Hi everyone,
I do apologize if this has been asked before and I'm simply not using the correct wording/terms to get it done.
I have the following flow setup to create a help desk scenario:
(SharePoint) When a new item is created
(Planner) Create a task
Delay
(Planner) Update task details
(Users) Get user profile
(Outlook) Send an email
The issue I am facing is at the (Planner) Creat a task phase. Instead of setting the created by ID of the task as the person who submitted the ticket, it is instead setting it as my own. I verified this when I had someone else create a ticket and noticed instead of their information being added as the task creator it took my information as the task creator.
Any help/advice/direction is greatly appreciated.
Pete
Hi @ PMatwyuk,
Do you want to customize the task‘s creator as the person who created the new item in your flow?
Have you share you flow with others in your organization?
If you have not share your flow with others, the task‘s creator would always be you.
I have made a test on my side. As my screenshots below, if I make a connection to Test4@xxxx.onmicrosoft.com, the task’s creator would be Test4, and if I make a connection to Test2@xxxx.onmicrosoft.com .the task’s creator would be Test2. The “Create a task” action would use the connections account as task’s creator automatically.
Regards,
Alice Zhang
Good morning @v-yuazh-msft, and thanks for the reply!
A) Yes I want the tasks creator to be the person who created the new item.
B) Yes I have shared my flow with those on my team, but not the entire organization.
Did you add your team as "Run-Only Users"?
If so, make sure you check the flow settings under "Connections Used" and select "Provided by run-only user" in the dropdown. Let me know if this helps!
Hey @Anonymous!
Thanks for the response. I apologize for the noob question but how do I add the entire organization to be able to use it the flow?
I can add individual owners but that appears to be all. There is also embeded connections, but they like owners, have no drop down selection to make "Run-Only"
Any thoughts/advice/direction is greatly appreciated.
Pete
When you are viewing the flow settings (the view where you see "run history" and the list of owners), do you see a "Run Only Owners" list? It should be in the lower right hand corner.
Re: adding everyone in the organization - I think the only way to do that is by adding everyone individually.
I see an owners list but not a run only owners list.
Hmm, maybe this is because you do not have flow steps that reference Office 365 user information?
Do you have any flow steps like "get my profile"?
If not, add that step to get a user's information and reference their info as dynamic content in the Planner task creation step. You should be able to reference their e-mail as the task creator.
@Anonymous there is no place in the create task step to add a task creator.
That's right. My apologies - I was thinking you want to assign the task using the e-mail/ID, but I realize you want the person to be the task creator.
Here's other a couple other things you can try:
Test 1: Have you tried moving the "get user profile" step to happen after the trigger? If not, I recommend running that test to see if this changes the Planner task creator.
Test 2: I also recommend having someone else on your team save a copy of the flow and run the process to see if the task creator appears correctly. I am 99.99% sure it will, since the flow connections will be based on their Office 365 profile and not yours.
Let me know if either of these work!
Hey @Anonymous,
There is no change on the Create Task.
I'm not sure I would change the default value in the "Get user profile" step. I use this step in multiple flows with "me" as the default value and it seems to adjust accordingly per the users who have access to the flow.
Still nothing, I'm curious though; how do I share the flow so the entire organization uses it?
Essentially it was decided that Planner should be used to manage tickets, but Share Point would be the entry point for the ticket because everyone is used to a nice web interface.
Unfortunately, you have to add everyone individually to the "Owners" list.
If a "creator" field was available for the "Create a task" step, then we could get this working for you and you would not have to share the flow with everyone! I'll keep trying to think of some ideas.
Thank's @Anonymous,
I'm starting to wonder if I should even be using Planner for this and do everything through SharePoint instead.
Well, my question is why is the task creator so important? The creator doesn't appear in Planner - does it? When I view Planner task, I only see the assignee.
Also, if your team likes Planner's interface then why put the infomation into SharePoint at all?
Planner is what was decided to be used to manage help desk tickets, we need to know who the task creator is so we can correspond with them, and so they can be kept updated on its progress. The task creator can be viewed at the bottom of task.
SharePoint was decided to be used to submit the ticket because the organization is used to a web interface to submit requests/tickets.
Now, I see the planner task creator - thank you!
It's an interesting process your organization has mapped out. I'm curious - do you intend to manually update the SharePoint item (ticket) to provide updates?
You're most welcome 🙂
It took me a while to find it too.
I figured just using SharePoint would have been enough as that is what seems to be the what everyone does for a help desk type setup, but Planner was pushed. Even showing the benefit of the discussion board style of setup and how we can do much more with SharePoint and even SharePoint Tasks Planner was still the insisted method.
Re: updating SharePoint item, no. The item is only serving the purpose of a web interface for task creation in planner via flow. Once the user creates the item and it was put into planer SharePoint isn't used again. Which seems completely redundant to me.
Welcome to our November Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members. If you're new to the Community, please make sure to follow the latest News & Announcements and check out the Community on LinkedIn as well! It's the best way to stay up-to-date with all the news from across the Power Platform and beyond. This month's highlights:- - Our most active community members- Microsoft Power Up Program- Microsoft Community Days website - The latest blogs and more COMMUNITY HIGHLIGHTS Check out the most active community members of the last month. These hardworking members are posting regularly, answering questions, kudos, and providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, just get active! FLMikePstork1Nived_NambiarWarrenBelzSprongYeManishSolankiLaurensMwskinnermlcAgniusExpiscornovuscreativeopinion KatieAUinzil2kHaressh2728hafizsultan242douicmccaughanwoLucas001domliu Power Up Program Click the image below to discover more about the amazing Microsoft Power Up Program, as Reem Omar, Abbas Godhrawala, Chahine Atallah, Ruby Ruiz Brown, Juan Francisco Sánchez Enciso, Joscelyne Andrade Arévalo, Eric G. and Paulina Pałczyńska share how non-tech professionals can successfully advance into a new career path using Microsoft #PowerPlatform. To find out more about this amazing initiative, click here to apply for the program and reboot your journey into low-code app development today! Community Days - Event Website Have you checked out the Community Days website yet? Dedicated to the volunteer community organizers around the world, Community Days is the perfect place to find an event near you or add an event for wider exposure. Many thanks to Thomas Daly, Sharon Weaver, Sedat Tum, Jonathan Weaver, Manpreet Singh, David Leveille, Jason Rivera, Mike Maadarani, Rob Windsor and the team for all their hard work. Anyone can host a Community Day on any topic relevant to our industry, just click the image below to find out more. EVENT NEWS Power Platform French Summit - Paris/Virtual - 6-7th Dec It's not long now until the Power Platform French Summit, which takes place both virtually and in-person at the Microsoft France conference center in Paris on 6-7th December 2023. If you can't make it in-person, all sessions will also be broadcast on virtual networks for better distribution and accessibility. There's a fantastic array of speakers, including Jérémy LAPLAINE, Amira Beldjilali, Rémi Chambard, Erika Beaumier, Makenson Frena, Assia Boutera, Elliott Pierret, Clothilde Facon, Gilles Pommier, Marie Aubert, Antoine Herbosa, Chloé Moreau, Raphaël Senis, Rym Ben Hamida, Loïc Cimon, Joséphine Salafia, David Zoonekyndt, Aïcha Charpentier, Henry Jammes, Milene Rochard, Mehdi EL YASSIR, and many more. Click the image below for more information. LATEST COMMUNITY BLOG ARTICLES Power Apps Community Blog Power Automate Community Blog Copilot Community Blog Power Pages Community Blog
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Are you attending Microsoft Ignite in Seattle this week? If so, we'd love to see you at the Community Lounge! Hosted by members of our Community team, it's a great place to connect, meet some Microsoft executives, and get a sticker or two. And if you're an MVP there are some special opportunities to meet up! The Community Lounge is more than just a space—it's a hub of activity, collaboration, and camaraderie. So, dive in, explore, and make the most of your Microsoft Ignite experience by immersing yourself in the vibrant and dynamic community that awaits you.Find out the schedule and all the details here: Community Lounge at Ignite! See you at #MSIgnite!
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