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IntenseSenses
Level: Powered On

Check date column and send email if it matches today's date?

Hello,

I'm still new to flows and I'm trying to create a flow that checks the 'Reminder Date' column on each item in a Sharepoint list every day at 12:00am and if the date in that column matches today's date, an email is sent with the title of that item. Could you please help figure this out?

Thank you very much in advance!

15 REPLIES 15
scotth82
Level: Powered On

Re: Check date column and send email if it matches today's date?

Hi,

 

I created a flow recently that does something very similar.

 

1) First of all I'd create a view in your SharePoint list to only show items that had a reminder date of [Today].  In my picture below I'd called that column 'Task due date'.

 

1.png

 

2) So now we need to go to flow and set the trigger as a 'Recurrence'.  Make sure when you select a time for the flow to run that you select a timezone overwise it won't trigger.

 

3) We now use the 'Get items SharePoint' action.  Enter your site address and find the list in the drop down and in the 'Limit Columns by View' drop down select the list view that you created in step 1.

 

4) We now use a 'Send an email' action which should show as an 'Apply to each' once it's created so if multiple entries are found in your list view it will do this action for each entry it finds.  In the 'Send an email' action you can add dynamic content from the list item such as 'Title' and 'Reminder Date'.  I even added the task owner in our SharePoint list so that we can add the task owner as the recipient of the email (see pic below).  Obviously ignore all the other dynamic content I'm using in my example as you won't have those fields in your list.

 

2.PNG

 

Hope that helps but give me a shout back if you need anymore detail.

 

Thanks

 

Scott

 

IntenseSenses
Level: Powered On

Re: Check date column and send email if it matches today's date?

 Hi Scott,

Thank you very much! The 'Send an email' action doesn't really show 'Apply to each' I had to use the 'Apply to each' action for it to look like what you showed me in the snapshot. I followed the steps and the view doesn't have any items (because none of their reminder dates matches today's), I did a test and received an email for each item in the default list view (27 of them).

Please see the snapshot below. Am I missing something?

Conference-reminder.jpg

 

Thank you again!

scotth82
Level: Powered On

Re: Check date column and send email if it matches today's date?

Hi IntenseSenses,

 

I'd need to see the screenshot of your filter I think to help understand.

 

Please can you show me a screenshot of that?

 

Thanks

 

Scott

IntenseSenses
Level: Powered On

Re: Check date column and send email if it matches today's date?

Hi Scott,

Please see below
Capture.JPG

 

I even changed the reminder date of one of the items to today's and it shows up when I use this view I created.

scotth82
Level: Powered On

Re: Check date column and send email if it matches today's date?

That's really strange that the filter works on the list but not on the Flow.

 

Maybe try remove all the info from that action on the flow and re-enter it and then try again?

 

 

IntenseSenses
Level: Powered On

Re: Check date column and send email if it matches today's date?

Same problem 😞 ...

Community Support Team
Community Support Team

Re: Check date column and send email if it matches today's date?

Hi @IntenseSenses,

 

Do you want to send out an email when Reminder date is equal to Today’s date?

Please take the following flow for a reference.

It is triggered by Button for testing, please adjust it to Recurrence against your scenario.

Then get items from the list. In the list, I have a date and time column EndDate, I will use a Condition to return items that EndDate equals to Today’s date with the following code:

@equals(formatdateTime(items('Apply_to_each')?['EndDate'], 'yyyy-MM-dd'),utcnow('yyyy-MM-dd'))

Under if yes branch, send an email.

Image for your reference.

1.PNG

Another way to achieve this is to use Filter query in Get items to just return items that EndDate equals to Today’s date. It could be configured likes below.

Note: Please surround the function utcnow with a single quote in the Filter query field.

Image for your reference:

2.PNG

More details about WDL function and Odata filter query, see bellows:

https://docs.microsoft.com/en-us/azure/logic-apps/workflow-definition-language-functions-reference

https://docs.microsoft.com/en-us/previous-versions/dynamicsnav-2016/hh169248(v=nav.90)

 

Best regards,

Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
IntenseSenses
Level: Powered On

Re: Check date column and send email if it matches today's date?

@v-yamao-msft

 

Thank you, Mabel! I tried your first suggestion and got this message:
The template validation failed: 'The inputs of template action 'Condition' at line '1 and column '1827' is invalid. Action 'Apply_to_each' must be a parent 'foreach' scope of action 'Condition' to be referenced by 'repeatItems' or 'items' functions.'.

Community Support Team
Community Support Team

Re: Check date column and send email if it matches today's date?

Hi @IntenseSenses,

 

It seems that there is something wrong with the function in the Condition.

How is the function configured on your side?

Please share more details on the flow.

 

Best regards,

Mabel

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
IntenseSenses
Level: Powered On

Re: Check date column and send email if it matches today's date?

Hi Mabel,

I used the condition as is. Please see below.

Capture.JPG

 

 

IntenseSenses
Level: Powered On

Re: Check date column and send email if it matches today's date?

Help? Anyone?

Community Support Team
Community Support Team

Re: Check date column and send email if it matches today's date?

Hi @IntenseSenses,

 

Have you added the Condition under an Apply to each?

Please also make sure you do have the date and time column with the name “EndDate” exists in the list. What’s the exact column name on your side?

Please share a full screenshot of your flow, I will help figure out the issue.

 

Best regards,

Mabel

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
IntenseSenses
Level: Powered On

Re: Check date column and send email if it matches today's date?

Below are full snapshots of what I have and what I get.


Untitled-1.jpgUntitled-2.jpg

PC31
Level: Powered On

Re: Check date column and send email if it matches today's date?

I have same issue, is it fixed?

AviratGaikwad
Level: Power Up

Re: Check date column and send email if it matches today's date?

I tried using the basic editor and it worked for me.

Testing.PNG

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