cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Weekly summary of open list items (Sharepoint List)

Hi,

 

I want to create a flow that sends out an email with a set of sepcific entries out of a Sharepoint list that are assigned to a specific user.

 

Does anyone have a template?

 

KR J

1 ACCEPTED SOLUTION

Accepted Solutions

Found the solution:

 

1. Getitems with filtered query on the Sharepoint list

2. "Apply to each" and compose a html table

3. Send out a HTML-Email with embedded composed table.

View solution in original post

10 REPLIES 10
faustocapellanj
Memorable Member
Memorable Member

Hi @Trumpetritz,

 

Will there be an additional condition to check other than the specified user? For example, a status column or something like that? Also, if you already have a SharePoint list set up for this, can you please post all the list columns along with their type so I can try to create the Flow on my end?

 

Thanks,

Fausto Capellan, Jr

Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

Hi Fausto,

 

thanks for you reply. There will be four status columns for four user columns. So, I want to generate four flows for each user group with their assigned rows. Within this weekly generated email, all other fields of the selected rows should be displayed in table format.

 

Main question for me: How can I display a list of records and send them by email. I was thinking of creating a query but I'm struggeling to to bring it into the email.

 

Thanks!

 

Jan

@Trumpetritz

 

Please post your list columns along with their type so I can create your scenario on my end.

 

Thanks.

Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

ColumnTypePurpose
IDintegerprimary key
AntragstellerPerson or groupreciepents email address
RCMPerson or group 
Customer NameText 
Due dateDate and TimeDuedate
DescriptionLong text 
Approver1 NamePerson or groupreciepents email address
Approver1 requiredyes/no 
Approver2 NamePerson or groupreciepents email address
Approver2 requiredyes/no 
Approver3 NamePerson or groupreciepents email address
Approver3 requiredyes/no 
Approver4 NamePerson or groupreciepents email address
Approver4 requiredyes/no 
Status Approver1Listboxopen, approved, recejted
Comment Approver1Text 
Status Approver2Listboxopen, approved, recejted
Comment Approver2Text 
Status Approver3Listboxopen, approved, recejted
Comment Approver3Text 
Status Approver4Listboxopen, approved, recejted
Comment Approver4Text 
Overall statusListboxopen, approved, recejted
Last changeDate and Time 

Found the solution:

 

1. Getitems with filtered query on the Sharepoint list

2. "Apply to each" and compose a html table

3. Send out a HTML-Email with embedded composed table.

Anonymous
Not applicable

Hey,

 

Would you be able to post a shot of your flow, with what is needed in the HTML table? I'm a novice at this stuff.

 

Thanks!

Hi @Anonymous

 

Are you looking for anything in particular? If you can provide more details about what you're trying to achieve, we can provide you with a better answer or solution.

 

Regards.

Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

Hey,

 

I think I'm looking into the same thing as the OP, but maybe with some variation:

 

I have a Sharepoint list where people upload A/P invoices to be paid:

  • A flow is triggered, as a result of this
  • It is approved, via Modern Approvals
  • Once approved, A/P accountant receives email that an invoice is ready for payment

What I am in need of is this:

  • A regular email, that will tell me a list of Invoice submissions that have not been approved. (maybe with a limit of 10 days?)
  • A regular email, that will tell me a list of invoices that have been approved, but not paid by A/P (also, maybe with a limit of 10 days?)

I have a column in Sharepoint, that updates the status of the entered invoice as follows:

  • Pending, when invoice is entered initially in list
  • Approved, Pending Payment, when manager approves for payment
  • Payment Complete, when A/P accountant cuts check

Hope this helps. Let me know if you need more info.

 

Thanks!

 

Another question:

 

Who are these emails going to?

Fausto Capellan, Jr
Did I answer your question? Mark my post as a solution! Did my response help? Please give it a thumbs up!

Hi,

 

A member of management. If not, then someone in finance.

 

Thanks!

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 (2,015)