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 box appears.

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

  6. Select New connection. Since you are importing the Submit workflow template, you must have the following resource type connections established:

    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 will 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 connectors 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 are creating. This workflow will be available in the Edit: Workflow routing dialog box.

  3. Description: Specify the description of the workflow you are 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.

    Figure: Trigger the knowledge submission flow

Stage 2: Running the workflow

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

Connector

Figure

Field description

Dynamic content used

iManage Work connector

Description: Update the workflow state as In progress

  • Library ID: ID of the library for which the workflow is defined.

  • State: Specifies the current state of the workflow run.

  • Library ID of the workflow

iManage Insight Plus connector

Description: Get curation configuration for the Knowledge Library of the selected document

  • Library ID: ID of the library for which a curation configuration is returned.

  • Library ID of the workflow

iManage Work connector

Description: Get submitter details

  • Library ID: Library ID of the target user.

  • User ID: ID of the user for which to get detailed profile information.

  • Library ID of Document

  • User ID

iManage Work connector

Description: Get document profile of the selected document

  • Document ID: ID of the document.

  • Get Latest Version: Specifies to get the latest version of the document.

  • Document ID

iManage Work connector

Description: Download the selected document to copy it to knowledge library

  • Document ID: ID of the document.

  • Get Latest Version: Specifies to get the latest version of the document.

  • Document ID

iManage Work connector

Description: Upload the document to the configured Submit folder of the Knowledge library

  • Library ID: ID of the target library.

  • Folder ID: ID of the target folder.

  • Inherit Folder Profile: Specifies if the profile data is inherited from the parent folder.

  • File Contents: Specifies contents of the file.

  • File Contents (file name): Specifies contents of the file (file name).

  • Comment: Specifies additional information about the update.

  • File Creation Date: The date when the file was imported or created by the iManage Work system.

  • File Edit Date: The date and time of the most recent change to the file.

  • Knowledge Library ID

  • Submitted Documents Folder ID

  • Body

  • File Name

  • Full Name

  • File Creation Date

  • File Editing Date

iManage Insight Plus connector

Description: Set curation properties on the submitted document

  • Document ID: ID of the document.

  • State: Specifies the current state of the document.

  • Submit Date: Date and time the document was submitted.

  • Submitted By: Specifies SSID for the submitter of the document.

  • Submitted Document ID: Specifies the source ID of the submitted document.

  • Document ID

  • Started At

  • User SSID

  • Document ID

Stage 3: Reporting errors

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

Figure: Reporting errors found during workflow execution