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BeginnerWorkflows

To connect: a step for later

5 steps± 4 minVideoVerified 22 Oct 2026
  1. Step 1 · Open Flow and create a workflow
  2. Step 2 · Describe what should happen
  3. Step 3 · Put the steps in one line and save
  4. Step 4 · Problems keeps an eye on it
  5. Step 5 · Run

Sometimes you design a workflow before every system is connected: OneDrive, Teams or the CRM comes next month. With To connect you put that step in already. It shows what it would do and what it would pass on, but changes nothing. That way you test the whole workflow now, and replace the step as soon as the connection is there.

Watch the whole guide as a video5 steps in one film
Step 1 / 5

Open Flow and create a workflow

In the portal, under Environments, click Development and there Open; Flow opens in a new tab. There, click ＋ next to General, choose New workflow and give it a name. A new workflow starts with an Event trigger: the point where it begins.

  1. Click Development
Open Flow and create a workflow · Click Development
  1. Click Open ↗
Open Flow and create a workflow · Click Open ↗
  1. Click Add to General
Open Flow and create a workflow · Click Add to General
  1. Click New workflow
Open Flow and create a workflow · Click New workflow
  1. In Workflow name, type Guide · store a packing slip
Open Flow and create a workflow · In Workflow name, type Guide · store a packing slip
Step 2 / 5

Describe what should happen

Add To connect. Under Building block you put the step that comes later, under What should happen here a sentence for your colleagues, and under What it would pass on (Code) the data, with {{field}}.

  1. Click Add node
Describe what should happen · Click Add node
  1. Click To connect
Describe what should happen · Click To connect
  1. In Name, type Packing slip in OneDrive
  2. In Building block, type microsoft365.upload_file
  3. In What should happen here?, type Store the packing slip in OneDrive
Describe what should happen · In Name, type Packing slip in OneDrive; In Building block, type microsoft365.upload_file; In What should happen here?, type Store the packing slip in OneDrive
  1. Click Code
Describe what should happen · Click Code
  1. In the data, type `{
Describe what should happen · In the data, type `{; ; ;
  1. Click the dot of ‘Event trigger’
Describe what should happen · Click the dot of ‘Event trigger’
  1. Click the dot of ‘Packing slip in OneDrive’
Describe what should happen · Click the dot of ‘Packing slip in OneDrive’
Step 3 / 5

Put the steps in one line and save

Select the steps (click the first, and the others while holding Shift) and click Align horizontally: they then stand in one line and you read the workflow from left to right; a branch (such as No of an If / Else) gets its own row below. Fit to view puts everything in sight; then Save.

  1. Click ‘Event trigger’
Put the steps in one line and save · Click ‘Event trigger’
  1. Click ‘Packing slip in OneDrive’ while holding Shift
Put the steps in one line and save · Click ‘Packing slip in OneDrive’ while holding Shift
  1. Click Align horizontally
Put the steps in one line and save · Click Align horizontally
  1. Click Fit to view
Put the steps in one line and save · Click Fit to view
  1. Click Save
Put the steps in one line and save · Click Save
Step 4 / 5

Problems keeps an eye on it

Under Problems is a warning as long as the step is there: that way nobody forgets to replace it before the workflow goes to production. It is a warning, not an error: you can still run it.

  1. Click Problems
Problems keeps an eye on it · Click Problems
Problems keeps an eye on it · ‘Packing slip in OneDrive’ is not connected yet: replace the step with microsoft365.upload_file.
Step 5 / 5

Run

The workflow just runs on. At the bottom is NOT CONNECTED YET with what the step would do, and under Data after the run what it would pass on, with the order number filled in.

  1. Click Output
Run · Click Output
  1. Click Run
Run · Click Run
Run · Status: Completed.
Run · NOT CONNECTED YET, with the purpose and the building block.
Run · What it would pass on: packing-slip-DEMO-1042.pdf.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).