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Power Platform Community / Forums / Power Automate / Deleting Planner Conte...
Power Automate
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Deleting Planner Content after 12 months

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Posted on by 2

Hi all, 

 

We have a Planner setup that is linked to an MS form. Using power automate flow, we send the form results to a planner board with 10+ buckets. 

 

I need to be able to automate the deletion of any form submissions that flow through to the board after 12 months. This is a GDPR compliance requirement that i need help with. There is no requirement for the task to be completed in the planner, it just needs to be deleted. 

 

Thanks in advance for your help. 

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  • MichaelAnnis Profile Picture
    5,727 Moderator on at

    This was no small feat, so unless you have 100s, I recommend doing it by hand.  It took me about an hour and 15 minutes to intricately comb through the selectors to get them to work, but ultimately, this was how it worked.

    Go to the proper Teams Channel Planner, sort by Due Date Ascending (oldest on top).

     

    From there I put it on a continuous loop (Loop Condition, loop while 1=1)

     

    It grabs the Due Date from the first row.  If the Due Date is less than my %ResultedDate% (in my example was Current Date - 1 month), then it proceeds to hover the mouse over the title, click the 3 dots, and click "Delete selected task".

    When the top row's date is greater than the %ResultedDate%, it exits the flow (all other rows should be later than this if sorted ascending by Due Date).  Here is a screenshot, but the difficulty here is in editing the bottom 2 sections of each element as they need tedious trial and error (switching from Equals to Contains, deleting a lot of the excess text, and enabling the Ordinal).

    Highly recommend a paid consultancy on this project to save yourself hours of frustration.  I was able to successfully have it process through 4 items and stop when the top row was after the target date.

     

    Here is snapshot of the flow:

    MichaelAnnis_0-1717773378691.png

    Good luck!

  • FrancisCharriot Profile Picture
    2 on at

    Thank you Michael. This is helpful. Just to confirm this setup will delete the specific flow form entry 12 months after the due date and so will in a sense be bespoke to each individual submission via the form? 

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