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Armyfrog
Level: Powered On

In need of general advice. Best way to proceed?

Here are the basics of what I am trying to accomplish. 

 

 

Overview: I have a report of surveys that I want to automatically send e-mails on based on certain criteria/filters. The data once I have it is static and will never change, so each record (row in this case) only has to be processed once.

 

 

DataSet(currently housed in a sharepoint list):

 

Name(Single Line Text)

Email(Single line Text)

Score(Number without decimals)

Category(Number without decimals)

SurveyText(Single Line Text)

Resolved(Single Line Text)

Date(Date)

CaseNumber(Single Line Text)

isActioned(Single Line Text) - Used as a logic check for if the record was previously actioned by the Flow

 

Logical Breakdown:

 

Is NPS>8 and Resolved = Yes(if so, send e-mail, mark item as actioned)

   Is NPS>8 and Resolved =/= Yes (if so, send seperate email, mark item as actioned)

       Is NPS<9 and category = Category 1-15(send seperate e-mail for each seperate category, mark item as actioned)

 

 

What I have tried thus far with no luck.

 

All flows I made were manual (button) flows

 

Get List Items - Sharepoint

 

Condition(If isActioned = String('Yes')

    if Yes()

        if No ( Is NPs>8 and Resolution=String('Yes') if yes(send email, mark as actioned) if no(is NPS>8 and Resolution =/= String('Yes')if yes(sendemail, mark as actioned) ifno( is NPS<9 if yes(Switch on Category 1-15) if no())

 

 

i tried that first, and branching conditions keep failing.

 

next I attempted to check for is actioned, did an immediate switch from there once validated isActioned is false, Switch on Category, then evaluated for NPS and Resolution inside the switch statements.

 

At every turn Im getting false positives, false negatives, not meeting branch conditions.

 

 

Am I overthinking this?  Are there any changes I can make that could make this simpler, or is this even doable with Flow?  

I have been at this over a month now with roughly 20/30 hours invested, and I feel like I'm either missing something huge, or it's not feasible with the data storage methods I have available to me at this point. Which are Excel/Sharepoint\\\

 

Thank you for any and all help/feedback.

1 ACCEPTED SOLUTION

Accepted Solutions
Super User
Super User

Re: In need of general advice. Best way to proceed?

Hi @Armyfrog 

 

Thanks for the screenshare. So the issue was in your conditional statement you don't need quotes for string check and in your case statement you need a single quotes.

 

Thanks a lot



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4 REPLIES 4
Super User
Super User

Re: In need of general advice. Best way to proceed?

Hi @Armyfrog

 

What screenshare software you have? Send me an invite. I could help you in this? Email me the details.

 

Thanks



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!



Armyfrog
Level: Powered On

Re: In need of general advice. Best way to proceed?

Sent you Teams and Teamviewer info

Armyfrog
Level: Powered On

Re: In need of general advice. Best way to proceed?

@abm Thank you so very much for your assistance.

 

You sir are amazing! Cheers!

Super User
Super User

Re: In need of general advice. Best way to proceed?

Hi @Armyfrog 

 

Thanks for the screenshare. So the issue was in your conditional statement you don't need quotes for string check and in your case statement you need a single quotes.

 

Thanks a lot



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!



View solution in original post

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