How To Create A Planner Task When A Microsoft Form Is Submitted
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- čas přidán 31. 07. 2024
- This Microsoft Power Automate tutorial will demonstrate how to create a task in Planner from Microsoft Forms. Specifically, it will demonstrate how to create a Planner task when a Microsoft Forms is submitted. A Microsoft Form to Planner task or MS form to planner task integration can be implemented using Microsoft Power Automate. As such, this video will demonstrate how to build a Microsoft Flow create Planner task from forms workflow. Using a Microsoft Power Automate forms to planner workflow, you can create Microsoft Planner task every time a Microsoft Form response is submitted. Additionally, this video will also demonstrate how to insert Microsoft forms response details into the notes or description field of the Microsoft Planner task. As a bonus, this Power automate MS Forms to Planner and link Microsoft forms to planner tutorial will demonstrate how to create Microsoft Planner tasks in different boards conditionally based on the responses provided at a question on a Microsoft Form survey. For example, when the response value "Complaint" is selected on a Microsoft Form designed to collect customer feedback is selected, a planner task will be created in a Microsoft Planner board titled "Complaint". Additionally, this video will demonstrate a way to link Microsoft form to planner, how to connect Microsoft forms to planner, and how to create planner task from Microsoft Form all using Microsoft Power Automate. Lastly this tutorial will answer the following questions: Can a Microsoft form Create a Planner task?, How do you integrate forms into Planner?, How do you integrate Power Automate with Microsoft Forms?, How do you use Power Automate to create tasks in Planner?
FREE - DOWNLOAD A COPY OF THE POWER AUTOMATE FLOW CREATED IN THIS TUTORIAL FOR FREE HERE: bit.ly/4b19jbo
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VIDEO REFERENCED IN THE TUTORIAL:
How To Find The Team ID Of A Team In Microsoft Teams
• How To Find The Team I...
PLAYLISTS
How To Use Microsoft Teams:
• Microsoft Teams Tutorials
How To Use SharePoint Online:
• How To Use Microsoft S...
How To Use Microsoft Power Automate:
• How To Use Microsoft P...
Timeline
0:00 - Start
0:37 - How to create a Microsoft form
2:17 - Create a task in Planner when a Microsoft Form response is submitted using Power Automate
5:47 - Configure create a planner task workflow action in Microsoft Power Automate
9:00 - Configure workflow to populate MS Form responses in Planner task description
11:36 - Test the workflow to create planner task from MS forms response
12:19 - Create planner tasks in different boards conditionally based on MS form responses
#microsoft365 #powerautomate #tutorial
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This is by far the best step by step tutorial I have seen on automating tasks by form responses! THANK YOU!
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!
Thank you so much for putting the video together! I look forward to building the form and automation myself :)
You're very welcome and thanks for watching
Hi Lui, your video was just amazing. Very well said and explained. You just saved my day! Thank you :)
Yirurw welcome and thank you for watching
This helped me to solve a productivity issue for my team and was an amazing and simple explanation. thank you!
I'm glad you found this helpful and thank you for watching
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
Great description - many thant for that 🙂
You're very welcome and thanks for watching
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
Actually outstanding content. So detailed. Thanks 👍
@rossanderson4641 You're very welcome! Thanks for watching!
Great video, really useful
Glad it was helpful!
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?
Hi Lui! I have a question. Can you add the trigger to go to more than one Group ID?
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.
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?
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
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
Hi, this is awesome! Thanks! Do you know if it's possible to set the text in the responses within Planner bold?
Unfortunately not. You cannot apply text formatting unless you use custom code in Power Automate.
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!
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. czcams.com/video/lHe8FlM4-iM/video.html
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?
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?
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!
@@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!
@@shaunpauldoherty886 did you ever get a response for how to save the attachments?
How about having an attachment in the form and show the link on the card?
The blue Add Dynamic Content option is showing up for me? How can I change this?
@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.
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!
Hello, I've followed your steps@@LuiIacobellis, but my description got collapsed and does not respect the shift/passage to the next line
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?
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
hello sir, that was am,azing video, how did you pipe those values in the description column?
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?
You are welcome. You can follow the steps from 11:15 of this video: czcams.com/video/lHe8FlM4-iM/video.html to pass attachments - It will require modification as you're not using the SharePoint actions of course.
helpful! can it also have a checklist?
Yes when you create planner tasks you can also add checklists.
can we assign the task to someone on the teams group where the planner was created?
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
Where are the steps to enter the hard coded content that you used for the description? Do you have a video for that?
I'm referring to 10:58 of the video
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?
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!
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
I have the same......
"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.