Power Platform Community Forum Thread Details

I currently have a simple flow that a user fills out a form, uploads 4 documents, a time converter, get user profile, attachment variable, renames the attachments, then sends an email AR.

This flow is used for New Client setup. The originator wants notifications wants to know when AR completes the task and return the vendor number they assign.

SharePoint is not used to create tasks.

Any other suggestion?

Hi
once AR finishes, the requester gets word along with the vendor ID. Missing SharePoint? There are still paths that function.

Use Power Automate to organize a task

A moment after the flow activates, a task shows up in Microsoft Planner. This one belongs to AR. When completion happens on their end, another sequence begins. Finishing that item kicks off a separate workflow. An email travels to the person who started it, carrying the vendor number along. Completion of the task delivers what was needed. The vendor detail moves forward without extra steps.

Use a shared mailbox with a follow-up flag

When Planner feels like too much work, treat the email itself as the task instead. An email marked high importance shows up with a subject like [ACTION REQUIRED - New Client], sent by AR. Once AR responds, their message includes the vendor number inside. From there, a Power Automate process watches a shared inbox for these specific replies. It pulls out the vendor number from the response text, then forwards that detail straight back to whoever started the request. No further steps needed.

Track tasks with Dataverse or OneDrive Excel

Start by setting up a simple table with fields for submission date, who sent it, which worker gets it, vendor ID, and status. Each time someone sends the form, a fresh row drops into that table. When accounts payable finishes their part, they fill in the vendor number and mark it done. That change kicks off an automation. Once updated, the system fires off an email back to whoever started it.

Recommended approach

Planner comes with Microsoft 365, so nothing else needs installing and no separate licenses are necessary. Tasks are built and tracked through Power Automate using its built-in Planner connector. For smaller teams, a shared mailbox works too, though that path has limits.

Each option works on a similar idea: write the task somewhere AR controls, trigger on completion, and send the vendor number back to the originator.