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_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
 

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