I have spent several hours watching instruction videos, but do not manage to get things going.
I would like to implement a CMMS (maintenance management) system based on MS Planner. Problem is, it does not save history, and the most weird problem, it does not allow to create recurring tasks. So I figured out, I could solve the problems with Power Automate, creating needed flows and save data to excel (maybe even in a database one day) and add the recurrence. The tutorials are outdated mostly.
Automations to create:
1) When a new Task is created in Planner under the plan "Hooldusplaan" , add a new row into an excel file "Hooldusplaan1" located in Sharepoint
2) When a Task is completed add the date and time behind the row of the task in the same file.
3) When a Task name contains word "1m" Create a recurring task with 1 month interval. Could create 4 different periods/tasks: 1w, 1m, 6m, 12m.
What is the field "Table"?
Solved! Go to Solution.
Hi! Thank You for help!
I was on vacation, and then the Corona panic striked...
I now created a Table inside the spreadsheet. Filled the columns in the Power automate. Run the test, and got no errors, all should be fine. It is just creating a new task in Planner will not add a new row...
I probably have made a mistake somewhere. Or need to define the bucket somehow or....
All good, stay safe!
Could you share a picture of a run from your history.
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As I see, the planner part works. I collects the created task, and shows Title: test1
For some reason the Excel part can not be opened it is like "in haze"
Thoght I try to start again. Use the same excel file, but instead of Ann new Row, I try Update a row.
I was able to get all values from drop down list, but got an error then:
Tested several ways, but my firs automation actually started working
But now I realized, the ID value is not what I was hoping for. But I can not pick the names.
Would like to have columns (Bold are available to select): 1) Plan name 2) Bucket name 3) value Created Date Time 4) value Created By User Display Name 5) value Title 6)value assignments Assigned To User Name 7) value Completed Date Time 8)...
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