Тёмный

Using Power Automate to Send Reminder Emails Based on SharePoint Status and Date Columns 

Jeff Rhodes
Подписаться 1,4 тыс.
Просмотров 2,2 тыс.
50% 1

In this video, we use Power Automate to query a SharePoint for users who have not completed a training course and check to see if they have received a reminder within seven days. If not, we send them an email and write that date back to SharePoint so that it can be used in the logic for the next scheduled run. It expands on this video that covered similar content for an Excel data source: • Sending Emails using P... .

Наука

Опубликовано:

 

19 апр 2024

Поделиться:

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист
Посмотреть позже
Комментарии : 15   
@nomirehman
@nomirehman 2 месяца назад
What i would have to do if want to escalate the next email reminder . Like if status is not updated and in next email how i can add manager’s email as well. First email only to team member and if no action is taken than after 7 days add manager’s email as well.
@jeffrhodes
@jeffrhodes 2 месяца назад
Great question. You could do it a few ways, but I'd add columns for the manager email (possibly name as well if you wanted to address the email to the manager) and then the date sent to the manager. I would then edit the logic within the loop where there is already a "Date Last Notified." After checking if a week has gone by, I would check if the "Manager Date Last Notified" is blank. If so, I would send the email to both and then update both dates. If the "Manager Date Last Notified" is not blank, it should be the same date as the "Date Last Notified" and thus you would keep sending to both from then on. Hope this helps.
@nomirehman
@nomirehman 2 месяца назад
@@jeffrhodes I have tried but looks like my logic is not working. The first time when notification is supposed to go only to team members but it is also going to to manager's as well. I am not sure where my logic is wrong. I would appreciate it if you could provide more guidance or do a small vided to add an escalation process. I am attempting a flow where we have various teams under different manager's and if a team lead doesn't update the status then in the next reminder a cc email should go to their manager as well. Thank you very much in advance I am following the model of your other video here ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-YYOcPrgAAyg.html I have columns in this sequence. ID First Name Last Name Email First Name 1 (For Managers) Last Name 1 (For Managers) Email1 (For Manager's) Status DateLastNotified Notes M_DateLastNotified (For Managers) M_Notes (For Manager's)
@jeffrhodes
@jeffrhodes 2 месяца назад
@@nomirehman - I will put this on my "to do" list for a video on this. Hopefully this upcoming weekend.
@nomirehman
@nomirehman 2 месяца назад
@@jeffrhodes Great !! I ll be looking forward to it. I appreciate all the support. Thank You
@JessicaLely-z4v
@JessicaLely-z4v 16 часов назад
Dear Josh, I implemented exactly as what you showed in the video but in the last step which is the update items, it shows this coding WorkflowOperationParametersRuntimeMissingValue The 'inputs.parameters' of workflow operation 'Update_item' of type 'OpenApiConnection' is not valid. Error details: The resolved string values for the following parameters are invalid, they may not be null or empty: 'id' What should I do to resolve this problem as I am unable to proceed? I am very much thankful if you could reply and come up with a solution! Thank you!
@jeffrhodes
@jeffrhodes 7 часов назад
It sounds like your SharePoint list has one or more required columns where you are not providing a value. If that's the case, then just select the current value of the column as the value. For example, at around 25 minutes into the video, I write the ID column and select the current ID value as pare of Update Item. If you have others like Title, you will need to write the current value. Hope this helps.
@subhadas9852
@subhadas9852 Месяц назад
I implemented exactly the way you showed in video and my first test run got successful with email triggers also with Date Last notified & Notes into SharePoint columns.... When I tried to test 2nd time again as you showed,Now Again its sending mails for those same items like in previous test....It should not trigger email as shown in video.... Don't know what's wrong 😢Plz help
@jeffrhodes
@jeffrhodes Месяц назад
It sounds like your logic to compare the current date/time with the last time the notification was sent is not working. I would go to around 17 minutes into the video and make sure your varTicksLastNotified variable is being set correctly. You can check the values and do the math yourself to see what might be going wrong. Hope this helps.
@subhadas9852
@subhadas9852 Месяц назад
@@jeffrhodes Thanks for your quick response. Currently, while setting the varTicksLastNotified variable I did faced a issue which is - While typing values, I selected function and typed ticks () then when I tried to search for Date Last Notified from Dynamic content, it was not present in the drop down to select from as it was only showing body & Value under Get files( properties only) ....Using Get files( properties only) because I am creating flow for library. If I do not type ticks() under function, then Date Last Notified is displayed in drop down under Get files (properties only).... Hence I typed manually" ticks(items('Loop_Through_Items')?['Date_Last_Notified']) and it's saving the flow without error If I try to type ticks(items('Apply_to_each')?['Date_Last_Notified']) , then flow is showing error stating - "Flow save failed with code"Invalid Template " and message ' The template validation failed: the repetition action(s)' Apply_to_each ' referenced by' inputs' in action ' Set_varTicksNotified' are not defined in the template'... Please help as unable to proceed 😭
@subhadas9852
@subhadas9852 Месяц назад
@@jeffrhodes Thanks for your quick response. I tried to check the values but unable to help myself resolving the same Would like to share that while typing values in varTicksLastNotified variable I did faced a issue which is- While typing ticks () in function and then tried to select Date Last Notified from Dynamic content, couldn't find in the drop down as it only showing body and Values under Get files (properties only).... Get files (properties only) because I am creating flow for a library. If I remove ticks() from function then can find Date Last Notified under Get files ( properties only) drop down. Hence I typed manually in the function- ticks (items ('Loop_Through_Items')?['Date_Last_Notified']) and flow is getting saved without any error. But if I try typing ticks(items('Apply_to_each')?['Date_Last_Notified']) then it's showing the error while saving which is Flow save failed with code 'Invalid Template ' and message ' The template validation failed: ' The repetition action(s) 'Apply_to_each' referenced by 'inputs' in action ' Set_varTicksLastNotified' are not defined in the template'... Please help me to achieve the same
@subhadas9852
@subhadas9852 Месяц назад
@jeffrhodes Thanks for your quick response. I tried to check the values but unable to help myself resolving the same Would like to share that while typing values in varTicksLastNotified variable I did faced a issue which is- While typing ticks () in function and then tried to select Date Last Notified from Dynamic content, couldn't find in the drop down as it only showing body and Values under Get files (properties only).... Get files (properties only) because I am creating flow for a library. If I remove ticks() from function then can find Date Last Notified under Get files ( properties only) drop down. Hence I typed manually in the function- ticks (items ('Loop_Through_Items')?['Date_Last_Notified']) and flow is getting saved without any error. But if I try typing ticks(items('Apply_to_each')?['Date_Last_Notified']) then it's showing the error while saving which is Flow save failed with code 'Invalid Template ' and message ' The template validation failed: ' The repetition action(s) 'Apply_to_each' referenced by 'inputs' in action ' Set_varTicksLastNotified' are not defined in the template'... Please help me to achieve the same
@jeffrhodes
@jeffrhodes Месяц назад
@@subhadas9852 - I've run into issues like that with formulas. You might try creating a new variable for the Date Last Notified and then use that variable in the formula. I've had that work before.
Далее
БАССЕЙНЫ ПО ЦВЕТАМ ЧЕЛЛЕНДЖ !
38:20
Копия iPhone с WildBerries
01:00
Просмотров 614 тыс.
Repurposing a SharePoint "Send a reminder" flow
19:48
FlowBites: Flow Approval Reminder
11:35
Просмотров 6 тыс.
КРУТОЙ ТЕЛЕФОН
0:16
Просмотров 6 млн