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How to use terms from a Sharepoint list and checklist items from a planner task

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Posted on by LarsHouben

HR creates list item in SharePoint, this triggers a flow, which makes a copy of a template task with a checklist.
There are 5 checklist items.
The checklist Items should be shown only if e.g.:
Laptop Yes ==> Checklist Item => Prepare New Laptop
Mobile Phone Yes==> Checklist Item => Prepare New Mobile Phone
...

Step1 Start Flow
==> When an item is created
Step 2 Retrieve item
==> Get Item
Step 3 Retrieve buckets from scheduler plan
==> List tasks
Step 4 Filter the template bucket
==> Filter Array
==> From => value
==> value Title is equal to {Template Task Name}
Step 5 Create a task
==> Create a task
Step 6 Update the task
==> Update task details

Here I'm stuck, how do I get the correct Checklist items into the new task using the condition?

Thanks in advices

Categories:

Building flows

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v-mengmli-msft on at

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Hi @LarsHouben ,

Do you mean that update the task when the task's name is same as created item's Title? Otherwise, the flow will create a new task with Title.

If so, please try this, you can add a condition before creating or updating the task.

length(body('Filter_array'))
first(body('Filter_array'))?['id']

Best regards,

Rimmon

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LarsHouben 10 on at

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Hi @v-mengmli-msft
Thanks for the quick response!
The flow works fine, only:
I have 4 Yes/No fields in Sharepoint and I have 5 checklist items in the planner task.
1 Checkitem should always be in the newly created task,
Checklist item: create the new employee in Entra ID
The other 4 checklist items must meet a condition.
1st condition:
==> Laptop Yes/No ==> If yes, the checklist item ==> Prepare Laptop ==> must be created in the new task
==> Cell phone Yes:No If yes, the checklist item ==> Prepare cell phone ==> must be created in the new task.
And then 2 more conditions

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v-mengmli-msft on at

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Hi @LarsHouben ,

You can add multiple conditions to check each Yes/No column. If yes, update task and add check list item.

Best regards,

Rimmon

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