Power Platform Community Forum Thread Details

Hello!
I have a group of users who have to complete a task every month before the end of the month. Some users are responsible for multiple tasks every month.

I currently have them complete a short form for each task to validate that each task is complete. I have automation that writes each MS form response to a list on a SharePoint site.

The task names are selected from a static dropdown in the form.

I'm looking for a method that would:

1) Look at that list on the 15th(or whatever static date) and send an email to every user who hasn't submitted all the responses they need to for the month to remind them.

2) Look at the list at the end of the month and send an email to the site admin with a list which tasks hadn't been completed and the responsible party for those tasks.

2a) In the unrealistic event that all tasks were completed in a given month, at the end of the month, send and email to the site admin stating all tasks were completed.

Categories:

Building flows

@JL-11022014-0 You'll need to use a Get Items action to get the items from your SP List. When using this action it's always best practice to filter out the items with a Filter Query.

You might find these YT Tutorials helpful:

How to Work with 📆 Dates in Power Automate | Example Scenarios and Tips & Tricks
Are you easily stumped when working with Dates in Power Automate? In this Power Automate tutorial, I’ll show you how to compose an expression that will return a future date, a past date, how to count the number of days between two dates, how to check for a birthdate and anniversary date as well as tips and tricks when working with dates in Power Automate. I’ll cover some common use cases and concepts that can help you to build better Power Automate flows.

Feel free to skip ahead using the timestamps listed below. I’ve also linked a few other tutorials that you might be interested in as well.

IN THIS VIDEO:
✓ 4 Date Functions You Need to Know
✓ How to use the Convert Time Zone Action
✓ How to Get a Future Date
✓ How to Get a Past Date
✓ How to Return SharePoint Items Due in a Number of Days
✓ How to Return SharePoint Items Due within a Date Range
✓ How to write a Filter Query for SharePoint Items Due in 30, 60 and 90 Days
✓ How to Calculate the Number of Days between Two Dates
✓ How to Check for a Birthdate and Anniversary Date
✓ How to work with Dates and Times in Excel
✓ How to use a Manual Trigger with Date Input
✓ How to Output Dynamic Text with an Expression
✓ How to Check if a Date Falls on a Weekend

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Send Emails Based on a 📆 Date Column in SharePoint with Microsoft Power Automate
In this Microsoft Power Automate tutorial, I’ll show you how to build a flow that will send a Happy Birthday email to a user based on a date column in a SharePoint list. The SharePoint list also contains a column with a Manager’s name which we’ll use to send a three-day and day of reminder to the user’s manager.

This automation will use the Filter Array action to filter out all SharePoint list items where the user’s birthday is today or in three days. This flow can apply to a variety of scenarios such as:

📅 Student Birthdays
📅 Project Due Dates
📅 Contract/Membership Renewals
📅 License Expirations
📅 Client Anniversaries
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IN THIS VIDEO:
✓ How to Send an Email based on a Date Column in SharePoint
✓ Using the Recurrence Trigger in Power Automate
✓How to Use the Filter Array Action with multiple conditions
✓ How to Get Dynamic Content from a Filter Array Action
✓ How to Get a Date Three Days from Today
✓ How to Create a Dynamic Date Based on utcNow()
✓ How to Return a Count of Items
✓ How to initialize and set a variable
✓ How to use the Send an Email (V2) action
✓ How to send test emails

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How to Send a SINGLE EMAIL ✉️ with multiple SharePoint list items | Build THIS Power Automate Flow

Building a Power Automate flow that will send an email with multiple SharePoint items can be a bit complex. In this video tutorial I’ll cover how to build a flow that will send a single email to each user with tasks that have been assigned to them. The logic in this flow can be applied to many different scenarios.

First, I’ll show you how to use a Filter Query to return items from your SharePoint list that meet your criteria. Then I’ll show you how to return a list of unique email addresses so that each user receives a single email. Lastly I’ll show you how to compose an email that will contain an HTML table with a list of tasks for each user.

IN THIS VIDEO:
✓ How to send multiple list items in a single email with a Power Automate Flow
✓ How to create a dynamic date range
✓ How to use the Convert Time Zone action
✓ How to use a Filter Query in the Get Items action
✓ How to count number of items in an array
✓ How to use the Select action to extract a users display name and email address
✓ How to create a unique list of email addresses
✓ How to use the Create HTML Table action
✓ How to customize the HTML Table with CSS styles
✓ How to use the Send an email (V2) action
✓ How to use the Append to String Variable action
✓ How to create a custom list of items for an email
✓ How to use the Send an email (V2) action
✓ How to display singular or plural text based on the number of items returned

If you still run into issues while building your flow and if you are using the new designer—toggle it off and click each action to expand it. Upload a screenshot of your full flow in edit mode.

Hope this helps!

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