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Power Automate - Building Flows
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FLOW (Get Items) Filter SharePoint list on Expiration Date

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Posted on by 12

Hi,

I have a sharepoint list to track contract renewals. I want make a flow to send an email  to group for notification or filtered items with a date value.

thanks

  • Fernanda Profile Picture
    380 on at
    Re: FLOW (Get Items) Filter SharePoint list on Expiration Date

    @v-yamao-msft 

    Hi, question.. what if i want to set the notification for all the already expired items? What number should I state in the formula? Or is it a complete different one?

  • fverdu Profile Picture
    12 on at
    Re: FLOW (Get Items) Filter SharePoint list on Expiration Date

    Hi Mabel

    please see the captures of our config and error, the flow is completed with your instructions and fails in the filter step:

     

    https://zerkana-my.sharepoint.com/:f:/p/fverdu/ErjhZpNhTKhPprtVr5v7bsIBnAx6KgbcUEHiMV_nHJlerg?e=1wb0Is

     

    Escenario:

    I have a sharepoint list with a Date and Time column named "RenewalDate". The column's config is "Only Date". This is to track the renewal contracts of our customers.

     

    Needs:

    I need a flow that alert me by mail 30 days before contract expiry. If the mail attach a resume of contract that need renewal, it will be nice too.

     

    Thanks in advance.

  • fverdu Profile Picture
    12 on at
    Re: FLOW (Get Items) Filter SharePoint list on Expiration Date

    Hi Mabel,

    the flow fails at the apply filter step. Please can give me some email to send you some captures with my configuration?

    Thanks in advance

  • fverdu Profile Picture
    12 on at
    Re: FLOW (Get Items) Filter SharePoint list on Expiration Date

    ohh thanks.

    It's possible to get a reminder email 15 days before expiration date of a list item? i don't need the html table with the resume,  only the reminder to make de renewal of our customers before expiration.

    thanks.

  • v-yamao-msft Profile Picture
    on at
    Re: FLOW (Get Items) Filter SharePoint list on Expiration Date

    Hi @fverdu,

     

    Do you want to send out a reminder email before the expiration date? Do you have a Date (date only) column in the SharePoint list?

     

    Say you want to send a reminder email 3 days before the expiration date, you could use Filter query to filter the items. The code in the Filter query is:

    Date eq formatDateTime(addDays(utcnow(),3),'yyyy-MM-dd')

    Note: Date is of type date and time and is Date only formatted in the list, the function formateDateTime must be surrounded with a single quote.

     

    In order to send the all the items at a time, use the action Create HTML table, then in the action Send an email, make sure enable Yes for the Is HTML field.

     

    Please check the following screenshot for a reference.

    1.PNG

     

    More details about Odata filter query, please check the following doc:

    https://docs.microsoft.com/en-us/previous-versions/dynamicsnav-2016/hh169248(v=nav.90)

     

    More details on Workflow definition language, please check the following link:

    https://docs.microsoft.com/en-us/azure/logic-apps/logic-apps-workflow-definition-language

     

    Please feel free reply if you need more help.

     

     

    Best regards,

    Mabel Mao

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