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Hi All,
I'm in the process of developing a Power Automate flow that interacts with a SharePoint list, which is structured to manage data on a quarterly basis (with separate columns for each quarter). This list contains sensitive information pertaining to different departments, and access is controlled through Row-Level Security (RLS), ensuring that managers can only see and edit rows corresponding to their specific department.
Here's the functionality I aim to implement in the flow:
Quarterly Check: At the end of each quarter, the flow should automatically check the respective column (e.g., Quarter 1, Quarter 2, etc.) for each department to verify if the managers have filled in their data.
RLS Compliance: The flow should respect the RLS settings, meaning it should only check the rows that a manager is responsible for and has access to edit.
Reminder Notifications: If a manager hasn't filled out their department's data in the designated column within a certain timeframe after the quarter ends, the flow should send an email reminder to that particular manager, urging them to complete the necessary input.
My questions for the community are:
How can I set up a Power Automate flow that can intelligently check specific columns based on the timeline (end of each quarter) and the current year?
What's the best approach to ensure that the flow respects the RLS settings, only scanning and triggering reminders for rows that a manager is authorized to view and edit?
Are there any templates or similar flows that I can refer to or any specific actions within Power Automate that are particularly useful for this kind of task?
Any advice, best practices, or insights into creating this kind of targeted reminder system within Power Automate would be greatly appreciated.