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abbyamante
Frequent Visitor

when file is created - create a task in planner with an attachment from the file that was created

Hello Power users!

I have a very little knowledge in using flow and this project that i have requires an expert. So, here's my use case.

 

There are files created daily in my SP site document folder and these files are assigned to a user to be worked on daily. I also have a SP list containing the names of the user that is assigned to a file (the file that's created daily). I have a flow the create's the task in planner daily using the SP list with the user assigned. Now, i need to create a flow to attached the file to the task that is already created.

 

I tried to use the "update task details" action and using a file path but the file path is not translating into a clickable link so it will be hard to find the exact file. and i have no idea how exactly i will match the file to the correct task.

 

Here is my flow creating task daily.

abbyamante_0-1634180378964.png

 

here is my SP list with user assigned: (the file name will always be the same so i thought it would help if i use the file name as a unique ID so i added it on the SP list. (File name on SP document folder is equal to SP list File name Column)

 

abbyamante_1-1634180621961.png

 

As always, i appreciate any help and thank you in Advance!

 

2 REPLIES 2
eric-cheng
Solution Sage
Solution Sage

Hi @abbyamante ,

 

Will all the files be in the same folder or will they be in the subfolders?  Conversely, will the FileName column also also show folders e.g. /foldername/filename.extension?

 

Also, would storing the files as attachments to the list items be an option?

 

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Yes there will be a subfolders. see picture below:

abbyamante_0-1634218552019.png

but the file name will not show the folder. only "Filename.xlsx".

 

if storing the attachments to the list will help to create a task in the planner and include the attachment, yes it is optional.

 

Thank you

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