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

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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.

  • Mark_Russell Profile Picture
    Mark_Russell 2 on at
    Re: Creating an automated Planner Task from Microsoft List entries when 'Yes' is selected as a trigger.

    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.

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