Report Dept wise- MODELL DRIVEN APP

[dpoggemann]

Hi @Teresa24486 ,

You could use a switch-case in the flow to identify where to send the email based on the department so if Department A then send to email1@company.com and if Department B then send to email2@company.com.

Overall a table might be better long term for the department if you are driving communications and other information.

Hope this helps.  Please accept if answers your question or Like if helps in any way.

Thanks,

Drew

[dpoggemann]

Hi @Teresa24486 

1.  Please make sure file that you are trying to convert is in accepted file formats.  Example a .doc or something like that will not convert.  https://docs.microsoft.com/en-us/onedrive/developer/rest-api/api/driveitem_get_content_format?view=o... 

2.  As I mentioned a few times in replies to this, I am not sure how your three ranges would get records for the next month.  They are looking at each record and I assume will pull records that are expiring in next 1.5 months vs. 1 month. based on your condition.  I still think you need to look at the approach of identifying the dates you want the process to run in a separate table and then have the first flow check if date matches current date and if so, update that record and then utilize this update to trigger the next flow (in my details provided).

3.  Not sure yet on your two emails, would need more information...

4.  If you select all records for the department that fall into the query for the next month you could utilize a length function on the List Records result, see here: https://d365demystified.com/2020/05/20/get-count-of-records-retrieved-in-cds-connector-in-a-flow-pow... 

5.  You could do a couple things here...

• First you could have a distribution list or office 365 group setup for the department and then save this as a field on the department table (simple and easy to modify by changing the members of the group) and pull this email when sending out.
• Second you could manage a team in the Dataverse and enter your users in that team.  You would then need to loop through this and create a string with all the emails for the users to put into an email message (harder to build and maintain). 

Hope this helps.  Please accept if answers your question or Like if helps in any way.

Thanks,

Drew

[Teresa24486]

Hi @dpoggemann ,

1) Please make sure file that you are trying to convert is in accepted file formats.  Example a .doc or something like that will not convert.  https://docs.microsoft.com/en-us/onedrive/developer/rest-api/api/driveitem_get_content_format?view=o... 

I am trying to convert my html output which went to a create csv connector and after which passes to the create file connector:

Getting an error on the flow on the get metadata id connector:

2) As I mentioned a few times in replies to this, I am not sure how your three ranges would get records for the next month.  They are looking at each record and I assume will pull records that are expiring in next 1.5 months vs. 1 month. based on your condition.  I still think you need to look at the approach of identifying the dates you want the process to run in a separate table and then have the first flow check if date matches current date and if so, update that record and then utilize this update to trigger the next flow (in my details provided).

I used the fetch xml for my conditions and I am getting my records- still testing the email triggers though.

3) Not sure yet on your two emails, would need more information...

Looks like its ok now. Not sure why I received 2 emails though.

4) and 5) - Still working out to filter the correct output.