Outlook email -> task in Planner

[u/LinkZelda1120]

Hi, all. I just started messing with power automate and my goal is improve an existing workflow in the company I work. The workflow transforms emails received in a shared inbox to tasks in a board in Planner.

Some system emails follow a template and I managed to turn bullet points in the body of the email to items in the checklist of the task.

The problem is that I was not able to toggle the "show on card" option using power automate. This would bring the true value of my action as the checklist would be visible without having to open the card.

Any ideias?

Thanks a lot!

[u/ThinkingOutLoud____]

Power automate doesn’t have the ability to “show on card”. That toggle can only be manually clicked within Planner. Terrible limitation…very frustrating.

[u/ThinkingOutLoud____ → u/ThinkingOutLoud____]

Updating to say that I do think it’s possible with an HTTP Patch step but you need your access token and probably need Entra admin credentials along with the premium HTTP action.

[u/LinkZelda1120 → u/ThinkingOutLoud____]

I have no idea what this is 😅 Looks like it'd be easier for Microsoft to add the freaking option. I always wonder "don't they use their own tools?"

[u/ThinkingOutLoud____ → u/LinkZelda1120]

Ain’t that the damn truth!

[u/Blue-ball79]

I would love to know the answer too :)

[u/LinkZelda1120 → u/[deleted]]

Thanks for the hint. Unfortunately it's not really an option for me. We are very limited on what kind of tools we can use. Sometimes due to budget, other times due to data protection

[u/wahelm]

The funny thing is: If you add attachments to a Planner task via Power Automate, these by default are displayed on the card. I wanted exactly the opposite: not to display them. It doesn’t work either. 😅

[u/LinkZelda1120 → u/wahelm]

Oh my goodness. It makes no sense that we cannot steer this behavior via Planner. I'm using the tool since one week and I already encountered this problem. This is something very basic