LinkeD365/FlowToVisio

Issue Retrieving Flows in Flow Visio Builder

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Hi Team,

I cannot retrieve my flows in the flow Visio builder. When I click on Connect to Dataverse, it doesn't retrieve anything.

Please help!

  • Deployment: Online
  • DB Version: 9.2.21051.136
  • Connection Controls Version: 1.2021.5.42
  • XrmToolBox Version: 1.2021.5.47
  • Tool Version: 1.2021.5.3

And when I try to enter my flow name in the search box, I receive unhandled exception error.

Hey @nooriean can you screenshot the display of your flow and what you are seeing in the XrmToolBox? There are 2 methods to retrieve flows, and it depends whether they are in a solution or not which one you use.

XRM Snapshot2

I am not sure if I need to use configure to API but I am unaware of the blank areas in the snapshot.

Hi @nooriean You do need to connect via the Flow API, steps are here

Thank you so much. Can you also please assist me how to connect to dataverse as for my other account, I don't get to the API screen and I only see connect to dataverse option but when I click on it, nothing happens. There also my flows are cloud based.

Hi LinkeD365,

What should I use for the Select and Label fields in the above screenshot? I can get the rest but these 2 are still unknown. Can you please assist?

Hi buddy, please close this ticket as I migrated my flows to Solution and then connected via dataverse to retrieve them. It was easy. I thank you for all your support!

I am also seeing that prompt for Selection and Label fields, I am not using solutions at this point. Thanks, your tool is the only one I have found to document my PAD flows for Auditor purposes. MS does not see this as a significant need.

HI both, the selection and label are part of the ability to create one or more connections, I will create a video to show it's use. Sorry for the confusion