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New2Flow
Level: Powered On

Create Planner Tasks after adding the records to SharePoint List?

How to use Flow and allow me to add records to the SharePoint list that are then pushed into Planner in Teams once they hit a certain criteria (e.g. stage).

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: Create Planner Tasks after adding the records to SharePoint List?

See the Create a Planner task for a selected item in SharePoint template for a good starting point. And for introducing a threshold or criteria, review how to Add a condition to a flow.

If you could provide an expanded screenshot of your Flow and steps, and of any detailed error messages you're receiving we could likely better assist you. Also, for the best results, you may want to review How to write a good forum post.

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!

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2 REPLIES 2
Super User
Super User

Re: Create Planner Tasks after adding the records to SharePoint List?

See the Create a Planner task for a selected item in SharePoint template for a good starting point. And for introducing a threshold or criteria, review how to Add a condition to a flow.

If you could provide an expanded screenshot of your Flow and steps, and of any detailed error messages you're receiving we could likely better assist you. Also, for the best results, you may want to review How to write a good forum post.

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!

View solution in original post

Community Support Team
Community Support Team

Re: Create Planner Tasks after adding the records to SharePoint List?

 

Hi @New2Flow ,

 

You can use When an item is created or modified as a trigger, and then use Condition to determine whether the specified field value is as expected and if so, add a task to Planner.

16.PNG

Or you can configure trigger conditions to determine whether the specified field values are as expected and if so, trigger Flow and create tasks.

https://powerusers.microsoft.com/t5/General-Power-Automate/Trigger-conditions-for-Flow-now-available...

 

Hope it makes sense.

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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