If you’ve been following my series on how to get Planner data (basic Planner, not premium) with Power Automate, you may have noticed that there is not a “completed by” user name or ID field available as a dynamic content card. We can still get the completed-by data using direct references to the JSON output… Continue reading: How to get “completed by” user data for Planner
Power Automate actions produce JSON outputs. Depending on the connector you’re using, you can oftentimes reference these using the built-in dynamic content cards that appear in the UI. But what happens when you want to reference something that’s NOT in the dynamic content card list? Option 1: Use PowerFX to reference values You’d use this… Continue reading: How to parse or extract specific things from Power Automate JSON outputs
When you’re working with Dataverse sources in Power Automate, there’s a few hoops you need to jump through – particularly when you’re working with lookup and choice-type fields. When you insert a dynamic content card for a Dataverse choice field into an action, such as if you’re sending an email or approval and want to… Continue reading: Dataverse Choice Fields: How to get the text value in Power Automate
Setting form fields in Power Pages via the URL – meaning that when someone clicks a link, certain fields are pre-set according to content in the link – can be done with JavaScript in Power Pages! The documentation on this is a bit light, and Chat GPT was not very useful in writing code to… Continue reading: How to set Power Pages form fields via URL parameters (including lookup fields)
So I completely re-worked the way I did this in my YouTube video, here’s the new method. I’ve not yet had time to go through and re-write the associated blog article but wanted to leave the post here in case there’s any links persisting out there. Please see the video for the most up-to-date instructions!… Continue reading: Get Planner checklist/subtask items using Power Automate
If you’re looking for a simple no-code way to get Microsoft Planner data, Power Automate is the way to go. We can create a scheduled flow that stores the data in a SharePoint Online path, then connect to that file with Power Query in Power BI or Excel! Create a Scheduled Power Automate flow In… Continue reading: Get Planner data with Power Automate
If you’re using SharePoint lists for any kind of ticket or request management, you are likely to want to track how long it took to complete the request. We can do this automatically using Power Automate to set a “close date” date-type field. First, make sure you have a “close date” or “completion date” field… Continue reading: Tracking “days to complete” a SharePoint list item request
A good Power Automate approval flow has the following: This article is part of a series on doing request management with Microsoft Lists, so you might check that out as well! Power Automate makes it really easy to make a basic approval flow, but unfortunately it comes with none of the above out-of-the-box. I would… Continue reading: How to design a GOOD Power Automate approval flow
Reminders are an important part of any approval process. Microsoft published an article in their Power Automate blog about using parallel branches for reminders. The technique shared there is my preferred method as well – but if you read through the comments (note: you need to be logged in to see comments on the site),… Continue reading: How to create approval reminders in Power Automate (including timeout error handling)
Power Automate emails will send email from the mailbox of the account that owns the Exchange connection in the flow by default (meaning if you own the connection, it’ll come from your user account). If you want your flow to look more professional and keep all of the messages “together” in one centrally accessible place,… Continue reading: Send Power Automate emails from a shared mailbox!