – Base”.
    4. When the previously mentioned solution is successfully imported:
      1. import the managed solution “Forms and Flows – Orion – Installation”.
    5. When the previously mentioned solution is successfully imported:
      1. Go to that solution.
      2. Run (play) the canvas app “Forms and Flows – Installation”.
      3. Enter the URL of the SharePoint site used in the text input field “Site URL”.
      4. Click on the button “Check if lists do not exists”.
      5. If the previous step is successfully conducted, click on the button “Create lists”.
      6. If the previous step is successfully conducted, click on the button “Create list columns”.
      7. If the previous step is successfully conducted, click on the button “Create views”.
      8. Close the canvas app “Forms and Flows – Installation”
    6. When all SharePoint objects are successfully created:
      1. Run (play) the canvas app “Forms and Flows – Installation – Data”
      2. Enter the URL of the SharePoint site used in the text input field “Site URL”.
      3. Click on the button “Add data”.
      4. Close the canvas app “Forms and Flows – Installation – Data”.
    7. When all data is successfully added:
      1. Import the managed solution “Forms and Flows – Orion”.
        1. Click here for the dedicated page on all environment variables.

    Configuration

    All steps mentioned in this section are performed with the primary automation account.

    A video supporting this section is shown at the bottom of this page.

    Configure all settings in the SharePoint list “Settings” with the correct value. Click here for the dedicated page on all settings.

    Add internal roles to users. A dedicated page on this topic will become available in the near future.

    A test process can be added with the steps mentioned below.

    Dummy data can be added with the steps mentioned below.

    The main app is highly configurable. A dedicated page on this topic will become available in the near future.

    By default, the English and Dutch language are supported for the Forms and Flow app. Other languages can be added. A dedicated page on this topic will become available in the near future.

    Test process

    All steps mentioned in this section are performed with the primary automation account.

    A video supporting this section is shown at the bottom of this page.

    1. Go to the Power Apps maker portal.
    2. Select the Power Platform environment used.
    3. Import the managed solution “Forms and Flows – Orion – Test” if not already present.
      1. Click here for the dedicated page on all environment variables.
    4. When the previously mentioned solution is successfully imported:
      1. Go to that solution.
      2. Run (play) the canvas app “Forms and Flows – Test process”.
      3. Click on the button “Create test process”.
      4. A message and a checkmark will be shown when the test process has been created.
    5. Make users a process manager of the test process.

    Dummy data

    All steps mentioned in this section are performed with the primary automation account.

    1. Go to the Power Apps maker portal.
    2. Select the Power Platform environment used.
    3. Import the managed solution “Forms and Flows – Orion – Test” if not already present.
      1. Click here for the dedicated page on all environment variables.
    4. When the previously mentioned solution is successfully imported:
      1. Go to that solution.
      2. Run (play) the canvas app “Forms and Flows – Dummy data”.
      3. Click on the button “Create dummy data”.
      4. A checkmark will be shown when the dummy data has been created.

    Scheduled automation

    An automation (Power Automate cloud flow) is part of the distribution. It is in instant cloud flow that can be run as a child flow.

    The reason for this setup is that if the automation was offered as a scheduled automation, an unmanaged layer had to be created if an organization wanted to configure their own schedule. With this setup, organizations can define their own schedules.

    All steps mentioned in this section are performed with the primary automation account.

    1. Go to the Power Automate maker portal: https://make.powerautomate.com
    2. Select the Power Platform environment used.
    3. Add a new scheduled cloud flow.
    4. Give the cloud flow a name, configure a schedule and click on the button “Create”.
    5. Add the action “Run a Child Flow”.
      1. Select the child flow: Forms and Flows_CF_SendEmails
    6. Save the scheduled cloud flow.

    Sharing

    All steps mentioned in this section are performed with the primary automation account.

    Share the Forms and Flows app with all its users.

    Make sure that all users have the following Dataverse security role:

    • App opener

    Videos

    Installation

    Configuration

    Test process

    Dummy data

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