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Anonymous
Not applicable

Send Bundled Email Based on Person Listed

Hello,

 

I already have a flow that sends excel attachments based on a list items(below). I want to build another flow with an excel attachment based off of the following situation:

 

Each staff is assigned a Status, I need an email to be sent out every morning **with the an excel attachment** that only displays their list item (not others).

 

For example, John has 5 status that says "Completed" and 15 "Not completed",

Nicole has 10 "Complete" and 1 "Not Completed"

 

John should receive an email every morning with an excel attached of 20 cases (until otherwise). Nicole should receive an email attachment every morning with 11 cases.

 

Every time I try to use the dynamic content for staff 1 email, it creates a "Apply to Each" loop and they end up receiving 1 email per item!

 

I hope this makes sense!

 

ProfileCrater3_1-1600798664457.png

 

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
efialttes
Community Champion
Community Champion

Hi!

GReat stuff here

https://powerusers.microsoft.com/t5/Building-Flows/Consolidated-email-based-on-date-in-excel/m-p/471...

Hope this helps

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

View solution in original post

23 REPLIES 23
efialttes
Community Champion
Community Champion

Hi!

GReat stuff here

https://powerusers.microsoft.com/t5/Building-Flows/Consolidated-email-based-on-date-in-excel/m-p/471...

Hope this helps

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

Hi @efialttes ,

 

I am getting this error. 

 

ProfileCrater3_0-1600801719656.png

 

So I guess you renamed the Select action block as 'Select Analyst', right?

If so you need to update WDL expressions where body('Select_Leader') is suggested and use body('Select_Analyst') instead...

union(body('Select_Analyst'), body('Select_Analyst'))

Thanx!

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

Hi @efialttes ,

 

Please see below. I am still receiving the same error. Also, I made a new column called "Analyst Email" that contains email addresses. 

ProfileCrater3_1-1600804461782.png

 

Thanx for the screenshot!

There is a problem in you current 'Select' action block config... you are in default title-value mode, need to switch it into text mode (click on the icon with a letter T inside a square, on the right), then add 'Analyst Email' dynamic content

Hope this makes sense

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

@efialttes It makes perfect sense...but....not sure what's going on

 

ProfileCrater3_0-1600806855133.png

 

The error is with the Compose...

Now your 'Select' has its default name (not 'Select Analyst' anymore), so please doublecheck 'Compose' expression and adapt it accordingly

 

Please noteFlow editor is a bit buggy, once you fix the expression hover your mouse over it to doublecheck changes applied 

Thanx!

 

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

@efialttes Yes, I also did that with no luck ☹️ over and over again

 

ProfileCrater3_0-1600807686234.png

 

You mean the expression is wrong and Update fails? If so, please clean Compose input and add again the expression from scratch. Or, delete Compose action block and add a new one

Hope this helps

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

@efialttes I've cleaned it and added it back in with no luck. 

Just created the flow from scratch, working fine for me. Sorry I couldn't reproduce your issue.

 

Do you agree to have a screen share session tomorrow? It's too late here in southern europe (23:30)

 

Flow_ConsolidateReport4Excel.png

Thanx!

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

@efialttes I found the problem. It's suppose to be 


union(body('Select_Analyst_Email'), body('Select_Analyst_Email'))

 

I'll try to make a flow with the excel sheet and tell you how it goes. Thank you!

Anonymous
Not applicable

Hi there @efialttes ,

 

I tried it with the excel sheet and it did not go as planned. The run is successful but sometimes I won't receive emails at all and if I do, it would be everyone listed on the excel sheet and not only the person involved like I wanted.

 

Capture.PNG

Hi again!

Can you please expand all the action blocks (doubleclick in them, click if available 'Shhow advanced options') and share again a screenshot from your flow design?

I cannot see action blocks' inputs in the last screenshot you shared

Thanx!

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

Hi @efialttes ,

 

Here is my flow:

Capture.PNGCapture2.PNGCapture3.PNG

@Anonymous 

"The run is successful but sometimes I won't receive emails at all and if I do, it would be everyone listed on the excel sheet and not only the person involved like I wanted."

 

The point is, Emails are sent to 'Analyst email'. Each Analyst will receive an email with a list of their assigned tasks. Also, the Excel list you attach is the original one (with all Excel rows). THis flow is designed to add an HTML table to the email body, so each analyst would receive an HTML table with its own list of tasks, not all.

 

My only concerns with your current design are two:

-for some reason, you opted not to add 'Create HTML table', so I believe email bodies are displaying 'Filter array' outputs, which is not a very friendly format. You also decided to attach the original Excel file, something that was not in my original suggestion.

-how many rows do you have on your Excel table? If more than 256, you need to activate pagination on 'List rows present in a table'

https://www.shanebart.com/flow-excel-256-limit/

 

If you finally make it work, please remember to mark this topic as solved. If not, please let us know your progress!

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

@efialttes The end goal is to have it as an excel attachment. I think it would be best to make another post on how to:

 

Excel --> HTML (or CSV) -->Excel

 

I think this may solve my dilemma. The HTML suggestion you suggested worked fine though.

Hi!

Thanx for marking this topic as solved! And, Happy Flowing!

 

Did I make your day? If so, mark my response as 'Solution' !!!

También escribo sobre Power Automate en este Blog y en Twitter

Anonymous
Not applicable

Hi there @efialttes ,

 

Any idea on how to get multiple selections in filter array? Based on the previous info, I now need to send emails to "Analyst Email" "TL Email" , "PM Email"...is it possible to fit three or more?

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