Email Reminder from SharePoint (Multiple row option)

[ikibooi]

Aloha,

very new to power automate and searched for hours but couldn't find anything.

I have a list of agents with a start date and reminder dates in a SharePoint. The reminder dates (1st,2nd,3rd,4th,5th) are the dates on which a reminder email to the email value in column "To" and "CC" should be sent.

There are agents with the same start date which caused for me a lot of problems when filtering the rows.
4th and 5th reminders can have a date or not that is depending on an agent.

I was not able to create any flow close to it :(. Would be awesome if someone could help me out/ give advise.

Keep in mind, very new to me, so a detailed expl. would be perfect and helpful.

Thank you for your time!

[fchopo]

Hi @ikibooi 

You could use "List rows present in table" in Excel, and use an OData Filter expression (pulls only data from Excel that satisfy the condition). The condition should be:

1stReminded eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

utcNow() gets current date and time, and formatDatetime remove time part from it. 

Then, you could do something like this:

1) Every day at 0am

2) Get rows from Excel where 1st remined equals to today.

3) For each row, send an email to the email stored in the specific column.

You can do this for 2nd, 3rd, etc.. Instead of doing it sequentially, you can do the same in parallel branches for each reminder:

Hope it helps!

Ferran

[ikibooi]

Hi @fchopo ,

Thanks! I'm kinda stuck with an error 😕

1stReminder eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

Syntax error at position 11 in '1stReminder eq '2022-06-08''.
inner exception: Syntax error at position 11 in '1stReminder eq '2022-06-08''.
clientRequestId: bd2766e2-5657-4221-9297-1df87510456c

I renamed the column headers in the Share Excel to "1stReminder", "2ndReminder" cause I thought the space might be the issue but it didn't fix it.

Any advise to this?

Thank you for your time!

[fchopo]

Hi @ikibooi 

Have you refreshed the "list rows present in a table" action after renaming the excel column?

[ikibooi]

Hey @fchopo,

I tried to create a new Sharepoint Excel and then the same steps but I always get the syntax error. I assumed that maybe the headers are named differently in the back, but they are the same as in the table. I tried this to check it: https://powerusers.microsoft.com/t5/Building-Flows/Is-there-any-way-to-get-the-column-headers-from-E...

The error only comes when I have the Filter Query, without it, it can extract all the data from the Excel.