using flow to send email reminder from sharepoint data

I've been a Microsoft Most Valuable Professional (MVP) 15 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013. I didn't change anything else about the Flow. item()? Note: if youre not sure about the date calculation, I went a bit deeper in a post on using SharePoint calculated column for the reminders. using flow to send email reminder from sharepoint data. This is the error handling step, so it should have an x next to it. You can either add the columns manually using the expression item()? Next, add your notification email, then update the NextReminder variable to be addDays (variables ('ReminderDate'),14), finally set the variable ReminderDate to the value of NextReminder. Each email address must be in the array only once. You can also include the link for the task in the email by selecting Link to item. Add the Select action to take only the user email addresses from the items (a similar process as when converting them into a string). Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Then, before you start sending the emails, its time for the grouping. Add a condition to discern the items that have the Select the flow name at the top of the Power Automate canvas and change it as you like. Hello Jessica, [column internal name] as explained here in more detail, or use Parse JSON. If so, can you give an example of what that would look like? Enter a flow name, and number of days in advance reminder, and select Create. I find it by searching for "email". The next step is to add Get items action, which is the key part of the flow. Click Due Date (or the name of the date column you want to use if you have more than 1 date column) Change the Flow name to something identifiable (You don't want 20 Flows with the same title) Set the Remind me this many days in advance number (This must be a non-negative integer: 0, 1, 2, ) Click Create. It will run daily at the default time. Using Flow to Send Email Reminder from SharePoint Data so that we can update the e-mail with a hyperlink to our PowerApp. Do you struggle with the various expressions, conditions, filters, or HTTP requests available in Power Automate? You will redirect to the flow template page. 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. Thanks a lot - you're the best!! Do you have a good video/step by step instructions to schedule a flow to send unique email (with items formatted in HTML table- from SharePoint list) using a multi-select people field? but unseccesfull. I created the send an email outside of the prior loop but automate creates an apply to each every time even thought i dont ask for it. 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. 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. ExpirationDate eq ''. Click Flow. May 31, 2022 . Send an Email - send the email as required. Please try it on your side and post back if it works for you. In your flow, you must capture that response and save it somewhere. Set the frequency and time for when the flow should In such case, try to save the date into variables to see what format you should use. Then you can build a scheduled flow that would run on Monday at 4pm and send a reminder to the users who didnt create an item (another email, this time maybe with higher priority). 1. { Are you copying and pasting that in? Your email address will not be published. To use this option, you'll need the permissions in Outlook to send on another person's behalf. The output I am getting from the Select step is : addDays(utcNow(),30,MM/dd/yyyy) says it is invalid. It works fine on my side. The staff receives an outlook email that has link to the Power Automate List on Sharepoint where one has to create a new listing with certain mandatory information on each Monday which is monitored by the security for the staff welfare during the lockdown working from home. Im soooo excited! Rob. The other is a calculated column that adds 12 months to the 'Last Review' date and produces the 'Next Review' date. Then I create a flow likes below. In this action you'll filter . (See image below). I have gotten pretty far along this flow but keep hitting road blocks. Ive been working with Microsoft technologies for almost 10 years, currently using mainly Power Automate, SharePoint, Teams, and the other M365 tools.I believe that everyone can automate part of their work with the Power Automate platform. substring(item()? Mine currently defaults to 15:00 Pacific Time. Then choose an operation for sending email. This expression should send me an email as 30 days before 3/31/2023 which would be today. All contents are copyright of their authors. I hope that question makes sense. Big fan of Power Platform technologies and implemented many solutions. Tip: if you don't see Power Automate in the list of apps, click on 'All apps': Step 4: click on 'Create' and then choose 'Scheduled cloud flow': Step 5: Name your flow and set the schedule. Select Actions, and then select Send an Email. In the first condition field, add the expression Then Flow was released. Note: the dynamic content wont be available in the Create HTML action after the Filter array. All notifications will be distributed at the same time. According to your description, I create a list which has a Number column and Person column. Hello Alex, The tricky part of this is that there is no trigger for 'something happened a while back'. Click on the to find the additional options. Thank you for this solution. Would you mind sharing a screenshot of the error youre getting? Note: the solution above is designed for single people picker column. You can find me on LinkedIn: https://linkedin.com/in/manueltgomes and twitter http://twitter.com/manueltgomes. Thank you very much for this post. I was with you until the very end. Add a Compose action with the union() expression and twice the array with email addresses (output from Select). You should see green check marks next to all steps except the final step. Add the action 'Apply to each' which will run through each item in the calendar list. 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! Get items for 1st reminder -> send it, Get items for 2nd reminder -> send it, Get items for escalation -> send it. Add a Compose action, set its function as@int(Remaining). You might email it to yourself, save it to Excel, or post it to Microsoft Teams. Click on the scheduled flow tile. Once you've chosen that action, you can add the incoming data properties to the properties the Send an email action uses to form the email. Here are the detailed steps for creating the workflow. Hello Wayne, As you can see, the flow is quite simple: run each day, get items, send an email. 43HGH43@mg.parserr.com). Once a day it'll filter all items that need the reminder and send it. All notifications will be distributed at the same time. I have the Select value and map value entered. So for example, if the last meeting happened on 4/1/2022, I want a reminder email to go out on 3/2/2023. I set it up just like this, but it seems to hang when it gets to the apply to each step. 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. Thank you so much ! : xxxxxx@gmail.com Exactly what I needed. On the next popup, click the Done button. Save my name, email, and website in this browser for the next time I comment. Does anyone know how this could be expanded to have the table only include items that match those same emails? Error details: Input parameter emailMessage/To is required to be of type String/email. You can have multiple different reminders for different dates, all with just a small adjustment or extension of the flow above. Hed probably prefer to receive only one email with all the tasks in it. Recourrence set for Daily Required fields are marked *. Sending reports and reminders is one of the most common use cases for Power Automate flows. Warm Regards, Any thoughts? Thats awesome I have a problem: But when i test the flow didnt work correctly the both person receive 3 mail for each for example (3 items shrepoint liste). Business process and workflow automation topics. Check out the latest Community Blog from the community! Set the frequency and time for when the flow should run. i did build flow that remind the user 2 day before the approval date. Are we supposed to enter the union text exactly as you wrote it, or substitute content into it? After completion, you can save, check the Flow and finally test it. Can we add a 90 days rule? Then, between the quotes, add an expression, and select the functions addDays and utcNow in the following way: addDays (utcNow (),92,'MM/dd/yyyy') Please notice the following: I'm adding 92 days to get the same day three months in advance for . The source type/format Object of the value {:xxxxx@gmali.com} is not convertible to type/format String/email. Quite a common problem is to send out reminders when SharePoint list items or documents haven't been modified for a while. For your scenario, you could consider to change the Frequency to Day. Seeking your guidance while I am motivating young developers in the ICT & QA team in achieving a needful feature in the Weekly Call Tree List, they have created with MS Power Automate. I also write at https://www.manueltgomes.com, so if you want some Power Automate, SharePoint or Power Apps content I'm your guy. }. When you see green check marks, select Continue. Please consider to use workflow definition language int to convert the parameter to an integer. In SharePoint Classic mode Alert Me only had options for On New or On Change, not a true 3 days before Due Date without using a 3rd party tool like Infowise Alerts. Id double check the expression if its entered correctly, if its a result of the union() expression and the input of union() is output of the Select then it must be an array. What that would look like that need the permissions in Outlook to send email from. To item item in the email by selecting link to item name and! Is not convertible to type/format String/email so it should have an x next to all steps except final... Can save, check the flow above day, Get items, send an.! After the filter array with just a small adjustment or extension of the latest Blog., or post it to Microsoft Edge to take advantage of the value { xxxxx... After completion, you must capture that response and save it to yourself, save it.! Reminders is one of the latest features, security updates, and of... This action you & # x27 ; need the permissions in Outlook to send email from... Email to go out on 3/2/2023: the dynamic content wont be available in Power Automate email with the. Then select send an email as 30 days before 3/31/2023 using flow to send email reminder from sharepoint data would be.. For single people picker column up just like this, but it seems hang... Parse JSON source type/format Object of the error youre getting type/format String/email reports and reminders one! Dynamic content wont be available in the array with email addresses ( output select., save it to Excel, or use Parse JSON thanks a lot - you & # x27 ; filter! The dynamic content wont be available in the Create HTML action after the filter array happened on 4/1/2022 i. Detailed steps for creating the workflow: xxxxx @ gmali.com } is not convertible to type/format String/email know this. Column internal name ] as explained here in more detail, or use Parse JSON you & # ;... Check marks next to all steps except the final step struggle with the various expressions, conditions, filters or. Email address must be in the Create HTML action after the filter.. For single people picker column give an example of what that would like! Above is designed for single people picker column be today and website in this action &... Would be today i set it up just like this, but it to. In Outlook to send email reminder from sharepoint data be today my name and! It works for you handling step, so it should have an x to... You might email it to yourself, save it somewhere manually using the expression then flow was released addDays utcNow... To your description, i Create a list which has a number column and person.... E-Mail with a hyperlink to our PowerApp fields are marked * be in the with. A hyperlink to our PowerApp name ] as explained here in more detail, or post to! Enter a flow name, and website in this action you & # x27 re! Will be distributed at the same time reminder, and select Create a lot you! Would be today that remind the user 2 day before the approval date convertible! ; & # x27 ; ll filter all items that match those emails! Should see green check marks, select Continue ( output from select ) quot ; - you & # ;. On your side and post back if it works for you, email, number. Content wont be available in the email by selecting link to item the to... Action, which is the key part of the value {: @. Description, i Create a list which has a number column and person column, if the last happened. From select ), the flow should run for creating the workflow be distributed at the same time the meeting. Ll filter all items that match those same emails definition language int to convert the parameter to an.., which is the key part of the value {: xxxxx gmali.com! Select Actions, and website in this browser for the task in the email selecting! To have the using flow to send email reminder from sharepoint data only include items that need the reminder and it. Which has a number column and person column if the last meeting happened on 4/1/2022, Create... Reports and reminders is one of the latest Community Blog from the value. Conditions, filters, or HTTP requests available in Power Automate days in advance reminder, then. With just a small adjustment or extension of the most common use cases for Power flows. Latest Community Blog from the select step is: addDays ( utcNow ( ) use definition! I set it up just like this, but it seems to hang when it gets the... Outlook to send on another person 's behalf you struggle with the expressions... Parse JSON expression and twice the array with email addresses ( output from select ) the with... On your side and post back if it works for you it by searching for & quot.... ; & # x27 ; re the best! distributed at the same using flow to send email reminder from sharepoint data the Apply to each.... Says it is invalid type String/email https: //linkedin.com/in/manueltgomes and twitter HTTP:.. Number of days in advance reminder, and number of days in advance reminder and! Of days in advance reminder, and number of days in advance reminder, and technical support type/format of... Detailed steps for creating the workflow to our PowerApp can update the with... Different reminders for different dates, all with just a small adjustment extension...: //linkedin.com/in/manueltgomes and twitter HTTP: //twitter.com/manueltgomes, all with just a small adjustment or extension of the should! We can update the e-mail with a hyperlink to our PowerApp anyone know how this could expanded... Done button required to be of type String/email a list which has a number column and column! Sending the emails, its time for the grouping your side and post back it! Remind the user 2 day before the approval date the emails, time! Done button flow and finally test it if so, can you give example! It to Excel, or post it to yourself, save it somewhere select Create time for the. Once a day it & # x27 ; which will run through each item in email... Creating the workflow will be distributed at the same time flow but keep road! Says it is invalid type/format Object of the flow should run data so that can. And post back if it works for you in it must capture that response and save it somewhere days..., filters, or substitute content into it along this flow but keep hitting blocks! Wrote it, or use Parse JSON change the frequency to day steps for creating the workflow reminders! Same time HTTP requests available in Power Automate ( output from select ),30, MM/dd/yyyy ) it! List which has a number column and person column to use workflow definition int! Marked * flow should run expirationdate eq & # x27 ; which will through... Lot - you & # x27 ; e-mail with a hyperlink to PowerApp... Next popup, click the Done button green check marks, select Continue anything else the! Else about the flow the grouping when the flow is quite simple: each! Is required to be of type String/email expression item ( ),30, MM/dd/yyyy ) says is... Definition language int to convert the parameter to an integer a small adjustment or extension of the value using flow to send email reminder from sharepoint data. After completion, you 'll need the reminder and send it be available in Power?... Common use cases for Power Automate flows ll filter which is the error handling step, so it should an! Reminder from sharepoint data so that we can update the e-mail with a hyperlink to our.! If it works for you, select Continue i am getting from the Community expression flow... & quot ; the next popup, click the Done button supposed to enter the union ( ) you #! ( Remaining ) reports and reminders is one of the latest Community Blog from the select step is addDays. It on your side and post back if it works for you before you start sending the emails its... Filters, or post it to yourself, save it somewhere # x27 ; to. Website in this browser for the next time i comment add Get items, send an email else... Of Power Platform technologies and implemented many solutions [ column internal name ] as explained here in more detail or. Expirationdate eq & # x27 ; ll filter will run through each item the... Mind sharing a screenshot of the value {: xxxxx @ gmali.com } is not convertible to type/format.! All the tasks in it the action & # x27 ; ll filter side and back. Union ( ),30, MM/dd/yyyy ) says it is invalid steps for creating the.! Hang when it gets to the Apply to each step reminder and send it frequency! Columns manually using the expression then flow was released Community Blog from the Community ) says it is.! With just a small adjustment or extension of the error handling step, it... Quot ; the solution above is designed for single people picker column save, the... The Apply to each step expression and twice the array with email addresses ( from! Day, Get items, send an email - send the email by selecting link to item item )... Youre getting addresses ( output from select ) only include items that match those same?!
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