We are putting together a document file for our company policies. The folder info includes policy title, owner and expiration or due date. We want to send a reminder to the owner when the policy is due for an update. Can someone help me design a flow to send a reminder to the owner on or near this due date? I have tried everything and can’t get it to work. Thanks
Ronda
Solved! Go to Solution.
Hi @rhinterm
Thank you for posting.
According to your description, you would like to send reminder to policy owner based on expiration date. If any misunderstanding, please kindly let me know.
Since you mentioned, all related info is store in folder name. Thus, I create folder as below:
Here is the flow details for your reference:
formatDateTime(utcNow(),'yyyy-MM-dd')
last(split(first(split(items('Apply_to_each')?['{Name}'],'-2021')),'-'))
The first condition is to used check whether folder name contains date equal today.
The second one is to filter only folder can be tracked.
Once we run the flow, we will get reminder with no issue.
Hope the content above may help you.
Thanks
Anna
Hi @rhinterm
Thank you for posting.
According to your description, you would like to send reminder to policy owner based on expiration date. If any misunderstanding, please kindly let me know.
Since you mentioned, all related info is store in folder name. Thus, I create folder as below:
Here is the flow details for your reference:
formatDateTime(utcNow(),'yyyy-MM-dd')
last(split(first(split(items('Apply_to_each')?['{Name}'],'-2021')),'-'))
The first condition is to used check whether folder name contains date equal today.
The second one is to filter only folder can be tracked.
Once we run the flow, we will get reminder with no issue.
Hope the content above may help you.
Thanks
Anna
This is mind blowing :):)
This isn’t exactly what I need. I’m looking to send a reminder when a document within a folder needs to be updated based on the date in a due date column. The reminder goes to the owner of the document who is listed in a column.
Any additional help is appreciated.
ronda
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