cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Trumpetritz
Level: Powered On

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
Trumpetritz
Level: Powered On

Re: Weekly summary of open list items (Sharepoint List)

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
Highlighted
Super User
Super User

Re: Weekly summary of open list items (Sharepoint List)

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!

Proud to be a Flownaut!


Trumpetritz
Level: Powered On

Re: Weekly summary of open list items (Sharepoint List)

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

Super User
Super User

Re: Weekly summary of open list items (Sharepoint List)

@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!

Proud to be a Flownaut!


Trumpetritz
Level: Powered On

Re: Weekly summary of open list items (Sharepoint List)

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 
Trumpetritz
Level: Powered On

Re: Weekly summary of open list items (Sharepoint List)

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

Anonymous
Not applicable

Re: Weekly summary of open list items (Sharepoint List)

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!

Super User
Super User

Re: Weekly summary of open list items (Sharepoint List)

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!

Proud to be a Flownaut!


Anonymous
Not applicable

Re: Weekly summary of open list items (Sharepoint List)

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!

 

Super User
Super User

Re: Weekly summary of open list items (Sharepoint List)

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!

Proud to be a Flownaut!


Anonymous
Not applicable

Re: Weekly summary of open list items (Sharepoint List)

Hi,

 

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

 

Thanks!

Helpful resources

Announcements
thirdimage

Power Automate Community User Group Member Badge

Fill out a quick form to claim your user group badge now!

firstImage

Incoming: New and improved badges!

We've given our badges an overhaul and also added some brand new ones!

fifthimage

Microsoft Learn

Learn how to build the business apps that you need.

sixthImage

Power Platform World Tour

Find out where you can attend!

seventhimage

Webinars & Video Gallery

Watch & learn from the Power Automate Community Video Gallery!

Top Kudoed Authors
Users Online
Currently online: 469 members 6,723 guests
Please welcome our newest community members: