Say Goodbye to Emails: Simplify TPS Reports with Teams Adaptive Cards

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Say goodbye to the hassle of email-driven systems with the power of Adaptive Cards in Microsoft Teams! In this tutorial, we dive deep into how Adaptive Cards can revolutionize your workflow, making it easier and more efficient to collect information.
We take a fun, Office Space-themed approach to demonstrate how you can replace those pesky TPS report emails with interactive Adaptive Cards. You'll learn how to create an Adaptive Card, integrate it with SharePoint, and use it to collect data right within Teams.
Whether you're a fan of Office Space or not, you'll appreciate the step-by-step walkthrough and the practical tips provided. By the end of this video, you'll be ready to ditch emails and embrace the future of information collection with Teams Adaptive Cards.
Don't forget to like, comment, and subscribe for more tutorials like this one. If you have any questions or feedback, please leave a comment below. Enjoy the video!
0:00 Intro
0:54 Sending lame emails
2:13 Demo Adaptive Card from Flow
3:12 Create a flow and triggers
3:57 Post Adaptive Card and wait for a response
5:46 Adaptive Card Designer
14:23 Saving the output from the card to SharePoint
18:49 Making the Adpative Card Dynamic Warning
Power Apps Consulting and training at www.PowerApps911.com

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12 июн 2023

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Комментарии : 122

@traciwho Год назад

I'd like to see more on adaptive cards, please! Some of the branching you mentioned, or maybe a card that originated from a SharePoint list (that then requires input, like an approval ). Thanks for breaking it down where non‐tech folks like me can understand! 😊

@ShanesCows Год назад

Noted! Glad that it helped Traci. Making this stuff more approachable is the goal. 😎

@MikeGlee Год назад

@@ShanesCows Agreed.

@natewohlgamuth7847 11 месяцев назад

Love your content. I can really see the potential here. Thanks for sharing your wisdom.

@Saif_Ali_Khan_1301 Год назад

Few hours ago I was assigned a task based on Adaptive cards for reporting of project data and here I was exploring this website and Shane dropped this video , Awesome 😍 Shane you are always an angel in my career, God always helped me through you. Thanks.

@ShanesCows Год назад

Fantastic! I am happy to hear it helps.

@user-vl1um5nj4w Год назад

This is the first Adaptive Card video where I actually feel I start to understand it. I would be interested in more advanced use as well. Considering dynamic content kind of breaks it, this is probably no-go but I think it would be really nice if you do something like get all options for a choice field and then reflect those in the Adaptive Card. Thank you, Shane!

@nelsonedson Год назад

You're incredible Shane, thanks for sharing so much knowledge!

@ShanesCows Год назад

I appreciate that!

@simoneckler4130 Год назад

Excellent content, concise and to the point!

@ShanesCows Год назад

Much appreciated!

@morris5984 Год назад

+1 on a complicated one! Thanks Shane

@ShanesCows Год назад

Voted. Thanks Bryan

@franknielsen3219 Год назад

Nice video - again. Fun to see that it actually looks a bit like InfoPath. Those were days 😊😊😊😊

@ShanesCows Год назад

Yes it was!

@user-mn2ie4nt9y Год назад

Love this, can you do an advanced adaptive cards video? I'd like to know how to use the other actions for adaptive cards, e.g. "update adaptive card in channel"

@ShanesCows Год назад

Vote accepted Andrew. 😎 no promises but we shall see.

@spen2431 Год назад

Love adaptive cards... just wish I could make them even more pretty... ! Thanks for sharing (as always) Shane 💥💥💥💥

@ShanesCows Год назад

Glad you like them!

@ew2712 Год назад

Yes - I would love to see some videos on more in depth adaptive card functions. I need to replace my approvals workflow and this is ideal. !!

@ShanesCows Год назад

Noted! Thanks

@tommayes9652 11 месяцев назад

Would like to echo ALL the kudos--I've learned and developed a ton just by watching your videos!! Boss has me now developing all sorts of new stuff for the office. THIS!! would be a primary feature for kicking off support tickets from customers, if only i could supply "choices" (related records that are look-ups) from my Dataverse tables--instead of hard-coding a few--into the choices drop-down lists... Then be able to save those related items back to DV4T. So would ALSO love to see a more complex example of doing this, incorporating those dynamics into the mix...

@DroneEyes Год назад

Great video Shane ... it would be nice if you could do a video showing dependencies on previous fields!

@maxvitzliputzli7409 Год назад

Always very informative and funny videos - 20:45 😂😂 I love it 👍

@ShanesCows Год назад

Thanks Max! 😃

@khersheonteoh5697 Год назад

LOVE THIS !!!!!!!!!!

@ShanesCows Год назад

Thanks 😊

@suparerkratchatavarothai3036 Год назад

This really help me out how to change MS Form with dynamic content. Thanks

@ShanesCows Год назад

Great to hear!

@akshaynm Год назад

Great Video Shane, thanks for throwing light on the Adaptive cards. Though it is very useful there is not much information on how to. I wish if you could make more videos on Deep Diving in to the complex parts of adaptive cards, me and other people would love it. Many thanks again 🙏🏻🙂

@ShanesCows Год назад

Glad it was helpful! I will think about the deep dive. 😎

@TheMathizze Год назад

@@ShanesCows please do, we want to know more about complex adaptive cards!

@colleenparker_M365 Год назад

I'm with the crew that would love to see more complex actions. Thank you for this and all of the free content you push out! I learn SO much and recommend your videos all of the time.

@nepentheanonymous 5 месяцев назад

Great video. I would love to see the more complex adaptive cards too please

@ShanesCows 5 месяцев назад

Noted!

@TheBananisen Год назад

Great video and I really like more advanced function video.😀😀

@ShanesCows Год назад

Noted. Thanks 😀

@cyberpilot717 3 месяца назад

Definitely want it more complicated. Attach and submit a document would be a cool add.

@marriedpenguins Год назад

Shane, thank you for sharing this video, adaptive cards are great and this was very useful. I would love to understand your opinion of using this adaptive card functionality vs the Updates app within teams?

@ZenMonkeyDigital Год назад

Indeed. This is awesome and just in time! I'm playing with it right now. I'd love to be able to update an item in the sharepoint list rather than create a new item. I get that I can populate the card with the content from the item, but how do I save it back to the specific item?

@clausdev85 Год назад

Hi Shane, thanks for the informative and entertaining video 😎. Can you maybe make a video about adaptive cards in a flow that waits for the card's response before continuing? So that the flow can "interact" with the user :)

@BartomiejSiuda 7 месяцев назад

Great video! How to deal with Adaptive Cards in a loop? I mean, a scenario where the trigger is a schedule, downloads e.g. 5 records and wants to send Adaptive Cards up to 5 records at the same time regardless of whether someone responded or not. Thank you for your support.

@TheMarkGross Год назад

Really great training. Shame my admin disabled bots!!! I went through it all but it was worth it. Maybe the admin will turn it on one day. FWIW I subscribed to your channel.

@ShanesCows Год назад

Thanks Mark. Good luck getting those Admins in line. 🤘

@Rkas33774 Год назад

Great content

@ShanesCows Год назад

Thanks 😎

@cvkealey Год назад

I've gotten a bunch of departments comfortable with email based Approvals, and some of those folks (approvers) love the fact that they show up in Teams also. But, any time I pitch adaptive cards in Teams (~without~ an email), they start hemming and hawing and get all "well, we have people who really hate Teams, so could we just do both?" (which is pretty much what they already have). University-types are just super weird, I guess.

@ShanesCows Год назад

Keep fighting the good fight Chad. They will come around to Teams... eventually. 😎

@ExplorerheNorth Год назад

Wondering if you can use this but make the receiver dynamic, so you can change it dependant on the information you want collecting and can you forward on?

@ShanesCows Год назад

The Recipient field could be dynamic content that you feed in. It just wants email text, it doesn't care how you create it. 😎 Watch this video ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-qGqqQjGMun8.html for an example of getting different email addresses dynamically in flow. Then replace the Email with an Adaptive card. 😀

@oluwatobipaul6171 Год назад

Thanks Shane. I think it is time to modify some old flows and leverage adaptive cards

@ShanesCows Год назад

Love it!

@hdrider2319 Год назад

This is awesome! How can I display a button for users to click so they can start the flow to send themselves a card in Teams?

@rcslangaTube 2 дня назад

Nice vid. Can you also work on a video for outlook adaptive cards?

@ShanesCows 2 дня назад

I have never used them, one day I hope to get to them but so far nothing. Boo me!

@dipteshbosedb Год назад

This is a cool demo. The only challenge with adaptive card is that they don't support attachments (yet).

@magnusjeppesen Год назад

Awesome! Really like how easy your videos are to understand :) ....buuuut, really don't like the quirkyness dynamic content - really hope this is fixable by Microsoft

@ShanesCows Год назад

Thank you, that means a lot to me. 😍

@magnusjeppesen Год назад

@@ShanesCows Keep the format - I like tagging along for the whole tour, so everything doesn't feel like TV kitchen, where 90% of the app is prepared in advance :)

@robertlenz1981 Год назад

Is there a way to use environment variables in the new flow designer experience for the SharePoint Site and Lists ? I tried it out but it doesn't seems to work. A big problem when you want to establish a kind of ALM with managed solutions :) But the adaptive cards are great and I think also very power full when you need user interaction in your flow or process.

@tonya3308 6 месяцев назад

Is there a way to make the chat name or bot name a customer name? For example, I have one that says "Workflow" for an approval request via an instant flow from Power Apps - customers dont like "Approval", or "Workflow" because its not immediately clear to them what it is - any ideas to have this as a custom value such as: Request Review, Request Approval, etc...

@yitbos1992 Год назад

Just watch the decimal point when you are transferring fractions of a penny. 😀

@ShanesCows Год назад

😎 Noted, haven't ran into that as an issue... yet.

@ppanigrahi Год назад

Great video and excellent explanation, Shane. Can you please make a video, on how to do this with outlook mail, sending to multiple responder? (I tried... but email showing JSON text in place of actual card)

@ShanesCows Год назад

I have never done it with Outlook but it is on my long list of things to look into.

@maorifulla Год назад

Awesome video. Just when I needed it. Would creating a 'Parse with JSON' and using this in your 'Message' field overcome your Dynamic Field conundrum? Just throwing that out there.

@ShanesCows Год назад

Eddie it is worth a try but my guess is no. The good news is I think it is a bug, it used to not freak out so badly. So hopefully it gets fixed.

@shivrajnag12 5 месяцев назад

Hey Shane, can adaptive cards also act like an AMP emails? Basically I want some interactivity in emails which AMP can do but unfortunately Outlook doesn't support that. So I want to know whether can I send these adaptive cards to Outlook using Python or Node.js programmatically?

@gmc111568 Год назад

Can you do an adaptive card that has conditional drop down fields? (So if you have a field named “Department” and another named “Position”, that the positions that show up in that drop down are based on what was selected in department)?

@ShanesCows Год назад

NOt that I know of. I did ask ChatGPT for ideas and got this: As of my knowledge cutoff in September 2021, Adaptive Cards do not natively support cascading dropdowns (also known as dependent or dynamic dropdowns). This means you can't have a dropdown list where the options change based on the selection in another dropdown list directly within the Adaptive Card. However, there are workarounds to achieve similar functionality: Sequential Prompts: You can design your bot or application to send a series of Adaptive Cards based on the user's previous selection. For example, the user makes a selection in the first Adaptive Card, the bot processes that selection, and then sends a second Adaptive Card with a dropdown list that depends on the first selection. Custom Code: If you're using Adaptive Cards within a custom application, you can use your own code to dynamically change the options in a dropdown list based on another selection. This would require handling the Action.Submit event, modifying the card JSON, and then updating the card. Remember to check the latest Adaptive Cards documentation or community discussions as this information might have changed after my last training data in September 2021.

@Norakennyhouser Год назад

What do you see as the major difference in using 'adaptive cards' vs 'forms'

@davem8774 Год назад

Adaptive cards are useful, but how do you send reminder (or submit default response) if the user doesn't respond to the card within a certain number of days?

@richardrobertson6200 Год назад

I would like to see the more complex cards

@ShanesCows Год назад

Noted. Thanks

@Micha3l28 Год назад

Great video! Any chance to preview the body of a chat message in the adaptive card (adjust it if needed) before submitting it. Like it currently works when you create a task via the adaptive card. It will display the body of the chat in the title section from the adaptive card?

@ShanesCows Год назад

I am not sure, I haven't tried that. Let me know what you figure out.

@Micha3l28 Год назад

@@ShanesCows no luck so far, but will have another look at it.

@finalist1971 Год назад

Getting an error when attempting to send that card to a business Teams channel - "The bot is not part of the conversation roster" When trying to look this error up I am not finding anything useful. What is the prerequisite to having this send to a channel? I am unable to find a generic "bot" to install.

@rocknrollwoodworker Год назад

I've made several of these using Outlook (instead of Teams). In my organization there seems to be about a 5% failure rate where either: 1) the adaptive card does not render in Outlook 2) the user hits the 'submit' button and it fails. Not sure if the Teams method is more reliable.

@ShanesCows Год назад

Hey Mike - I haven't used them in Outlook but we do use them for Teams daily. I don't know of any failures but not sure. I will keep an eye out.

@zpvnrt Год назад

Mr. Young, Would you consider a follow-using adaptive cards with PowerApps?

@ShanesCows Год назад

If I was going to do that I would have Power Apps trigger a flow that sent the card, seems easier to me. What did you have in mind?

@user-fi3rz3yx2y Год назад

Good afternoon Shane, I am trying to figure a way to create a repeating table with 76 line items which most are check box's. Do you have a video or can you point me to the right direction to find out if it can be done and then how to do it? I have tried to make a gallery large enough but I could not it just collapsed everything into a single row after so many . Any help would greatly be appreciated.

@ShanesCows Год назад

Kevin I don't know your exact plan but Sequence(76) as the items property would give you 76 rows. You could then stick a checkbox in the first row and boom visually you have what you want. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-7XXo9wjnJvc.html Check that video out, it isnt' exactly what you are asking but might give you some ideas since it is dynamic.

@user-fi3rz3yx2y Год назад

@@ShanesCows Thanks Shane for the info, I will look at the video. I know I have learned a lot from your videos they are awesome and easy to follow!

@moeking5601 2 месяца назад

Great Video Shane, is this possible to do on a large scale?

@ShanesCows 2 месяца назад

What do you mean by large scale? Lots of them? Yes. Giant cards? Not sure, never tried a lot of fields.

@rogeliongo2233 Год назад

This is so cool. One question though, can adaptive cards have people pickers?

@ShanesCows Год назад

You would have to hard code the people to choose from, so probably not exactly what you have in mind.

@unetseulement Год назад

thanks for the video, just wanted to get some clarification on your comment about sending adaptive cards to a bunch of people. so if i have a list of users, thats has "status" incomplete, i would loop thru using for "apply to each", it would post to each user's Teams chat, but would the flow complete if not everyone response and fill out?

@ShanesCows Год назад

You have the right idea. if you ahve problems with the flow completing you might want to kick off child flows in your Apply to each loop. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-DLhwnZ5JRvE.html

@unetseulement Год назад

Trying this out, but seems like the flow bot doesnt response, stuck on the action.

@wfranek1 Год назад

@@unetseulement in child flow add respond to app or flow before sending adaptive card

@unetseulement Год назад

@@wfranek1 thanks. No i just need to figure out the licensing or whatever it needs to run

@eduardomoisescastrogiron7505 11 месяцев назад

Nice video! Is there any way that a flow made (an run) by a service account post a chat message on a private teams chat? Like a chat between user A and user B and then the service account post a message on that chat. (I have the conversation ID but I'm getting an unauthorized error...

@ShanesCows 11 месяцев назад

Not that I have found. 😔

@hokemspitter 10 месяцев назад

I have been creating teams using a service account. There are several things that need to be in place for that to work, which I expect are similarly required for what you're looking to do. First you need to have this service account with a valid account/email in your Azure AD. Next you need to have this "user" setup with a Office License, Rights to Teams and Rights to Power Platform. Once you have those pieces lined up, the only unknown to me is the chat. This service account might need to be a member of the private team or perhaps there is a higher level / admin access for this "user". Other than all these pieces and this last unknown, the actual chat flow should be fairly easy. You would need to either have a VM with that service account logged in and building this or on the action that sends the chat have the connection be with that service account "user".

@RobFahndrich1 Год назад

Thanks Shane! I would love to send a card to a channel and have the channel members be able to mark the card as "complete" or "received" and in the card show who marked the card as "complete" or "received" .

@ShanesCows Год назад

What if when the card is marked complete the next action in the flow was to post in the channel "marked as complete by XXX". There is a Responder Dyanmic Content I think would have what you need.

@RobFahndrich1 Год назад

I figured it out! Inspired by your video!

@dannyulatepaniagua3496 10 месяцев назад

How you cancel an adaptive card before 45 min ? if you dont have a response

@ShanesCows 9 месяцев назад

I don't know, I have never tried. Sorry

@jeanpierreragequit1726 Год назад

Great review Shane ! But i don"t know how to dedicate/ send this card to a specific user.

@ShanesCows Год назад

If you look at the bottom of the card you can specify the account to send to. That is where I chose Chewy.

@jeanpierreragequit1726 Год назад

@@ShanesCows Oh ok !!! i missed it !! Thx a lot Shane !

@wfranek1 Год назад

adaptive cards in teams are very useful, you can use them both in channels and sending them directly to users. When sending to users you can even make flow wait for user's response. It's a pity that triggering new flow based on user response to adaptive card in teams works only for default environment also teams doesn't support Action.Http to send http requests

@ShanesCows Год назад

Sounds like you have a lot of experience. Thanks for sharing. 😎

@wfranek1 Год назад

@@ShanesCows We are using adaptive cards to get approvals from users because you can customize it way better than standard approval action. On outlook we used action.http to start flows based on what user selected on adaptive card but for some users it didn't work correctly so we moved to teams but action.http doesn't work on teams so I had to find how to make it work with our current flows so had opportunity to play with adaptive cards a bit

@hsfournier Год назад

@@wfranek1 This is what I would like to know more about. We have a business challenge where I want to send the Cards using Outlook and save all the info to SharePoint, as not all our users have easy access to teams when on shift. It has been a slog trying to navigate what is available and how to put it all together, and I am super confused by some of the material Microsoft has, for instance I am not sure if we have Outlook set up properly to do this, and navigating the content online has been challenging.

@user-zn3nw2rm9q 10 месяцев назад

Has anyone figure out how to post adaptive cards to external users? Guessing it's not possible🤷‍♀

@ShanesCows 10 месяцев назад

Not possible as far as I know.

@MerkDolf Год назад

😁 👌👍

@ShanesCows Год назад

🙌🐶😎

@mainegeek0 Год назад

The 28kb limit to Teams Adaptive Cards makes them almost unusable for anything complex unfortunately.

@ShanesCows Год назад

Interesting. We have had great luck with them for an internal system where we are sending a lot of text. Images are more meh though.

@mainegeek0 Год назад

@@ShanesCows I had a project where I was pulling in fields from a (public) Microsoft Form for automated Vendor creation into our Financial system. I needed to have the entries go through an approval process so that garbage isn't getting inserted into the system. I wanted to use Adaptive cards to post the fields to the Teams chat and allow the Analysts to not only approve the entry but also make corrections. The 28kb limit made that impossible. I ended up having to split everything up into 4 Adaptive cards, just to stay under the limit for each card. This also means the Analysts do not have the option to make corrections, all they can do is Approve or Reject the entry. Adaptive cards are great for small stuff, just the 28kb limit is WAY too small for more complicated use cases.

@hiram4578 Год назад

If you say where's your TPS report i may have to smash a printer (office space ref)

@ShanesCows Год назад

🤣

@nateruecker Год назад

More complicated please…

@ShanesCows Год назад

Noted. Thanks

@mr5bassman Год назад

Another great video that helped me a lot! I have an issue that isn't covered in this video. I'm bringing an amount in the JSON from a Dataverse table and I want to format it as currency on the adaptive card. It is formatted as currency in the table but the decimals don't always display correctly. For example, I want 42.50, but I get 42.5. This is what I'm using in the JSON, "text": "@{triggerOutputs()?['body/advwcy_ordertotal']}",