cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
roxy1
Helper IV
Helper IV

Comparing a SharePoint List Task ID column to a Planner Task ID

Hi,

I am trying to create a flow that runs monthly that compares a SharePoint List Task ID with a Planner Task ID. Any that do not have a match I would like an email to be sent with the task ID and title of task.

 

The reason for this is that we want to do a check to make sure that any list item that has been run to automatically create a task, has not had the task accidentally deleted from the planner.  Or a task wasn't created directly onto the Planner - as all tasks come directly from new list items via an automated flow. Unfortunately even with staff training this occasionally happens!

 

My flow so far which does not work....!

 

(Please also note that the SharePoint list I mentioned does get updated automatically with the TaskID in a column when the task is created)

 

Screenshot 2022-10-19 112921.png

1 ACCEPTED SOLUTION

Accepted Solutions

You'd need to check both ways. Planner Tasks that aren't in SharePoint, and SharePoint Tasks that aren't in Planner.

 

Below is how I'd do it where you get an HTML table for each scenario that you can email out. Note that I've just got a Manual trigger, but you would have your Schedule. I'll go through each of the actions.

grantjenkins_2-1666436069984.png

 

List tasks and Get items return all the Planner tasks and SharePoint (SPO) tasks respectively.

grantjenkins_1-1666436009314.png

 

Select Planner Tasks and Select SPO Tasks just get the properties you want. Note that they both need to have the same Properties including names so we can do our comparison across both later. You can add more properties, but you just need to ensure they are the same across both, including the order.

grantjenkins_3-1666436150405.png

 

The Filter array actions are where we filter to show only the ones that are not included.

 

Filter array Planner tasks not in SPO uses Output from the Select Planner Tasks action for the From, and Output from the Select SPO Tasks in the comparison.

 

Filter array SPO tasks not in Planner users Output from the Select SPO Tasks action for the From, and Output from the Select Planner Tasks in the comparison.

 

They both use item() for the does not contain value.

grantjenkins_4-1666436420342.png

 

Create HTML actions build up our tables with the relevant data so we can send it in our email.

 

Create HTML table Planner tasks not in SPO uses Filter array Planner tasks not in SPO.

 

Create HTML table SPO tasks not in Planner uses Filter array SPO tasks not in Planner.

grantjenkins_5-1666436581024.png

 

Compose Table Style is just some CSS that we can use to style our Tables a bit nicer. You can adjust this to your liking. It's not required but does make the tables look nicer than the standard style.

grantjenkins_6-1666436646775.png

 

Finally, we can use Send an email to send both the Tables with the Styling applied. I have the Output from the Compose Table Style first, then the appropriate HTML table Outputs.

grantjenkins_9-1666436882151.png

 

The email output would look something like that below:

grantjenkins_10-1666436928578.png


----------------------------------------------------------------------
If I've answered your question, please mark the post as Solved.
If you like my response, please consider giving it a Thumbs Up.

View solution in original post

2 REPLIES 2

You'd need to check both ways. Planner Tasks that aren't in SharePoint, and SharePoint Tasks that aren't in Planner.

 

Below is how I'd do it where you get an HTML table for each scenario that you can email out. Note that I've just got a Manual trigger, but you would have your Schedule. I'll go through each of the actions.

grantjenkins_2-1666436069984.png

 

List tasks and Get items return all the Planner tasks and SharePoint (SPO) tasks respectively.

grantjenkins_1-1666436009314.png

 

Select Planner Tasks and Select SPO Tasks just get the properties you want. Note that they both need to have the same Properties including names so we can do our comparison across both later. You can add more properties, but you just need to ensure they are the same across both, including the order.

grantjenkins_3-1666436150405.png

 

The Filter array actions are where we filter to show only the ones that are not included.

 

Filter array Planner tasks not in SPO uses Output from the Select Planner Tasks action for the From, and Output from the Select SPO Tasks in the comparison.

 

Filter array SPO tasks not in Planner users Output from the Select SPO Tasks action for the From, and Output from the Select Planner Tasks in the comparison.

 

They both use item() for the does not contain value.

grantjenkins_4-1666436420342.png

 

Create HTML actions build up our tables with the relevant data so we can send it in our email.

 

Create HTML table Planner tasks not in SPO uses Filter array Planner tasks not in SPO.

 

Create HTML table SPO tasks not in Planner uses Filter array SPO tasks not in Planner.

grantjenkins_5-1666436581024.png

 

Compose Table Style is just some CSS that we can use to style our Tables a bit nicer. You can adjust this to your liking. It's not required but does make the tables look nicer than the standard style.

grantjenkins_6-1666436646775.png

 

Finally, we can use Send an email to send both the Tables with the Styling applied. I have the Output from the Compose Table Style first, then the appropriate HTML table Outputs.

grantjenkins_9-1666436882151.png

 

The email output would look something like that below:

grantjenkins_10-1666436928578.png


----------------------------------------------------------------------
If I've answered your question, please mark the post as Solved.
If you like my response, please consider giving it a Thumbs Up.
roxy1
Helper IV
Helper IV

 you so much @grantjenkins I really appreciate your time in helping with this, and your screenshots. I am having issues now filtering the tasks by created date but I will do a new post for this query!

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 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 SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (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. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     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 Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   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 Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

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