How to use the most common Actions of the DocumentsCorePack Connector for Microsoft Flow

This article outlines, how to use the most common actions of the DocumentsCorePack Premium Connector.

Open your flow or create a new one, to be able to use the DocumentsCorePack Connector. Add a new step and search for the DocumentsCorePack Connector.

Click here to see all the available actions.

Figure 1: Search for the DocumentsCorePack Connector

After you’ve selected the DocumentsCorePack Connector, you will see a list of actions. The most used ones are the following:

Create Document Job (sync)
Create Document Job (async)
Attach DocumentJob to email
Concatenate two Document Jobs
Attach DocumentJob as note
Print DocumentJob
Send email

Create Document Job (sync)

❶ TemplateId: Select the template for this document job.
❷ EntityId: Select a Dynamics 365 source record id.
❸ FileType: Select a Filetype.
❹ TimeOut: The maximum, in seconds, the DCP will wait for the Result.
❺ UserId: Provide a specific user for the document generation.
❻ SaveToSharePoint: Change to yes if you want to save the result to Sharepoint.
❼ DCPPrinterName: Define a DCP Printer.
❽ DeactivateOnTimeout: Deactivates the generation process if the ❹ timeout is reached.

Create Document Job (async)

❶ TemplateId: Select the template for this document job.
❷ EntityId: Select a Dynamics 365 source record id.
❸ FileType: Select a Filetype.
❹ UserId: Provide a specific user for the document generation.
❺ SaveToSharePoint: Change to yes if you want to save the result to Sharepoint.
❻ DCPPrinterName: Define a DCP Printer.

Attach DocumentJob to email

❶ DocumentJobId: Select the DocumentJob, which should be attached to the email.
❷ EmailId: Select the email where the document should be attached.
❸ UserId: Provide a specific user for the process.
❹ DeactivateOnTimeout: Deactivates the process if the timeout is reached.

Concatenate two Document Jobs

❶ First DocumentJob: Select the JobID of the first document that you want to concatenate.
❷ Second DocumentJob: Select the JobID of the second document that you want to concatenate.
❸ CombineType: Choose from one of the combine-types to change the way the documents get connected.
❹ OutputFileType: Select the wanted file type for your output document.
❺ DeactivateOnTimeout: Deactivates the process if the timeout is reached.
❻ UserId: Provide a specific user for the process

Attach DocumentJob as note

❶ DocumentJobId: Select the DocumentJob, which should be saved as a note.
❷ Entity id: Enter a Dynamics 365 record id.
❸ Schemaname: Provide the matching entity for the ❷ entered record.
❹ Note description: The description of the note record can be set.
❺ Note subject: The subject of the note record can be set.
❻ UserId: Provide a specific user for the process
❼ DeactivateOnTimeout: Provide a specific user for the process

Print DocumentJob

❶ DocumentJobId: Select the DocumentJob, which should be printed.
❷ DCPPrinterName: 
❸ DeactivateOnTimeout: Provide a specific user for the process

Send email

❶ EmailToSend: Select the email, which should be sent.
❷ UserId: Provide a specific user for the process
❸ Sender (userid): Provide a specific user as the sender of the email.
❹ Sender (Schemaname):  Define the matching entity for your sender.
❺ Regarding (Id): Specify the regarding for the email.
❻ Regarding (Schemaname): Define the matching entity for your regarding record.
❼ TO: Provide a record as the recipient.
❽ CC: Add a record to the CC field of your email.
❾ BCC: Add a record to the BCC field of your email.

Back to “The DocumentsCorePack connector for PowerApps and PowerAutomate (Microsoft Flow)“.

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