Importing the Submit workflow template

1. Using your company credentials, sign in to your Power Automate account.

2. In the left pane, select My flows > Import > Import Package (Legacy).
   
   Figure: Importing a package

   

3. Select Upload and then select the .zip template file from your file explorer. You'll be directed to the next page where you must review the package contents.
   
   Figure: Reviewing package contents

   

4. To complete uploading the templates, choose Select during import to establish a connection for each resource type that has a warning indication beside them. The Import setup dialog appears.

5. Select Create new in the import setup dialog. You'll be directed to the Connections page.

6. Select New connection. You must have the following resource type connections established because you’re importing the Submit workflow template:

   1. iManage Work Connection

   2. iManage Insight Plus Connection

   3. Office 365 Outlook Connection

7. Search for the iManage Work connector and then select Create. You'll be directed to your cloudimanage.com sign-in page. Enter your company credentials and select Import.

8. To install the iManage Insight Plus connector, repeat the same instructions as mentioned in Step 7.

9. Search for the Office 365 Outlook connector and then select Create. Enter your Microsoft account credentials. The connector is added and displayed on the Connections page.

The connectors are added and displayed on the Connections page.

Figure: List of connectors on the Connections page

After importing the workflow template successfully, you must configure the workflow.

Figure: Submit workflow

Stage 1: Triggering the knowledge submission flow

1. Select the first block in the workflow.

2. Workflow Display Name: Provide a name to the workflow you're creating. This workflow will be available in the Edit: Workflow routing dialog.

3. Description: Specify the description of the workflow you're creating.

4. Library ID: Specify the Knowledge library ID where the workflow must be available.

5. Form ID: Specify the ID of the form that is presented to users to collect inputs used by the workflow. This is the Knowledge submission form that can be designed by the Admin, which is used to collect knowledge properties when users are submitting the knowledge asset for curation.

6. Return Folder ID: Specifies if the document’s folder ID is required by the workflow. This is helpful if you want to use a specific folder where the selected document is located further in your Power Automate script. Set this value to Yes.

7. Available to Users: Specify one or more user IDs separated by semicolons, to whom the workflow is available. Select Everyone if you wish to make the workflow available to all users in your organization.

8. 
   
   Figure: Trigger the knowledge submission flow

   

Stage 2: Running the workflow

You don't need to make any changes in this stage because all the required configurations are already made when the template was built. Here are the different connectors used to build this workflow:

Stage 3: Reporting errors

You don't need to make any changes in this stage because all the required configurations are already made when the template was built.

Figure: Reporting errors found during workflow execution