Create SharePoint Item based on another SharePoint List

[enswitzer]

I would like to create a "Status Update" Item each month for every Active Project on my list. Is this possible?

My data looks like this:

Sharepoint List 1: Project Portfolio - Project Input (X represents data being loaded that just isn't important here)

Title	Project Status	Project Lead	Product Manager	Sponsor	Project Category	Objective	Scope	...
Project 1	Active	Erin Nicole	X	X	X	X	X
Project 2	Closed	X	X	X	X	X	X
Project 3	Proposed	X	X	X	X	X	X

Based on the Status of the Project (if ACTIVE), I would like to create a new Item in another SharePoint List at the beginning of each month and have it send a reminder to the Project Lead. 

Sharepoint List 2: Project Portfolio - Monthly Project Status

Project Title	Status Date	Key Actions	Mitigation & Needed Support	Risks & Opportunities	Top Issues
Project 1	9/1/2020	*	*	*	*

* represents the data that would need to be filled out by Erin the project lead

[rsaikrishna · Accepted solution]

@enswitzer 

This is straight forward and feasible by using Flow.

Created a sample flow for your case:

Here are steps:

1. Create a scheduled flow to run the flow every month on a specific date.

2. Get all the items from Projects list whose status is Active. You can see this condition in FilterQuery field in Get Items action in the above screen shot.

3. Check if "Get Items" returns at least one item.

4. If there are at least one item, loop thru each item to Create an item and Send an email.

Regards

Krishna Rachakonda

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[enswitzer]

Thanks so much! This is great. I think I'm super close. However, when I try to use the Filter Query option - it says there is no dynamic content available. Do you know why that would be? 

My condition I set up looks like this, but I don't think it's even getting to this step in the flow:

[enswitzer]

OK - did some searching - understand why no dynamic expression, but I still can't quite get this to work... I am trying to use the Project Status ID field, where 2 = Active, but keep getting an error:

If I try to use the Project Status field, I think I'm running into an issue because when I look at the get item output when I have no filter, I find that the output is not just "Active" it actually looks like this:

"Project_x0020_Status":{"@odata.type":"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference","Id":2,"Value":"Active"}

I've tried: 

Project_x0020_Status  eq '{"@odata.type":"#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference","Id":2,"Value":"Active"}' as well, but still cannot get it to run through 😕

[enswitzer · Accepted solution]

Thanks so much for pointing me in the right direction! Couldn't get the Query Filter to work, but ended up getting all items and then filtering it before applying the logic. 

@rsaikrishna - Thanks again!