The wait is over! We recently updated our Power Automate (previously Microsoft Flow) connector, introducing the new report format actions so you can create flows to export PDF and Word reports that look the same as when you export them on the web app and the mobile app. If you have existing flows set up in Power Automate already, you can now update them to replace the classic report format actions.

This article shows you how to update existing iAuditor flows on Power Automate to use the new report format. If you’re unsure what the differences between the two formats are, feel free to download and compare the sample reports below.

Before you begin

This article assumes that you have existing flows created on Power Automate already, automatically exporting inspection reports from your iAuditor account and uploading or emailing them to other platforms.

Please follow the instructions in this article carefully to first add the new report format actions, then delete the classic report format actions. If you run into any errors or have any questions regarding the integration, please contact our customer support team for assistance.

Add the new report format actions

1. Export an inspection report

  1. Sign in to Power Automate.
  2. Select “My flows” from the menu on the left-hand side.
  3. Click the pen icon of the flow you wish to update.
  4. In the flow editor, click the “Apply to each” action to expand and show the actions within.
  5. Hover your cursor over the arrow below “Export an audit report” and click “+” over the arrow, then select “Add an action”.
  6. Search for “iAuditor” and select the “Export an inspection report” action.
  7. Configure the following fields:
    Audit ID: Click the field and select “Inspection Audit ID” or “Audits Audit ID” from the dynamic content list.
    Format: Select to export your inspection reports to either “PDF” or “WORD”.
    Preference ID (optional): Click the field and select the Report Preference you wish to apply. Keep in mind that only Report Preferences for all templates are available to be selected.

2. Check inspection export status

  1. Click “Do until” action to expand and show the action within.
  2. Within the “Do until” window, click “Add an action”.
  3. Search for “iAuditor” and select the “Check inspection export status” action.
  4. Configure the following fields:
    Audit ID: Click the field and select “Inspection Audit ID” or “Audits Audit ID” from the dynamic content list.
    Export Task ID: Click the field and select “Export Task ID” under “Export an inspection report”, from the dynamic content list.
  5. In the “Do until” fields, remove the existing “Export Status” dynamic content and replace it with the “Export status” dynamic content, under “Check inspection export status”.

3. HTTP

  1. Hover your cursor over the arrow below “Download an audit report” and click “+” over the arrow, then select “Add an action”.
  2. Search for “HTTP” and select the “HTTP” action.
  3. Configure the following:
    Method: Click the field and select “GET”.
    URI: Click the field and select “Export URL” under “Check inspection export status” from the dynamic content list.

4. Inspection report output action

  1. Click the action that uploads or emails the inspection report. This could be the “Create file” action from SharePoint or the “Send an email (V2)” action from Office 365 Outlook.
  2. Make sure the filename field has “.pdf” or “.docx” appended, depending on the report format you selected. For example, “<dynamic_content>.pdf”.
  3. Replace the existing “Audit Report” dynamic content with the “Body” dynamic content under “HTTP”.

Delete the classic report format actions

5. Export an audit report

  1. Click the 3 dots on the right-hand side of the “Export an audit report” action.
  2. Select “Delete” and click “OK” in the pop-up window to confirm the deletion.

6. Check the status of the export request submitted earlier

  1. Within the “Do until” window, click the 3 dots on the right-hand side of the “Check the status of the export request submitted earlier” action.
  2. Select “Delete” and click “OK” in the pop-up window to confirm the deletion.

7. Download an audit report

  1. Click the 3 dots on the right-hand side of the “Download an audit report” action.
  2. Select “Delete” and click “OK” in the pop-up window to confirm the deletion.
  3. Click “Save” on the bottom or upper-right of the page to save the changes.

Test the flow (optional)

  1. Click “Test” on the upper-right of the page to begin testing the flow. Please note that the flow must be turned on for testing.
  2. Select “I’ll perform the trigger action” and click “Test”.
  3. Click “Run flow” and click “Done” to monitor the test flow.
  4. If successful, you should start seeing inspection reports being exported in the new report format.
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