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Create a checklist item in planner with a sharepoint item

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Posted on 22 Mar 2022 14:00:04 by NKolding

I am trying to create a flow that will add items from a SharePoint list, when a team member puts their ID to the item, as a checklist item to a specific task in Planner owned by that team member:

1. Items are created on a SharePoint list used by team.

2. The trigger is when a team member assigns their ID to an item on the SharePoint list.

3. The title of the assigned item from SharePoint, is added as a checklist item to the Planner Task owned by the user.

So far I have succeeded in adding checklist items to Planner Tasks owned by myself with the following flow, but it is not letting me do it for anyone else.

Is there another way to solve this?

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NKolding 2 on 31 Mar 2022 at 06:50:15

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Re: Create a checklist item in planner with a sharepoint item

Hi @gouteiro, thanks for your reply.

1. I have tried to share the flow with another member, in the flow in power automate, and have him give permission, but it did not give me the rights to add any tasks to his assigned task.

2. The flow is collecting the assigned person in sharepoint. Then there is set a condition: If Assigned to contains INITIALS, then update task for that person. This works fine as long as the assigned person is myself, but not if it contains the initials for anyone else.
This part looks like this (right now only has my own initials, but i tried it with several conditions each with its own update task details):
gouteiro Microsoft Employee on 23 Mar 2022 at 14:52:41

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Re: Create a checklist item in planner with a sharepoint item

Hello @NKolding,

From what I have understood of the issue described, the flow is working correctly for you, but it is not creating the task for other users.
To better understand the problem, can you please give me information about the following topics?
- Have you shared the flow with all the elements of your team? In order for the flow to add a task to the task planner of each one of the elements of your team, they have to give permission in the flow.
- How is the flow checking the ID of each member? Is it retrieving the ID of each user in order to compare with the one added to the SharePoint item?

Looking forward to your response.

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