using flow to send email reminder from sharepoint data

You should have a reminder email. will it work if reminder to be send if the status still pending after certain days of request created? Note: the dynamic content wont be available in the Create HTML action after the Filter array. Your email address will not be published. Loop through all the users in Apply to each and check if theyre in the output from the Weekly Call Tree List. Flow save failed with code. 4.Click Expression and type addDays (utcNow (),1,'yyyy-MM-dd') and click OK. }, Click "New step", search for "Office 365 Outlook" and select the "Send an email (V2)" action. 3.Click + New step > type and select Compose under Actions. In fact, you can even set a Flow to run multiple times per day. : chen_jessica@lilly.com The below example has all the parameters filled. Power Platform Integration - Better Together! The flow almost works. Do you struggle with the various expressions, conditions, filters, or HTTP requests available in Power Automate? Hello Ela, The flow will run every minute and if the value in the Number column is less than 3, an email will be sent to the responsible person. I am encountering the same problem as Ela and Jessica. Hi! Sending a Reminder Email from a SharePoint List. The internal name may be different than the display name (the name you see). Here are the detailed steps for creating the workflow, Step 1. Set the time zone in the trigger. This becomes the number of days AFTER the Due Date to send the email. }, Add a Data Connection to your SharePoint List 3. Get items for 1st reminder -> send it, Get items for 2nd reminder -> send it, Get items for escalation -> send it. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. using SharePoint calculated column for the reminders, array output from Filter array is empty, due date today+3 and today+4, and send a reminder, The Ultimate Power Automate expressions cheat sheet, Get link to a folder of a newly created file with Power Automate, Create easily the condition for Power Automate if() expression, Find user by other property than email or id with Power Automate, Change colour of a SharePoint column depending on its value. Its the same expression already used when creating Planner tasks from a template. In following example, the flow gets calendar events within a certain timeframe, converts the time zones, and then creates a table with the events. This means that if you have a due date more than 30 days in the future, your Flow would break before the timer completed and the email sent. On the Popup select Ill perform the trigger action Being a timer-based Flow, there is no true trigger action, so it will run immediately. Hello Anas, Rob. I am having the same error as described above: The execution of template action Apply_to_each failed: the result of the evaluation of foreach expression @{outputs(Compose_-_get_unique_emails)} is of type String. Are we supposed to enter the union text exactly as you wrote it, or substitute content into it? All notifications will be distributed at the same time. Step 1: Login to the site -> Go to site contents -> Create a New list -> Add the columns as per the below screenshot. I have the Select value and map value entered. Prerequisites In order to set this flow up, you will need: the source of the checked-out assets data e.g Excel Online or Google Sheets. A great place where you can stay up to date with community calls and interact with the speakers. Q: Where does the ExpDate eq comes from ? Can we add a 90 days rule? 11. Create Scheduled Flow It works fine on my side. items(Apply_to_each)?[Title]. Go back to the Send Email action in your Flow. Please let me know if thats possible. In the Create HTML action after the Filter array below expressions are not returning data. Enter the subject and body of the email. You can use any filter in the action, but you should get all the items for all the emails. Not sure what happened. You can send the email to one or more recipients. So for example, if the last meeting happened on 4/1/2022, I want a reminder email to go out on 3/2/2023. Take a look on the dynamic contents you use in the email, try to remove all of them and add them one by one. Thank you for the genius method around this. Optionally, you might need to sign into the services that this Power Automate template uses. Introduction In this article, we are going to create an email reminder notification based on an expiration date using Power Automate. Add the Create HTML Table action,and then add the output from the select action to the HTML action. According to your description, I create a list which has a Number column and Person column. Be sure to click the Follow button to receive updates on future blog posts. Send an email from your account. Use the Data Operation Select action to create a table with the column names and data you'd like to appear in the email. varPastDue: addDays(utcNow(),-1, MM/dd/yyyy), Hello Chris, Hello Jessica, However when sending the reminder email, I want to include link of the original email that was sent ( part of separate flow) and I cant find that option. Start from the Scheduled cloud flow, running 1x per week on Monday, starting at 4pm. But it sends various emails with the same content. You can use utcNow() and addDays() expressions to calculate proper date and format it. The prerequisite is that you must have a list of the users, but I believe youve got one since youre sending them the email. Question: in the body of the email, how would you add a dynamic field for the name of the recipient? You can further format the data by using expressions. First, you need to add a "Date and Time" column to the list. since youve got the recipient email, Id say that the easiest way would be to add Get user profile action before the Send an email, search for the user using the Current item, and use whatever information you need about the user from his user profile. Send an email from a distribution list or shared mailbox. In researching how to do this a few months ago, I found such posts as Pieter Veenstras post titledMicrosoft Flow Sending out remindersthis was a great start. Big fan of Power Platform technologies and implemented many solutions. I dont know how you get the manager, but you should get him only once, e.g. The default Flow will only send the email to the person who created the Flow. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. The reminder flow is like any other flow, so you can access and edit it through Power Automate. the action 'Send an email (V2)'. The next step is to add Get items action, which is the key part of the flow. I have a question please i used this flow but i add the manager of the person who will receive the email in cc . Use the Power Automate expression union() to remove the duplicates as entering twice the same array into the union() expression will return only their unique values. Strong consulting professional with a Bachelor of Engineering (B.E.) I'm trying to build a flow that will send an email 30 days before the year mark to allow time for the employee to schedule with other team members. Hello Garry, The only point where you can get have problems is the Get items step. document.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); Do you know what to do, but not how to do it?Get The Ultimate Power Automate expressions cheat sheet and translate your thoughts into flows with ease!Master the HTTP requests to SharePoint with a new cheat sheet! Error details: Input parameter emailMessage/To is required to be of type String/email. Save my name, email, and website in this browser for the next time I comment. You'll receive the following message, indicating that the flow was created. For example, a list might have columns for Due Date, POC and Status. Next, inside the apply to each you can add the Send an email (v2) action and select the Point of Contact column from the SharePoint list in the To field. Your environment could use different time format and then youd need to adjust it. Otherwise, register and sign in. Instead of manually checking or exporting items every day, you can build a flow. You can achieve a lot by "clicking" the flows in the designer, but you can achieve much more if you add a bit of coding knowledge. You will redirect to the flow template page. You can add further customization later. One is the date of 'Last Review'. In the Append to string variable action, enter the lead information that will be sent out in the email. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. from a SharePoint list with the Get items action. Hi Tom, Required fields are marked *. According to your description, I create a list which has a Number column and Person column. By Pieter Veenstra. Otherwise, it will use the last option and not send an email at all. Overview This integration (flow) will enable you to create automated email notifications using Microsoft Power Automate (Microsoft Flow), whenever checked-out assets are either due or overdue. The other is a calculated column that adds 12 months to the 'Last Review' date and produces the 'Next Review' date. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Actions. Select Automate > Set a reminder > Date deactivated (this is the column with the DateTime for the reminder). Hello Joanna, XXXX@yahoo.com: once youve got multiple people per item it gets a lot more complicated, Ill have to think about that and probably turn it into a blog post, its too complex to explain it in the comments. So how do we get around the 30 day issue? Error details: Input parameter emailMessage/To is required to be of type String/email. Thanks for this solution. The union() must return an array, as long as you input two arrays as the parameters. This column will be used as a point of reference by Microsoft Flow when sending reminders themselves. After the selection of Apply to each, from the Dynamic content select the value for the output from previous steps. Hello Wayne, directly in the items or in a separate SharePoint list where youd store the date of the last email. We will add a Start and wait for an Approval (V2) action first and then right before that, click on the plus sign and add a parallel branch. the error tells you that youre using a different dynamic content that the action expects. I get the grouping in the html table down, everything else works as it should. I built a flow in Power Automate to send reminders to users, but its sending one email per SharePoint item, how can I group all users items into one email?. You can even configure the trigger to collect information from the user when its run from within Teams. I tested on a text field and on an email specific field (Person/group column type) and both give the same error. Using Flow to Send Email Reminder from SharePoint Data so that we can update the e-mail with a hyperlink to our PowerApp. In this action youll filter out all the items that require a reminder with the Filter Query. { Trust you are doing well. If its 1:1 with the flow in the article the expression item() should be enough. Whats the column type of Remaining? Exciting! Just went through the post again and looks like you have already called this out that the task email cannot be sent. { I built this flow but I receive the following error on the last action Send an Email: With Power Automate's integration with SharePoint, you can easily create reminder flows, based on DateTime columns in SharePoint. I am a technology enthusiast and problem solver. You can have multiple different reminders for different dates, all with just a small adjustment or extension of the flow above. You could consider to add a condition in your flow. How to write TRIGGER CONDITIONS for a specific tex Running a Recurrence Flow on Weekdays Only. And that's what this blog is about.To make the step from no-code Power Automate flows to low-code flows: using basic coding knowledge to build more complex yet more efficient flows to automate more of your daily tasks. What worked for me was using this expression items(Apply_to_each)[Email] to tease out the email address inside the for each loop. Hello Paolo, not really, its a difference only in the last action so Id check all the actions before to see if they work as expected. substring(item()? Second formula that compares Due Date less than (lt) with the current date (utcnow) + 3. as much I read your articles on the subject. Next thing is to create the Power Automate flow to send the reminder email. Set the frequency and time for when the flow should run. Exactly what I needed. It will open the popup. Select Automate > Set a reminder > Date deactivated (this is the column with the DateTime for the reminder). But for this post lets take SharePoint list, and this list will contain 2 columns: It should be a scheduled flow, running daily. { All relevant upcoming events in X days will be between these . It will be redirected to the Power Automate Page. hello Tom, addDays(utcNow(),-2,MM/dd/yyy) Here is a screen shot of our SharePoint list: The POC column is a Person or Group column and Status is a choice column. So far, I have tried Recurrence > Get Items > Apply to Each > Send Email, seen below: When I run this flow, I get this error due to the Calculated data type of the Next Review column. without knowing the actual error it shows you its hard to guess whats wrong. On the Set a reminder card, select Create. the most common problem I see with this solution is that users dont switch the Select action to text only mode, Id check that. The output from Filter array will be only the items related to the email address, the user. Hello, In the Cc field, enter the email addresses of the recipients to address copies to, separating multiple addresses with semicolons. Send an email notification for tasks you assign to people in your projects - This template is designed for Project Managers. . One is the date of 'Last Review'. Ill pick some to create in future blog posts. Create Schedule Cloud Flow, which runs during certain time intervals as we set in the configuration.

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