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bbloc17
Level: Powered On

Planner remove assigned user(s)

I have used Flow to create a Planner card when an item is added to a SharePoint list.  This also assigns users to the Planner card using a members field on the SharePoint list.  I can't find a way of using Flow to remove users from a Planner card when they are removed in the SharePoint list.  Can you add the ability to clear a user or all users from a Planner card?

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Planner remove assigned user(s)

Hi @bbloc17,

 

Could you please share a screenshot of your flow's configuration?

Do you want to remove assigned users from a Planner task when they are removed from your SharePoint list?

 

If you want to remove the assigned users from a Planner task when they are removed from your SharePoint list, I afraid that there is no way to achieve your needs in Microsoft Flow currently. If you would like this feature to be added in Microsoft Flow, please submit an idea to Flow Ideas Forum:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

In addition, you could consider take a try to find the specific Planner task and complete it when the assigned users are removed in your SharePoint list, then re-create a new Planner task without Assigned users. I have made a test on my side and please take a try with the following workaround:

  • Create a Planner task when an item is added in your SharePoint list:
    1.JPG

    Note: The Assigned to column is a Person or Group type column in my SharePoint list, which doesn't allow multiple selections.

         The flow works successfully as below:2.JPG

 

 

  • When the assigned users are removed from your SharePoint list, find the specific Planner task and complete it, then re-create a new one without Assigned users:
  1. Add a "When an item is created or modified" trigger, specify Site Address and List Name.
  2. Add a Condition, click "Edit in advanced mode", type the following formula:

 

@empty(triggerBody()?['Assigned_x0020_to']

     3. Within "If/yes" branch of Condition, add a "List tasks" action, specify Plan Id. Add a "Filter array" action, From set to output of the "List tasks" action, within condition box, left input box set to Title dynamic content of the "List tasks" action, right input box set to TaskName dynamic content of the trigger (Use the TaskName dynamic content as the Title of the created task mentioned within above screenshot), middle drop down, choose is equal to.

 

        Add a "Apply to each" action, input parameter set to output of the "Filter array" action. Within "Apply to each" action, add a "Update a task" action, Task Id field set to Id dynamic content of the "Filter array" action, the Process field set to Completed. Then add a "Create a task" action, Assigned User Id field set to empty.

 

Image reference:3.JPG

 

4.JPG

The flow works successfully as below:5.JPG

 

 

Best regards,

Kris

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Community Support Team
Community Support Team

Re: Planner remove assigned user(s)

Hi @bbloc17,

 

Could you please share a screenshot of your flow's configuration?

Do you want to remove assigned users from a Planner task when they are removed from your SharePoint list?

 

If you want to remove the assigned users from a Planner task when they are removed from your SharePoint list, I afraid that there is no way to achieve your needs in Microsoft Flow currently. If you would like this feature to be added in Microsoft Flow, please submit an idea to Flow Ideas Forum:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

In addition, you could consider take a try to find the specific Planner task and complete it when the assigned users are removed in your SharePoint list, then re-create a new Planner task without Assigned users. I have made a test on my side and please take a try with the following workaround:

  • Create a Planner task when an item is added in your SharePoint list:
    1.JPG

    Note: The Assigned to column is a Person or Group type column in my SharePoint list, which doesn't allow multiple selections.

         The flow works successfully as below:2.JPG

 

 

  • When the assigned users are removed from your SharePoint list, find the specific Planner task and complete it, then re-create a new one without Assigned users:
  1. Add a "When an item is created or modified" trigger, specify Site Address and List Name.
  2. Add a Condition, click "Edit in advanced mode", type the following formula:

 

@empty(triggerBody()?['Assigned_x0020_to']

     3. Within "If/yes" branch of Condition, add a "List tasks" action, specify Plan Id. Add a "Filter array" action, From set to output of the "List tasks" action, within condition box, left input box set to Title dynamic content of the "List tasks" action, right input box set to TaskName dynamic content of the trigger (Use the TaskName dynamic content as the Title of the created task mentioned within above screenshot), middle drop down, choose is equal to.

 

        Add a "Apply to each" action, input parameter set to output of the "Filter array" action. Within "Apply to each" action, add a "Update a task" action, Task Id field set to Id dynamic content of the "Filter array" action, the Process field set to Completed. Then add a "Create a task" action, Assigned User Id field set to empty.

 

Image reference:3.JPG

 

4.JPG

The flow works successfully as below:5.JPG

 

 

Best regards,

Kris

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

bbloc17
Level: Powered On

Re: Planner remove assigned user(s)

@v-xida-msft Thank you for the compehensive reply.  I have setup the same as you have shown.  I had looked at removing and re-creating the card but it seems a bit overkill Smiley Happy

 

I have added to an existing idea about expanding the planner update function in flow:

https://powerusers.microsoft.com/t5/Flow-Ideas/Planner-update-function-additions/idc-p/112833

 

 

bbloc17
Level: Powered On

Re: Planner remove assigned user(s)

@v-xida-msft I implemented this, but had to go back as I realised that I can't transfer comments to the new card - not good as comments are used to log useful infomation.  I guess I'll just have to wait and see if the the flow idea is implemented in future.

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