Panel actions

iMIS panels and panel records can be accessed by creating a flow using the iMISΒ Power Automate Connector. The following examples show different ways to utilize panel data. In the following examples, a Input fields are created in the Flow within the iMISΒ Power Automate Connector, and the Outputs are returned.

Get a single-instance panel record

Fetches one single-instance panel record from iMIS by its panel name and iMIS ID.

> πŸ“˜ Note

Get a multi-instance panel record

Fetches one multi-instance panel record from iMIS by its panel name and primary key(s).

> πŸ“˜ Note

Create a multi-instance panel record

Creates a new record in a multi-instance panel source.

> 🚧 Warning


Update a single-instance panel record

Updates (or creates) fields in a single-instance panel source record.

Any fields left blank will not be altered. To explicitly blank out a field, insert an empty string ('') using an expression. See Known Limitations for more information.

> 🚧 Warning

Update a multi-instance panel record

Updates fields in a multi-instance panel source record.

Any fields left blank will not be altered. To explicitly blank out a field, insert an empty string ('') using an expression. See Known Limitations for more information.

> 🚧 Warning

Delete a single-instance panel record

Deletes a single-instance panel source record by its primary key.

> 🚧 Warning

Deletes are permanent in iMIS. Exercise caution when using this action.

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Warning


Delete a multi-instance panel record

Deletes a multi-instance panel source record by its primary key(s).

> 🚧 Warning

Deletes are permanent in iMIS. Exercise caution when using this action.

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Warning


Find panel records

Searches through, and returns records in a panel source.

> πŸ“˜ Note

This action works onΒ any Business Object in iMIS. Select "Enter custom value" in the Panel Name dropdown and type the name of a business object exactly as it appears in iMIS (e.g. CsContact or CsOrderLines)

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