cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
pfarley
Helper II
Helper II

Assigning Planer Labels through Power Automate

Hi everyone! First-time poster here.

 

I am using Power Automate in order to set up Teams -> Planners. I'm using these as task workflows. I set up all of the tasks in an Excel spreadsheet and then feed it into Sharepoint for the population of data in Planner.

Everything is working great except for one thing. After it finishes populating in Planner, I have to go through each task and manually add the Label. The labels are used to differentiate roles... ie. Marketing vs Operations.

The Labels are defined in the spreadsheet I am using. Is there a way to modify the Flow to allow Labels to be assigned through this task population, automation?


I can post pieces of my setup if it will help. Thanks!

30 REPLIES 30
ChristianAbata
Most Valuable Professional
Most Valuable Professional

no @pfarley  friend unfortunally is not possible this change needs to be manual



Did I answer your question? Please consider to Mark
my post as a solution! to guide others :winking_face:

Proud to be a Flownaut!


If you want you can follow me:
Youtube: Christian Abata
Facebook: Power Automate LA
Website Tutorials: Christian Abata

Heh @pfarley  Somehow, I made it work. Newbie luck 😎

if(equals(item()?['CategoryColour'],'Pink'), True, False)

Hi there, I found this to work. I suppose you can then go into Planner and change the label name from 'Pink' to 'Name' once your flow has completed. Obviously I made a new column in the Excel table called 'Category Colour'. Unfortunately, Flow can't do the new colours, such as 'Bronze'.

 
bronze.pngcolours.png

 

pmadley
Advocate I
Advocate I

Success:

  1. I went into Planner and set up the 6 possible labels
  2. I added a new column 'Label' to the Excel table
  3. For 'Pink' I did: if(equals(item()?['Label'],'Moderate'), True, False)
    (Red = 'Critical or Serious', Yellow = 'Minor' etc...)

labels correct.png

@pmadley Thanks! Below is the general makeup of my flow.

pfarley_0-1620651516146.png


Where would you recommend placing the conditions? My excel sheet that is inserted into Sharepoint only has values in it. 

Would it be best to place the conditions here? If so, how?

pfarley_1-1620651599174.png

 

@pmadley If I already have labels created ie. each label is created for a specific team how do i assign my flow to that label without having to add the label manually to the team. I tried the above, but this does not add the label.

I tried this but somehow I cannot see the desired result like yours on the right hand side. It's blank for me 😞

claus8402
New Member

Any chance someone was able to get this working?  I tried the above, but I can't get it to create labels on the new task

Woah it feels like an eternity since I did this.

I recall that I had to set up the labels beforehand, then have a column in my excel file that had the label name (instead of colour). At the time it was restricted to the initial 6 colours Planner initially provided.

I'm currently doing a massive piece of ElasticSearch work so I can't commit to help atm I'm afraid.

Also... DISCLAIMER: I am not a 365 or Flow or Planner expert. I was just playing around. Don't rely on anything I say!

claus8402
New Member

Thanks for the reply.  It sounds like the integration between power automate and planner is still relatively new/underdevelopment.  

AllyWard
Frequent Visitor

I've got this working - though I only setup up coloured labels - doesn't change the name of them. But you only have to do that once, when the planner is complete.

I use excel as a source with boolean columns for each label I want to create. 

Planner labels.png

I initialise boolean variables first

planner initialise variable.png

then create conditions looking at the columns in my excel spreadsheet for whether each of the labels conditions is true or false and setting my variable true or false accordingly

Note that you need to look for True (not true or TRUE) in order for it to check it properly but set the variables with lower case

Conditions to set variablesConditions to set variables

 

then finally when I create the task I use the variable

Add the task using the variables for the labelsAdd the task using the variables for the labels

 

 

I've posted what I do - it's working for the 25 labels available now

FatherJB
Advocate I
Advocate I

While you can't programmatically change the label names, assigning them is pretty easy.  For each object, you just have to do whatever logic you want to determine the label(s) color and then do one of these in each of the color options:

equals(variables('Label'), 'Pink')



FatherJB_1-1653309713609.png

 

If you want a list of labels, just make the variable an array, append each colors, and use:


contains(variables('Labels'), 'Pink')

 

Works like a charm. 

Yeah... that's basically what I did a year ago 😉

 

That said. It's useful to have consensus.

richardbourque
New Member

Is there a walk-through for this method somewhere? I'm a total noob trying to automate this on my own for my design department.

Your result is good, my I know more about your flow? I'm trying to set up a flow in which tags will be added to the planner task if the value of a certain column is for e.g. "USA". I used your formula and replace the parameters but it did not work.

What do you want to know? What didn't work?

 

I have been working on a flow which creates a planner task for a selected table row.

Monsten_0-1671125340174.png

I attached a screenshot of my table as well

Monsten_1-1671125540508.png

I want the planner task to have red tag if the value in the country column is colombia, so I put this in

Monsten_2-1671125637932.png

The expression is as follow: if(equals(item()?['Country'],'Colombia'),True,False)
 
how ever when I run it with corresponding rows, the expression returns false even if the row I selected has 'colombia' in 'country' column. I don't know what I have done wrong.

 

when I look into the run history, i cant see why false is return from the expression

Monsten_3-1671126032275.png

 

try setting your variable for country to 'true' or 'false' - lowercase. (if(equals(item()?['Country'],'Colombia'),true,false) I seem to remember it was very case sensitive. You're not doing things quite the same way I did - but this is a fairly quick thing to try

Helpful resources

Announcements

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!    

Welcome to the Power Automate Community

You are now a part of a fast-growing vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun.   Now that you are a member, you can enjoy the following resources:   Welcome to the Community   News & Announcements: The is your place to get all the latest news around community events and announcements. This is where we share with the community what is going on and how to participate.  Be sure to subscribe to this board and not miss an announcement.   Get Help with Power Automate Forums: If you're looking for support with any part of Power Automate, our forums are the place to go. From General Power Automate forums to Using Connectors, Building Flows and Using Flows.  You will find thousands of technical professionals, and Super Users with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Power Automate community forums. Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered. Galleries: The galleries are full of content and can assist you with information on creating a flow in our Webinars and Video Gallery, and the ability to share the flows you have created in the Power Automate Cookbook.  Stay connected with the Community Connections & How-To Videos from the Microsoft Community Team. Check out the awesome content being shared there today.   Power Automate Community Blog: Over the years, more than 700 Power Automate Community Blog articles have been written and published by our thriving community. Our community members have learned some excellent tips and have keen insights on the future of process automation. In the Power Automate Community Blog, you can read the latest Power Automate-related posts from our community blog authors around the world. Let us know if you'd like to become an author and contribute your own writing — everything Power Automate-related is welcome.   Community Support: Check out and learn more about Using the Community for tips & tricks. Let us know in the Community Feedback  board if you have any questions or comments about your community experience. Again, we are so excited to welcome you to the Microsoft Power Automate community family. Whether you are brand new to the world of process automation or you are a seasoned Power Automate veteran - our goal is to shape the community to be your 'go to' for support, networking, education, inspiration and encouragement as we enjoy this adventure together.     Power Automate Community Team

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Users online (5,132)