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BrendanMichaud
Regular Visitor

Completed Planner task triggers creation of a new page in OneNote with all task details


Goal: When a task in completed in Planner, create a new page in OneNote with all the details of the completed task.

The flow is straightforward(see screenshot)

Question:
How do I get all the details from the completed Planner task to populate in the new OneNote page?


When I plug in task dynamic functions to the "Page Contents" section, I don't get any of the notes, comments, checklists, etc in the newly created OneNote page.

Use Case:
OneNote's global search feature is fantastic for reviewing old tasks. We want the completed tasks in Planner to be auto-archived in OneNote so we can review them when required - which is a lot for our industry. 

8 REPLIES 8
FLMike
Multi Super User
Multi Super User

Hello,

 

I apologize I can't run the specific action right now to see whats missing (the Trigger I mean).

But you can use

Planner Actions:

-Get a task

-Get task details

-Get plan details

 

Does that help? You should be able to pull it all.

 

I believe to get the Categories you have to use the Graph API Call, but otherwise I believe you would be golden.

 

please let me know if you have any questions.


Cheers
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Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

Hi FLMike, thanks for responding/
Are you saying to use Get Task/Get Task Details/Get Plan Details inside the Page Content section of the "Create a Onenote Page in a Section" or as separate Flow steps?

Sorry, I'm completely new to coding and Power Automate, so the logical steps of a flow aren't so logical for me to comprehend.

No,

 

I was saying in the flow with the Trigger for when a Task is Complete, you said you want all the details. You need to use those to help you get all the details, so you can add them to the OneNote like you wanted.

 

I couldn't remember what "all" details are in the Trigger itself, but the trigger will have the Task ID which you can then use to get all the details about the task, because I dont believe they are ALL returned in the trigger.

 

Does that help?
Cheers
If you like my answer, please Mark it as Resolved, and give it a thumbs up, so it can help others
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

BrendanMichaud
Regular Visitor

Played around with that - got it to create a new OneNote page with the Task title and a few other details I need, but I'm not getting the full results I'm hoping for. 
Get a Task/Get Task Details/Get Plan Details don't list options to pull the details entered by an user in the Notes/Checklist/Comments fields of a Planner task.  Those are my priorities to archive in OneNote, and they aren't listed at all in the Dynamic Content options. 

I'm sure there's a way to do this, but my complete lack of coding knowledge is a detriment - I'm probable not asking in the right way to find a solution.

Hello,

 

Let me take a look at them. If you cannot, you can easily use a graph API call using the taskid and get them.


Cheers
If you like my answer, please Mark it as Resolved, and give it a thumbs up, so it can help others
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

Thanks Michael, my lack of experience with coding strikes again. I don't know what Graph API is or how to use it.
I was hoping Power Automate would be easy to use for a non-coder - and it is in a lot of ways - just not for what I wanted to do. 

Hi,

 

my apologies didn't get a chance to look this weekend. I will take a look today.

 

As for Graph API, its a Web API interface to thousands of API calls you can make across Microsoft platforms (Such as AD/Planner/Outlook etc)

 

Its each to use from a Flow but I need to verify what things are missing from the actions.


Cheers
If you like my answer, please Mark it as Resolved, and give it a thumbs up, so it can help others
Thank You
Michael Gernaey MCT | MCSE | MCP | Self-Contractor| Ex-Microsoft
https://gernaeysoftware.com
LinkedIn: https://www.linkedin.com/in/michaelgernaey

No need to apologize, I'm not expecting you to solve this - I just appreciate that you replied with suggestions which point me to what I should learn on my end. 

Here's a screenshot of a dummy task.
I'm looking to copy over literally everything to OneNote, But as a bare minimum:
1. Task Title
2. Start Date/Due Date/Completion Date

3. All Notes

4. All Checklist Items

5. All Comments

If I can get tags, assignments, attachments, etc. -  that would be amazing too, but I can live without them. 

BrendanMichaud_0-1695675708888.png

 

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