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

[@LuiIacobellis]

FREE - DOWNLOAD A COPY OF THE POWER AUTOMATE FLOW CREATED IN THIS TUTORIAL FOR FREE HERE: bit.ly/4b19jbo ❓Looking for support with an issue or to get a response to a question - submit it here: asqme.com/@LuiIacobellis 🔔JOIN THE SHAREPOINT LIST FUNDAMENTALS PRE-LAUNCH ENROLLMENT - LIMITED SPOTS AVAILABLE🔔: bit.ly/3yIiE9D

[@AdminAssistant-t1j]

This is by far the best step by step tutorial I have seen on automating tasks by form responses! THANK YOU!

[@LuiIacobellis]

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]

This helped me to solve a productivity issue for my team and was an amazing and simple explanation. thank you!

[@LuiIacobellis]

I'm glad you found this helpful and thank you for watching

[@sweetmalaria]

Hi, thank you very much for the good and interesting video! Do you also have an easy way to add attachments from Forms to the Planner?

[@AbideenIdowu-o4s]

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]

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.

[@hessamvali5143]

How about having an attachment in the form and show the link on the card?

[@EverythingHVACR]

you ever figure this out?

[@hkrm53]

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

[@franciscodelgado7353]

This is all I was looking for. Thank you so much!

[@LuiIacobellis]

You're very welcome

[@jakeatkinson8697]

Hi, This is soooo useful! I have a form that asks whether the request is a priority or not, how can I amend it to change the priority based on the answer? Thanks

[@rossanderson4641]

Actually outstanding content. So detailed. Thanks 👍

[@LuiIacobellis]

@rossanderson4641 You're very welcome! Thanks for watching!

[@TheSongThao]

Hi Lui! I have a question. Can you add the trigger to go to more than one Group ID?

[@shaunpauldoherty886]

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]

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]

@@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]

​@@shaunpauldoherty886 did you ever get a response for how to save the attachments?

[@_Gamera]

did you ever get a response for how to save the attachments?

[@AdoréeMakusztak]

If you require submitters to include an uploaded document, how do I automate that document being added as an attachment to the task?

[@sk8ingdawg123]

Thank you so much for this tutorial. I was able to create just what I needed.

[@LuiIacobellis]

That's awesome! Thanks for watching.

[@BillKics-d6w]

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?

[@HelenGiffear]

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?

[@rilesw7576]

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]

I have the same......

[@LuiIacobellis]

"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.

[@nikolaoszacharakis9533]

Hi Lui, your video was just amazing. Very well said and explained. You just saved my day! Thank you :)

[@LuiIacobellis]

Yirurw welcome and thank you for watching

[@marka2983]

Very informative. Looking forward to seeing your other content.

[@LuiIacobellis]

Thanks! Glad you found it helpful.

[@MarcSmith-f2k]

Cool video, thank you for your help.

[@LuiIacobellis]

Glad it helped

[@872aneta]

Thank you so much for putting the video together! I look forward to building the form and automation myself :)

[@LuiIacobellis]

You're very welcome and thanks for watching

[@KenMaguire]

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]

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

[@Crochet_bro]

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.

[@matanderson]

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]

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

[@franconasello6160]

Hi, this is awesome! Thanks! Do you know if it's possible to set the text in the responses within Planner bold?

[@LuiIacobellis]

Unfortunately not. You cannot apply text formatting unless you use custom code in Power Automate.

[@DevilDocPlays]

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.

[@Seth-l8f]

Will you be creating another video for ms forms to planner premium?

[@LuiIacobellis]

Was there a specific use case you wanted covered for planner premium? Premium should not affect the use case covered in this video

[@sethruiter7666]

⁠I can’t see to get the flow to work with planner premium (limited to no power automate flow for premium)

[@Seth-l8f]

@@LuiIacobellis I really want to know if there is a workaround as planner premium doesn't show in the planner connector in power automate. I want to leverage planner premium, but I have a request form vias MS Forms that flows into planner that is critical to my planner process.

[@michellerocholl2677]

@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]

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]

Hello, I've followed your steps@@LuiIacobellis, but my description got collapsed and does not respect the shift/passage to the next line

[@Sunshinelovepeach]

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]

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. kzbin.info/www/bejne/onnIaXmigplgn68

[@AnnaLeinert]

Great description - many thant for that 🙂

[@LuiIacobellis]

You're very welcome and thanks for watching

[@dominicatuahene7303]

hello sir, that was am,azing video, how did you pipe those values in the description column?

[@williamparma249]

helpful! can it also have a checklist?

[@LuiIacobellis]

Yes when you create planner tasks you can also add checklists.

[@adrixCastillo]

can we assign the task to someone on the teams group where the planner was created?

[@LuiIacobellis]

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

[@kennychanniago9866]

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]

You are welcome. You can follow the steps from 11:15 of this video: kzbin.info/www/bejne/onnIaXmigplgn68 to pass attachments - It will require modification as you're not using the SharePoint actions of course.

[@DerekSellar]

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?

[@crystalcastellanos5244]

The blue Add Dynamic Content option is showing up for me? How can I change this?

[@amycarlson7159]

Where are the steps to enter the hard coded content that you used for the description? Do you have a video for that?

[@amycarlson7159]

I'm referring to 10:58 of the video

[@steprockmedia]

That is actually really easy and very cool.

[@LuiIacobellis]

Glad you found this helpful

[@zindymarin4538]

Great video, really useful

[@LuiIacobellis]

Glad it was helpful!

[@16vjohnny]

Nice man. Thanks.

[@LuiIacobellis]

@16vjohnny You're very welcome! Thanks for watching!

[@DebraNordone]

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]

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!