Відео

Oh I just noticed the super thanks, thank you! I think I replied to the rest of this in the last reply, but it just occurred to me that you could make your own button by putting the button web part and the list web part on a page. Then linking the button to the new form URL.

That's obnoxious. As a workaround, you could make a flow that is triggered when the form is submitted that sends all the values to a SharePoint list instead of Excel. Kind of tedious to set up, but it'd work fine (then use the SharePoint Online List connector in Power BI).

@ I’ll give that a shot! Thank you

The premium and standard plans are stored in completely different places with different data structures. The Planner connector in Power Automate will not get premium plans, you have to get those from Dataverse. This isn't something that was immediately obvious to people until they combined the UIs between the two tools, now people are bumping into this issue quite a bit. :/

@@bi-ome damn. Thanks for the reply!! Anyway to pull from dataverse without using power BI, say in a sharepoint list?

@ Not SharePoint, but you could use Power Query in Excel! It just wouldn’t have scheduled refresh (you have to push the refresh button)

I will be making a video on due date reminders - I haven't gotten to it yet! Doing the reporting videos for the list next, then will do the flow. I don't really recommend a canvas app here - it piles on a lot of complexity without adding much value. I would only go there if you had a handful of lists you wanted to use together (e.g. a list for projects, a list for tasks, a list for status updates, all related). Is there something specific you wanted to address with an app?

@@bi-ome Looking to have a way to easily manage tasks within my team, my concern with lists is my team needs something with a more simple interface (like a form) to input tasks and relevant information. Which is why the Planner app seems great but I can't figure out a flow that sends reminders with all the relevant information, particularly the date (for some reason it doesn't pick up the due date properly)

@@TheSwingSinghOfficial The list has a form though! It’s in the new-item button. Or is that hard for people to find? The way the reminders work is that they are scheduled flows and run once per day. You run a “list items” in SharePoint either a query filter on status (not complete), then compare the due date of each of the items in that array to today. You need to use an expression to format the dates to the same format for comparison (date without time). There’s a bit of a walkthrough that’s similar in the video description that has the expressions.

@@bi-ome I feel like it's more of a preference for them rather than hard to find, just a button that says "create new task" or something, but let me try and pitch this first and go from there. Looking forward to the reminder flow video. Also I may be forgetting but this list will automatically send an email to the employee when a task is assigned, correct?

@@TheSwingSinghOfficial Yeah, I get that people want a proper button - though it pays to have people be familiar with the MS Lists UI, because they are SO useful (all the "trackers" people build in Excel would be much better off as lists, etc). There's an option in the toolbar to create a "rule" for "when an item is modified, if assigned to changes, send an email to assigned to" you can create, or you could create a custom email with a flow (the gist of it being similar to the "on status change" flow video I did, but assigned-to). That's on my list, too. Basically, if you want to fully customize it, you have to put some legwork into customizing it. If basic Planner works for you, go with that. I am a bit so-so on premium Planner tbh.

Yeah it's weird - I didn't notice this until video 2 or 3, that's why it's not in this one :)

The flow would run on a schedule and get all task data that exists when it runs, so any existing tasks would be updated and any new tasks would be added (and deleted ones deleted). So yes, the data will update, but the flow itself doesn't need to be updated.

Make sure that the status field card you are comparing to is the status value, not the status - there's two with a similar name, the value is the actual text label in the field. Also the true comparator for the "has changed" is very picky - so don't use double quotes, the true function, or capital case or anything like that, just the word true. It needs to read as the boolean, not as text.

@@bi-ome Thank you! I think i know why its happening, i have an addition field populate when adding the update item under the true statement, "title", under "id" what should be populated here? i didnt see that happen in your video.

@@alexandracrispino For Title just set it to the title field from the trigger actions. Basically any required field will tend to do this, you just reset it to the same value it was previously with the matching field name (or the value equivalent for choice fields). I'm not sure why mine didn't, it usually does - maybe a modern UI quirk.

How you do this depends on your data structure, but you can query as many models as you want in the flow. Make sure whatever you’re looping over has all the distinct users across all queries, then filter the arrays for each of those queries on the username inside the loop. Then you can create CSVs for each query and attach them all to one email. It gets significantly more complicated if there’s cases where people have no data rows for one query or another, but conceptually you can query and filter as many things as you want in the flow.

This video gets the bucket names and IDs, do you need a count of tasks in a bucket, or what are you trying to tally? If you’re putting things into a SharePoint list, you might just put the tasks in a list to start with instead of Planner - one of my recent videos was how to do this and have it look like Planner. The views there will let you count and sum by group, and you could add story points as a column for Scrum.

answering my own question, yes you add filter array and filter CreatedDateTime starts with "2025" in quotes

Good solution!

I’m not sure either. Microsoft will be releasing a modern Gantt eventually, though! Date TBD, but it’s on the core visuals plan.

@ that is so needed! Do you have any link with info?

Good question, I did follow-up videos for getting “all my owned plans” here: ua-cam.com/video/mqGFbIGpCcw/v-deo.html and “a list of plans” here: ua-cam.com/video/1UfxETalb9E/v-deo.html 😀

If you search for those words in the code, you should be able to find where they are used and replace the text. You might have to tab through a few before you get to the likely one-

@bi-ome How to add some filed beside the "progress","start"... Thanks

😂 I'll get used to it eventually... I hope

Thanks! If you search in the code for the word "font" it will bring you to the place to change it - just replace the font names with your new fonts. I did an updated video here that explains how to change the colors also: ua-cam.com/video/5w1tdoCvyPM/v-deo.html

Yeah, the trigger condition is important, but it's not going to update the item willy-nilly because we have the conditional branch in there - it'll only update the item if the status changes and the new value is "complete". If it updates the item, it'll trigger itself a max of one extra time to re-check the conditions. The trigger condition can't check if a specific field changed, because we have to run a "get changes" action to get that info, but it can check the existing field values (e.g. current status) which keeps it from triggering overly much.

@ I found your vid in my quest to send 1 (and only 1) email after an approval flow, or, likewise, populate a calendar with 1 (and only 1) event after that approval. It’s unnecessarily hard with the tools MS have given us (with the potential change trigger loop). I’ve seen other clunky solution with a ‘memory’ field to track the last value of the approval result field, a necessity because MS cannot use versioned field values within the trigger condition itself. Sigh.

@@roelanddewindt Yes, sending the reminder email is on my list too. Reza has a newer really good video on approvals in Lists if you haven't seen that one, it doesn't handle reminders but it is very good. You're totally right that it's unnecessarily hard to make the experience good.

Only if the field is required - you’ll have to update anything that is set to required to reset it to the same value that it already is (Power Automate foible). Is yours multi or single value?

To clarify, if your assigned-to field is single value, you can set the field to use the dynamic content card for your assigned to "claims" by inserting that (or email) and it will reset it to the current value. If your assigned-to field is multivalue, it becomes substantially more difficult because it wants the claims in an array, so you have to for-each on the assignees field to append to an array variable and then insert that in the array editor (it's the little "T" icon next to the field, erase whatever is in there and put in your appended array variable). At the end of the day, if you don't NEED a field to be required, it's easier to just ... set it to not required. That way you don't need to re-set the fields every flow run.

It'd be tricky to get them in the same row... theoretically anything is possible if you learn Deneb though. :) As a hacky trick, if your content is very short you could try using a measure to concatenate all the text into one value and display that, but it'd require some DAX (concatenatex() is what you'd want there).

The team coincides to the Microsoft 365 Group, right? Off the top of my head I think the group is in the "owner" columns on the task and project tables, and I think there was one with the group name - that should do it. The team membership is in a related table also if you need that - that'd let you create a dimension out of it to filter both projects and tasks if you relate it with the group ID.

Looks like this person has a video on how to get second highest: ua-cam.com/video/fe9Pv7vOzL4/v-deo.html I also had luck getting the top 2 rows instead of 1 row, then getting the top 1 of that sorted ascending instead of descending - so bottom of 2 rows (e.g. SecondHighestProduct = SELECTCOLUMNS( TOPN( 1, TOPN( 2, VALUES('Product'[Product Name]), [Latest Fiscal Year Sales], DESC ), [Latest Fiscal Year Sales], ASC ), "ProductName", 'Product'[Product Name] )

Is it in the JSON file? If it stops at 500 tasks, you need to enable pagination. See the FAQ linked in the description for how to handle pagination and larger plans-

Make sure you reset the assignees variable at the end of the loop as shown, or it will keep tacking on values from all the prior tasks onto each task as it goes. Also check your loop nesting, I think I saw one other person had this happen and it was a mis-nested step

@@bi-ome That was it ! Thank you !!! Because i don't need flags, i completely ignored that step :D

😆 The completed date is important, you’re right! You might also want due date reminders… that’s on the list too haha

@@bi-ome Yes, but that trigger will function a little differently. It will assure the due date is always in the future 😸

@@barttrudeau9237 Well, only if you don’t want it to keep reminding people who are extremely tardy 😆 But yeah, it will check the due date for sure!

It sounds like there is an issue with your for-each loops. Like things are not nested properly or you’re not looping over exactly the right values-

I think I responded to this but it popped up again for me - you count the rows on the array (not the HTML) with length() and use an if-condition on that - if it’s >0 send one email, if not send the other email.

Ok. Is it possible to show me the flow?

It still works for me today on Version: 2.139.1576.0 64-bit (January 2025). I would try pasting in the exact measure name and waiting a good 30 seconds and see if it pops up? Sometimes it takes way longer than you expect. I tried creating a couple new measures in a new file to test and they do eventually come up, but it took a long while. If they don't, if you put in the name exactly the same and hit submit it usually resolves with a blue underline.

Yeah, I have since started turning on UI zoom - can't go back and fix the old ones though!

Doing anything that involves writing to the premium Planner tables is an unholy pain - you have to go through the Project Schedule API, not the Dataverse connectors. It’s something for more of a Dynamics developer type role… technically any of us can do anything, but the time investment that would be required for me to do it would be very high, and I wouldn’t enjoy it. I also don’t necessarily want to reinvent the wheel - Microsoft is pouring development effort into unifying the task experience into a single UI that includes premium and basic Planner together right now, so likely anything I do in that direction will be obsolete in a year. Hence I’m sticking more to the reporting side because that feels pretty stable. But if you’re interested, the thing that tends to help to search for is Project Operations content, because it’s built on the same tables and people put apps on it!