web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Power Automate / Creating an automated ...
Power Automate
Unanswered

Creating an automated Planner Task from Microsoft List entries when 'Yes' is selected as a trigger.

(0) ShareShare
ReportReport
Posted on by 2

Hello Everyone.

 

I am a bit of a novice with Power Automate, having only built automated flows relating to Forms submissions, also populating Excel with the data. However, I am trying to set up a tasking system. I currently have a flow running that gathers data from Forms and creates a list. This works perfectly well.

 

The idea of the list data is that it is further reviewed by a supervisor to see if it is a viable project to run. If it is, I wish to select 'Yes' in a column named, 'Submit to Planner'. I would very much like to set up an automated flow that recognises that I have I selected yes as a trigger, and populates a bucket with all of the list data. At the moment, I don't seem to be able to make a connection as no data is pulling through to Planner.

 

My process is currently;

'When a Sharepoint Item is Created'

'Initialise Variable' (String)

'Condition Control' - If 'Allocated employee' is... and if 'Submit to Planner' is Yes.

'Create a Planner Task'

'Update Planner Task Details'

 

I hope this makes a degree of sense. As I say, I am not a professional. I am trying to troubleshoot this as I have with other projects, but it is proving to be a touch more challenging than I expected.

 

Any help would be hugely appreciated. 

 

Thank you.

Categories:
  • Mark_Russell Profile Picture
    2 on at

    UPDATE

     

    I have managed to secure the successful creation of a task on the selection of 'Yes' into relevant buckets, but I am unable to have the relevant data transfer from the list into the task at this time.

     

    Once again, any help is appreciated.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Winners!

Congratulations to our community stars!

Kudos to our 2025 Community Spotlight Honorees

Expanding mentorship, skilling, and AI innovation

Leaderboard > Power Automate

#1
Mohsin Ali Profile Picture

Mohsin Ali 426

#2
11manish Profile Picture

11manish 349 Super User 2026 Season 2

#3
M Bilal Khan Profile Picture

M Bilal Khan 308

Last 30 days Overall leaderboard