In-Context Actions for Power Automate on the Manage Page

Context-based Actions on the Manage page to automate workflows

Accounts that have the Power Automate integration controls enabled will display context-relevant actions for In progress and Completed agreements on the Manage page.

This is true regardless of whether you have gone through the steps to enable the integration. By having the control checked, the actions are exposed.

When Power Automate is explicitly disabled for the account

If Power Automate is explicitly disabled for the account, non-admin users will not see the Power Automate actions on the Manage page.

In progress agreements

There are two actions available for the In progress agreements on the Manage page. The actions are exposed when you:

• Hover over the ellipsis next to the In progress agreement filter, and the Automate notifications action is exposed. 
  • This action is applied to all agreements currently on the Manage page in the In progress status.
  • The flow is only applied to the existing agreements and is persistent until each agreement reaches a terminal status (completed, canceled, declined, or expired).
• Select an individual agreement to open the Actions context panel to the right. The Actions panel contains the Set-up Notification action. 
  • This action facilitates creating a notification flow for up to 20 agreements with the In progress status. Select the agreements to include by checking the box next to the agreement before selecting the action in the right-hand panel and configuring the flow.
  • The flow is tied to the individual agreement and does not apply to any other agreement. Other agreements can enable their own agreement-specific flows.

Selecting either action refreshes the right-hand panel to show a list of flow templates that the user can use out-of-the-box, or as a base to design their own custom flow.

Completed agreements

There are two actions available for the Completed agreements on the Manage page. The actions are exposed when you:

• Hover over the ellipsis next to the Completed agreement filter, and the Automate archival action is exposed. 
  • This action facilitates creating a flow to archive all agreements as they update their status to "Completed".
    • This flow is not applied to agreements already in a Completed status when the flow is created. Only newly completed agreements trigger the flow.
  • The flow is persistent and will continue to work as designed until the flow is stopped.
• Select an individual agreement to open the Actions context panel to the right. The Actions panel contains the Archive Agreement action. 
  • This action triggers an archival flow for up to 20 selected agreements with the Completed status. Select the agreements to include by checking the box next to the agreement before selecting the action in the right-hand panel and configuring the flow.
  • The flow is triggered only for the selected agreement and does not apply to any other agreement.
     

Selecting either action refreshes the right-hand panel to show a list of flow templates that the user can use out-of-the-box, or as a base to design their own custom flow.

Configure the flow

After selecting a flow, you must perform a minimal amount of configuration to provide your custom values (e.g., the flow name, your target email address, and so on) and ensure the flow can successfully execute the process.