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JJJenkins
Regular Visitor

Forms and Planner - Fill out 'Notes' area of Planner Task based on Forms Fields

I am very much missing the ability to fill out the Notes section of my Planner task with Fields from my Microsoft Form. Can we please get this functionality implemented. I keep checking every couple months to see if it's there and it isn't. It's a huge pain to have to copy all that info into my task by hand.

 

Thank you!

 

-Justin

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tom_riha
Most Valuable Professional
Most Valuable Professional

Hello @JJJenkins ,

you can update the Notes using the 'Description' field in the 'Update task details' action

image.png



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tom_riha
Most Valuable Professional
Most Valuable Professional

Hello @JJJenkins ,

you can update the Notes using the 'Description' field in the 'Update task details' action

image.png



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JJJenkins
Regular Visitor

Thank you so much! How do I get ahold of that task ID for the incoming action?

tom_riha
Most Valuable Professional
Most Valuable Professional

Hello @JJJenkins ,

in my example it's the 'Id' output from the 'Create a task' action that I used before to create the main task.



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Whatever I put in that field doesn't go to my Notes in PLanner task. Is there a bug? Did this work for anyone?

Sresnd
Regular Visitor

Hi. Can anyone verify if this doesn't work? I can't see either "Notes" or "Description" in Power Automate

In the "Update task" action, there is a "Description" field which maps to the Notes section of a task:

ChadVKealey_0-1659615676374.png

In the example shown, I'm populating it with a question named "Description" from a MS Form. What's not shown is the "Create a task" step that's just before this action. The "Task Id" field is populated with the ID of the task that was just created. I don't understand why more basic components of a task (like the Notes, Attachments/References or Checklist items) weren't included in the Create task action, but as long as those can be handled via the Update task details action, it's a minor inconvenience.

Hi @ChadVKealey 

Thank you for your reply. But I still don't see the text in the "Notes" field in the created Planner task.

Can you see what I'm doing wrong?

 

Thanks in advance

 

overview.JPGoverview2.JPG

I got it now. Thank you for your help 🙂

Did you view an actual flow run to ensure that:

1) The "Get response details" is retrieving the question's content correctly

2) The input is populating in the "Update task details" action

I'm running into a similar issue, what specifically resolved this for you?

DafyddVolkEvans
Regular Visitor

I can't get this to work does anyone have anything extra that they ran that can resolve this? No matter what I try the notes/description section on my tasks on planner in teams in empty.

What are you using to populate the "Description" field in the "Update task" action? Have you looked at an actual flow run to confirm that that data is what you think it is? 9 out of 10 times I help one of our users with this sort of issue, it turns out they're selecting the wrong dynamic content value to populate the field. Actually looking at the data in the flow really helps to clarify things.

soerendip
Regular Visitor

There is no description field appearing. Only "Has Description".

soerendip
Regular Visitor

Also, I cannot access the data from the orignal form. I am using the 'Create a task in Planner from Microsoft Forms and post message in Teams' template. I want to add more details to the panner.

No description field appearing where? As the saying goes, a picture is worth 1,000 words, so a screenshot of what you're seeing would be really helpful here. 

soerendip
Regular Visitor

soerendip_0-1698051368431.png

I would like to capture much more information than the title. For example, the email address of the creator, and certain answers from the MS Forms from.

 

 

As stated in the first reply to this thread, the description field is in the Update task action. So, you need to create the task, then add the Update task action to fill in things like the description, labels, etc. Yes, it's kind of a pain, but it's what you need to do. 

 

Assuming you've added the Get response details action, you should have access to the Responder email (if it's not an anonymous form) and the other answers provided in the response.

soerendip
Regular Visitor

How do I get information from the original form that I need to put into the task? E.g. I have a field asking the responders for their email - unfortunately MS Forms cannot validate that it is a valid email. At least not with the normal subscription (even though this is so basic). - So, I need to grab a few fields from the form answer and put it into the task. It would also be good to create a word document from the form, where all answers are dumped. It would also be great if users could go back to the form and update their answers. Is there a better tool than MS Forms that I should use for such purposes?

Thanks for your insights.

You need to use the "Get response details" action to, well, get the detailed response data (ie: answers to the questions). I always put that right after the trigger. Once you have that data in the flow, you can use it to create a file in a variety of formats. This video shows how to get it into a PDF: https://youtu.be/D_VD1MJemmM. Writing to a word document is mostly the same. If you search on YouTube, you'll find at least a few tutorials.

 

A recent update allows you to allow respondents to edit their responses after submission, but there are some catches. Notably:

  • This doesn't work with anonymous surveys (ie: those filled out by people outside your organization)
  • This isn't retroactive (ie: the option [most likely] won't be available in your existing surveys unless they were created recently; you might need to create a new form)
  • This is available only in personal forms (at this time); you can't use it in group-owned forms

See https://techcommunity.microsoft.com/t5/microsoft-forms-blog/you-can-now-save-and-edit-your-survey-re... for more details.

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