Sharing my Power Automate Flow: FENXT Purchase Order Custom Tiles (AIO)

Glen Hutson

As you’ve seen in-product, or as some of you may have received via email notification, Blackbaud recently announced temporarily removing the ability to view Purchase Orders in Financial Edge NXT web view. Functionality will still be accessible in the Database View. Purchase Orders will return to web view in a future release and will include the ability to add, edit, and delete. For more details on this change, you can check out KB 198249 .

In the interim, this flow has been created to leverage Accounts Payable SKY APIs and SKY Add-ins in order to create a custom tile in Financial Edge NXT to bring some (but not all) of this insight back onto Vendor records. This will allow you to quickly see the state of your Vendor relationship before needing to go to reporting.

For those familiar with SKY Add-ins, this uses an “All-In-One” (AIO) approach that wraps everything into a single flow without needing an external web page (Single Page Application or “SPA”) or Power App to host the interface.

If you’re new to the Power Platform, check out the getting started information under our Microsoft Power Platform documentation. Note that this and all templates posted are “Community Driven”, are provided “AS-IS”, and not covered under the scope of Blackbaud Support.

This leverages two connectors:

1. The Custom Financial Edge NXT Connector by npAutomate.
   1. See https://github.com/bartondy/FENXT-MSPower for instructions on how to setup this Connector.
   2. Make sure you name it “NPAutomate-FENXT” to make it easier to link to when you setup the Flow for the first time.
2. The new Blackbaud SKY Add-In Connector with its Validate User Identity Token as a level of security and to allow you to determine who will be able to see this tile (for example, when you’re testing it out for the first time).

Full Setup Instructions are included in the attached PDF. This would be considered an Intermediate - Advanced setup as it does involve setting up a Custom Connector.

Setup Instructions: FENXT-PurchaseOrderCustomTileInstructions.pdf
Template Flow: FENXTPurchaseOrdersandDetails-V1-20220208.zip

Ben Regier

@Glen Hutson
Any chance you'd be willing to update this with the adaptive card flow you shared at the PAUG last month? My org is starting to look into using Purchase Orders and I'd like to show them the solution you came up with.

Glen Hutson

@Ben Regier:

@Glen Hutson
Any change you'd be willing to update this with the adaptive card flow you shared at the PAUG last month? My org is starting to look into using Purchase Orders and I'd like to show them the solution you came up with.

Yep, that's on my todo list to rebuild this using the Send an HTTP Request action and Adaptive Cards as part of a redo of my older examples. I'll see if I can push that up on the list.