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How To Create A Planner Task When A Microsoft Form Is Submitted 

Lui Iacobellis
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13 окт 2024

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Комментарии : 57   
@LuiIacobellis
@LuiIacobellis 5 месяцев назад
FREE - DOWNLOAD A COPY OF THE POWER AUTOMATE FLOW CREATED IN THIS TUTORIAL FOR FREE HERE: bit.ly/4b19jbo 🔔JOIN THE SHAREPOINT LIST FUNDAMENTALS PRE-LAUNCH ENROLLMENT - LIMITED SPOTS AVAILABLE🔔: bit.ly/3yIiE9D
@AdminAssistant-t1j
@AdminAssistant-t1j Год назад
This is by far the best step by step tutorial I have seen on automating tasks by form responses! THANK YOU!
@LuiIacobellis
@LuiIacobellis Год назад
You're comment is incredibly fulfilling, so thank you! This video took me a little more than usual to produce but I was satisfied with the result and you're comment only further validates my feeling! Glad I could help!
@DanielLopez-nm3tv
@DanielLopez-nm3tv 7 месяцев назад
This helped me to solve a productivity issue for my team and was an amazing and simple explanation. thank you!
@LuiIacobellis
@LuiIacobellis 7 месяцев назад
I'm glad you found this helpful and thank you for watching
@geography_guy335
@geography_guy335 9 дней назад
This was an awesome video. Is there a way to have power automate send out an e-mail or mobile notification? I set up notifications on the form but I couldn't figure out how to do it in power automate.
@hessamvali5143
@hessamvali5143 8 месяцев назад
How about having an attachment in the form and show the link on the card?
@hkrm53
@hkrm53 7 месяцев назад
Hi! Thank you for providing the info which is so helpful! I have a question about the format of the date. When we fill info in forms, the date shows like “dd/mm/yyyy” whereas reflected “yyyy-mm-dd” in power automate. Do you know how to change the dates format in power automate from forms? Like id like to reflect same formats as “yyyy-mm-dd” from forms
@rossanderson4641
@rossanderson4641 4 месяца назад
Actually outstanding content. So detailed. Thanks 👍
@LuiIacobellis
@LuiIacobellis 3 месяца назад
@rossanderson4641 You're very welcome! Thanks for watching!
@872aneta
@872aneta Год назад
Thank you so much for putting the video together! I look forward to building the form and automation myself :)
@LuiIacobellis
@LuiIacobellis Год назад
You're very welcome and thanks for watching
@nikolaoszacharakis9533
@nikolaoszacharakis9533 11 месяцев назад
Hi Lui, your video was just amazing. Very well said and explained. You just saved my day! Thank you :)
@LuiIacobellis
@LuiIacobellis 11 месяцев назад
Yirurw welcome and thank you for watching
@HelenGiffear
@HelenGiffear 10 месяцев назад
He Lui - this is an AWESOME tutorial. I do have an issue while creating from my form. I have to use the ID due to the form being in the group and it not appearing. This makes the create a task Title limited to just the responder's Email, Submission time, and Response ID and not the fields that I need to create the task - how do I fix this issue?
@shaunpauldoherty886
@shaunpauldoherty886 Год назад
This was very useful for me - thank you! Would it be possible to include a field in the form for user to include an attachment? And the attachment will appear in the planner task?
@LuiIacobellis
@LuiIacobellis Год назад
Sorry for the delay! I believe this is possible however, I've not implemented this myself in the past. I'd suggest posting the question over on the Microsoft Tech Community if you need assistance with setting up the flow to do this. Thanks for watching!
@shaunpauldoherty886
@shaunpauldoherty886 Год назад
@@LuiIacobellis thank you. There is a function to add attachment but it doesn't appear in the task so I'll check out the tech community. Cheers!
@rossanderson4641
@rossanderson4641 4 месяца назад
​@@shaunpauldoherty886 did you ever get a response for how to save the attachments?
@AbideenIdowu-o4s
@AbideenIdowu-o4s Год назад
Great video, It was easy to follow. Thanks for this. I have a question, exactly from 9:35 in the video when you talked about assigning Labels. in my form, there is a question that allows one to select one or multiple options, so I wanted to assign a Color label from planner to each of the options in my form such that if that option is selected in the form, the assigned Color label automatically appear in my bucket. However, I realised that once I switch the values of the Labels in planner to “Yes” as said in the video at 9:35, the Color label switched to “Yes” constantly appears in my bucket regardless of whether I have chosen the option I assigned to it in the form. Is there a way to go around this? Although I was thinking we may have to enter a custom value and use the “if” function. Thanks for your help
@jamesprice4871
@jamesprice4871 26 дней назад
Based on my limited knowledge of this video, I'd say you'd have to create a step for each color and reference the data of the form again.
@KenMaguire
@KenMaguire Год назад
Thanks a lot Lui. An incredible tutorial. Is there a way to automatically tick the "Show on card" checkbox for notes in the planner task? Thanks you
@LuiIacobellis
@LuiIacobellis Год назад
I'm glad you found this video useful! Based on my testing there does not appear to be a way to enable show on card from the power automate workflow action. Hope this helps and thanks for watching
@franconasello6160
@franconasello6160 Год назад
Hi, this is awesome! Thanks! Do you know if it's possible to set the text in the responses within Planner bold?
@LuiIacobellis
@LuiIacobellis 10 месяцев назад
Unfortunately not. You cannot apply text formatting unless you use custom code in Power Automate.
@TheSongThao
@TheSongThao 8 месяцев назад
Hi Lui! I have a question. Can you add the trigger to go to more than one Group ID?
@BillKics-d6w
@BillKics-d6w 10 месяцев назад
Reading all these comments is encouraging, because I realize it must be me but I have no idea what I'm ding wrong I followed it completely. The second action keeps failing. Under the outputs it fails. Does anyone have any suggestions?
@AnnaLeinert
@AnnaLeinert 11 месяцев назад
Great description - many thant for that 🙂
@LuiIacobellis
@LuiIacobellis 11 месяцев назад
You're very welcome and thanks for watching
@kennychanniago9866
@kennychanniago9866 9 месяцев назад
thank you for the great video❤ i have a question.. what if there's an jpeg attachment in the form submitted, and i want to attach that attachment to my planner?
@LuiIacobellis
@LuiIacobellis 8 месяцев назад
You are welcome. You can follow the steps from 11:15 of this video: ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-lHe8FlM4-iM.html to pass attachments - It will require modification as you're not using the SharePoint actions of course.
@dominicatuahene7303
@dominicatuahene7303 5 месяцев назад
hello sir, that was am,azing video, how did you pipe those values in the description column?
@matanderson
@matanderson Год назад
Any change you can do a video where you can move the attachment from a form into planner ? Im using this as a service desk and wanted to see if they could add a photo?
@LuiIacobellis
@LuiIacobellis 11 месяцев назад
I'll add this to my backlog. I have a tutorial coming out soon that demonstrates how to create a Sharepoint List item from a Microsoft Forms response and in that video I demonstrate how to fetch the attachments from the MS Form Response and add them to SharePoint list item. You could also use the steps outlined to accomplish your use case. However
@Sunshinelovepeach
@Sunshinelovepeach 8 месяцев назад
Thank you so much for this! I am having issues when pulling the task details, the output to Notes of the generated task is inclusive of other characters that were not hard coded or part of the values I selected. Example: REQUESTER: ["Test"] how do I remove the [" "] from my output? Second, the my source Form submission has a step requiring an attachment upload. Is it possible to have the sharepoint url generated from this upload populate into the Notes section of the task as well? I attempted to do this by adding the update task details description hard code line for "attachments" and then selected dynamic content linked to that question in the form. The output i get is inclusive of a link but it also included a bunch of other characters as well. I'm a novice, any help is appreciated!
@LuiIacobellis
@LuiIacobellis 8 месяцев назад
Unfortunately I've not experienced the issue you're experiencing before. I'd suggest posting your issue with screenshots over on the Microsoft tech community. On the second point, I have another tutorial that includes the steps you would need to follow to pass the attachment to the planner task. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-lHe8FlM4-iM.html
@DevilDocPlays
@DevilDocPlays 2 месяца назад
So how can we update a single column in lists using the same form but referencing the ID that was created by lists? Basically they select a new item option on the form it creates the list with the data that they enter like start time and item. They can then go back to the same form and select enter end time. I want it to update end time for that ID and nothing else.
@williamparma249
@williamparma249 Год назад
helpful! can it also have a checklist?
@LuiIacobellis
@LuiIacobellis Год назад
Yes when you create planner tasks you can also add checklists.
@16vjohnny
@16vjohnny 2 месяца назад
Nice man. Thanks.
@LuiIacobellis
@LuiIacobellis Месяц назад
@16vjohnny You're very welcome! Thanks for watching!
@zindymarin4538
@zindymarin4538 Год назад
Great video, really useful
@LuiIacobellis
@LuiIacobellis Год назад
Glad it was helpful!
@michellerocholl2677
@michellerocholl2677 Год назад
@luilacobellis, can you tell me, once i have the the flow to create a Planner task, how do I set up the flow to make one of the answers to a question in my Form show up in the "Notes" section in the planner task? One of the questions on my form asks for the desription of the change. I want that answer to show up in the Notes section of the planner task.
@LuiIacobellis
@LuiIacobellis Год назад
Hi there, I actually cover this in the video. All of the fields in my example in the video are embedded in the notes of the task. Hope this helps!
@myriempirotte7148
@myriempirotte7148 9 месяцев назад
Hello, I've followed your steps@@LuiIacobellis, but my description got collapsed and does not respect the shift/passage to the next line
@amycarlson7159
@amycarlson7159 8 месяцев назад
Where are the steps to enter the hard coded content that you used for the description? Do you have a video for that?
@amycarlson7159
@amycarlson7159 8 месяцев назад
I'm referring to 10:58 of the video
@crystalcastellanos5244
@crystalcastellanos5244 10 месяцев назад
The blue Add Dynamic Content option is showing up for me? How can I change this?
@adrixCastillo
@adrixCastillo 8 месяцев назад
can we assign the task to someone on the teams group where the planner was created?
@LuiIacobellis
@LuiIacobellis 8 месяцев назад
You could do this but in the approach outlined in the video you would need to hard code the person into the flow. You'd need to come up with additional methods to dynamically assign it to a user
@DerekSellar
@DerekSellar 2 месяца назад
Does anyone know how I can amend this flow so that it can create a planner task when there's an attachment but also still create a planner task when there's no attachment?
@rilesw7576
@rilesw7576 11 месяцев назад
At 7:45 my only option is "List of response notifications Response Id" I click that and then it automatically goes to "Apply to each" from "Get response details" and nothing shows up in the task portion. What am I doing wrong? I'm following your steps exactly
@leguitenileda8904
@leguitenileda8904 10 месяцев назад
I have the same......
@LuiIacobellis
@LuiIacobellis 10 месяцев назад
"List of response notifications Response Id" is an old deprecated Flow Action. I'm not sure if you are re-using a flow that you started building a while ago or a recent once. I'd suggest logging out and back into PA and then starting to create your flow once more from scratch.
@DebraNordone
@DebraNordone Год назад
I want my task to be created by the person who filled out the form yet it keeps being created by me. I am the one who created the form, but why is it passing my info as the task creator? Can you help point me in the right direction?
@LuiIacobellis
@LuiIacobellis Год назад
Unfortunately, you cannot alter the property of created by with the Planner create task connector. This isn't support by the workflow action at this time. Hope this helps!
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