You can follow this variant of the last video you watched which talks about when there are multiple attachments. You'll get them all linked in 1 task! kzbin.info/www/bejne/e2GUfGqArL6cbs0
@juxingjiejie3 күн бұрын
Can I use a shared email box to create a planner task?
@Collab365Күн бұрын
Yes, I believe if you use a slightly different trigger - When an email arrives in a shared mailbox (v2). You will need permissions on that mailbox but should work for you in the same manner.
@DanZech5 күн бұрын
Great explantation! Thank you very much!
@Collab3652 күн бұрын
Glad it was helpful!
@PabloMartín-g9f7 күн бұрын
Thanks for sharing. It works very well. But can it be more complicated? jeje, could the entire email also be attached? In .eml format so that when you open it, it opens in the Outlook application?
@Collab3656 күн бұрын
To save the email itself would require interaction with the Outlook application which a cloud flow cant do natively. However, that said, Power Automate Desktop can interact with your apps and can also be called to take action from a Cloud flow. So its potentially feasible. Licences would be needed for that as it is what's called RPA (Robotic Process Automation). There are potentially also other solutions to automatically save emails to a location now we have Agents within Microsoft 365 so that's one I might explore in a future video. Will tag you in as and when I get to that one.
@andyhamilton474120 күн бұрын
Mate this is mint and just what I needed, however, as another person has written, it will not trigger no matter what I do, I drag new and read emails into the folder and nothing, will not start, what am I doing wrong (checked connectors and folders)
@Collab36519 күн бұрын
I'll have a look into that. Seems to happen for some. Really odd. As an alternative, if there are subjects that indicate an email for planner ..that's easy to grab direct from the inbox. Will do a video of I can see what's happening for you.
@Collab36516 күн бұрын
Doing some research, apparently the trigger is a little unreliable - this is what one post said "However, it doesn’t seem to be reliable. You might need to write a trigger that runs on a timer instead and just accept that there will be lag." The idea of a scheduled flow that reads a folder might be a good option then. Using Get Emails instead would allow you to target the folder. You would need to then cycle through each using an Apply to each. I'll do a video for this if you like as it's a little different.
@TimRiley-m5w20 күн бұрын
Great Video, Thank you for taking the time to post this. Could this be done using Dataverse data instead of Sharepoint List?
@TimRiley-m5w20 күн бұрын
Also, Would this only work if the app is left open? What would happen if the app was closed once the timer has started?
@Collab36520 күн бұрын
Absolutely. It's rely just about connecting to date wherever it is. The syntax for Dataverse work is slightly different but its not too hard to figure out.
@Collab36520 күн бұрын
There is an issue with knowing about the times when opened and closed when the app is effectively killed off in memory. There are workarounds but we haven't got a video on those yet.
@TimRiley-m5w20 күн бұрын
@@Collab365 I'd be first inline for that one. My alternative is to have a two separate forms, one to start and one to finish linked by the primary key (A scanned QR code in my case) and then i plan to use a roll up column to calculate them, referencing the user email and qr code.
@Collab3658 күн бұрын
@TimRiley-m5w new video incoming on Sunday evening for one solution we have found to the problem. Interested in your thoughts and whether you'd want to see how we've done parts of this. Nothing too complex, just a rudimentary 'state' saved to the SharePoint list so it knows if the app has crashed or been closed during a time recording activity.
@denisfirat53121 күн бұрын
Very nice and comprehensible video, good job :D
@Collab36520 күн бұрын
Glad you liked it!
@clareyang541524 күн бұрын
thanks you this video is very useful and a neat solution. I can see why the alternative was designed because normally update query is override existing values, however look like 'Update task details' is appending attachments to existing values.
@Collab36520 күн бұрын
thats right. Its updating where you want an update. If a value existed in a field, it would still overwrite if that's what you instructed the action to do. However if you don't add a new value, what's there remains.
@clareyang541524 күн бұрын
Thank you! The video is very useful. I was about to ask what if I have multiple attachments, then I find out it is your other video kzbin.info/www/bejne/e2GUfGqArL6cbs0 ! I am very grateful for your help!
@Collab36519 күн бұрын
Yes I wanted to show a few angles on this same use case. Hope they both helped!
@Collab36524 күн бұрын
FYI here are some example operators along with the Column Types (there are more. Add a reference if you have a good one in the comments) TEXT - eq, ne, contains, startswith, substringof NUMBER - eq, ne, ge, gt, lt, le Dates and Times - eq, ne, gt, ge, lt, le Boolean - eq, ne, true, false
@wjameswilliams24 күн бұрын
Don't forget to index any columns you filter on, or this will stop working when you have more than 5000 items in your list 👍
@Collab36524 күн бұрын
Sounds like I need to add that tip on. Somewhere. Thanks James !!
@Jdotnick25 күн бұрын
Very useful and quick primer. Thank you!
@Collab36519 күн бұрын
Hope its helped. Lots more to learn in PAD but its a great tool
@sandipthakur41726 күн бұрын
This is a great video, easy and quick to understand. This helped me creating a feedback tracker in no time. :)
@Collab36526 күн бұрын
Glad it helped!
@wildo809Ай бұрын
Thank you for sharing this! The flow works great for email with attachments but I can't get it to work for emails without them. Would this be a simple tweak, such as moving the update task details step outside of the attachment loop? Sorry I'm very new to this 😬
@Collab365Ай бұрын
Glad it helps. You can do something after you first of all run the 'create a task' if you dont mind whether there is an attachment or not (to avoid all those attachment tasks). What you can do is place a condition as the 2nd step in the flow. In that condition you will want to test whether there are attachments or not in the email that just arrived. So to set this up, your condition has to have a new test to look for ANY attachments. Set it up with the left hand side containing the 'Has Attachments' Dynamic content from the 'When A New Email Arrives (v3) trigger'. Have the test set to equals and the right hand value equal to 'true'. You are saying 'are there any attachments on the email yes or no?' Now with this in place, move the whole of the next Apply to each into the true leg. Setting up what to do if it finds any and also to decide what kind. This will now read, if an email has ANY attachment, what sort is it? If its a genuine one, apply the steps to get them and add them to the task. Otherwise, don't. Back in the false leg of the first Condition check (are there any attachments) you can simply have update task details as all you want is to add information to the existing planner task. If you also want to update the task details when there are attachments but they are just inline images (catering for all scenarios) then you can also add the update task details to the True leg of your original Apply to each loop - which is now inside the one where you test for Has Attachments. There are other ways but if this makes sense to you, have a go and let me know how you get on? Good luck :)
@wildo80916 күн бұрын
@Collab365 thank you unfortunately I couldn't get this working based on my understanding of your response, but that is probably more down to my technical ability. Maybe a topic for a future video 🤔😁
@Collab36515 күн бұрын
@wildo809 I'll add to the list for sure. Removing manual steps is one of the super powers for Power Automate so anything I can do to help, happy to :)
@oliviahonegger508Ай бұрын
I have followed all the steps twice and when I run a test it works. But when I simply move an email to the folder in outlook it is not activating the process. What am I doing wrong?
@Collab365Ай бұрын
Hmm that sounds odd. I do find in the first test I did, it took a while for the Power Automate trigger to wake up from a move of an email but so long as you are connected to the correct folder, it should work. It's worth checking the connection you are using. Is it an authorised user of the outlook mailbox you are monitoring and have you selected the specific sub folder in the trigger action?
@evm6177Ай бұрын
Nice.. 👍👍
@Collab36525 күн бұрын
Thanks for the visit
@fishboy9090Ай бұрын
Thank you so much this is extremely useful! Just a quick Q. I'd really like to have the email body show as the task's description. I've added a new field called "Body" to the Document Library where we save attachments and I can populate that field in update file properties, but I can't seem to the pull that over to the planner task details :/
@Collab365Ай бұрын
When you create the entry in the Document Library using the 'Create File' action and store the Email 'Body' Im assuming in a column, you have the details available then in dynamic content from that action. When you get to the 'Update task details' action, the second field should be 'Description'. If you click dynamic content, you should see the 'Description' column from SharePoint (you might have to click 'See More' on the action...always catches me out). If you are stuck and also a member of the Academy, I'd be happy to pop into a quick call to help if need be. Just DM Jon Manderville in the Academy.
@Collab365Ай бұрын
As mentioned in the video, some others to try : OpenWeatherMap API Purpose: Provides weather data including current weather, forecasts, and historical data. Example URL: api.openweathermap.org/data/2.5/weather?lat={latitude}&lon={longitude}&appid={Your_API_Key} Usage: Useful for applications needing weather updates, potentially for event planning or logistics. REST Countries API Purpose: Offers information about countries such as name, population, area, borders, and more. Example URL: restcountries.com/v3.1/name/{country_name} Usage: Ideal for applications that require data about countries for shipping, demographics studies, or educational purposes. Public APIs for Currency Exchange Rates (ExchangeRate-API) Purpose: Provides current and historical foreign exchange rates published by central banks. Example URL: api.exchangerate-api.com/v4/latest/USD Usage: Useful for financial services, ecommerce sites calculating prices in different currencies, or salary planning in global companies.
@Thor_Underdunk_CaballerialАй бұрын
If you are experiencing issues with daylight saving hours fucking up your dates by a day when importing this data into PowerQuery, BI, Excel etc, this might be resolved by the following.. Ensure that your Sharepoint date column is set to Date AND TIME, and ensure the time is set to an hour or two past the default, which is midnight. When daylight saving kicks in and pulls it back by an hour, it will no longer be 23:00 the previous day. If you are using a date picker in PowerApps and Sharepoint as your back end, you can either set the hour to default to 2am or 3am.. or you can change coding in the update field of the datacard to something like "DataCardValue34.SelectedDate + Time(Value("3"), Value("0"), 0)". Ensure your regional settings for everything is set to local. Good luck.
@celinevankoningsbrugge384Ай бұрын
Thanks so much for this, after some minor issues it finally works!! For some reason the planner I wanted to add this flow to wasn't part of a group, so I had some issues in the 'list tasks'- step. For anyone else having this isse, the groupid of your designated list is to be found in the URL and can be copy pasted in the groupid field :)
@Collab365Ай бұрын
really glad you got it working ok. Yes the group is the important part to be able to see the Planner itself. Thanks for sharing how you got around it.
@nazarkamal8831Ай бұрын
Excel power pivot DAX
@Collab365Ай бұрын
Here is the linked video I mention where AI is used to help set up the Custom Connector parameters. You can use this technique with any API documentation to help you connect more 3rd party services > kzbin.info/www/bejne/ipvEnH6oqq-efLc Here are the details used in the video so you can copy/paste if you'd like to: URL - nominatim.openstreetmap.org/reverse?lat={lat}&lon={lon}&format=json JSON example response { "place_id": "123456789", "licence": "Data c OpenStreetMap contributors", "osm_type": "way", "osm_id": "987654321", "lat": "51.50354", "lon": "-0.12768", "display_name": "10 Downing Street, Westminster, London, England", "address": { "house_number": "10", "road": "Downing Street", "suburb": "Westminster", "city": "London", "county": "Greater London", "state": "England", "postcode": "SW1A 2AA", "country": "United Kingdom", "country_code": "gb" } } Some sample lon/lat data to use in testing long = 51.50354 lat = -0.12768 format = json
@Collab365Ай бұрын
Here is the linked video where I consume the connector in a Power App > kzbin.info/www/bejne/fZnOYYuHg7CGh7s
@brittanyhul7989Ай бұрын
Super helpful, thanks!
@Collab365Ай бұрын
glad it helped. Always open to other videos where people get stuck - if I can figure out the answer ;)
@mikeerickson6817Ай бұрын
Great video, thanks! I stumbled upon it trying automate sending an email from my inbox to a folder, then to a Loop plan in Planner, which would appear in the Loop app because I'd also automate assigning the Planner task to myself. Unfortunately, the solution isn't working. Do you know if that's doable? I suspect using Loop is causing the issue. I have to enter custom value info for the connection between the folder and the plan, which makes me think PowerAutomate isn't linking to Loop.
@mikeerickson6817Ай бұрын
Nvm. This randomly started working. 🤷♂
@Collab365Ай бұрын
thats happened to me before. All these videos are solutions that will work as I'll have built them to do the recording however, we do see changes from time to time where MS have changed the way a connection works or an action...which breaks them :( glad this isn't that!
@Sissie1962Ай бұрын
This worked, thank you! 😊
@Collab365Ай бұрын
Glad it helped!
@brandoncox469Ай бұрын
Not sure why, or how, but this doesn't work. At least not anymore.
@Collab365Ай бұрын
@brandoncox469 what are the symptoms for you? Can you still see and create an instant flow in your Power Apps Studio? It's working for me still so Im interested what the challenge is for you.
@mikeontko15Ай бұрын
Similar experience here. My instance of using the Run() function in PowerApps that's associated with a related Flow will not allow the entry/passing of any arguments. I get the error, "Invalid number of arguments: received 1, expected 0."
@Collab365Ай бұрын
I've seen that error myself. Let me see if I can replicate to know what might be happening for you
@KeirStiegler6 күн бұрын
@@mikeontko15 I ran into this - you need to add inputs in the power automate trigger, save the flow, refresh the flow in power apps, and the .Run function will expect the number of inputs you created in power automate.
@KeirStiegler6 күн бұрын
The syntax in the .Run command is slightly different now. For example, I have a flow where the power apps trigger has 4 text inputs, labelled Label1/2/3/4. To reference those inputs with the power apps button, the command looks like this: FlowName.Run(Label1.Text,Label2.Text,Label3.Text,Label4.Text)
@the-lettereАй бұрын
So direct and easy to understand! Should I tell my friends about this? 0:17
@Collab365Ай бұрын
please do :) spread the word. We have lots more vids you can enjoy we hope
@MattLisikiewiczАй бұрын
This worked fantastically for my test case. However, the client that's emailing me sends an xlsx attachment (which I want), plus another random attachment with no discernable file type (that I don't want). How could I capture only the Excel file and not any other file types? Great video, very helpful!
@Collab365Ай бұрын
@MattLisikiewicz thanks for the thumbs up :) To answer your question, what you could do, is either replace the "IsFolder" condition with a condition to test the file extension (and ignore anything that isnt .xslx). To do this you have a few options. You can do a bit of work before the condition to set these up. Use a compose and hook into and store the "Filename with Extension" property from the "When a File is Created (Properties only)" action. Using a little string manipulation you can slice off the .xlsx part and test only for that or use a "contains" when you test that piece of data in your condition. Either way could work. If you need a little more help and are an Academy member, pop me a DM and I would be happy to schedule a quick chat to help if needed.
@harvortiz4756Ай бұрын
Nooo, don’t ever go back to Classic!! Calendars can be made as List! Said Microsoft😮 PowerAutomate is our friend!
@johnnale8903Ай бұрын
I can't even follow step-by-step how you arrived at what you got. This isn't effective at being a tutorial.
@Collab365Ай бұрын
Hi, we've seen a lot of change over the last year in Power Automate. We'll re-run the solution and update - hopefully answering your questions as we go! Will pop an update real soon.
@Collab365Ай бұрын
I hope this version is easier to follow. Pop any questions in and we can help you get working :) kzbin.info/www/bejne/gpCsqWSMd7B3mJY
@juxingjiejieАй бұрын
It looks like every time, if we want to add email attachments in the Planner, we need to put email attachments in the SharePoint first, then we can add to the Planner.
@Collab365Ай бұрын
Yes that's correct in this video. I could not find a planner action (even via the API) which will add files directly - they had to be done using a link (which could be any location that is accessible with a URL) However, there may be a way to do it directly using the JSON and file content. We just haven't tried to go that deep yet.
@teriko4569Ай бұрын
But there's no way of knowing who added the event to their calendar? 😞
@Collab365Ай бұрын
you could potentially edit the JSON to include the original record author if you wanted that to be included. it will be a piece of data in the original record in the event list.
@wjameswilliamsАй бұрын
You're welcome, Jon 👍 Great to see that the flow is running more efficiently now. If you were really pushing the envelope on efficiency, I'd suggest a filter before the loop to trim the array down to just attachments that are not inline, then run the loop on the output of that filter action instead. I'd probably remove the compose action too; once the compose action has revealed to you the correct expression, you should be able to copy and paste it out into the other action. Shame it's not available there from the handy drop down menu!
@Collab365Ай бұрын
yeah I think the unavailable part is potentially the new designer. Im going to have a play and yes, agree, it makes a lot of sense to cut out un-necessary calls. Im working on a test to see if I can train an AI model to ingest Power Automate flow JSON at the moment and evaluate / provide feedback. If I can see it working even to a small degree, I'll do a quick vid to gather thoughts. Imagine everyone having a James in their pocket to lend a hand! :)
@ddell4995Ай бұрын
Thanks very much for this! Am new to planner and interesting to see use of variables and arrays.
@Collab365Ай бұрын
I'm about to post a replacement for this as well which simplifies the flow somewhat. I'll add the link back to this vid as well so you can find it but the new one is much more efficient at completing the task in hand. thank you to @wjameswilliams for pointing that out :)
@wjameswilliamsАй бұрын
Could you not just have moved create task above the original loop?
@Collab365Ай бұрын
ha. yes most likely!
@Collab3652 ай бұрын
The second prompt is this: lets call the rules you just applied to the JSON file "anonymising rule 1" perform "anonymising rule 1" on this new file but align the new anonymous names and email addresses in the JSON file you just gave me to the people who are present in this new file which is formatted as a csv. follow this rule - if a name or email exists in the JSON you just created and in the the csv file I just uploaded, align the data in the csv file using "anonymising rule 1". You may not find column names which align exactly so give me the options as you see them and let me choose. Also for the rest of the data in the csv file, just apply "anonymising rule 1". an example will be JM exists in the JSON file now (because you have anonymised his name from Jon Manderville). In the csv file, if you see any record where a field which may be a name shows Jon Manderville (ignoring the case and spaces that may be there), then apply JM as the new entry. Equally for his email address, write "removed". I therefore expect to see JM in both files where previously it would have contained Jon Manderville. if you see a record in the csv file which is Fraser beadle, because he does not appear in the JSON file, just apply "anonymising rule 1". return the output in a csv format. Ask me any questions but also summarise what you plan to do before acting so I can be sure you have understood.
@Collab3652 ай бұрын
The first prompt uses this as an outline: I have a file here with progress of individuals across all my courses. i want you to anonymise the user_display_name and user_email in this file (substitute with a made up name). retain continuity of names. if a value is present which looks like an email, replace with the word "removed". I want you to specifically take care to remove the records where there is a reference to email in the item name "email". and example of a user_display_name that I want removing is "user_display_name": "Jon Manderville", an example of a record I want back in the new file will be "user_display_name": "JM", an example of a user_email that I want changing is "user_email": "[email protected]", an example of a record I want back in the new file will be "user_email": "Removed", also remove any other references to the person who was in user_display_name and also any reference to an email which matches the user_email I want the response back as a JSON file called Anonymised_data_v1.json ask me questions before you proceed if you want clarification.
@davidnelson84952 ай бұрын
Please create a video on how to trim x number of trailing characters in a sharepoint library with multiple files. I have 10 excel files that have 16 characters in the filename that contain date/time string. I would like to remove all of these data/time extensions with a PA flow.
@Collab3652 ай бұрын
will do! its now on my list :) keep watch for it popping in.
@Collab365Ай бұрын
I have a question for you in your use case @davidnelson8495 For your filenames, are they all the same in terms of format i.e does every one have the same length name with the same number of characters at the end representing the date? I ask because removing say 16 chars from the end of every file is quite routine. However if there is a lot of variance to how the date is formatted, it can sometimes be more sensible to reach for a slightly different solution. Let me know and I'll share the simple and then a more complex option if you are prepared to pay for what's called a premium licence in Power automate (unlocks an ability to use Power Automate Desktop where a great option called regular expressions can be used to dynamically spot and filter out dates from any string)
@txlady10492 ай бұрын
My Word documents do NOT have the Expiry Date option on Quick Parts. I can't find anything about it when I search, either. Looked in Word help, looked online, nothing.
@Collab365Ай бұрын
That field is present because I added the column into my Document library. It was my mistake that I called it 'generic across documents' because it isn't. It's only there if you add as a column in the library. Pop a video in to clarify how you set that up. Apologies for that!
@Collab365Ай бұрын
I've popped a video in which I hope will help kzbin.info/www/bejne/mImviXaIZpuMoas
@txlady10492 ай бұрын
For me, the flow I created was turned ON, with the option to turn it OFF. Other than that, nice tutorial. Thank you
@Collab3652 ай бұрын
Yes during the demo, I had been messing with the flow :) Always good to remember you can turn off your flows though if you have finished testing and want to wait to enable them
@iamintractable18052 ай бұрын
I don't want to see the delegation triangles which is why I use a collection. Changes made to the data by other users running the app or directly in SharePoint do not cause the Named Formula to update (big drawback). In these cases, I have to refresh the Named Formula. So, if I have to update the Named Formula....I don't see any added value over having the app update the data source, and then apply the exact same updates the collection. Also, the Maker does not always handle direct changes to Named Formula's very well. If you have a complex app, it may throw hundreds of errors.
@ddell49952 ай бұрын
Thanks for this! Is there a way to have the flow save all attachments and have them stored under one single planner task? At present mine is creating separate planner tasks for each email attachment.
@Collab3652 ай бұрын
Yes, I think that would just need to be a slight restructure of the flow. I'll have a look and pop you some ideas.
@chrisvdnb2 ай бұрын
I am also wondering how to do this. Interested in if you find a solution.
@Collab3652 ай бұрын
Yep, I found a neat way to do it without much restructuring. I'll do a video and post it for you in the next week.
@ddell49952 ай бұрын
@@Collab365 super, thanks!
@photepsjourney2 ай бұрын
Hey :) Awesome video. But I have a question: If I try to follow your steps, I´m not able to create the task like you do it. I receive an error saying: Im missing some connection. SO I cant find my groups and plans. But outside of the condition it works. Do you have a hint?
@Collab3652 ай бұрын
Yes. that will be to do with the connection to planner service most likely. Are you able to navigate to any plans outside of power automate? When you first set up a planner task, it may ask you to set up permissions to planner. I'll see if I can replicate how that will work for you and give some advice.
@tloumanamela92652 ай бұрын
Hi there. i trust all is well. i am currently looking for a perfect LMS so I was considering Canvas, but PowerApps looks more flexible. I have built a prototype... maybe you'd kindly look at it and let me know if it is possible to build it in PowerApps.
@isiomah50622 ай бұрын
I’m doing it exactly like this but for some reason my values show up as “count” eg count of price, count of production cost. How can I undo that??
@SoulCalmingWithAzooz2 ай бұрын
There is no Vertical Section!!
@Collab365Ай бұрын
This demo was for a Team site. The options for Communication and Team sites are different and you may not see a vertical section depending.
@FangorzJeseniku2 ай бұрын
Hello thank you for awesome video :-). Pleace can you give me advice? I would like to also for each e-mail create a folder named as subject of the e-mail, so I can keep the files organized and not on one hoard :-).
@Collab3652 ай бұрын
that would be absolutely possible. Its just a case of choosing the correct action to do that within the loop. There is a "Create new folder" action which you can use and then using the Subject from the email, pop that in as the folder name :)