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?
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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:
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:
@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:
The flow works successfully as below:
Best regards,
Kris
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:
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:
@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:
The flow works successfully as below:
Best regards,
Kris
@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
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
@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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