Microsoft Power Automate to replace a field with "Empty" value
Time to execute: approx. 15 min.
Microsoft Power Automate became the successor of Anywhere365 Timer Jobs. Microsoft Power Automate is capable to do the exact same thing, plus many more things from which you can benefit to deliver the best possible experience to your customers.
Sometimes it may be necessary to clear a populated field in one of your SharePoint lists. For example a Welcome Message which after hours has an Action -> Skill set but at opening of business hours needs to be cleared in order for the regular IVR Interactive Voice Response, or IVR, is a telephone application to take orders via telephone keypad or voice through a computer. By choosing menu options the caller receives information, without the intervention of a human operator, or will be forwarded to the appropriate Agent. Questions to be processed.
In Power Automate replacing a field value with "nothing" takes a special approach. Multiple methods exist (using variables, or expressions, or send http requests among others) but below is an example of one of such methods which will create a visible and selectable variable to represent empty field. The benefit of this method is that the visual variable is easy to see/recognise for someone not familiar with the flow.
Getting started
This section will help you to create a flow that is triggered daily at 05:00 PM to clear a Skill set on the Welcome Message of the IVR.
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Navigate to Microsoft Power Automate.
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Click “Create”
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Below “Start from blank” select “Scheduled cloud flow”
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Fill in a descriptive name for the flow, along with the date, time and recurrence. For example:
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Flow name:
Remove a Skill from Welcome Message
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Starting:
1/1/2023 at 08:00 AM
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Repeat every:
1 day
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Click “Create”
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The following window shows-up
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If you open the “Recurrence” action by clicking on it, you can edit the recurrence.
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If you click “edit”, you will see that the current recurrence is set to 1 day (as set during the creation of the flow).
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When clicking “advanced”, you will see the start time of the flow. Please note this time is in UTC.
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If your UCC A Unified Contact Center, or UCC, is a queue of interactions (voice, email, IM, etc.) that are handled by Agents. Each UCC has its own settings, IVR menus and Agents. Agents can belong to one or several UCCs and can have multiple skills (competencies). A UCC can be visualized as a contact center “micro service”. Customers can utilize one UCC (e.g. a global helpdesk), a few UCC’s (e.g. for each department or regional office) or hundreds of UCC’s (e.g. for each bed at a hospital). They are interconnected and can all be managed from one central location. runs in a different time zone, compared to the time zone that you are in, please update the start time accordingly (optionally you can set the time zone of the UCC accordingly).
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Next, add a new step to the flow by clicking “New Step”
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In this step, a variable will be added to the flow to represent an empty field.
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In the search box, search for the Variable action by typing-in “variable”, and under “All” click the “variable” icon.
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Next, in the Actions list choose ‘Initialize variable’
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Next, provide a name of your choice (IE Empty Value), type of String and then click in the Value and make sure to select Expression and provide null then click OK.
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After clicking OK it will look like this:
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Next, add a new step to the flow by clicking “New Step”
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In this step, the Welcome Message will be retrieved from SharePoint.
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In the search box, search for the SharePoint connecter by typing-in “SharePoint”, and under “All” click the “SharePoint” icon.
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Next, search for the term “Get items” and select it.
Note
Please beware there are two similar action names:
- Get item: This action can be used to retrieve a SharePoint item based on its unique identifier. This identifier will change if the Welcome Message is deleted and re-created afterwards.
- Get items (note the trailing letter s): This action can be used to retrieve one or more SharePoint items based on various criteria. For example, the title of the item should be Welcome Message. This results in a less error-prone flow, as such this action is used in this example.
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After selecting this action, the connection towards SharePoint is tested. Once the connection is established successfully, the following form shows-up:
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Fill in the Site Address of your UCC
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If the Site Address does not show-up in the suggestions, scroll to the bottom and select “Enter custom value” and type in the Site Address manually.
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Next, select the List Name “IVRQuestions” from the dropdown
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Finally, click “Show advanced options”, and fill in the Filter Query.
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To filter out the Welcome Message, the query should be:
Title eq 'Welcome Message'
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Other options can be ignored for now.
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Again click “New Step” to add a subsequent action
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In this step, the Welcome Message will be updated.
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In the search box, search for the SharePoint connecter by typing-in “SharePoint”, and under “All” click the “SharePoint” icon.
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Next, search for the term “Update item” and select it.
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Again fill in the Site Address and the List Name “IVRQuestions”
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In the Id field select the Dynamic Content “ID” that is retrieved by the previous step “Get items”
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As soon as you do this, Power Automate will automatically add a “Apply to each” block around the action “Update item”.
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This is because the “Get items” action could result in multiple items being retrieved from SharePoint. As such it will update each of the items accordingly.
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Click on “Update item” to expand the action, and continue with the final configuration.
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In the Title field select the Dynamic Content “Title” that is retrieved by the previous step “Get items”
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Click into the Action Value and select the ‘Enter custom value’ at the bottom. Now select your variable by the name you gave it in Step 2 (i.e. Empty Value).
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The Final View will look like below:
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Finally click “Save”
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In the top
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Or the bottom
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In a similar fashion you can use this same variable to clear multiple fields you would like to clear with this flow