Answered

How to auto assign a task to a team member based on form intake criteria

(1) Share

Report

Posted on by WQ-04101423-0

Hi Team,

Looking for some help or guidance on this please. We want to auto assign to task to a member based on criteria selected on Forms response.

For example:

Forms: Manager 1, 2, 3 are listed as options

A form is completed by an associate -> they select manager 2 as their manager -> task is then created in Planner -> how can we have the task created auto assigned to manager 2?

I'm able to figure everything else out, but the auto assign part.

Please help!

Categories:

Building flows

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

Michael E. Gernaey 53,932 Moderator on at

Like (1)

Report
Copy link

Link copied!

Hi,

I am not sure i completely follow so I am going to restate.

You have a form that let's people select their manager and you want to auto assign it to the manager they select.

Well.. it depends on what Manager 2 means. When you say Manager 1, 2 or 3 are options, are those the actual strings you use?

If so, then you need to have a sharepoint list, or an excel file or other, that you can use to map the selected Manager 1, 2 or 3, to an actual email address and place that into the Assigned User Id's column

So what does Manager 1, 2, 3 represent (and yes I get its a manager,, but thats not helpful), how does that map to a person that fulfills that position or role?

Thats not something we can answer, but I explained above once you do how to do what you need.

Was this reply helpful? Yes No
Suggested answer

abc 123 789 Moderator on at

Like (1)

Report
Copy link

Link copied!

Setting the value of the AssignedTo field should be relatively easy, except people are accessed through this confusing concept of "Claims".

Assuming that you drop down is structured exactly as is needed for writing to the AssignedTo, then you're golden. If not, then you'll need to create the claims structure to write it in.

To eliminate all that, maybe you need to do this:

1. Create a security group and add the Managers.

2. Update the AssignedTo column to only select from the newly created group.

3. Show the AssignedTo dropdown on the form, rather than your custom Drop Down.

Was this reply helpful? Yes No
WQ-04101423-0 18 on at

Like (1)

Report
Copy link

Link copied!

Based on these criteria on the Forms - I want to be able to auto assign the task to the person selected

Here is my current flow -

Was this reply helpful? Yes No
WQ-04101423-0 18 on at

Like (1)

Report
Copy link

Link copied!

FLMike

Silly question - how do I create a sharepoint list or excel list to map out?

sorry, I new to this and learning as I go.

Was this reply helpful? Yes No