FLOW TO SEND EMAIL WHEN DATE APPROACHES

[Yattering82]

Hi there

This is the first time posting in the forum but a long time user of the forum. What I am trying to do, is to get a flow to trigger an sending an email when the date of a required audit approaches. The audit due dates are listed in a SharePoint list and you would think that this would be a simple thing to do. However, no matter how much I tinker and how much I see what others have done, I cannot get this to work.

This is what I have done:

@equals(item()?['Nextauditdue'], adddays(utcnow(),'mm-dd-yyyy')+14)

So basically I want this to send me an email when it is 14 days to the audit due date. 

If anyone can shed light on this, I would be most grateful.

[Lemony]

ok, I will try that solution. thank you

[SmokeEater1996]

I can not see the formula used in the Apply to each step

[kristof805]

@SmokeEater1996 , the apply to each step has been modernized since this thread was created. 

What are you trying to accomplish? Which part are you stuck at? 

To replicate something similar to the original post, I have in my apply to each step the following:

formatDateTime(item()?['Due_x0020_Next'], 'MM/dd/yyyy')

is equal to

formatDateTime(addDays(utcNow(), 30), 'MM/dd/yyyy')

The above is checking my "Due Next" column, which is filled with dates, are 30 days away from today's date.

[SmokeEater1996]

I'm trying to do something very similar to what you have here, I will try that formula thanks.

[SmokeEater1996]

This is what I have and it does not work. @kristof805 

[kristof805]

@SmokeEater1996 I think you got several things happening here that I can already see:

• You are using the formula under the Filter Query section of Get Items instead of Apply to each step. This may change things.
• Your formula is missing the number of days, which can be put as 0 if you want to check for the same today's date. Check the exact formula code on my previous codes. You cannot omit parts, as far as I know.
• Your column name is most likely wrong. Please look at your output under Get Items step after your flow ran. It'll show you the correct formatting of the column name. For example, I have a column called "Due Next" but I have to type it in as "Due_x0020_Next" when using it in different Flows.
• You'll also need quotes around your formateDateTime formula in your Filter Query.

What errors are you getting, if any?

[Jacobpetley57]

So I'm not to sure this will help out or not,I have 0 experience with microsoft or coding/programming...

I've managed to upgrade my Android platform from 9 to 12+without documentation work adding microsoft. Downloaded flow today and learning about flow and buttons/push notifications and decided to share it with Edge and it said solved in green highlight to your link. So there you have it. Maybe you could return the favor...

[maggd78]

Hi all,

I am new here on the forum, thanks for all your posts, really enriching.

I discover PowerAutomate, and my english level isn't good at all, sorry 😉

I read all contents of the post but i didn't find THE key to solve my problem...

I'm trying to create an

- automatic flow, launched every day

- for all documents in a doclib

- which have a date "CreateTask" (calculated column in SharePoint) equals Today

- in order to create a task in Planner. 

Here's what i've done but it doesn't work.

 

I tested in the condition

 - Left : formatDateTime(item()['DateCreationTache'],'yyyy-MM-dd')

 - Right : formatDateTime(utcNow(),'yyyy-MM-dd')

but in results, false appears for all of them 😭

In advanced thanks for your help,

Regards

[kristof805]

After your Flow has ran, you should be able to look at the details, so where it says false, there should be outputs of what was compared to what. Your formatting may be right but it may be that the utcNow() is returning the wrong day (depending on where you are located) so you may have to do a time conversion.

You can see from my previous posts that the code that ended up working for me was:
@equals(formatDateTime(item()?['Insurance_x0020_Expiry_x0020_Dat'], 'MM/dd/yyyy'), formatDateTime(addDays(utcNow(), 30), 'MM/dd/yyyy'))

This compares date column Insurance Expiry Date to see if that date is 30 days from now. Hope that helps or write back and we can troubleshoot more.

[maggd78]

Thanks a lot @kristof805 for your answer, it's work 😍!!! 

Have a nice day!!

[LoneWolfe47]

@kristof805 
Hello,

I'm trying to create a flow that does something similar to this except my data is in the data verse, and not in SharePoint. 
Is there anyway you may have a method of doing basically the same thing but with the data verse?

[kristof805]

Hey @LoneWolfe47 ,

I haven't created a flow with Microsoft's Dataverse actions but there should be a similar action to "Get Items" from a SharePoint list. Check out this article for functionality:
https://docs.microsoft.com/en-us/power-automate/dataverse/overview

After that, you should be able to copy my flow / logic after replacing my column name with a Dataverse column name. The syntax may be slightly different but you should be able to get an example from the output of your flow.

[LoneWolfe47]

@kristof805 Thank you for getting back to me. I actually already figured it out before i found this reply, but i thank you so much for looking into it for me.

[Ady-P]

Hi, is there a way to make it set the reminder period (e.g. 14 days in above example) from a list column value? E.g. I have a column for 'Frequency (Months)', which can be different for each list entry, and hence want the reminder to be set using that value. If that makes sense?!

[kristof805]

@Ady-P I think that should be possible as long as you can make the logic work. So you'd compare your frequency columns value (which has many different values) to your expiration date column. Do you have a sample of your List that you can post for better understanding (with the sensitive data blanked out)?

[Ady-P]

Hi @kristof805,

Thanks for your help.

My list is for an air filter maintenance schedule and currently looks like this;

The Frequency column being a drop-down choice and the Due date is a Calculated column.

My flow starts with a Recurrence Trigger, then as I can't use the Due Date in the filter query, I created this filter query;

LastChange eq 'addToTime(utcNow(),-6,'month','MM-dd-yyyy')'

But, to recap, I don't know how to substitute the '-6' value with the Frequency value from the list entry.

Thanks again

[chico]

>>how to substitute the '-6' value with the Frequency value from the list entry

in the Expression pane, delete the -6, keep your pointer in between the single quotes, 
click the dynamic content tab, scroll down and select the dynamic sharepoint entry for FrequencyValue,

it will auto fill and also give you an idea of how to do it manually next time,

click back on the Expression tab and hit the update button to complete.

[Ady-P]

Hi @chico,

I tried as you instructed but I don't see my Frequency column listed? I see variables and My Profile values but no the column names.