Power Platform Integration
Document Archive integrates with Power Automate to enhance its capabilities.
How to add a file in Document Archive with Power Automate¶
Document Archive comes with an integration to create a Document Archive File record in Business Central from a Power Automate flow.
The following example describes how you can upload a file in Document Archive when a record is uploaded to a SharePoint drive, but of course other integrations are also possible.
Note
In this example, we only describe the steps to configure the action to upload a file to Document Archive. Please check the Microsoft Power Automate documentation on Microsoft Learn for the complete setup of your Power Automate flow.
- Add a new action to your Power Automate
- Navigate to the actions for the Dynamics 365 Business Central connector.
- Add the action: Create Record (V3)
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Configure the parameters as follows:
Parameter Description Example Environment Your environment name AcceptanceTesting Company You company name CRONUS USA, Inc. API category the api category of Document Archive apportunix/documentarchive/v1.0 Table name The api for the record creation AddFiles -
Also, configure the following Advanced parameters:
Parameter Description Example Source Table ID The table ID in Business Central (integer) 18 Source System ID The system ID of the record to upload the file to (GUID) dc5b03d8-b3d3-ee11-904f-6045bdac9aed File Name The filename and extension of the file (String) Hello.txt Category Code The Document Archive Category to use for the file upload (String) DEFAULT FileAsBase 64 The file content of the file to upload (Base64) JVBERi0xLjcKJfv8/f4KODcgMCBvYmo...
Important
The permissions in Business Central and the Document Archive Permission Groups are respected during the file upload.