Hi All,
I saw lot of threads related to this but those are not as per my requirement hence submitting this new thread.
I have a SP List where there is one column for user name and one column for the start date. I want to send notification for anniversaries when they are completing their 1st year, 5th year or 10th year.
Can anyone please guide on how to achieve this please?
Kind Regards,
Solved! Go to Solution.
Hi there,
So here's what I'd do (and I've done it beginning to end, in case anyone else will benefit)...
🌠Step 1 - A list!
Employee and StartDate are straight forward -- I opted to use two other calculated fields, to identify "are the date & month equal to today?" and "what is the year of the start date?" just to make it easier to process. I also created a view (which I called "Anniversary"), to filter on StartDateToday = Yes.
🌠Step 2 - 1, 5, 10!
I created 3 "Compose" actions, to identify what today's year minus 1, 5, or 10 would be. That way we can cycle through for only those years.
I answer questions on the forum for 2-3 hours every Thursday!
Hi there,
So, first, I'd create a Scheduled Flow that checks each night.
I'd use the "Get Items" action, filtering on the day/month.
From that, I'd then cycle through the resulting items, and filter based on years that are equal to today's year minus 1, or minus 5, or minus 10.
Then I'd loop through those and email PERSON to congratulate them on the Today's Year - Their Start Year anniversary.
You could combine the filters, really, if you wanted to do day/month and years minus 1, 5, or 10.
Cheers,
Rhia
I answer questions on the forum for 2-3 hours every Thursday!
Hello @Rhiassuring,
Thanks for helping on this. Can you please elaborate the below step that which steps you/I will add to get the years completed as on today?
"From that, I'd then cycle through the resulting items, and filter based on years that are equal to today's year minus 1, or minus 5, or minus 10. "
Thanks,
Akshay
Hi there,
So here's what I'd do (and I've done it beginning to end, in case anyone else will benefit)...
🌠Step 1 - A list!
Employee and StartDate are straight forward -- I opted to use two other calculated fields, to identify "are the date & month equal to today?" and "what is the year of the start date?" just to make it easier to process. I also created a view (which I called "Anniversary"), to filter on StartDateToday = Yes.
🌠Step 2 - 1, 5, 10!
I created 3 "Compose" actions, to identify what today's year minus 1, 5, or 10 would be. That way we can cycle through for only those years.
I answer questions on the forum for 2-3 hours every Thursday!
Fantastic @Rhiassuring, I will try to design the flow in the suggested way and will get back to you with the results in next 3 days.
Warm Regards,
Akshay
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