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Hello,
I'm in the process of creating a portion of a flow that uses both an incoming email from one specific email address, as well as a table listing numerous projects--each project having its own row with various information about the project in each column (client, case number, label color assigned in Planner, etc.). The emails I'm concerned with here have a subject line that is automatically generated by an external system--but that subject line text will always include one of the unique case numbers contained in the "case number" column in my table.
Here is what I'm trying to do: the arrival of an email from the designated email address triggers the action "list rows in table" with a filter query that will output only a single row--the row where the value in the "case number" column appears in the subject line of the email (i.e., the row for the correct project listed in my table that is associated with that case number).
The idea is that I will then be able to use the single output values for each of the columns later on in the flow. For example, another part of the flow that is already built and functioning is the automated generation of certain task cards in Panner. I'd like to be able to use the outputs from that single row in the table to assign labels to those tasks. The "Update a Task" action for Planner assigns labels using True/False inputs for each label color, so I'm thinking I could use an expression in each of the label colors to assign the correct label (e.g., for the yellow label, if the output value for the "label color assigned in Planner" column is Yellow", return 'True', if not, return 'False'.
Thanks for the help!
Hi @cwbesq ,
As the email subject follows a default text, it is possible to isolate the 'case number' from it, by using some text expressions. Please, share a sample of the subject text convention, and I help you with the expressions.
After that, as you properly mentioned, it is possible to get use this isolated case number in a filter query to return only the table record that matches to it. If you can assure that your table has no duplicates in the 'case number' column, you also can use the 'Get a row' action, which will dismiss the need for a filter query. You can check this article for more details about how to use this action (and others) to read data from Excel tables in Power Automate: http://digitalmill.net/2023/07/19/reading-data-from-excel-tables-in-power-automate/
Once you send a sample of the text convention, we can move forward with your flow design!
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