Weekly summary of open list items (Sharepoint List)

[Trumpetritz]

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

[faustocapellanj]

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

[Trumpetritz]

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

[faustocapellanj]

@Trumpetritz

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

Thanks.

[Trumpetritz]

Column	Type	Purpose
ID	integer	primary key
Antragsteller	Person or group	reciepents email address
RCM	Person or group
Customer Name	Text
Due date	Date and Time	Duedate
Description	Long text
Approver1 Name	Person or group	reciepents email address
Approver1 required	yes/no
Approver2 Name	Person or group	reciepents email address
Approver2 required	yes/no
Approver3 Name	Person or group	reciepents email address
Approver3 required	yes/no
Approver4 Name	Person or group	reciepents email address
Approver4 required	yes/no
Status Approver1	Listbox	open, approved, recejted
Comment Approver1	Text
Status Approver2	Listbox	open, approved, recejted
Comment Approver2	Text
Status Approver3	Listbox	open, approved, recejted
Comment Approver3	Text
Status Approver4	Listbox	open, approved, recejted
Comment Approver4	Text
Overall status	Listbox	open, approved, recejted
Last change	Date and Time

[Trumpetritz · Accepted solution]

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]

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!

[faustocapellanj]

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.

[Anonymous]

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!

[faustocapellanj]

Another question:

Who are these emails going to?

[Anonymous]

Hi,

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

Thanks!