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Posted on by 146

Hi All

I have a question.

I created an App that allows reps to request assistance, however, I need to go in and assign these requests as they come in, and if I am not present there is a chance that they can go unattended. Is there a way that PowerAutomate can assign the tasks as they come in, to an Associate on my team? either random or in order?

I really appreciate the help.

 

Rey

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  • ScottShearer Profile Picture
    25,331 Most Valuable Professional on at

    @ReyOrtiz 

    Yes to both of your questions.  Do you have a list of individuals to whom the tasks should be assigned?  If so, where are they stored?

     

     

  • ReyOrtiz Profile Picture
    146 on at

    Thank you
    Yes, I have a list of 4 Associates and because of the way the App has been created, the list with their name is in excel saved in OneDrive, which when selected their name on the APP, feeds the info into a list in share point. if that makes any sense also the APP was created in PowerApps

  • Verified answer
    ScottShearer Profile Picture
    25,331 Most Valuable Professional on at

    @ReyOrtiz 

    You might try this:

    • Add a column to the Excel table and number the users 1 through 4
    • Use the rand() expression and set the bottom number 1 and the top to 4
    • Use the output of the rand() expression to select an associate (let me know if you need help with this)

    Otherwise, you might do something like this:

    • Create a SharePoint list and add a number column 
    • When a task is to be assigned, check the list for the number of the last person tasked
    • Increment the number by one (or back to 1 if the last selected was 4)
    • Lookup the associate

    What I have suggested is pretty simplistic but it will work.

     

     

  • Verified answer
    ReyOrtiz Profile Picture
    146 on at

    Sorry for the late response, ill try that and let you know how I did 

  • LeandroCampacci Profile Picture
    51 on at

    How to make the second sugestion with Sharepoint list?

     

    I created a list in Sharepoint according to the following example. Users marked as "Unavailable" should not be assigned...

     

    LeandroCampacci_0-1680110106534.png

     


    I tried to follow the logic presented here in this topic, but without much success: https://powerusers.microsoft.com/t5/Building-Flows/Assign-planner-tasks-between-a-pool-of-people-automatically/m-p/326941/highlight/true#M35252

     

    My flow ignores the unavailable ones (red), marking them as available. I could even remove these users from the list, but I didn't want to do that.

     

    LeandroCampacci_1-1680110429968.png

     

    ---

     

    LeandroCampacci_2-1680110478890.png

     

    LeandroCampacci_4-1680110519572.png

     

    LeandroCampacci_5-1680110559950.png

     

    LeandroCampacci_6-1680110584396.png

     

    LeandroCampacci_8-1680110614279.png

     

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