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Anonymous
Not applicable

Building a Flow from One Drive to MS Planner

Greetings Flow Community,

 

I'm trying to build a flow that would allow me to automatically pull an attachment from an email to one drive and then have that attachment create a new bucket in MS Planner, which would then have a pre-defined workflow.

 

I've already created the flow from outlook to one drive. Now I need to create a flow so that once a new attachment gets added to the one drive folder, it will then create a new bucket in Planner and include that attachment. 

 

Any idea how to make this work?

 

Thanks,

 

Matt

1 ACCEPTED SOLUTION

Accepted Solutions
Anonymous
Not applicable

Thanks @AlanPs1. I'll check this out and see if I can model my flow after it. 

 

Silly question, but how can I add additional tasks to my current flow? I need to have three separate tasks but they need to have in succession. So let's say Team 1 reviews and then when Team 1 is done, Team 2 will review, etc.

 

Here's my current flow:

 

Screen Shot 2019-04-24 at 3.52.06 PM.png

View solution in original post

10 REPLIES 10
Brad_Groux
Community Champion
Community Champion

You wouldn't need to create a new Flow, you would just need to add another step to your existing Flow to creates the Bucket and/or Task. However, you cannot add the attachement with Flow because the Planner Connector Update a Task Action, does not have a attachment parameter. You can only update the TitleDue Date-TimeStart Date-TimeProgressAdd assigned users, and Remove assigned users with the Planner Connector. 

If this is functionality you would like to see added to Flow or a Flow Template, please consider submitting it to the Flow Ideas page, where it can be voted on by other users, and tracked and commented on by the Flow team.

You could however add the file path to the Title, and overall the Flow should look something like this:EmailOneDrivePlanner.PNG

Finally, the Planner API may provide some insight into how you can add the attachment yourself utilizing aditional steps, but with the built-in Planner Connector for Flow, this is about as good as it gets.

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

Hi @Anonymous , Thank you for posting in the Flow Community.

It would be useful to post your current Flow and how far yu have gotten with it.

Also, please look at this blog - https://www.alanps1.io/power-platform/flow/flow-create-planner-task-and-include-attachments-from-outlook-email/Capture-269.png

This isn't exactly what you are looking for but not too far away ... You'd do a lot worse than to set this Flow up in line with the instructions I have provided then to re-evaluate and make the changes you need to once complete.

 

Would you mind doing that to get yourself started please?

 

If you have found my post helpful, please mark thumbs up.

 

Any other questions, just ask.

 

Thanks, Alan

 

Anonymous
Not applicable

Thanks for your help. It's a shame I won't be able to bring the attachments over from OneDrive but we can do a manual workaround. 

 

I've been able to create the first step in our workflow for planner but I have two more tasks I'd like to create. How would I add an additional task to this flow?

 

Case in point: Let's say our first task is a grammatical review and once that is completed, we'd need an SEO review. How could I set that up so that those steps are displayed but the second one is dependant upon the completion of the first?

Hi @Anonymous , regards "It's a shame I won't be able to bring the attachments over from OneDrive but we can do a manual workaround."

 

Whilst "create task" does not include attachments, "update task" does, although it needs a URL. Full details in my post using SharePoint, so like I say, it's not a complete solution but in your ball park and I would definitely advise having a look at the post. It is also in the Community blog @ https://powerusers.microsoft.com/t5/Microsoft-Flow-Community-Blog/Create-Planner-Task-and-Include-Attachments-From-Outlook-Email/ba-p/245121

 

If you have found my post helpful, please mark thumbs up.

 

Any other questions, just ask.

 

Thanks, Alan

 

Anonymous
Not applicable

Thanks @AlanPs1. I'll check this out and see if I can model my flow after it. 

 

Silly question, but how can I add additional tasks to my current flow? I need to have three separate tasks but they need to have in succession. So let's say Team 1 reviews and then when Team 1 is done, Team 2 will review, etc.

 

Here's my current flow:

 

Screen Shot 2019-04-24 at 3.52.06 PM.png

Sorry, I just accepted your post as s solutuon by mistake when attempting to reply.

When say review team 1, team 2, team 3 etc. It sounds like you want to change the assignee, is that what you mean perhaps?

Thanks, Alan.
Anonymous
Not applicable

You are correct. Let's say here are our steps.

 

Step 1: Grammer Review by John Smith

Start Time: When Task is Created

Due Date: +7 Days

 

Step 2: SEO Review by Sam Jones

Start Time: When the Previous Task is Completed

Due Date: +3 Days

 

Step 3: Social Review by Bill Baxter

Start Time: When the Previous Task is Completed

Due Date: +3 Days

 

Also question regarding that blog you sent over. Could I have the files go to a onedrive folder instead of a sharepoint folder?

 

As you have described. Step 1, Step 2 and Step 3 will all be achieved by update task.

Regards onedrive over Sharepoint ... I’m pretty certain this process can be achieved with either. Maybe time to give it a try I’d say 😉

Please say thanks with thumbs 😉

If stuck , post back and I will build it.

Best wishes, Alan.
Anonymous
Not applicable

I'll stick with Sharepoint since I like how you've pulled over the email and the attachment. I haven't gotten to the adding the updated tasks yet. I'm still trying to replicate your blog workflow.

 

I am getting an error on the "Compose Sub Folder" area when I try to insert the following:

concat(variables(‘TimeStamp’), ‘-‘ , body(‘Get_Email’)?[‘Subject’])
 
Any idea what the issue is?
 
Screen Shot 2019-04-24 at 5.08.29 PM.png

Are you following and copying and pasting from community blog?

If so please do so from my blog as the community one has inherited a formatting issue related to single quotes. They look rounded in your image but are straight on my blog, the should be straight so try that initially please.

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