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milo1234
Helper III
Helper III

Auto assign a Microsoft Planner task to a list of project team members dependent on a project code

I have created a flow that creates a planner task when an email is flagged through Outlook, however I would like the task to be auto-assigned to a team member dependent on the project code that they are responsible for.

 

For example, Lucy is responsible for project code 1008 and Stephanie is responsible for project code 2008. When a planner task is created it pulls the subject line from the email which is the project code. 

 

I assume I need to create a SharePoint list which I have done and includes their names and email addresses, however I am unsure how to create a flow to reflect this. 

 

Please could someone help? 

12 REPLIES 12
jinivthakkar
Resident Rockstar
Resident Rockstar

@milo1234 my list

 

jinivthakkar_0-1614005396545.png

my flow

jinivthakkar_1-1614005448612.png

Details:

I have hard coded the subject/project code and filter query is column eq output from subject action

jinivthakkar_2-1614005492074.png

jinivthakkar_3-1614005556949.png

Assigned to has value of EmailID column for the record

 

Task assigned to me 

jinivthakkar_4-1614005633009.png

 

You can add all these actions after checking condition in Yes block and before you create the task.

 

Hope this helps.

 

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milo1234
Helper III
Helper III

@jinivthakkar Thank you again. 

I have over 20 project codes so I don't want to hard code each one. What can I put for inputs?

@milo1234 I have hard coded values to show you the poc, you set inputs value to subject which is your code OR you could skip the action and directly filter with Subject value.

 

 

milo1234
Helper III
Helper III

@jinivthakkar I have completed the flow however receive this error message. 

SPP009 is the project code added to the SharePoint list and is within the subject line.image.png

jinivthakkar
Resident Rockstar
Resident Rockstar

@milo1234 please can you share screenshot of list with item record ?

image.pngimage.pngimage.png

jinivthakkar
Resident Rockstar
Resident Rockstar

@milo1234 The value in list is SPP009 - Repayments and the value in your filter where you are getting error is SPP009Repayments, please pass correct value in filter query and it should work.

 

--------------------------------------------------------------------------------
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milo1234
Helper III
Helper III

Hi @jinivthakkar 

 

The name in the list and the subject line is the exact same, so I'm not sure what I need to change?

image.pngimage.png

jinivthakkar
Resident Rockstar
Resident Rockstar

@milo1234 

jinivthakkar_0-1614015470049.png

Here the value should be  SPP009 - Repayments.

 

--------------------------------------------------------------------------------
If this post helps answer your question, please click on “Accept as Solution” to help other members find it more quickly. If you thought this post was helpful, please give it a Thumbs Up.

 

milo1234
Helper III
Helper III

@jinivthakkar 

 

The 'Sanitise' variable is the subject of the email

The output is 'Compose 2' which is the subject. 

 

image.png

jinivthakkar
Resident Rockstar
Resident Rockstar

@milo1234 you are not passing the filter correctly, please refer the entire thread and see the difference in the images I shared and your flow, you will come to know the difference.

 

- Jin

milo1234
Helper III
Helper III

@jinivthakkar I apologise, this is my first time using Power Automate. 

I have copied your flow. I don't know what I am doing wrong? 

 

image.pngimage.png

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