cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
EJack
New Member

Sending reminder email on the last (working) day of the month?

I'm new to Power Automate, and trying to set up what should be a simple flow. I need to send two reminder emails to managers to check and approve timesheets.

 

The first is every other Friday, the last day of a pay period. This was easy to create using a recurrence and mail.

 

The second is on the last working day of the month, for the close of the fiscal period. Timesheet approvals done outside of a fiscal period cause havoc in our ERP system. This is where I'm running into problems. While tools like Outlook calendar can do recurrences on the last day of the month, this isn't available in the PA recurrence feature.

 

I've searched and found references to code that determines the correct day, but because I'm new at this, I'm not even sure how or where to use that code. Any help with a step-by-step would be greatly appreciated. Thanks!

11 REPLIES 11

@EJack 

 

After daily recurrence, use this condition-

Hardesh15_0-1600870542817.png

 

if last and previous last day of month is saturday and sunday then it is not last working day.

 

Thanks

Hardesh

@Hardesh15 

 

This sort of worked. The problem is the email will be sent every day on the 27th, 28th, 29th, 30th and 31st as long as those days aren't a Saturday or Sunday. I only want it to send once, on the last workday of the month.

 

So... if the 31st is a Sunday, the email would send on the 29th, but not the 28th or 27th.

@EJack 

I found some exceptions in this , will post you complete solution after testing.

 

Thanks

Hardesh

Michal
Kudo Collector
Kudo Collector

@EJack 

Do you need to take into consideration holidays?

@Michal 

 

I hadn't thought of that. Yes, I suppose I should. But at this point, I'll take the flow with or without holidays as long as I can get the email sent on the last working day of the month otherwise.

@EJack 

 

Here is your solution. i have considered all permutation and combination.

Hardesh15_0-1600974633602.png

Hardesh15_1-1600974663627.png

Hardesh15_2-1600974692033.png

Hardesh15_3-1600974715635.png

Hardesh15_4-1600974744022.png

Hardesh15_5-1600974783020.png

 

My Logic- for 31 days month like Jan,March etc if 31st is not saturday and sunday then it is last working day. And if 29 & 30 of 31 days month falls on friday then it is last working day. Same way i did for 30 days month and feb as well.

 

Thanks

Hardesh

 

 

 

 

 

 

@Hardesh15  Let's take it from another side. I found this solution as inspiration and decided to put it into the Power Automate frames. 

 

@EJack , So in short, let's take the 1st day of the next month and count it backward, day by day until you get a working day (dayOfWeek(variables('Date') is not equal 0 or 6). Here is the explanation of the dayOfWeek.

And if you finally get such a day check if this is today. 

Simple, isn't it? 😏

 

I thought so, but end up with a pretty complex flow. 

Here are some pictures. If you need details - let me know. 

Michal_0-1600983258624.png

 

Michal_1-1600983450115.png

The Date variable is initialized with this formula:

 

addDays(startOfMonth(addToTime(utcnow(),1,'Month')),-1)

 

 The Date-1:

 

addDays(variables('Date'),-1)

 

And DayofWeek:

 

dayOfWeek(variables('Date'))

 

 Condition at "Do Until" loop is advanced:

 

@or(not(equals(variables('DayOfWeek'), 0)),not(equals(variables('DayOfWeek'), 6)))

 

And the rest should be pretty straightforward. 

 

Let me know if this works? I have tested a bit with November, as the 1st of November is Sunday, and it looks working. But I might do wrong conditions, so better test different scenarios and don't take it for granted.  

@Hardesh15 

Thanks! There's a lot to this. I'm also wondering what happens when you get to leap year with Feb having 29 days.

 

@Michal 

Thank you as well! I think I like the idea of counting backwards from the first day of the next month. That would seem to work regardless of what month it is an if it was a leap year or not. I haven't had a chance to play with this yet, as it takes my non-programmer brain a little while to wrap my head around it.

 

Is your example sharable? If you have more details on how to recreate those frames, I won't say no. 🙂 

Hi @EJack 

I have built, checked, and published the flow. You can download and use the flow from here

Happy flow! 🙂

Wonderful job Michał, just used it!

rziya
Frequent Visitor

Came across this post while looking for a solution to the same problem...

 

Shouldn't the code below work with the exception of public holidays... 

 

...If today is a weekday and tomorrow is the first day of next month or

             if today is friday and the first day of next month is the day after tomorrow (sunday) or the next (monday)....

 

Note: for me dayofWeek returns (1...7) for (Monday...Sunday)...

 

or(and(less(dayofWeek(utcNow()),6),equals(dayOfMonth(addDays(utcNow(),1)),1)),and(equals(dayofWeek(utcNow()),5),or(equals(dayofMonth(addDays(utcNow(),2)),1),equals(dayofMonth(addDays(utcNow(),3)),1))))

 

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (2,718)