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?
@Anonymous my list
my flow
Details:
I have hard coded the subject/project code and filter query is column eq output from subject action
Assigned to has value of EmailID column for the record
Task assigned to me
You can add all these actions after checking condition in Yes block and before you create the task.
Hope this helps.
--------------------------------------------------------------------------------
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.
@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?
@Anonymous 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.
@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.
@Anonymous please can you share screenshot of list with item record ?
@Anonymous 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.
--------------------------------------------------------------------------------
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.
The name in the list and the subject line is the exact same, so I'm not sure what I need to change?
@Anonymous
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.
The 'Sanitise' variable is the subject of the email
The output is 'Compose 2' which is the subject.
@Anonymous 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
@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?
User | Count |
---|---|
16 | |
16 | |
14 | |
9 | |
8 |
User | Count |
---|---|
27 | |
26 | |
24 | |
23 | |
15 |