Hello All,
I ma trying to build the planner task flow using sharepoint task list information.
below are the condition for flow, i have completed the partially but stuck now and existing flow is also not working,
please support to complete the flow. I am not able to add images for my existing flow![]()
Task list available on share point with columns
- Task No- custom (not significant in planner task but can be used for filtering, as it is unique task ID but not a planner task ID )
- Phase – new task need to be created in bucket with the name of phase assigned in list (phase from list and bucket list must be match)
- Phase ID – it is bucket ID could be update in share point list before creation of task (optional)
- Task Completion criteria and Title 1 both the column have same purpose difference is in ‘Tital1’ task no linked with ‘Task Completion criteria ’ for easy identification (due to limitation of custom field in planner task)
- Start date – Start date in planner task
- Complication date – Due data in planner task
- Task status by default- ‘Nat launched’ in SharePoint list
- Not started
- In progress
- Completed
- Preformed / or pending for approval
We have only three status in Planner task
- Performer name /Email ID
- Approval Email ID
- Approval Response
Required flow
Stage 1-
SharePoint list will be created manually imported from excel with all information and schedule
Automated flow need to run for
Check the condition to create the task all condition need to match.
- Check for start date < (today +7 day) if date match the criteria create the task
- Check for duplicate task if task already created should not be create duplicate task on next run.
Stage -2
Once task created, need to update status in SharePoint list, and any change in task status (addition of comment or status change)
STAGE-3
Once the task completed by performer, need to launch approval flow for same task
Based on approval response
- Approved – change the task status ‘closed’ and update the in SharePoint list
- Rejected – change the task status to ‘In- progress’
In both the cases approval comment need to be reflect in task or in sharepoint list