Hello Power Automate Community,
I am working on an automation project and need some assistance to determine if what I'm trying to do is possible with Power Automate. Here’s a brief overview of my goal:
I have a list in Microsoft Lists that acts as a CRM, providing a high-level overview of all my clients. I want to set up an automation that triggers whenever I make a change to a specific column in this list (for example, checking a box to indicate the start of the approval process).
Once this column is updated, I want the automation to:
- Create a task in Microsoft Planner based on a pre-defined template. This template includes a pre-set description, checklist, and URL attachments.
- Carry over specific details from the list item, such as the client ID number, into the Planner task.
Here are the steps I envision for the flow:
- Trigger: When an item is created or modified in Microsoft Lists.
- Condition: Check if the specific column (e.g., the approval process checkbox) is checked.
- Action: Create a task in Planner with:
- A title that includes dynamic values from the list item (e.g., "Approval for [Client Name]").
- A pre-set description, checklist, and URL attachments from the template.
- Specific details from the list item, such as the client ID number.
I have encountered some issues with the features and capabilities of Microsoft Lists, Planner, and Power Automate. Specifically, I am unsure if it is possible to:
- I can only find automations for "Sharepoint" not lists.
- Trigger the flow based on a specific column change.
- Use a pre-defined template for the Planner task.
- Carry over details from the list item to the Planner task.
Could anyone provide guidance or examples on how to achieve this? Any help or suggestions would be greatly appreciated!
Thank you in advance for your assistance.
