Re: Creating workflow with sharepoint and planner

heathR2 · ‎10-05-2023

Hi,

I am mid-flow and have encountered the limits of my knowledge on PA.

So far, my workflow will create a Planner task from my Sharepoint list whenever a new entry is created in Sharepoint. The task generates a specific checklist, assigns a user, and has a due date. This then also triggers other items in other columns (Sharepoint) to have new values.

What I would like to do next is to work into the workflow the following conditions:

1) When the checklist of a task is ticked off completely in Planner, this will automatically update the task as complete, which will update a specific column value to update (re - 'In progress' > 'Completed').

3) If the due date passes, but the task has been marked as complete (because the checklist being completed did this automatically), there will be no change in any values as the changes have already been triggered by the first step (above).

3) If the due date for the task passes, but the checklist has not being ticked off fully, this triggers a similar update in a Sharepoint column item but with a different value (re - 'In progress' > 'Breach') and a separate overall Status column value (re - 'On track' > 'Off track').

I am at the beginnings of this workflow but the conditions above will recur continually from E2E.

Any help would be appreciated.

sandeepstw · ‎10-05-2023

Hi There,

Use the "When a task is completed" trigger in Power Automate for the Planner. Use the "Get task details" action to get the checklist details. Set up a condition to check if all checklist items are marked as completed.

If true (all items are complete), use the "Update item" action for SharePoint to change the column value to 'Completed'.

Use a recurrence trigger in Power Automate to periodically check tasks. Utilize the "List tasks" action for Planner and filter by due date.

For each task, get the checklist details. Set a condition to check if the due date has passed and checklist is incomplete.

If true (due date passed and checklist not complete), use "Update item" action for SharePoint to change the column value to 'Breach' and 'Off track'. Else if the task is complete, no further action is needed.

Please give kudos and mark as solution if it helps.

Thanks,

Sandeep Mishra