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

Trigger email flow when sharepoint list date is today

I have a SharePoint list that has 3 different date fields and a Choice field. The date fields are 

1. "Letter Sent Date"   (Date and Time column - manually updated with each entry)

2. "3 months from 'Letter Sent Date' column"  {Calculated column: =DATE(YEAR([Letter Sent Date]),MONTH([Letter Sent Date])+month,DAY([Letter Sent Date]))}

3. "Fortnight before 3 months from 'Letter Sent Date' column"  {Calculated column: =[3 Month date]-(7*2)}

4. Choice field "Decision for Re-registering"  (Choices are Yes, No)

 

I would like a flow to trigger if the choice field is Blank (null) AND the date within the "Fortnight before 3 months from 'Letter Sent Date' column"  {Calculated column: =[3 Month date]-(7*2)}"  is today's actual date. 

 

I would like an email to be generated and sent at around 9am if both criteria is met.  I am in Brisbane Australia time zone.

 

Any help would be appreciated. 🙂

 

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
v-yujincui-msft
Community Support
Community Support

Hi@Kelley,

 

Do you want to check whether there are eligible records regularly and decide whether to send emails based on the results?

I have made a test for your reference.

 

1.Here is my SharePoint list.

vyujincuimsft_0-1639718968053.png

 

vyujincuimsft_1-1639718968057.png

 

vyujincuimsft_2-1639718968059.png

2.Create a flow.

 

@and(lessOrEquals(item()?['Fortnightbefore3monthsfromLetter'], utcNow()),greaterOrEquals(item()?['OData__x0033_monthsfromLetterSentDate'], utcNow()),equals(item()?['DecisionforReregisterin/Value'], null))
item()?['Title']
formatDateTime(addHours(item()?['LetterSentDate'],10),'MM/dd/yyyy mm:ss')
formatDateTime(addHours(item()?['OData__x0033_monthsfromLetterSentDate'],10),'MM/dd/yyyy mm:ss')
formatDateTime(addHours(item()?['Fortnightbefore3monthsfromLetter'],10),'MM/dd/yyyy mm:ss')
item()?['DecisionforReregisterin/Value']

 

vyujincuimsft_3-1639719200116.png

vyujincuimsft_9-1639721352448.png

Combine the conditions in the previous three Filter Array Actions into one Action, you can click the Edit in advanced mode, and write expressions in it.

vyujincuimsft_10-1639721505249.png

vyujincuimsft_6-1639719380174.png

vyujincuimsft_7-1639719380179.png

 

Result Screenshot:

vyujincuimsft_8-1639719380180.png

 

Best Regards,

Charlie Choi

View solution in original post

v-yujincui-msft
Community Support
Community Support

Hi @Kelley ,

 

You should use the internal name of your List's column.

vyujincuimsft_0-1642501216444.png

 

Best Regards,

Charlie Choi

View solution in original post

15 REPLIES 15
v-yujincui-msft
Community Support
Community Support

Hi@Kelley,

 

Do you want to check whether there are eligible records regularly and decide whether to send emails based on the results?

I have made a test for your reference.

 

1.Here is my SharePoint list.

vyujincuimsft_0-1639718968053.png

 

vyujincuimsft_1-1639718968057.png

 

vyujincuimsft_2-1639718968059.png

2.Create a flow.

 

@and(lessOrEquals(item()?['Fortnightbefore3monthsfromLetter'], utcNow()),greaterOrEquals(item()?['OData__x0033_monthsfromLetterSentDate'], utcNow()),equals(item()?['DecisionforReregisterin/Value'], null))
item()?['Title']
formatDateTime(addHours(item()?['LetterSentDate'],10),'MM/dd/yyyy mm:ss')
formatDateTime(addHours(item()?['OData__x0033_monthsfromLetterSentDate'],10),'MM/dd/yyyy mm:ss')
formatDateTime(addHours(item()?['Fortnightbefore3monthsfromLetter'],10),'MM/dd/yyyy mm:ss')
item()?['DecisionforReregisterin/Value']

 

vyujincuimsft_3-1639719200116.png

vyujincuimsft_9-1639721352448.png

Combine the conditions in the previous three Filter Array Actions into one Action, you can click the Edit in advanced mode, and write expressions in it.

vyujincuimsft_10-1639721505249.png

vyujincuimsft_6-1639719380174.png

vyujincuimsft_7-1639719380179.png

 

Result Screenshot:

vyujincuimsft_8-1639719380180.png

 

Best Regards,

Charlie Choi

Kelley
Frequent Visitor

Hi Charlie,

 

thank you for providing a reply to me. I have been away on leave and only returned today. I have completed the actions as outlined below and an email has triggered however there were no items within the list in the email. (the sharepoint list has a few dummy items). 

What are the reasons an item would be in the HTML list? 

Kelley_0-1641428602608.png

Kelley_1-1641428699350.png

 

v-yujincui-msft
Community Support
Community Support

Hi @Kelley ,

 

I noticed that there is no data in your HTML table, could you please check the outputs of the Filter Array Action and the Create HTML table Action and see if there are values there? Maybe this is the reason for the problem.

vyujincuimsft_0-1641462740258.png

vyujincuimsft_1-1641462740263.png

 

Best Regards,

Charlie Choi

Hi Charlie,

There appears to be information within the Filter array 4 but not within the Create HTML table. (see below).

 

Here is what I have added into the Filter Arrays/COnditions and Create HTML table (as well as the outputs below).

Kelley_2-1642374073938.png

 

Kelley_3-1642374100778.png

 

 

Kelley_0-1642373984028.png

Kelley_1-1642374009534.png

 

v-yujincui-msft
Community Support
Community Support

Hi @Kelley ,

 

1. According to the screenshots you provided, I found that the outputs of your Filter Array 4 is empty.

vyujincuimsft_0-1642385926921.png

2. Could you please check the outputs of Filter Array 3 to see if the dynamic content you have selected is correct, since in this Action you are using the Choice column?

vyujincuimsft_1-1642385926923.png

3.In addition, I found two filling errors in your Create Html table Action. You should write the expression in the Expression tab.

Note: Use the internal name of the field.

vyujincuimsft_2-1642385926924.png

item()?['Title']
item()?['Re_x002d_Registering_x0020_Compa/Value']

vyujincuimsft_3-1642385926927.png

vyujincuimsft_4-1642385926927.png

vyujincuimsft_5-1642385926930.png

 

Best Regards,

Charlie Choi

Hi Charlie,

I am most grateful for your assistance, but the email is still coming through without the table. See below.

Kelley_0-1642397530378.png

Here is the flow at a high level.

Kelley_1-1642397596348.png

Here are the filter arrays

Kelley_2-1642397648292.png

this is the full expression/condition in the Filter Array 4

@And(lessOrEquals(item()?['OData__x0031_4_x0020_days_x0020_before'], utcNow()),greaterOrEquals(item()?['OData__x0033__x0020_MONTH_x0020_DATE'], utcNow()),equals(item()?['Re_x002d_Registering_x0020_Compa/Value'], null))

 

This is the condition:

Kelley_3-1642398159454.png

 

Which 'Body' do I select in the 'Create HTML table' - from which filter Array? Currently it is Filter array 4

Kelley_4-1642398244460.png

 

May I please trouble you for your assistance. thank you very much 🙂

 

 

 

 

v-yujincui-msft
Community Support
Community Support

Hi @Kelley ,

 

Yes, you should select the Body of Filter array 4 in the 'Create HTML table' action.
Have you checked the outputs of Filter array 4? Is it empty?
Try putting the Send an email(V2) Action into the If yes branch of the Condition.

vyujincuimsft_0-1642413039058.png

 

Best Regards,

Charlie Choi

Hi Charlie, 

I have added the 'Send an email(V2) Action into the If yes branch of the Condition'.

The Filter array 4 is still empty. []

Kelley_1-1642456807517.pngKelley_2-1642456827522.png

What am I doing wrong?

v-yujincui-msft
Community Support
Community Support

Hi @Kelley ,

 

Could you please double check your data source? It seems that the data source has no eligible records.

vyujincuimsft_0-1642468588295.png

 

Best Regards,

Charlie Choi

Kelley
Frequent Visitor

Hi Charlie,

 

Yes there is data within the SharePoint list.

Kelley_0-1642479263150.png

Kelley_1-1642479292613.png

thank you 🙂

v-yujincui-msft
Community Support
Community Support

Hi @Kelley ,

 

Is that the right logic?

‘Fortnightbefore3monthsfromLetter’<=utcnow()<=’3monthsfromLetterSentDate’

 

It seems that there are no eligible records in your data source.

Try adding a new record with a 'LetterSentDate' column value of 28/10/2021 and run Flow again.

 

Best Regards,

Charlie Choi

Kelley
Frequent Visitor

Hi Charlie, 

We seem to be getting closer... 

Array Filter 4 now has data within the output.  Hooray! However....

Kelley_1-1642494228660.png

 

It failed at the HTML table.

Kelley_0-1642494205870.png

Kelley_5-1642494760732.png

Here are screen shots of the HTML table- showing each expression.

Kelley_2-1642494290633.pngKelley_3-1642494304120.png

 

Kelley_4-1642494321196.png

The error code talks about "addhours".


Please don't give up on me and this issue now.  We are nearly there 🙂 

thank you thank you thank you 🙂 

 

v-yujincui-msft
Community Support
Community Support

Hi @Kelley ,

 

You should use the internal name of your List's column.

vyujincuimsft_0-1642501216444.png

 

Best Regards,

Charlie Choi

Kelley
Frequent Visitor

Dear Charlie,

It has worked!!! Thank you

Thank you for your patience, thank you for your time and thank you for being attentive to solving my problem. 
You have assisted me greatly and I am forever grateful. 
Is there a way I can send your manager/leader an email to pass on my feedback? You truly deserve to be recognised for what you have done. 

Thank you Charlie... really and truly thank you

v-yujincui-msft
Community Support
Community Support

Hi @Kelley ,

 

I am glad to see that you solved the problem, and I also thank you for your recognition and sincere reply. 🙂

 

Best Regards,

Charlie Choi

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 (993)