cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Daily email report with uncompleted or unassigned to user tasks from Planner

Hello all,

 

I am stuck and I will appreciate some help.

I am trying to create a flow that will do the following:

Send an email every day listing all the tasks in planner that a user has not been assigned to them and that have not been completed.

 

It will be great if they are grouped by bucket name (and not ID because when visible it makes no sense).

Also the Due Date included will be great but without the time in the end that I cannot remove edit.

 

Any help or direction will be really appreciated.

 

Thank you all in advance.

2 ACCEPTED SOLUTIONS

Accepted Solutions

Hi @therrean,

I have created sample for you.

 

1. First Use Recurrence Action which trigger every.

Amit_Sharma_0-1671168941912.png

 

2. After that you can use List tasks Action which list all the task from your planner.

Amit_Sharma_1-1671169032359.png

 

3. After that Use filter array Action Which filter your task based on your Condition.

 

Use Expression in edit advance mode of filter array.

@and(equals(item()?['assigneePriority'], ''),not(equals(item()?['percentComplete'], 100)))

 

Amit_Sharma_2-1671169213548.png

 

4. After This You Can Use Select Action then select value which you send in mail.

Amit_Sharma_3-1671169344315.png

Format due date time.

formatDateTime(item()?['dueDateTime'],'dd-MM-yyyy')

Amit_Sharma_4-1671169419974.png

 

5. After that You Can Use Create Table Action.

Amit_Sharma_5-1671169554121.png

6. Then use Send email(v2) Action and send the html table.

Amit_Sharma_6-1671169667259.png

 

Complete Flow

Amit_Sharma_7-1671169704738.png

 

-------------------------------------------------------------------------
If I have answered your question, please mark post as Solved.
If you like my response, please give it a Thumbs Up.

 

Please share the flow screenshot and clarify more on requirement If I misunderstood the requirement.

 

View solution in original post

Hi @therrean,

The Error Which Come in Select Action where you format Due Date Time Because If any Task Present in Bucket Which Not assigned any Due Date That throw error in Apply to Each Because FormatDateTime Function Never Accept First Value as a Null So Fix This Issue You Can Simply Use Expression as Shown Below.

if(empty(item()?['dueDateTime']),'Not Assigned',formatDateTime(item()?['dueDateTime'],'dd-MM-yyyy'))

Amit_Sharma_0-1671253868097.png

Amit_Sharma_1-1671254149046.png

 

After doing this it's Work Perfectly.

 

Best regards,

 

 

 

View solution in original post

7 REPLIES 7

Hi @therrean,

I have created sample for you.

 

1. First Use Recurrence Action which trigger every.

Amit_Sharma_0-1671168941912.png

 

2. After that you can use List tasks Action which list all the task from your planner.

Amit_Sharma_1-1671169032359.png

 

3. After that Use filter array Action Which filter your task based on your Condition.

 

Use Expression in edit advance mode of filter array.

@and(equals(item()?['assigneePriority'], ''),not(equals(item()?['percentComplete'], 100)))

 

Amit_Sharma_2-1671169213548.png

 

4. After This You Can Use Select Action then select value which you send in mail.

Amit_Sharma_3-1671169344315.png

Format due date time.

formatDateTime(item()?['dueDateTime'],'dd-MM-yyyy')

Amit_Sharma_4-1671169419974.png

 

5. After that You Can Use Create Table Action.

Amit_Sharma_5-1671169554121.png

6. Then use Send email(v2) Action and send the html table.

Amit_Sharma_6-1671169667259.png

 

Complete Flow

Amit_Sharma_7-1671169704738.png

 

-------------------------------------------------------------------------
If I have answered your question, please mark post as Solved.
If you like my response, please give it a Thumbs Up.

 

Please share the flow screenshot and clarify more on requirement If I misunderstood the requirement.

 

Hello @Amit_Sharma 

Thank you for taking your time to help me. The flow fails with the date expression. It only works with due date and bucket id.

So back in square one.

Is there a way out?

 

I have attached two screens.

This is the flow when it works. When I put the date expression it fails.This is the flow when it works. When I put the date expression it fails.This is the format of my results. Good but I will like to see the name of the buckets and the date without the tine.This is the format of my results. Good but I will like to see the name of the buckets and the date without the tine.

Hi @therrean,

I have Create Sample for You That is Return HTML table With Group by Bucket Name and Also Fix Date Time Format.

1. First Use Recurrence Action which trigger every.

2. After that you can use List tasks Action which list all the task from your planner.

Amit_Sharma_0-1671186714908.png

items('Apply_to_each')?['Bucket ID']

 

3. After that you can use List buckets Action which list all the Buckets from your planner.

Amit_Sharma_1-1671186779472.png

 

4. After This Use Initialize variable Action and Initialize variable with name Bucket Group  and type select type is array.

Amit_Sharma_2-1671186910842.png

 

5. After that Use filter array Action Which filter your task based on your Condition.

Use Expression in edit advance mode of filter array.

@and(equals(item()?['assigneePriority'], ''),not(equals(item()?['percentComplete'], 100)))

Amit_Sharma_3-1671187034685.png

 

6. After that Use Select (Select Bucket Id) Action and select bucket id that return by Filter array action.

Amit_Sharma_5-1671187359185.png

7. After That Use One Compose (Union) Action and enter expression for union of output that return by select bucket id.

 

union(body('Select_Bucket_Id'),body('Select_Bucket_Id'))

Amit_Sharma_6-1671187572733.png

 

8. Next Use one apply to each Action and provide output that return by Union Action.

Amit_Sharma_7-1671187731244.png

9. Take one Another Filter array (Filter array 2) Action Inside of apply to each And Provide value according to pics.

1. from field

Amit_Sharma_9-1671188086409.png

Amit_Sharma_10-1671188214685.pngAmit_Sharma_11-1671188385224.png

items('Apply_to_each')?['Bucket ID']

 

10. Then Take one Another Filter array (Filter Bucket By Id) Action Inside of apply to each And Provide value according to pics.

Amit_Sharma_12-1671188550678.png

Amit_Sharma_13-1671188685773.png

items('Apply_to_each')?['Bucket ID']

 

11. Then Take one Select (Select Columns) Action Inside of apply to each And Provide value according to pics.

Amit_Sharma_14-1671188837741.pngAmit_Sharma_15-1671188922479.pngAmit_Sharma_16-1671188973460.png

body('Filter_Bucket_By_Id')?[0]?['name']

Amit_Sharma_17-1671189022711.png

formatDateTime(item()?['dueDateTime'],'dd-MM-yyyy')

 

12. Then use One Compose (Get Variable Value) Action and get variable value that initialize above.

Amit_Sharma_18-1671189186224.png

13. After That Use Set variable Action and Enter expression.

union(outputs('Get_Variable_Value'),body('Select_Columns'))

Amit_Sharma_19-1671189275670.png

 

14. Then Use Create Html Table Action and Again Use Variable Value.

Amit_Sharma_20-1671189371792.png

 

If this post helps, then please consider Accept it as the solution to help the other members find it.

Hello @Amit_Sharma 

I have followed everything and it is almost there. The flow works and send out the info if I have the date expression removed.

If it is added then the flow fails.

What do you think I am doing wrong?

Your help is appreciated!!!

Date fails.JPG

Hi @therrean, can you please share the input values passed to the Select Columns action? I suspect the field name is different for you.

Hello @Amit_Sharma 

 

Please find attached the Select Columns action. Once I delete the FormatDateTime expression that is when the flow works.

 

Thank you for your help! You are a star my friend!

 

due date.JPG

Hi @therrean,

The Error Which Come in Select Action where you format Due Date Time Because If any Task Present in Bucket Which Not assigned any Due Date That throw error in Apply to Each Because FormatDateTime Function Never Accept First Value as a Null So Fix This Issue You Can Simply Use Expression as Shown Below.

if(empty(item()?['dueDateTime']),'Not Assigned',formatDateTime(item()?['dueDateTime'],'dd-MM-yyyy'))

Amit_Sharma_0-1671253868097.png

Amit_Sharma_1-1671254149046.png

 

After doing this it's Work Perfectly.

 

Best regards,

 

 

 

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (5,414)