cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
_Livearus
Frequent Visitor

How do I create an SP List reminder flow?

Hello everyone,

 

I just can't find the right solution to my problem.
Either I have problems because the filter settings do not work, or when it comes to retrieving data from a SharePoint List column "People and Groups".

 

The function is actually simple. I want to create a reminder flow.

 

  1. if the due date of one or more list entries is less than today's date and the column does not contain the value "Act", then these list entries should be sent by e-mail to the person(s) listed under "Author". The screenshot shows only one name, but it is a person and group column (Office directory), there could also be several people there.
  2. it would be logical if several entries apply to one person, then these entries should be sent together in one e-mail.

I had actually already managed to send the e-mails, but then 20 e-mails were sent to me, one e-mail for each item. This does not make sense.

 

I hope you can help me.

1 ACCEPTED SOLUTION

Accepted Solutions

@_Livearus You might find the concepts covered in these tutorials helpful while you build out your flow:

 

Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate

In this Microsoft Power Automate tutorial, I’ll show you how to build a flow that will send a Happy Birthday email to a user based on a date column in a SharePoint list. The SharePoint list also contains a column with a Manager’s name which we’ll use to send a three-day and day of reminder to the user’s manager.

This automation will use the Filter Array action to filter out all SharePoint list items where the user’s birthday is today or in three days. This flow can apply to a variety of scenarios such as:

📅 Student Birthdays

📅 Project Due Dates

📅 Contract/Membership Renewals

📅 License Expirations

📅 Client Anniversaries


IN THIS VIDEO:

How to Send an Email based on a Date Column in SharePoint

Using the Recurrence Trigger in Power Automate

How to Use the Filter Array Action with multiple conditions

How to Get Dynamic Content from a Filter Array Action

How to Get a Date Three Days from Today

How to Create a Dynamic Date Based on utcNow()

How to Return a Count of Items

How to initialize and set a variable

How to use the Send an Email (V2) action

How to send test emails

 

----

How to Send a SINGLE EMAIL ✉️ with multiple SharePoint list items | Build THIS Power Automate Flow

 

IN THIS VIDEO:

 How to send multiple list items in a single email with a Power Automate Flow

 How to create a dynamic date range

 How to use the Convert Time Zone action

 How to use a Filter Query in the Get Items action

How to count number of items in an array

 How to use the Select action to extract a users display name and email address

 How to create a unique list of email addresses

 How to use the Create HTML Table action

 How to customize the HTML Table with CSS styles

How to use the Send an email (V2) action

How to use the Append to String Variable action

How to create a custom list of items for an email

How to use the Send an email (V2) action

How to display singular or plural text based on the number of items returned

 

----

 

How to Handle Multi-Person SharePoint Item Notifications in Outlook and MS Teams with Power Automate

 

Do you want to know how to send an email to all users assigned to a SharePoint item? If so—this Power Automate tutorial is for YOU 🫵.

 

In a previous YouTube tutorial I covered how to build a Power Automate flow that sends a single email to each user with the tasks assigned to them.

 

However, that tutorial only covered a scenario where each task is assigned to a single user. What if your task is assigned to more than one user?

 

In this Microsoft Power Automate tutorial I’ll cover how to create a flow that is triggered by selecting an item. This automation will send an email to all assigned users for the selected task. I’ll also show you how to adjust your flow so that you can send a message in Teams. Then I’ll show you how to collect a list of unique users that have been assigned to multi-person tasks. Using this concept, we’ll edit the flow from the previous tutorial so that it works with a multi-person column.

 

IN THIS VIDEO:

  How to trigger a flow from a selected file

  How the multi-person column data outputs

  How to use the Select action to get all assigned to users of a SharePoint item

  How to use the Join action to convert an array of email addresses into a string

  How to send a single email to all assigned to users of a SharePoint item

  How to send an email to each assigned to user of a SharePoint item

  How to send a Teams message to each user assigned to a SharePoint item

  How to return a list of unique users from the multi-person column in a SharePoint list

  How to use a Filter Array action to return all SharePoint list items assigned to each user

  How to group Power Automate actions together with the Scope action

  How to edit a previous flow

 

Hope this helps!


If I helped you solve your problem—please mark my post as a solution .
Consider giving me a 👍 if you liked my response! If you're feeling generous— ️  Buy me a coffee: https://www.buymeacoffee.com/acreativeopinion

👉 Watch my tutorials on YouTube
👉 Tips and Tricks on TikTok
 

View solution in original post

1 REPLY 1

@_Livearus You might find the concepts covered in these tutorials helpful while you build out your flow:

 

Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate

In this Microsoft Power Automate tutorial, I’ll show you how to build a flow that will send a Happy Birthday email to a user based on a date column in a SharePoint list. The SharePoint list also contains a column with a Manager’s name which we’ll use to send a three-day and day of reminder to the user’s manager.

This automation will use the Filter Array action to filter out all SharePoint list items where the user’s birthday is today or in three days. This flow can apply to a variety of scenarios such as:

📅 Student Birthdays

📅 Project Due Dates

📅 Contract/Membership Renewals

📅 License Expirations

📅 Client Anniversaries


IN THIS VIDEO:

How to Send an Email based on a Date Column in SharePoint

Using the Recurrence Trigger in Power Automate

How to Use the Filter Array Action with multiple conditions

How to Get Dynamic Content from a Filter Array Action

How to Get a Date Three Days from Today

How to Create a Dynamic Date Based on utcNow()

How to Return a Count of Items

How to initialize and set a variable

How to use the Send an Email (V2) action

How to send test emails

 

----

How to Send a SINGLE EMAIL ✉️ with multiple SharePoint list items | Build THIS Power Automate Flow

 

IN THIS VIDEO:

 How to send multiple list items in a single email with a Power Automate Flow

 How to create a dynamic date range

 How to use the Convert Time Zone action

 How to use a Filter Query in the Get Items action

How to count number of items in an array

 How to use the Select action to extract a users display name and email address

 How to create a unique list of email addresses

 How to use the Create HTML Table action

 How to customize the HTML Table with CSS styles

How to use the Send an email (V2) action

How to use the Append to String Variable action

How to create a custom list of items for an email

How to use the Send an email (V2) action

How to display singular or plural text based on the number of items returned

 

----

 

How to Handle Multi-Person SharePoint Item Notifications in Outlook and MS Teams with Power Automate

 

Do you want to know how to send an email to all users assigned to a SharePoint item? If so—this Power Automate tutorial is for YOU 🫵.

 

In a previous YouTube tutorial I covered how to build a Power Automate flow that sends a single email to each user with the tasks assigned to them.

 

However, that tutorial only covered a scenario where each task is assigned to a single user. What if your task is assigned to more than one user?

 

In this Microsoft Power Automate tutorial I’ll cover how to create a flow that is triggered by selecting an item. This automation will send an email to all assigned users for the selected task. I’ll also show you how to adjust your flow so that you can send a message in Teams. Then I’ll show you how to collect a list of unique users that have been assigned to multi-person tasks. Using this concept, we’ll edit the flow from the previous tutorial so that it works with a multi-person column.

 

IN THIS VIDEO:

  How to trigger a flow from a selected file

  How the multi-person column data outputs

  How to use the Select action to get all assigned to users of a SharePoint item

  How to use the Join action to convert an array of email addresses into a string

  How to send a single email to all assigned to users of a SharePoint item

  How to send an email to each assigned to user of a SharePoint item

  How to send a Teams message to each user assigned to a SharePoint item

  How to return a list of unique users from the multi-person column in a SharePoint list

  How to use a Filter Array action to return all SharePoint list items assigned to each user

  How to group Power Automate actions together with the Scope action

  How to edit a previous flow

 

Hope this helps!


If I helped you solve your problem—please mark my post as a solution .
Consider giving me a 👍 if you liked my response! If you're feeling generous— ️  Buy me a coffee: https://www.buymeacoffee.com/acreativeopinion

👉 Watch my tutorials on YouTube
👉 Tips and Tricks on TikTok
 

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (834)