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lremington
Level: Powered On

Forms, planner tasks, e-mails. and sharepoint file storage

I am looking for a way to better streamline marketing requests that come through for my company so that the sales team and marketing team can better communicate, track, and prioritize workload. I am thinking of the flow below, but don't know how to create it. Can anyone help?

 

  • User submits a Marketing Request (template created by Marketing) via FORMS
  • The FORM generates a PLANNER TASK with all fields from the form integrated
  • The PLANNER TASK is automatically assigned to a member of the marketing team based on the information in the FORM FIELDS
  • The individual who submits the  FORM receives a status update when the PLANNER TASK status changes
  • When the PLANNER TASK is complete, the FORM submitter receives an e-mail
  • When an attachment is added to the PLANNER TASK, the attachment is saved in SHAREPOINT and the project reqestor is notified via e-mail
1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Forms, planner tasks, e-mails. and sharepoint file storage

 

Hi @lremington ,

 

Currently, Flow cannot monitor whether the status of the Planner task changes and obtain the attachments contained in the Task.

The part that can be implemented now is to monitor whether the task is completed.

Please refer to the following method to configure Flow.

 

Create a Task:

70.PNG

Here you need to add responder's email to the task description so that the notification can be sent via the email recorded after the task is completed.

 

When the PLANNER TASK is complete:

Determine if the task description contains responder's email, and if so, extract the email and send a notification.

Expression reference:

last(split(body('Get_task_details')?['description'],':'))

69.PNG

Hope it helps.

 

Best Regards,

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.

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: Forms, planner tasks, e-mails. and sharepoint file storage

 

Hi @lremington ,

 

Currently, Flow cannot monitor whether the status of the Planner task changes and obtain the attachments contained in the Task.

The part that can be implemented now is to monitor whether the task is completed.

Please refer to the following method to configure Flow.

 

Create a Task:

70.PNG

Here you need to add responder's email to the task description so that the notification can be sent via the email recorded after the task is completed.

 

When the PLANNER TASK is complete:

Determine if the task description contains responder's email, and if so, extract the email and send a notification.

Expression reference:

last(split(body('Get_task_details')?['description'],':'))

69.PNG

Hope it helps.

 

Best Regards,

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.

View solution in original post

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