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I have a SharePoint List in which user have to enter currency data in each month for a record/item/contract. I have created 12 separate month field like Jan,Feb,March etc. The requirement is to create a view in which only the last month column will be visible and rest all are hidden also send an reminder on 6th of each month to the owner of that contract/record if they haven't filled the data of last month. For example- Today is 25th October so in my list view only September column will be visible rest all are hidden and on 1st Nov, October will be visible and rest all are hidden and so on. Also on 6th of October a reminder email will be sent to all the contract/record/item owner separately who didn't enter the last month data. I have already created a lookup list in which details of all contract owners are present.
Let me know if you need more details.
Hey,
Actually I would like to thanks your reply. I need help same topic. Did you find any solution ?
Hello Marvin,
Thanks for your response.
I am not deleting the months after year over instead of that I recreate new fields since customer may need to view previous year data for reporting purpose. The view part is almost sorted the only issue is with reminder emails. Can't switch to PowerApps since there will be delegation issues. Also the front end is not a concern since they want excel gridview kind of functionality which will be by default in listview.
Hey @Laxmikant
I have two general questions about this how I understand it:
What you try to do should be possible by using an monthly starting workflow and "SharePoint - Send HTTP request to SharePoint". You would need to send an HTTP request to your SharePoint list, to update the view each time. Here is some reference on how to do this using REST API: Lists and list items REST API reference | Microsoft Docs; Lists and list items REST API reference | Microsoft Docs
You could maybe also create different Views for each month and using Flow and SharePoint to just set a new view as default every month.
But I would recommend to think about another way to achieve this, maybe by using two lists, one containing the content and another with a lookup column, currency column and month column. You could then also build and combine everything using a custom Power Apps App to make it look and feel better.
Best regards
Marvin
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