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MattConn
Regular Visitor

Making a flow that sends an automated email with previous week's info

Hi,

 

I have some experience making flows but I've never created one with this specific function.

 

I need to send out an automated email that gets items from a SharePoint list but only information from the last 7 days.

(Additional: If I could get it to only get items that are 'pending' from the last 7 days that would be even better!)

 

For context, the SharePoint page is used to track approvals so we want to know which are outstanding and update our team with these emails every week. Below is an image of the 'choice' column I created in my SharePoint list for approvals:

MattConn_0-1669974660083.png

If I could automatically send the last 7 days of pending approvals on weekly emails that would be fantastic! Any help is appreciated.

 

Thanks!

2 ACCEPTED SOLUTIONS

Accepted Solutions
v-qiaqi-msft
Community Support
Community Support

Hi @MattConn,

Do you want to send email every week with the pending Items in the last 7 days?

 

Here is a simple demo, please check for reference:

vqiaqimsft_4-1670217916640.png

 

addDays(utcNow('yyyy-MM-dd'),-7)

 

vqiaqimsft_1-1670217157547.png

Here is the testing result.

vqiaqimsft_2-1670217169550.png

 

 

Best Regards,
Qi

View solution in original post

Hi @MattConn,

Sorry, I should remind you of that at the very beginning.😅

 

First of all, make sure that your Approval is a Choice column.

 

Then the expression you set in the Filter query is correct, howeve, you should modify your item() function if your Approval column is Choice type:

item()?['Approval/Value']

vqiaqimsft_0-1671507250276.png

 

Best Regards,
Qi

View solution in original post

8 REPLIES 8
v-qiaqi-msft
Community Support
Community Support

Hi @MattConn,

Do you want to send email every week with the pending Items in the last 7 days?

 

Here is a simple demo, please check for reference:

vqiaqimsft_4-1670217916640.png

 

addDays(utcNow('yyyy-MM-dd'),-7)

 

vqiaqimsft_1-1670217157547.png

Here is the testing result.

vqiaqimsft_2-1670217169550.png

 

 

Best Regards,
Qi

Thank you for this demo. Most of this appears to work. The only error I've noticed when debugging it is the filter query. Since sending the original post. I now need to include two options from that column. One for 'Pending' and another for 'Requested'. I haven't changed my SharePoint and for some reason it says status doesn't exist. Whenever I test and use that filter query, it says the below:

 

MattConn_0-1670239519139.png

 

Am I doing something wrong?

 

HI @MattConn,

In your scenario, you do not have the Satatus column but you have this Approval column, replace the Status with Approval column.

Best Regards,
Qi
MattConn
Regular Visitor

Thank you Qi! This is working now! 🙂 So if I wanted to filter other options in my approval column in the future. How would I do that? What if I wanted to get 'pending' and 'requested' items? 

 

Also, is there a way to make this look nicer on the email and just have the words pending/requested rather than all this text?

MattConn_0-1670578334224.png

 

Hi Qi, I actually figured that first part out myself: 

MattConn_1-1670578611080.png

I just need help getting rid of the unnecessary text in the above response so the email looks nicer and easier to read for the team. I may have done something incorrect at this step:

MattConn_2-1670578992938.png

 

 

Thank you for your support!

 

 

Hi Qi, I just need the text above to disappear so it only shows 'pending'. Once I've fixed that this flow is complete. 🙂 Thanks, Matt

Hi @MattConn,

Sorry, I should remind you of that at the very beginning.😅

 

First of all, make sure that your Approval is a Choice column.

 

Then the expression you set in the Filter query is correct, howeve, you should modify your item() function if your Approval column is Choice type:

item()?['Approval/Value']

vqiaqimsft_0-1671507250276.png

 

Best Regards,
Qi
MattConn
Regular Visitor

Thank you for all your help Qi. This flow is now up and running as intended! 😁

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