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Helper III
Helper III

Help with sharepoint

Hello,

What i can do is get items of list sharepoint, pass them to excel, filtering by yesterday's date (day -1) and send that excel by email

 

How can this be done?

 

Thanks for help

1 ACCEPTED SOLUTION

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Community Support
Community Support

Re: Help with sharepoint

Hi @antonio_piernav ,

 

If you want to save the items created yesterday to the specified Excel File, please refer to the following method.

prerequisites:

  • There is already a specified Excel file in OneDrive or SharePoint, and the table has been defined in Excel file.
  • If you are not using SharePoint online, you will need to configure Gateway to get the data. For the installation configuration of Gateway, please refer to Online doc:

https://docs.microsoft.com/en-us/flow/gateway-reference

 

I use SharePoint online here to illustrate the details of Flow configuration. (SharePoint on-premise has the same action in SharePoint online)

 

  • You could use Recurren to be trigger and use Get items action to get all the items in specified list. 
  • Configure Condition to filter the eligible items, please refer to the following Expression:
formatDateTime(item()['Created'],'yyyy-MM-dd')

is equal to

addDays(utcNow(),-1,'yyyy-MM-dd')
  • Then use Add a row into a table action to add the eligible items to the specified Excel table.
  • It is recommended to add a Delay action, wait for the insert action to complete, and prevent the file from being locked.
  • I store the Excel file in OneDrive, so I use the corresponding action to get the file name and the file content.
  • Finally configure Send an email action.

Image reference:

16.PNG

17.PNG

Hope it helps.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Highlighted
Community Support
Community Support

Re: Help with sharepoint

Hi @antonio_piernav ,

 

If you want to save the items created yesterday to the specified Excel File, please refer to the following method.

prerequisites:

  • There is already a specified Excel file in OneDrive or SharePoint, and the table has been defined in Excel file.
  • If you are not using SharePoint online, you will need to configure Gateway to get the data. For the installation configuration of Gateway, please refer to Online doc:

https://docs.microsoft.com/en-us/flow/gateway-reference

 

I use SharePoint online here to illustrate the details of Flow configuration. (SharePoint on-premise has the same action in SharePoint online)

 

  • You could use Recurren to be trigger and use Get items action to get all the items in specified list. 
  • Configure Condition to filter the eligible items, please refer to the following Expression:
formatDateTime(item()['Created'],'yyyy-MM-dd')

is equal to

addDays(utcNow(),-1,'yyyy-MM-dd')
  • Then use Add a row into a table action to add the eligible items to the specified Excel table.
  • It is recommended to add a Delay action, wait for the insert action to complete, and prevent the file from being locked.
  • I store the Excel file in OneDrive, so I use the corresponding action to get the file name and the file content.
  • Finally configure Send an email action.

Image reference:

16.PNG

17.PNG

Hope it helps.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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