☑️ Flow Templates: Automate Creation Between Microsoft Tasks and Finalcad

Step

Action objective

Fields to fill
In the "Parameters" section

When a new task is created

Select the Planner plan from which you want to retrieve tasks.

• Group Id

• Plan Id

List buckets

Select the Planner plan from which you want to retrieve tasks.

• Group Id

• Plan Id

Setup - Project

Select the Finalcad project in which elements will be created

• Organization ID

• Project ID

Project - Create observation
or
Project - Create a Form

Choose the module and template of the element

For observations

• Observation Module ID
  The module in which you want to create elements
  To find the ID:
  1. On Finalcad Web, open the module of your choice
  2. In the URL, you can find the Observation Module ID just after "module/"

• Observation Category ID and Observation Model ID
  The category and template that will be used for your elements
  To find the ID:
  1. Open Finalcad Web and open your browser console (F12 key or right-click > Inspect).
  2. Open an observation that was created with the category and template you want to apply to elements created via this flow.
  4. In the URL, copy the Observation Module ID, present just after "observation/"
  5. Click on the Network tab
  6. In the field with the filter, paste the ID
  7. Search for the ID in the list displayed below and click on this ID
  8. In the "Preview" tab, you finda list with notably the trade_id (=Observation Category ID) and common_observation_id (= Observation Model ID)

For forms

• Form Module ID
  The module in which you want to create elements
  To find the ID:
  1. On Finalcad Web, open the module of your choice
  2. In the URL, you can find the Form Module ID just after "module/"

• Form Template
  The template that will be used for your elements
  To find the ID:
  1. On Finalcad Web, in the organization or workspace settings, open the template of your choice
  In the URL, you can find the ID just after "form/"

Step

Action objective

Fields to fill
In the "Parameters" section

Trigger - Observation/Form created

Select the Finalcad project from which you want to retrieve elements

• Organization ID

• Project ID

Create a task

Select the Planner plan in which you want to create tasks.

• Group Id

• Plan Id

Create a task simple

Select the Planner plan in which you want to create tasks.

• Group Id

• Plan Id