cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Use Power Automate to add Assigned To to Task in P4W based on Roll

I have a plan to assign the assigned to field in a task in Project for the Web based on the roll (a custom field I plan for the task list). However, in dataverse when you update a row in tasks, there is no field for Assigned To.  In fact there is no field for Assigned to in the table in Power Apps either.  How does the user get associated with the task in Project for the Web?

1 ACCEPTED SOLUTION

Accepted Solutions

assignedto.PNG

when you look in the Project Tasks table there is no value that matches the assigned to value, there is no field for it and when I use power automate to "get rows" on the Project Tasks table there is no matching values.

 

What I have found is the Bookable Resources Table and the Resource Assignment Table, the Resource Assignment table holds the assigned to person.  Now it's a matter of figuring out which ID is needed to use Power Automate to create the Resource Assignment.

View solution in original post

8 REPLIES 8

Hello @jlynch92009,

 

Try Searching Owner Field instead of Assigned to. Because when you set Owner Field with Update automatically the record will be Associated to the Assignee.

 

Please mark as Answer if it is helpful and provide Kudos


Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA
Blog : https://microsoftcrmtechie.blogspot.com

 

 

when I look in "Project task" table, I see Owner, but that data does not match with the assigned to person on the task.  I also looked at the related table "Owning User" but again, there is no correlation between that and assigned to in Project for the Web.  Does anyone know which table contains the Assigned To user?

Hello @jlynch92009,

 

Can you please share me the screenshot from DataVerse which field you are referring.

 

Please mark as Answer if it is helpful and provide Kudos

 

Subscribe : https://www.youtube.com/channel/UCnGNN3hdlKBOr6PXotskNLA

Blog : https://microsoftcrmtechie.blogspot.com

assignedto.PNG

when you look in the Project Tasks table there is no value that matches the assigned to value, there is no field for it and when I use power automate to "get rows" on the Project Tasks table there is no matching values.

 

What I have found is the Bookable Resources Table and the Resource Assignment Table, the Resource Assignment table holds the assigned to person.  Now it's a matter of figuring out which ID is needed to use Power Automate to create the Resource Assignment.

ps6000
Regular Visitor

Did you end up finding the right table and field?  I am unable to find the right one.

Joshua_DixiData
Frequent Visitor

I'm also looking for this field, has anyone figured out why it doesn't appear in the PowerApp but does the Dataverse yet?!

I have not tested a solution all the way through in Power Automate, but I think I have honed in on the topography you're after while I was trying to build a "My 3-week look ahead tasks" view.  

 

The Resource Assignments table holds all of the individual records for the Project Tasks table associations that appears as the "assigned to" People Picker in Project for the Web.  If you want to trigger a flow that will grab the people assigned to a new task or people added to a task, you use the Dataverse connector for "When a row is added, modified or deleted" and point that action to your Project Tasks table.  

Next, add an action to List Rows for the Resource Assignments table and filter the rows by msdyn_taskid eq <Project Task ID> dynamic content from the trigger.  Now you have a concise list of all of the resource assignments that have been added to the project task in question that can then be used to execute other actions in your flow.  The shortcoming of the logic above is that the Project Task might not register as having been modified when you add a resource, so more testing may be needed.  You could always try triggering from the Resource Assignment table and harvest the metadata from that trigger to populate another table.  

 

This is the relationship I leveraged to display resource assignments based on Bookable Resource = current user.

 

Hopefully that gives you some additional breadcrumbs to chase.

Joshua_DixiData
Frequent Visitor

Thanks @actual_darlingAfter 3 months of "support" with Microsoft, apparently retrieving a bookable resource in a Power App is a "customisation"?!?! 😵 Crazy as I can get all the other fields in the table apart from "Assigned To"...

I'm currently experimenting with using the formula field on the table as a new column, as this allows me to replicate the `Bookable Resource` without the need of an additional Power Flow. Its at the stage of trying to finalise an accurate join between this replicated field and the Users table, so I can have confidence it won't cartesian join etc. (challenges around one task having multiple assignees, sigh). 

Hopefully I'll be able provide a further update soon! 

Screenshot 2023-08-22 at 10.04.01.png

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!   This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions in the Forums to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersNumber of SolutionsSuper UsersNumber of Solutions @anandm08  23 @WarrenBelz  31 @DBO_DV  10 @Amik  19 AmínAA 6 @mmbr1606  12 @rzuber  4 @happyume  7 @Giraldoj  3@ANB 6 (tie)   @SpongYe  6 (tie)     Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Community MembersSolutionsSuper UsersSolutions @anandm08  10@WarrenBelz 25 @DBO_DV  6@mmbr1606 14 @AmínAA 4 @Amik  12 @royg  3 @ANB  10 @AllanDeCastro  2 @SunilPashikanti  5 @Michaelfp  2 @FLMike  5 @eduardo_izzo  2   Meekou 2   @rzuber  2   @Velegandla  2     @PowerPlatform-P  2   @Micaiah  2     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 3:Community MembersSolutionsSuper UsersSolutionsPower Apps anandm0861WarrenBelz86DBO_DV25Amik66Michaelfp13mmbr160647Giraldoj13FLMike31AmínAA13SpongYe27     Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Week 4:Community MembersSolutionsSuper UsersSolutionsPower Apps DBO-DV21WarranBelz26Giraldoj7mmbr160618Muzammmil_0695067Amik14samfawzi_acml6FLMike12tzuber6ANB8   SunilPashikanti8

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (1,092)