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StidifordN
Frequent Visitor

Filter excel (sharepoint), send filtered table as an email

Overall requirement - Send an email to the Contract Owner when a contract is expired (or soon to be).

 

Looking to filter an excel sheet based on two criteria - 

Filter per 'Contract Owner'

then, 

Filter for any contract that is expiring in the next 3 months, next month or expired in the last month (i'll build an independent flow for each time frame)


Then email this to the user(s)

 

Sample data

Table1.PNG

 

If no data, do nothing.

 

I've found a few helpful posts in here - but being a complete novice in Flows, i was hoping to find something closer to my same output.

https://powerusers.microsoft.com/t5/Building-Flows/Filter-Excel-File-s-Rows-and-Send-Email-Based-on-...

https://powerusers.microsoft.com/t5/Building-Flows/Sending-email-to-user-with-multiple-rows-in-Excel...

 

This one seemed promising... couldn't get it to work (i'm reallllly new to this).

https://powerusers.microsoft.com/t5/Building-Flows/Sending-Scheduled-Emails-with-Excel-Rows-Included...

 

1 REPLY 1
StidifordN
Frequent Visitor

OK, so I got a version of this to work.  This solution will be perfectly fine for the 'as a contract expires' version of notification. 

 

I cheated on the dates filter - in the source excel file I created a calculated column counting the number of days to expiry, and are looking for Zero to trigger the notifications.

 

Flow1.PNG

 

Flow2.PNG

 

Flow3.PNGFlowEmail.PNG

 

So it worked great - I'll need to format the Contract start/End dates to display correctly but I'll figure that out.

Next question - on a 'Looking forward 3 months' notification.
In a new flow > Where in the flow/How in the flow do I - scheduled to occur once per month, create and send a collated list of contracts that are due to expire in the next 3 months (not a line by line email notification) per Contract Owner.  Would that require a individual flow per contract owner or could it be done dynamically?

 

 

 

 

 

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