cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Power automate flow which will send an email reminder on the date that is listed in the column(today's day)

Hi everyone. I have a SharePoint site and have a list from where the flow will be getting the items, specifically from 2 columns: column with a title 'Start date of travel', and 'End date of Travel. I need this flow to look at those 2 columns, see if it is today's date (not actual today's date, but if the date in that column matches the day on that day it is checking), and then send an email reminder. Can someone please help me create this flow with steps? Thanks in advance!

 

@Pstork1 @ChadVKealey 

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @andjelamiha97 , 

To create a flow for the above automation, here are the steps:

//Complete flow:

harshdeol_6-1718448924621.png

 

Step 1.  Add a "Recurrence" trigger and configure it to run Daily at specific time.

harshdeol_0-1718447708457.png

The above trigger is configured to run every day at 09:00 Indian Standard Time (UTC+05:30). Please adjust is according to your specific needs.

 

Step 2. Then, get all the items from that SharePoint List using the "Get items" Action and add a filter query to check and filter the Specific records where Start date of travel or/and End date of Travel is equals to today's date.

harshdeol_7-1718448947664.png

//Filter Query:

Currently, I am checking If either of the "Start Date of Travel" or "End Date of Travel" is equals to Today's date. Here is the expression:

Startdateoftravel eq '@{formatDateTime(utcNow(), 'yyyy-MM-dd')}' or EnddateofTravel eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

 

If you want to check for both Start Date of Travel and End Date of Travel, use below expressions instead:

Startdateoftravel eq '@{formatDateTime(utcNow(), 'yyyy-MM-dd')}' and EnddateofTravel eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

*** Paste any of these expressions in the Filter Query of Get items and please make sure to change the name of SharePoint columns if not same.

** utcNow() function is used in the expression to get Current Date and time (when flow runs). It returns date and time both.

*formatDateTime function is used to format the DateTime of utcNow() function to get the Date only.

 

harshdeol_3-1718448513964.png

 

Step 3. Add an apply to each that iterates of the Values of "Get items" and add a Send an email (V2) Action to send the email.

harshdeol_4-1718448649324.png

* In the body of send an email Action, I am currently sending the ID and link to item. But please change this accordingly to your specific requirements.

 

// SharePoint List and Items: 

Below is my test SharePoint list with Start date of travel and End date of Travel columns. Both are of Type - Date and Time (Date only).

harshdeol_5-1718448857173.png

//Output:

Received email.

harshdeol_8-1718449064301.png

 

Note: If the flow finds more than one item in the lists where today's date is matched. It will send more emails.

So, Number of emails received = Number of items matched.

 

Please try it at your end and let me know if you face any issues.

-----------------------------------------------------------------------------------------------------------------
If your question got an answer, please click "Accept as Solution ", If you liked my answer, please hit the "thumbs-up" 👍button.

Thank you,
Harsh Deol

View solution in original post

3 REPLIES 3

Hi @andjelamiha97 , 

To create a flow for the above automation, here are the steps:

//Complete flow:

harshdeol_6-1718448924621.png

 

Step 1.  Add a "Recurrence" trigger and configure it to run Daily at specific time.

harshdeol_0-1718447708457.png

The above trigger is configured to run every day at 09:00 Indian Standard Time (UTC+05:30). Please adjust is according to your specific needs.

 

Step 2. Then, get all the items from that SharePoint List using the "Get items" Action and add a filter query to check and filter the Specific records where Start date of travel or/and End date of Travel is equals to today's date.

harshdeol_7-1718448947664.png

//Filter Query:

Currently, I am checking If either of the "Start Date of Travel" or "End Date of Travel" is equals to Today's date. Here is the expression:

Startdateoftravel eq '@{formatDateTime(utcNow(), 'yyyy-MM-dd')}' or EnddateofTravel eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

 

If you want to check for both Start Date of Travel and End Date of Travel, use below expressions instead:

Startdateoftravel eq '@{formatDateTime(utcNow(), 'yyyy-MM-dd')}' and EnddateofTravel eq '@{formatDateTime(utcNow(),'yyyy-MM-dd')}'

*** Paste any of these expressions in the Filter Query of Get items and please make sure to change the name of SharePoint columns if not same.

** utcNow() function is used in the expression to get Current Date and time (when flow runs). It returns date and time both.

*formatDateTime function is used to format the DateTime of utcNow() function to get the Date only.

 

harshdeol_3-1718448513964.png

 

Step 3. Add an apply to each that iterates of the Values of "Get items" and add a Send an email (V2) Action to send the email.

harshdeol_4-1718448649324.png

* In the body of send an email Action, I am currently sending the ID and link to item. But please change this accordingly to your specific requirements.

 

// SharePoint List and Items: 

Below is my test SharePoint list with Start date of travel and End date of Travel columns. Both are of Type - Date and Time (Date only).

harshdeol_5-1718448857173.png

//Output:

Received email.

harshdeol_8-1718449064301.png

 

Note: If the flow finds more than one item in the lists where today's date is matched. It will send more emails.

So, Number of emails received = Number of items matched.

 

Please try it at your end and let me know if you face any issues.

-----------------------------------------------------------------------------------------------------------------
If your question got an answer, please click "Accept as Solution ", If you liked my answer, please hit the "thumbs-up" 👍button.

Thank you,
Harsh Deol

Thanks so much! I have one more question. How do i make sure the flow looks for the assigned approver/technician and sends an email reminder to just that one person (the name would come from a SharePoint person list/column)?

Hi @andjelamiha97, please replace the static email value (see highlighted part in attached image below)" with the Dynamic content of "Approver/technician email".

harshdeol_0-1720106353378.png

-----------------------------------------------------------------------------------------------------------------
If your question got an answer, please click "Accept as Solution ", If you liked my answer, please hit the "thumbs-up" 👍button.

Thank you,
Harsh Deol

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