cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
rbalza
Helper IV
Helper IV

Updating excel from task planner

Hi everyone, 

I am newb using Flow and I am trying to create a flow where my tasks on planner were throwing the data to excel.

 

Question is, how can I add these values for this column on my excel (AssignedTo, CreatedBy, CreatedDate, StartDate, DueDate, CompletedDate)? Like every time I am trying to place these on my 'add a row into a table' condition, it is doing weird stuff like creating another condition. See flows below. Thanks in advance 🙂

rbalza_1-1624839309181.png

rbalza_2-1624839439755.png

 

 

rbalza_3-1624839771658.png

rbalza_7-1624839891964.png

rbalza_6-1624839850112.png

 

 

 

 

 

3 ACCEPTED SOLUTIONS

Accepted Solutions
ccc333ab
Solution Sage
Solution Sage

In Planner, you can actually assign multiple people to a specific task. Therefore, this is stored as a collection (along with all the "Assigned" properties). This is the case even if you only have a single person assigned to the task. 

 

In your list, all the other fields you say you cannot add without the Apply to Each actually should be able to be added as they are individual fields (CreatedBy, CreatedDate, StartDate, DueDate, CompletedDate). Probably you just added them after you already added your assigned to field. If you assign all these before you put in Assigned to, it won't be in a loop. 

 

One approach for AssignedTo is to just collect up the assigned to in a string variable, and use that to insert into your Excel file. For example: 

 

1. Initialize a variable to store the Assigned to Display Name

ccc333ab_0-1624893942584.png

2. I am using a List Tasks, not sure what you are doing. If this is going to be an ongoing flow vs. a one time run, I would suggest maybe using a trigger for when tasks are updated or created instead. But anyway...from my List Tasks, I am then looping through each task.

ccc333ab_0-1624895392729.png

 

3. And my first step in this loop is to now loop through the Assignment collection to get the person assigned to. 

ccc333ab_1-1624895454642.png

4. Now the only thing captured in the assignments collection is the Assigned To ID. Which is an internal ID which will be useless for you. So now I'll make a call out to the Office 365 "Get user provile (v2)" so we can grab better data. From this action, I append the "Display Name" to the string variable I initialized. 

ccc333ab_2-1624895574286.png

Note: I am using Display Name |   Just so that if there are multiple names there will be a separator. If you know for sure this plan will NEVER have more than one person assigned, you can leave that | off. 

EG. It'll look like   Bart Simpson | Lisa Simpson | Maggie Simpson |

 

5. So now OUTSIDE of this loop, I will now add the fields into the excel table using the string of display names as the assigned to. I am using a dummy excel file here so the column names won't  match, but I am adding in a lot of the fields you want. (The red highlighted one is the Assigned To names I collected up).

 

6. And finally, as we loop to the next task, I then blank the variable to be used again. 

ccc333ab_3-1624895972587.png

Note: This was weird. I initially left value as blank but it gave me an error. I then added the expression string('') in and it saved and ran fine. Now I go back into edit the flow and its blank...and now no error (go figure). 

 

 

To see this all in one picture so you can see how the loops are embedded....

ccc333ab_4-1624896247449.png

 

View solution in original post

Hi again @ccc333ab 

I set up my flow exactly is shown in this thread to test it out. I have another flow running today, but i've never been able to include names yet. The only difference is I chose nickname instead of name (but i have tried both with same result)

 

Skærmbillede 2021-11-09 100015.pngSkærmbillede 2021-11-09 100033.pngSkærmbillede 2021-11-09 100053.png

 

The errors i get is the following:

 

Skærmbillede 2021-11-09 100358.pngSkærmbillede 2021-11-09 100500.png

View solution in original post

ccc333ab
Solution Sage
Solution Sage

@Asbjørn - Based on where this error message pops up, I am going to guess the issue is that this task that is throwing the error has been assigned to a user that is no longer has a profile. I'd say if you look at the plan, there will be at least one task that looks like:

ccc333ab_0-1636474300591.png

 

So you can do a couple of things. 

  1. Correct the data to ensure the user is assigned properly. But I'm sure if the plan has been in use a long time that may be the wrong thing to do.
  2. Put some error checking into the flow. Now I don't have the flow and don't want to rebuild the whole thing so will mock this up (so this won't be tested).

 

1.  After the Get User Profile, add in a parallel branch

ccc333ab_1-1636474635298.png

 

2.   Create a step to capture this error, and you can flag this error in some way if you care. I'm just going to add to the string "Former Member". You can do whatever you want....the options are endless on how you handle this.   

ccc333ab_5-1636477890724.png

 

3.    Now click the ellipses of this task, and click on Configure Run After

ccc333ab_6-1636478101682.png

 

 

4   Change the options to "has failed"

ccc333ab_4-1636474923717.png

5   NOW, you also need to change your "Configure after run" on the step following this loop (since it actually does throw an error). So on the "Add a row into a table" configure that step to also run on BOTH "is successful" and "has failed". 

ccc333ab_7-1636478349581.png

 

Hope that helps.

 

View solution in original post

7 REPLIES 7
Tascin
New Member

Hi @rbalza ,

 

are you trying to add information from the list bucket and list task actions in those rows? Are you also passing information from that specific iteration in the new row?

 

Then it will create multiple Apply to each loops for each of those scenarios.

 

What is often overlooked that dynamic content depends on previous actions. So it might be that the value id is from list tasks and the value bucket from list buckets. Which would mean two apply to each loops since those are two different actions with multiple results.

ccc333ab
Solution Sage
Solution Sage

In Planner, you can actually assign multiple people to a specific task. Therefore, this is stored as a collection (along with all the "Assigned" properties). This is the case even if you only have a single person assigned to the task. 

 

In your list, all the other fields you say you cannot add without the Apply to Each actually should be able to be added as they are individual fields (CreatedBy, CreatedDate, StartDate, DueDate, CompletedDate). Probably you just added them after you already added your assigned to field. If you assign all these before you put in Assigned to, it won't be in a loop. 

 

One approach for AssignedTo is to just collect up the assigned to in a string variable, and use that to insert into your Excel file. For example: 

 

1. Initialize a variable to store the Assigned to Display Name

ccc333ab_0-1624893942584.png

2. I am using a List Tasks, not sure what you are doing. If this is going to be an ongoing flow vs. a one time run, I would suggest maybe using a trigger for when tasks are updated or created instead. But anyway...from my List Tasks, I am then looping through each task.

ccc333ab_0-1624895392729.png

 

3. And my first step in this loop is to now loop through the Assignment collection to get the person assigned to. 

ccc333ab_1-1624895454642.png

4. Now the only thing captured in the assignments collection is the Assigned To ID. Which is an internal ID which will be useless for you. So now I'll make a call out to the Office 365 "Get user provile (v2)" so we can grab better data. From this action, I append the "Display Name" to the string variable I initialized. 

ccc333ab_2-1624895574286.png

Note: I am using Display Name |   Just so that if there are multiple names there will be a separator. If you know for sure this plan will NEVER have more than one person assigned, you can leave that | off. 

EG. It'll look like   Bart Simpson | Lisa Simpson | Maggie Simpson |

 

5. So now OUTSIDE of this loop, I will now add the fields into the excel table using the string of display names as the assigned to. I am using a dummy excel file here so the column names won't  match, but I am adding in a lot of the fields you want. (The red highlighted one is the Assigned To names I collected up).

 

6. And finally, as we loop to the next task, I then blank the variable to be used again. 

ccc333ab_3-1624895972587.png

Note: This was weird. I initially left value as blank but it gave me an error. I then added the expression string('') in and it saved and ran fine. Now I go back into edit the flow and its blank...and now no error (go figure). 

 

 

To see this all in one picture so you can see how the loops are embedded....

ccc333ab_4-1624896247449.png

 

Asbjørn
Frequent Visitor

Hello @ccc333ab 

 

I tried out your flow, but i'm having some few troubles. My flow fails after some time, and when i look into to run-report i can see, that it fails when the Get user profile (V2action cant find the employee or in some few instances it actually finds an employee, but still incounters an error. 

 

The biggest problem here is not that it cant find a name, but that it leaves out this task. 

 

Do you have any suggestions to, how i can fix this?

ccc333ab
Solution Sage
Solution Sage

Can you post a flow screen shot, specifically showing: 

  • The details of the Get User Profile step 
  • If this is in a loop (which I assume it will be) all the details of the steps in the loop (including the Apply to Each action). 

And can you also post the exact error messages you are receiving. 

Hi again @ccc333ab 

I set up my flow exactly is shown in this thread to test it out. I have another flow running today, but i've never been able to include names yet. The only difference is I chose nickname instead of name (but i have tried both with same result)

 

Skærmbillede 2021-11-09 100015.pngSkærmbillede 2021-11-09 100033.pngSkærmbillede 2021-11-09 100053.png

 

The errors i get is the following:

 

Skærmbillede 2021-11-09 100358.pngSkærmbillede 2021-11-09 100500.png

ccc333ab
Solution Sage
Solution Sage

@Asbjørn - Based on where this error message pops up, I am going to guess the issue is that this task that is throwing the error has been assigned to a user that is no longer has a profile. I'd say if you look at the plan, there will be at least one task that looks like:

ccc333ab_0-1636474300591.png

 

So you can do a couple of things. 

  1. Correct the data to ensure the user is assigned properly. But I'm sure if the plan has been in use a long time that may be the wrong thing to do.
  2. Put some error checking into the flow. Now I don't have the flow and don't want to rebuild the whole thing so will mock this up (so this won't be tested).

 

1.  After the Get User Profile, add in a parallel branch

ccc333ab_1-1636474635298.png

 

2.   Create a step to capture this error, and you can flag this error in some way if you care. I'm just going to add to the string "Former Member". You can do whatever you want....the options are endless on how you handle this.   

ccc333ab_5-1636477890724.png

 

3.    Now click the ellipses of this task, and click on Configure Run After

ccc333ab_6-1636478101682.png

 

 

4   Change the options to "has failed"

ccc333ab_4-1636474923717.png

5   NOW, you also need to change your "Configure after run" on the step following this loop (since it actually does throw an error). So on the "Add a row into a table" configure that step to also run on BOTH "is successful" and "has failed". 

ccc333ab_7-1636478349581.png

 

Hope that helps.

 

Thank you so much @ccc333ab 

 

I will try that out ASAP, and no matter if it works or not i've allready learned something new from this. I didnt know about the "Configure af run" function, which i can see will be really helpfull in fureture flows.

 

EDIT:

I think it worked! It definitely looks like it. Thank you once more 😁

Helpful resources

Announcements

Power Platform Connections Ep 15 | L. Baybutt | Thursday, 1 June 2023

Episode Fifteen of Power Platform Connections sees David Warner and Hugo Bernier talk to Microsoft MVP Lewis Baybutt aka Low Code Lewis, alongside the latest news and community blogs.   Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.        Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions.  Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions. 

May 2023 Community Newsletter and Upcoming Events

Welcome to our May 2023 Community Newsletter, where we'll be highlighting the latest news, releases, upcoming events, and the great work of our members inside the Biz Apps communities. If you're new to this LinkedIn group, be sure to subscribe here in the News & Announcements to stay up to date with the latest news from our ever-growing membership network who "changed the way they thought about code".         LATEST NEWS "Mondays at Microsoft" LIVE on LinkedIn - 8am PST - Monday 15th May  - Grab your Monday morning coffee and come join Principal Program Managers Heather Cook and Karuana Gatimu for the premiere episode of "Mondays at Microsoft"! This show will kick off the launch of the new Microsoft Community LinkedIn channel and cover a whole host of hot topics from across the #PowerPlatform, #ModernWork, #Dynamics365, #AI, and everything in-between. Just click the image below to register and come join the team LIVE on Monday 15th May 2023 at 8am PST. Hope to see you there!     Executive Keynote | Microsoft Customer Success Day CVP for Business Applications & Platform, Charles Lamanna, shares the latest #BusinessApplications product enhancements and updates to help customers achieve their business outcomes.         S01E13 Power Platform Connections - 12pm PST - Thursday 11th May Episode Thirteen of Power Platform Connections sees Hugo Bernier take a deep dive into the mind of co-host David Warner II, alongside the reviewing the great work of Dennis Goedegebuure, Keith Atherton, Michael Megel, Cat Schneider, and more. Click below to subscribe and get notified, with David and Hugo LIVE in the YouTube chat from 12pm PST. And use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.         UPCOMING EVENTS   European Power Platform Conference - early bird ticket sale ends! The European Power Platform Conference early bird ticket sale ends on Friday 12th May 2023! #EPPC23 brings together the Microsoft Power Platform Communities for three days of unrivaled days in-person learning, connections and inspiration, featuring three inspirational keynotes, six expert full-day tutorials, and over eighty-five specialist sessions, with guest speakers including April Dunnam, Dona Sarkar, Ilya Fainberg, Janet Robb, Daniel Laskewitz, Rui Santos, Jens Christian Schrøder, Marco Rocca, and many more. Deep dive into the latest product advancements as you hear from some of the brightest minds in the #PowerApps space. Click here to book your ticket today and save!      DynamicMinds Conference - Slovenia - 22-24th May 2023 It's not long now until the DynamicsMinds Conference, which takes place in Slovenia on 22nd - 24th May, 2023 - where brilliant minds meet, mingle & share! This great Power Platform and Dynamics 365 Conference features a whole host of amazing speakers, including the likes of Georg Glantschnig, Dona Sarkar, Tommy Skaue, Monique Hayward, Aleksandar Totovic, Rachel Profitt, Aurélien CLERE, Ana Inés Urrutia de Souza, Luca Pellegrini, Bostjan Golob, Shannon Mullins, Elena Baeva, Ivan Ficko, Guro Faller, Vivian Voss, Andrew Bibby, Tricia Sinclair, Roger Gilchrist, Sara Lagerquist, Steve Mordue, and many more. Click here: DynamicsMinds Conference for more info on what is sure an amazing community conference covering all aspects of Power Platform and beyond.    Days of Knowledge Conference in Denmark - 1-2nd June 2023 Check out 'Days of Knowledge', a Directions 4 Partners conference on 1st-2nd June in Odense, Denmark, which focuses on educating employees, sharing knowledge and upgrading Business Central professionals. This fantastic two-day conference offers a combination of training sessions and workshops - all with Business Central and related products as the main topic. There's a great list of industry experts sharing their knowledge, including Iona V., Bert Verbeek, Liza Juhlin, Douglas Romão, Carolina Edvinsson, Kim Dalsgaard Christensen, Inga Sartauskaite, Peik Bech-Andersen, Shannon Mullins, James Crowter, Mona Borksted Nielsen, Renato Fajdiga, Vivian Voss, Sven Noomen, Paulien Buskens, Andri Már Helgason, Kayleen Hannigan, Freddy Kristiansen, Signe Agerbo, Luc van Vugt, and many more. If you want to meet industry experts, gain an advantage in the SMB-market, and acquire new knowledge about Microsoft Dynamics Business Central, click here Days of Knowledge Conference in Denmark to buy your ticket today!   COMMUNITY HIGHLIGHTS Check out our top Super and Community Users reaching new levels! These hardworking members are posting, answering questions, kudos, and providing top solutions in their communities.   Power Apps:  Super Users: @WarrenBelz, @LaurensM  @BCBuizer  Community Users:  @Amik@ @mmollet, @Cr1t    Power Automate:  Super Users: @Expiscornovus , @grantjenkins, @abm  Community Users: @Nived_Nambiar, @ManishSolanki    Power Virtual Agents:  Super Users: @Pstork1, @Expiscornovus  Community Users: @JoseA, @fernandosilva, @angerfire1213    Power Pages: Super Users: @ragavanrajan  Community Users: @Fubar, @Madhankumar_L,@gospa  LATEST COMMUNITY BLOG ARTICLES  Power Apps Community Blog  Power Automate Community Blog  Power Virtual Agents Community Blog  Power Pages Community Blog  Check out 'Using the Community' for more helpful tips and information:  Power Apps , Power Automate, Power Virtual Agents, Power Pages 

Announcing | Super Users - 2023 Season 1

Super Users – 2023 Season 1    We are excited to kick off the Power Users Super User Program for 2023 - Season 1.  The Power Platform Super Users have done an amazing job in keeping the Power Platform communities helpful, accurate and responsive. We would like to send these amazing folks a big THANK YOU for their efforts.      Super User Season 1 | Contributions July 1, 2022 – December 31, 2022  Super User Season 2 | Contributions January 1, 2023 – June 30, 2023    Curious what a Super User is? Super Users are especially active community members who are eager to help others with their community questions. There are 2 Super User seasons in a year, and we monitor the community for new potential Super Users at the end of each season. Super Users are recognized in the community with both a rank name and icon next to their username, and a seasonal badge on their profile.  Power Apps  Power Automate  Power Virtual Agents  Power Pages  Pstork1*  Pstork1*  Pstork1*  OliverRodrigues  BCBuizer  Expiscornovus*  Expiscornovus*  ragavanrajan  AhmedSalih  grantjenkins  renatoromao    Mira_Ghaly*  Mira_Ghaly*      Sundeep_Malik*  Sundeep_Malik*      SudeepGhatakNZ*  SudeepGhatakNZ*      StretchFredrik*  StretchFredrik*      365-Assist*  365-Assist*      cha_cha  ekarim2020      timl  Hardesh15      iAm_ManCat  annajhaveri      SebS  Rhiassuring      LaurensM  abm      TheRobRush  Ankesh_49      WiZey  lbendlin      Nogueira1306  Kaif_Siddique      victorcp  RobElliott      dpoggemann  srduval      SBax  CFernandes      Roverandom  schwibach      Akser  CraigStewart      PowerRanger  MichaelAnnis      subsguts  David_MA      EricRegnier  edgonzales      zmansuri  GeorgiosG      ChrisPiasecki  ryule      AmDev  fchopo      phipps0218  tom_riha      theapurva  takolota     Akash17  momlo     BCLS776  Shuvam-rpa     rampprakash  ScottShearer     Rusk  ChristianAbata     cchannon  Koen5     a33ik  Heartholme     AaronKnox  okeks      Matren  David_MA     Alex_10        Jeff_Thorpe        poweractivate        Ramole        DianaBirkelbach        DavidZoon        AJ_Z        PriyankaGeethik        BrianS        StalinPonnusamy        HamidBee        CNT        Anonymous_Hippo        Anchov        KeithAtherton        alaabitar        Tolu_Victor        KRider        sperry1625        IPC_ahaas      zuurg    rubin_boer   cwebb365   Dorrinda   G1124   Gabibalaban   Manan-Malhotra   jcfDaniel   WarrenBelz   Waegemma   drrickryp   GuidoPreite   metsshan    If an * is at the end of a user's name this means they are a Multi Super User, in more than one community. Please note this is not the final list, as we are pending a few acceptances.  Once they are received the list will be updated. 

Check out the new Power Platform Communities Front Door Experience!

We are excited to share the ‘Power Platform Communities Front Door’ experience with you!   Front Door brings together content from all the Power Platform communities into a single place for our community members, customers and low-code, no-code enthusiasts to learn, share and engage with peers, advocates, community program managers and our product team members. There are a host of features and new capabilities now available on Power Platform Communities Front Door to make content more discoverable for all power product community users which includes ForumsUser GroupsEventsCommunity highlightsCommunity by numbersLinks to all communities Users can see top discussions from across all the Power Platform communities and easily navigate to the latest or trending posts for further interaction. Additionally, they can filter to individual products as well.   Users can filter and browse the user group events from all power platform products with feature parity to existing community user group experience and added filtering capabilities.     Users can now explore user groups on the Power Platform Front Door landing page with capability to view all products in Power Platform.      Explore Power Platform Communities Front Door today. Visit Power Platform Community Front door to easily navigate to the different product communities, view a roll up of user groups, events and forums.

Microsoft Power Platform Conference | Registration Open | Oct. 3-5 2023

We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5 2023! But first, let's take a look back at some fun moments and the best community in tech from MPPC 2022 in Orlando, Florida.   Featuring guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more.   Register today: https://www.powerplatformconf.com/   

Users online (4,677)