Effectively what the title says;
- Email comes in
- Email gets sorted into proper folder
- Workflow creates a task on Planner if it has actionable items and populates it with dynamic data and a checklist of to-do items
The problem
I want there to be a link back to the original email on the task. That is easy, but the only two solutions each have a problem I am unable to solve.
Solution 1 - Link as an Attachment/Link
This solution is preferable. I like that it creates a clickable link that can say something along the lines of "View Original Email"
It looks clean and keeps everything tidy, but the problem it creates is that the task treats the link as an attachment and on the board view of Planner the task shows a little icon for Outlook instead of the checklist. There do not seem to be any options anywhere to set the default view of the task to be the checklist and I cannot for the life of me find a workaround
Solution 2 - Raw URL in the Notes Section
This solution is not a bad one, and I dont mind it, but when the task populates with the raw URL text it is not clickable. It just shows up as plain text. However if I copy and paste the text BACK into the notes box it suddenly becomes clickable.
Either of these solutions would be acceptable but I am simply stumped on how to make either one work fully the way I need it to.
I am new here, so I am unsure what the protocol is for asking for help or what anyone would need other than the .zip for the workflow I created.
If anyone could take a look at my workflow and help me find a solution I would very greatly appreciate it
