Creating flow that emails based on excel filters

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Posted on 13 Mar 2025 14:47:39 by JF-13031443-0

Hi,

I need to create a flow that will email managers reminding them when employees have not completed a PDR. I have tried making flows with filter array or conditions to filter which managers are emailed but i keep finding that it either emails them with every employee regardless of completing a PDR or it doesn't email anyone.

Image of table below (emails removed)

If anyone can help id really appreciate it.

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Business Process Flows

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JF-13031443-0 4 on 14 Mar 2025 at 08:49:15

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Creating flow that emails based on excel filters

That's perfect, thankyou!
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Michael E. Gernaey 35,902 Super User 2025 Season 1 on 14 Mar 2025 at 04:30:50

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Creating flow that emails based on excel filters

Hi @JF-13031443-0

Happy to help, but in the future please share what you have, so we can help you work through throw it versus writing something for the 3+ dozen times

P.S. I love that you removed the emails, so many times people leave them in.

Note: You did not state how it would be triggered so I am going to use a Manual trigger

Here is an Example Flow now lets work with it.

Now in my case its a SharePoint example but its Exactly the same for Excel, so I will explain like its excel

1. Trigger your Flow

2. List rows in a table action

3. Use Select to grab the Email Address Column Only

Do this by changing the Mapping to Advanced and ONLY type in the Email Address Column nothing else like below (its a Dynamic Property)

Now since mine is an example, I have no fields in the value so i cannot select the proper Dynamic Email Address Column like you have

4, Now you have all the email addresses, but there will be duplicates so we need to make a unique list

Add a Compose

type

union(body('Select'), body(''Select))

This will take the list and union it to itself to create a Unique List of Email Addresses

5. Now use an Apply to each to loop through the Unique list from step 4

Inside the apply to each

Add a Filter Array

You need to filter the Original List rows in a Table, based on the Email Address, which is the current iteration of the Apply to Each (rememvber they are unique)

This will output JUST rows of data that have that particular email address no others

6. Now use a Select, to grab ONLY the Columns you want, from the output of Step 5

7. Add a Create HTML Table

Use the output of #6

8. Now send your email :-), where the To: value is ALSO the item() (aka current item of the Apply to each loop, because it only gives email addresses)

Add the output of the Create HTML Table to the body of your email however you want.

And Done

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