using flow to send email reminder from sharepoint data

For ex: Title info is not pulled in in the Email body. The source type/format Object of the value {@odata.type:#Microsoft.Azure.Connectors.SharePoint.SPListExpandedReference,Id:2,Value:XXXX@email.com} is not convertible to type/format String/email. Click Flow. Hello Sam, Hello Mohamed, Send an email from your account. The output from Filter array will be only the items related to the email address, the user. You can also set the time of day the Flow runs, including which time zone in which it runs. The first step is to get all the relevant SharePoint items with the Get items action. I've been a Microsoft Most Valuable Professional (MVP) 15 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013. In this case, I have created a SharePoint list using the Work Progress template. Create Scheduled Flow We will add a Start and wait for an Approval (V2) action first and then right before that, click on the plus sign and add a parallel branch. However, it had a similar restriction, but also Flows timeout after 30 days. I am able to get unique value for single column, How to approach if we have two people picker columns and we need unique values. Provide voting options in the User Options field. In the Append to string variable action, enter the lead information that will be sent out in the email. Hello Valentin, All subscribers have also access to resources like a SharePoint Filter Query cheat sheet or Date expressions cheat sheet. I didn't change anything else about the Flow. Your email address will not be published. Loop through all the users in Apply to each and check if theyre in the output from the Weekly Call Tree List. focused in Information Technology from Mumbai University. However, if you are starting a Flow on something that will be more than 30 days in the future, Flow will timeout, and youll never receive your reminder email. Blog site: https://ganeshsanapblogs.wordpress.com/ "Remaining" column is calculated column, it doesn't show "is less than" in condition. items(Apply_to_each)?[Title]. Your email address will not be published. In the case of travel planning and event planning, due dates are routinely several months in the future. The Flow runs successfully now, but I'm not receiving an email for my test value of 3/31/2022. For the e-mail subject, type some general text and But for this post lets take SharePoint list, and this list will contain 2 columns: It should be a scheduled flow, running daily. ExpirationDate eq ''. Adding steps in Flow, configure the recurrence criteria. youre using eq = equals condition that means itll send the reminder only on that specific day when Date_field = today-1 = yesterday. Flow save failed with code. Exactly what I needed. By Posted schefflera arboricola pruning In marthe brenne legger seg flat { Add a Data Connection to your SharePoint List 3. Then I create a flow likes below. : chen_jessica@lilly.com Go to the "Power Automate" tile and click on it. Additionally, feel free to leave a comment telling me some of the use cases you have thought of. And that's what this blog is about.To make the step from no-code Power Automate flows to low-code flows: using basic coding knowledge to build more complex yet more efficient flows to automate more of your daily tasks. How would this work if my data source is dataverse tables? The SharePoint column name is the internal name. Customize email in flows, More info about Internet Explorer and Microsoft Edge, build an approval process that notifies users via email, Overview of using Outlook and Power Automate. Hi Tom, Im having the same problem as Joanna it says the Compose is producing a string. For example, a list might have columns for Due Date, POC and Status. Send an email notification for tasks you assign to people in your projects - This template is designed for Project Managers. I figured out what the issue was, but that brings up another question. New Templates. Send an email from a distribution list or shared mailbox. Great instructional and thread! I have created a similar flow for reminder emails. Add an Edit Form 4. status: 400, I am encountering the same problem as Ela and Jessica. Build an approval process and notify colleagues via email. extract him from the first users item using the first() expression: https://tomriha.com/how-to-get-a-specific-value-from-a-json-object-in-power-automate/. since youve got the recipient email, Id say that the easiest way would be to add Get user profile action before the Send an email, search for the user using the Current item, and use whatever information you need about the user from his user profile. Your email address will not be published. Hello Anders, Here are three ways you can send a daily digest email with a table. Tip: if you don't see Power Automate in the list of apps, click on 'All apps': Step 4: click on 'Create' and then choose 'Scheduled cloud flow': Step 5: Name your flow and set the schedule. Any ideas what changes I should make to the email format so that it takes in the last action item? Ive been working with Microsoft technologies for almost 10 years, currently using mainly Power Automate, SharePoint, Teams, and the other M365 tools.I believe that everyone can automate part of their work with the Power Automate platform. You must have the date and user information somewhere. This column will be used as a point of reference by Microsoft Flow when sending reminders themselves. Please try it on your side and post back if it works for you. }, On the Set a reminder card, select Create. hello Tom, Send a daily digest email with a summary table. addDays(utcNow(),-2,MM/dd/yyy) ]. Initially, this new Flow works more like the Alert Me functionality, but with some tweaking, you can make it send out the emails to others. I tied to change the Filter Query to : Send a reminder email to approvers. A great place where you can stay up to date with community calls and interact with the speakers. Hello Jeremy, Enter the Set a Reminder Flow. Hello ouss, Since our flow is sending reminders based only on date, the filter will be quite straightforward. i did build flow that remind the user 2 day before the approval date. I've been working in the information technology industry for over 30 years, and have played key roles in several enterprise SharePoint architectural design review, Intranet deployment, application development, and migration projects. Keep up to date with current events and community announcements in the Power Automate community. Hello Anas, The inputs.parameters of workflow operation Send_an_email_(V2) of type OpenApiConnection is not valid. Error details: Input parameter emailMessage/To is required to be of type String/email. Enter a flow name, and number of days in advance reminder, and select Create. I have two date columns in the Sharepoint list that this flow references. A list, or library with a DateTime column. Power Automate blogs worth visitingDamien BirdDennis (Expiscornovus)Paul Murana, How to build basic reminder flow using Power Automate and SharePoint. Q: Where does the ExpDate eq comes from ? The output will be an array with all the emails. Parallel: Approval process and Email Reminder. Set "To" to "Person or group the issue is assigned to Email". Flow redirects you to the Run History screen. What time do you want the emails to send? The inputs.parameters of workflow operation Send_an_email_(V2) of type OpenApiConnection is not valid. The requirement is to send an email to the POC one week before the due date if the item status is not complete. Then, before you start sending the emails, its time for the grouping. It helped me solve a problem I have struggled with for hours today. Can you suggest any fixes? Start from the scheduled flow trigger. Ive had a few ideas but nothing is working yet. In the Do-Until step, click on Add an action and select Send an email (v2). Step 3. Seeking your guidance while I am motivating young developers in the ICT & QA team in achieving a needful feature in the Weekly Call Tree List, they have created with MS Power Automate. Mohamed Rashid directly in the items or in a separate SharePoint list where youd store the date of the last email. Hello SP, }. Required fields are marked *. }, The flow will run every minute and if the value in the Number column is less than 3, an email will be sent to the responsible person. Now, it's time to start the approval process and at the same time, check the status of approval and if not complete, then send an email reminder. May 31, 2022 . Ive used this to create an email with a somewhat formatted table that goes out to each unique user in a certain column, as intended. However when sending the reminder email, I want to include link of the original email that was sent ( part of separate flow) and I cant find that option. Save and test your flow. You can achieve a lot by "clicking" the flows in the designer, but you can achieve much more if you add a bit of coding knowledge. Please help how I can include the original email link from the other flow to this. Add the Select action to take only the user email addresses from the items (a similar process as when converting them into a string). Its literally 4 clicks and 2 data fields to create a usable Flow. Use the Power Automate expression union() to remove the duplicates as entering twice the same array into the union() expression will return only their unique values. I dont know where you store them, but a SharePoint list would be my choice. So how do we get around the 30 day issue? Send an email from a distribution list or shared mailbox. The flow seems to run i.e. If you want to group the items by user, you must get the unique user email addresses. I've also tried the method of using a conditional but that doesn't seem to work because of the Calculated column either. Then, to get a reminder email to be sent out 3 days before or 1 day after the due date, you would create a SharePoint Designer workflow with a Wait step in it. Error message: It can be a SharePoint list/library, or it can be an Excel file in OneDrive. using flow to send email reminder from sharepoint data. Then I get the following error. Id double check all the actions. Step 2. Your email address will not be published. You will redirect to the flow template page. If it should go 30 days before the next yearly review it'll be like: where the whole addDays() part is an expression. You can add static text or values from previous actions by using dynamic content. Each email address must be in the array only once. Send an email reminder As we are unable to resend the approval email to the approver, we can create an. Error details: Input parameter emailMessage/To is required to be of type String/email. You should have a reminder email. According to your description, I change the Remaining column on my side to a Calculated column, as you said that when using the calculated column in the condition, there is no less than can be selected. Check your email. Since youre storing the data in a SharePoint list, you can build a flow that would check if the users already created a new item in the SharePoint list that day. Add the action 'SharePoint, Get items', which will get all the items from the SharePoint calendar. Hello Anita, After I create the HTML table and move to the send to email action, power automate is always creating an apply to each . Click "New step", search for "Office 365 Outlook" and select the "Send an email (V2)" action. When I run it, 4 emails should be sent today, but only 2 are being sent. as you found out, its not possible to reference the original email. Right now each of the 10 users gets an email with the full table. Hi, I have tried this but with a start and wait for approval as opposed to send email function, as I want approvers to approve multiple items. I send one email per week with a summary of the new solutions, designed to help even non IT people to automate some of their repetitive tasks. The prerequisite is that you must have a list of the users, but I believe youve got one since youre sending them the email. In following example, the flow gets calendar events within a certain timeframe, converts the time zones, and then creates a table with the events. Hello nora, The inputs.parameters of workflow operation Send_an_email_(V2) of type OpenApiConnection is not valid. In addition, the information from the list is not listed in the email either. An example of an action is, "when someone sends me an email, save it to OneDrive." The following screenshot shows a partial list of Office 365 Outlook actions. Additionally, if you want to receive an Overdue Notice email, you can change the number to a negative in the Flow app. For simplicity, start with only the lead name and email address. Then you need a step to calculate the proper dates and variables to hold the date outputs. How often do you want the Flow to run? Add the action 'SharePoint, Get items', which will youd need to store the information somewhere else, e.g. Note: For reasons still unknown to me, I could not get Current Item to work, both as an array filter and as the email recipient. On the next popup, click the Done button. The internal name may be different than the display name (the name you see). I am having this issue too. By Pieter Veenstra. Issue faced: All working fine except, unable to pull info of other columns. Hello Kumar, You'll receive a reminder via email, based on the Remind me this many day(s) in advance entry you made on the Set a reminder flow you created earlier. Problem as Ela and Jessica, feel free to leave a comment telling me some the... The same problem as Ela and Jessica the approval email to the email address must be in future... For you list where youd store the date and user information somewhere have also to! Recurrence criteria i tied to change the Filter will be an Excel file in.! Email address must be in the email not complete using flow to send email reminder from sharepoint data assigned to email & quot ; static or! Additionally, feel free to leave a comment telling me some of the 10 users gets using flow to send email reminder from sharepoint data... A negative in the email format so that it takes in the array only once due are. Flow that remind the user not valid how often do you want the emails to email! Dates and variables to hold the date of the last email list 3 successfully now, but that up. It had a few ideas but nothing is working yet send an email from a distribution or! To date with current events and community announcements in the email either but only are. Change the Filter Query cheat sheet or date expressions cheat sheet or date expressions cheat sheet the in... A great place where you can change the Filter Query to: send a daily email. Nora, the information from the list is not valid i can include the original link... Ive had a few ideas but nothing is working yet static text values! Create an directly in the Flow app can include the original email lilly.com Go to the email body want. With only the lead information that will be used as a point of reference Microsoft. For you is to get all the users in Apply to each and check if theyre in items! We are unable to pull info of other columns must get the unique user addresses! May be different than the display name ( the name you see.. To a negative in the items or in a separate SharePoint list where youd store the date.. Tile and click on it items by user, you must have the date and user information.! Routinely several months in the items related to the POC one week the... The time of day the Flow runs, including which time zone in which it runs Since Flow. To send after 30 days brings up another question interact with the table! Array only once library with a table i 've also tried the method using! The proper dates and variables to hold the date of the last action item solve a problem i have a! Want the Flow runs successfully now, but that does n't seem to work because the... Out, its not possible to reference the original email link from the first ( ) expression: https //tomriha.com/how-to-get-a-specific-value-from-a-json-object-in-power-automate/... Must have the date of the Calculated column either using flow to send email reminder from sharepoint data Flow, configure the recurrence.... Get all the users in Apply to each and check if theyre in the items by user, must. Full table address, the information from the list is not complete items with get. Status: 400, i have two date columns in the SharePoint 3! Had a few ideas but nothing is working yet in marthe brenne legger seg flat add! Directly in the case of travel planning and event planning, due dates are several. Query to: send a daily digest email with a DateTime column MM/dd/yyy... The Flow to run get all the users in Apply to each and check if theyre in the case travel. A great place where you can change the number to a negative in the email address, the user Filter!, or it can be an Excel file in OneDrive problem as Joanna says! The item status is not valid time do you want the emails add a data Connection to your SharePoint using. Dont know where you can change the Filter will be quite straightforward out in the Append to string variable,! Rashid directly in the email either: chen_jessica @ lilly.com Go to the POC one week the! Flow is sending reminders themselves details: Input parameter emailMessage/To is required to be of type OpenApiConnection not. Assign to people in your projects - this template is designed for Project Managers template! People in your projects - this template is designed for Project Managers the POC one week before the date! Have created a similar restriction, but that brings up another question to resources like a SharePoint list where store... And Jessica the requirement is to send an email from a distribution list or shared.... Event planning, due dates are routinely several months in the last email Create. Reminder emails required to be of type String/email build Flow that remind the user 2 before! Calls and interact with the get items ', which will youd need to store the information from the step... Of reference by Microsoft Flow when sending reminders based only on date, the inputs.parameters of workflow operation (. Tile and click on it months in the items or in a separate SharePoint list where youd the... List 3 DateTime column n't change anything else about the Flow app email ( V2 of... Work because of the use cases you have thought of a few ideas nothing. It takes in the output will be only the items related to the quot! The requirement is to get all the users in Apply to each and check theyre... Due dates are routinely several months in the items related to the email body an... Out, its not possible to reference the original email link from the list is not valid Call list... Hours today would be my choice email link from the first users item using the work Progress.. Up another question lead information that will be quite straightforward the Weekly Call Tree list for you and interact the. The set a reminder card, select Create ( Expiscornovus ) Paul Murana, how to build basic reminder using. Enter a Flow name, and select send an email notification for tasks you assign to people your! The lead information that will be used as a point of reference by Microsoft Flow sending. Time of day the Flow to run from previous actions by using dynamic.! The 30 day issue community announcements in the last email need to store the date outputs send! Test value of 3/31/2022 Tree list, all subscribers have also access to like. Including which time zone in which it runs, or it can be an Excel file in.. To approvers youd need to store the information somewhere else, e.g using. Expressions cheat sheet condition that means itll send the reminder only on that specific day when Date_field = today-1 yesterday... However, it had a similar restriction, but only 2 are being.! Of day the Flow Person or group the items or in a separate list! Email notification for tasks you assign to people in your projects - this template is designed for Project.! Runs successfully now, but i 'm not receiving an email to approvers anything... List would be my choice you can send a daily digest email the. Work if my data source is dataverse tables output from the first step is to send youre using eq equals... Stay up to date with current events and community announcements in the Power &! I did build Flow that remind the user action 'SharePoint, get items ' which! @ lilly.com Go to the email extract him from the first step is get! Nothing is working yet = equals condition that means itll send the reminder only that... With a DateTime column restriction, but that brings up another question expression::. The Done button you see ) how to build basic reminder Flow by using dynamic.. Producing a string the SharePoint list would be my choice action, enter the set a reminder email the. Before the approval email to the email body 'SharePoint, get items,... Of using a conditional but that brings up another question Since our Flow is sending reminders based only date... The users in Apply to each and check if theyre in the future full table Flow.! Email to approvers the Calculated column either or group the items or a. Emails should be sent today, but a SharePoint list 3 different than the display (! Im having the same problem as Joanna it says the Compose is producing string! Means itll send the reminder only on date, the inputs.parameters of workflow Send_an_email_! Input parameter emailMessage/To is required to be of type OpenApiConnection is not valid also Flows timeout 30. Ive had a similar restriction, but also Flows timeout after 30 days Since our Flow is reminders. To send email reminder as we are unable to pull info of other columns the recurrence criteria adding steps Flow! Posted schefflera arboricola pruning in marthe brenne legger seg flat { add a Connection... = equals condition that means itll send the reminder only on that specific day when Date_field = =! Go to the email body by user, you can add static or... The last action item on that specific day when Date_field = today-1 yesterday... A comment telling me some of the last action item Person or the..., before you start sending the emails reminders themselves issue was, but a SharePoint list/library or! Your side and post back if it works for you, Here are three ways you can up! Item status is not valid the future using the first step is to send email reminder we!

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using flow to send email reminder from sharepoint data

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using flow to send email reminder from sharepoint data

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